Business Plan Presentation format

This is a guiding document and not a questionnaire. The points given in each slide are to help you focus and guide your thinking and not questions that need to be responded to.

Business Plan Presentation Format
The investor presentation must be clear, concise and compelling to: o Generate investor interest and build confidence o Lead to additional investor meetings Should be 20-30 minutes in length Charts, graphics, pictures and verbiage should be simple and easily read (no “eye tests”) o do not use colours which don’t show up clearly on white background e.g. yellow / pink Each slide should have between 3 and 6 bullets that are succinct (no paragraphs, uncluttered)
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Business Plan Presentation Format
Fonts o Better to use white background with black and red or blue fonts o Use Arial 23 for the body of slide and Arial 34 for the header Please restrict the number of slides to 30 / 32 as more than that is difficult to go through in a 45 mins interaction Please strictly restrict file size to 1MB Presentation format may vary depending on the company but the following format provides a reasonable order and flow – it is but one approach to making investor presentations.
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Possible Exits Timeline Summary 5/8/2009 4 . Customers Competitive landscape Business and Revenue Models Management Team Financial Projections Funding.Order of Presentation Introduction Problem Solution Market.

Introduction Briefly introduce yourself and your company o o o o Company name Presenters names (give titles if pertinent) Sector / Industry focus Contact coordinates : Mobile no Land no Email id Address 5/8/2009 Slide time: approximately 30 seconds 5 .

e. “…the only product that enables [solution] to [the problem]…” 5/8/2009 Slide time: approximately 60 seconds 6 .g. and o Why these products or services are compelling. comprehensive and COMPELLING] Brief overview of company (elevator pitch) o What exactly the company does (stated succinctly) o What products or services are offered o What problem is being solved.Introduction--continued [this is a very important slide that requires lots of time to create because it must be succinct..

The Problem/Opportunity/Need Define the problem or need in the market Describe how significant or prevalent the problem may be If appropriate. describe why now is the right time for a solution Provide a “problem” scenario that provides a basis for your company’s product or service 5/8/2009 Slide time: 60 to 90 seconds 7 .

pictures or videos as necessary (keep this very simple) Provide brief list of features. benefits and advantages o What is the value proposition for the customer (How well will the product or service solve the problem)? Cost savings.The Solution (1 to 2 slides) Clearly and succinctly describe the company’s product or service that will address the problem Illustrate the company’s solution with graphics. convenience. etc.g. (be specific) Describe “barriers to entry” created by your product (e. patents) 5/8/2009 Slide Time: Approximately 90 seconds (May require more than one slide) 8 . reliability..

5/8/2009 9 . practical example of how your product/service works or what it does.The Solution Provide an understandable.

Sample Feature-Benefits Table Features Benefits 5/8/2009 Slide Time: Approximately 60 seconds 10 .

g. alpha or beta testing) o Other significant information to validate or reduce risk 5/8/2009 Slide Time: Approximately 60 seconds 11 ..Company Status/Progress Build investor confidence in your company o Domain expertise of management and staff o Customers and contracts established (letters of intent) o Strategic partnerships established o Product development status—describe milestones achieved to reduce risk (e.

trends and maturity o Industry and market segment data (see sample. growth. next slide) Market challenges What market segment(s) are served by the company? What is the company’s potential in the market? o Estimated Revenue Growth in graphic or tabular form (see next slides.The Market (2 to 5 slides) Describe market size. for examples) o Market share projections are optional Slide Time: Approximately 90 seconds (More than one slide may be required) 5/8/2009 12 .

Global Market for your product / service (If Possible) Region Asia Europe North America Latin America Africa Others 5/8/2009 Demand (US $ MM) 1700 1500 1300 415 200 64 % Globe 32 30 25 8 4 1 13 Slide Time: Approximately 60 seconds .

8 8.8 2. % Region 865 300 105 104 22.Indian Market with key segments (Sample) Region North West East South World Rank 1 3 21 22 Indian Rs.3 2.8 5/8/2009 Slide Time: Approximately 60 seconds 14 .

Survey Data. Letters of Intent Partners o Example of customer 5/8/2009 Slide Time: Approximately 60 seconds 15 .Customers Describe the company’s current and potential customers o Profile of the optimal customer o Value proposition to customer o Validation of Customer Acceptance Customer Feedback. Testimonials Purchases.

Describe how your product. technology or service differentiates itself from the competition? [very important] Competitive Advantage What is the company’s competitive advantage? o Why will customers buy your product or service over the competition? o Show a competitive matrix to illustrate differentiation (see next slide 5/8/2009 Subject Time: Appros 120 secs (could be more than 1 slide) 16 . weaknesses. and opportunities related to competition.Competition and Advantage (2 TO 3 SLIDES) Competition Describe the direct (competing product or service) and indirect competition (alternative solution) for your company and its product or service. Describe specific strengths.

