Professional Documents
Culture Documents
About Us
Janis
Managing Partner,
Paladin Partners
Serial entrepreneur,
business advisory
services
Wang, Sun, Microsoft,
IT Start-ups
BA Psychology, MBA,
University of Iowa
Don
President/CEO, SeaTec
Consulting
Serial entrepreneur,
business development,
large scale IT systems
integration
Scitor, Rockwell
International
BA Math, BS Physics,
Washington State
Alignment of team(s)
Operating plan
Communication across company,
division, department, business
partners
Investment capital
Expansion capital (banks, leases)
Merger/acquisition process
Executive summary
Solicit interest
Screen for investor candidates
Banking/leasing document
Potential acquirers
Financial Projections
Build 5 years
Detail near years, extrapolate out
years
Build from single unit economics
Document assumptions
Compare against top down
Validate with market comparables
Competitive Analysis
Pages: 10 to 30
Kinkos white bond
is good enough
Simple binding
Examples
Handout a good
example B Plan
Discuss examples
of bad ones
Typical Outline
Executive Summary
Introduction and Business Premise
Market Analysis and Customer Needs
Product Overview
Value Proposition
Business Model
Business Operations Plan
Marketing and Sales
Market Entry
Transition to Revenue Service
Competitive Assessment
Partnership Strategy
Management Team and Advisors
Financial Projections
Key Business Metrics
Capital Structure/Financing Plans
Exit Strategy
Risk Analysis
Summary
12 point type
Use a clean font
Dont use bold or italics too much
Make sure your visuals are readable
No typos, proof-read thoroughly (including
the visual!)
Remember: not everyone has same printer
Check for grammar
Style consistency
If you cant write, hire someone
Due Diligence
Resources
Reading list
Guy Kawasaki
Geoffrey Moore
Business 2.0
HBS Case Studies
Workshops
CIE Program
NWEN
WTC
SBA
Archive
Venture blogs
Kauffman
Foundation
Consultants
Domain experts
Funding experts
Teambuilding
experts