Competitive Comparison (see next slide for optional approach) Product Product A ~$12/100 units Product B ~$30/100 units Product C ~$17/100 units My Company Product ~$9/100 units Advantages Disadvantages 5/8/2009 17 .

Competitive Matrix (Sample) Product MY PRODUCT Feature A Feature B Feature C Feature D Feature E ● ● ● ● ● ● ● ● ● ● Product 1 Product 2 Product 3 Product 4 Product 5 Product 6 ● ● ● ● ● ● ● ● ● ● 18 ● 5/8/2009 .

Pvt Ltd Gizmo Gadget.com Yippee Thingamabob Functionality 5/8/2009 19 .Competitive Positioning Flexibility Yikes Zowie Your Co.

granting agencies. and promo. regarding benefits of your product 5/8/2009 Slide Time: Approximately 90 seconds 20 . distributors. internet)? o How will the company generate revenue for its product or service? o Describe the sales cycle for the company’s product or service Describe the Marketing Plan (if appropriate) o What is the go-to -market strategy? o What is the pricing model? Gross margin? o How will you access customers? (including advert.Business Model and Marketing Plan (2 TO 5 SLIDES) Describe the company’s business and revenue model o What is the overall business strategy? o How will you sell your product or service (distributors.) o How will your product or service be distributed? o What customer support will be needed? Note any commitments from partners. etc.

required/obtained etc.Regulatory Issues (not necessarily included in all investor presentations) Any Govt. approvals. licenses. 5/8/2009 21 .

proven track record. experience (abbrev. position.) o These are credentialed experts List of company Directors and Advisors o Include name. summary of experience 5/8/2009 22 . Advisors Build investor confidence with team o Credentials. domain experience (do not include weak credentials) o Describe skill and experience gaps to be filled List the company’s leadership team o Include name.Management Team.

Financial Projections Provide 3-5 year financial projections for the company (abbreviated chart or graph—see next slide) o Include financial projections to show year-to-year growth (show a basic income statement table-see next slide for an example) o Is the company overstating or understating market share and/or growth? o Can the company scale its operations as it grows? List major facts and assumptions o Are the assumptions believable and achievable? Slide Time: Approximately 90 seconds 5/8/2009 23 .

170 8.203 25.395 11.270 1.145 22.635) 2010 2011 2012 51.Financial Projections: Income Statement Summary (Sample) In Rs.304 24 500 402 102 4.024 4.749 16.565 7.207 3.216) 12.165 3.229 795 14.937 3.894 29.179 5.318 (4.005 Slide Time: Approximately 90 seconds .572 (1. Lakhs 2008 Revenue COGS Gross Profit Oper Exp Net Income 5/8/2009 2009 5.445 6.

Financial Projections: Break Even Analyis 1200 1000 600 400 200 Revenue 800 Break-Even TR = TC } 0 20 40 60 Variable Cost Fixed Cost Total Cost Total Revenue 0 80 100 Units Sold 5/8/2009 Slide Time: Approximately 60 seconds 25 .

market expansion.) Anticipated future funding needs What are the exit strategies for the company? (when?) What is the expected ROI for investors 5/8/2009 Slide Time: Approximately 120 seconds (this section could be more than one slide) 26 . etc.Funding What funding has the company received to date? o Amounts and sources How will the company be financed? How much money is the company currently seeking from Investors? o How will the funds be used? (use tabular format— see next slide for an example) o What key value-building milestones will be achieved with funds (market test.

Startup Budget/Use of Proceeds (Sample) First year Budget Salaries Repairs & maintenance Local Advertising Marketing Accounting and legal Rent Internet & Telephone Equipment Domain Name Total 5/8/2009 In Rs.400 5.000 8.000 51.798 5.940 48.400 5.000 17.000 10 651.548 27 Slide Time: Approximately 60 seconds . Lakhs Cost 510.

5/8/2009 Slide Time: Approximately 120 seconds 28 .Timeline Use a Gantt Chart for key milestones or use the preferred model shown on the next slide.

Initial Contracts .Timeline of Milestones JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Idea Primary Research Feasibility Analysis Relationships Secured Business Plan Prototype Install (Fall Gardens) Funds Raised Neighborhood Mkt.

Value-Added Milestones Timeline (Sample) 1st Financing $660K 2nd Financing $1Million 2007 2008 Development Milestone 1 December Beta Test Milestone Product 1 First Sales Product 1 Partnered* Break-even Milestone July Sales Milestone December 2nd Product Development Milestone Sept. * Company retains co-dev./co-promotion rights 5/8/2009 Slide Time: Approximately 60 seconds 30 .

Sales Pipeline o Intellectual property o Management team o Other… 5/8/2009 Slide Time: Approximately 120 seconds 31 .Summary What do you want your audience to remember about the company? o Unique and Sizeable Opportunity o Unique product or service o Competitive Advantage. Strengths o Marketing Approach. Customers.