(Company Name or Logo) Business Plan Highlights: - Confidential

[Company Name or Logo]
Business Plan
Highlights
- CONFIDENTIAL -
Copy # __ for _________________________________

Property of [Company Name]; not authorized for distribution.
Courtesy of
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Agenda
 Introduction  The Company
– Overview – Products and Services
– The Team – Summary of Goals
– Business Highlights – Milestones
 The Opportunity – Marketing Plan
– The Problem & Pain – Financial Plan
– The Solution  Conclusion
– Market Summary – Risks and Responses
– Customer Profile – Expansion Potential
– Competition – Next Steps
– Q&A
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
2 07/22/22
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Overview
 [Elevator pitch.]
3 07/22/22
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The Team (1)

 President & CEO: [Name]
– [Years & nature of experience]
– [Accomplishments]
 VP Sales: [Name]
 VP Marketing: [Name]
4 07/22/22
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The Team (2)

 CTO/VP Product: [Name]
 VP Services: [Name]
 TBH
– CFO: ~[mm/yy]
– President or COO: ~[mm/yy]
– Management will adjust if the need arises
5 07/22/22
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The Team (3)

 Board of Directors  Board of Advisors
([#] planned) (~[#] planned)
– Chairman: [Name] – [Name]
 [Title]  [Title]
– [Name]
 [Title]
– TBD
– TBD
– TBD
6 07/22/22
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Business Highlights
 Core competency
 Market Segment: [Commonly known name for it]
 Customer base: [Businesses/Consumers/Both Businesses &
Consumers]
 Primary revenue source: [Product Sales/Service/etc.]
 ROI for customers: [Formula based on current costs]
 Are the dogs eating the dog food?
 Scalability?
 Strategic or nice-to-have?
7 07/22/22
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Business Highlights (2)
 Secondary revenue sources

– [Source]
 Overhead: [Low/Medium/High]
 Profitability expected ~[#] months from
incorporation
 Exit strategy: [IPO/Buyout/Remain Private &
Profitable]
8 07/22/22
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The Pain
 “[Quote from prospect in pain]” – [Source]

 “[Quote from analyst regarding the need in or size
of market]” – [Source]
 “[Quote from analyst regarding the need in or size
of market]” – [Source]
9 07/22/22
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Logo Here Include relevant charts
regarding the industry
(i.e., where the product
The Pain (2) fits, growth of industry,
bottlenecks solved, etc.)
10 07/22/22
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Market Summary
 Target market value

– $[#] in [year] growing to $[#] in [future year] (Source)
– [If additional sources, ditto above]
 Prospect base
– [#] [companies/consumers] (Source)
 Significant competitors: ~[#]
 Total competitors: ~[#]
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partners, competitors &
related companies
Market Summary (2)
12 07/22/22
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Market Summary (3)
 Trends
– [Past trend]
– [Present trend]
 [Use graphics if useful]
13 07/22/22
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Customer Profile
 Characteristics of customers
 Value proposition
 Decision maker
 How hungry for solution? (Pre-orders, testimonials,
etc.)
14 07/22/22
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Competition
 [Significant competitor name]

– [Focus of their business]
– Weaknesses
 [Weakness and how we exploit it]
– Strengths
 [Strength and how we address it]
15 07/22/22
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Competition (2)
 [Significant competitor name]

– [Focus of their business]
– Weaknesses
– Strengths
16 07/22/22
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Partnerships
 Interested Parties
– Investor: [Lead Investor Company Name]
– Investor: [Venture Company Name]
– [Law Firm & Attorney Name]
 Experienced in aggressive venture planning
17 07/22/22
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Products And Services

 [Product/service]
– Performance characteristics
– Architecture
– Cost characteristics
– Pricing
– Delivery mechanism
– Available [#]Q [year]
18 07/22/22
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Summary of Goals
 1st year  3rd year
– Revenue: $[#] – Revenue: $[#]
– Burn: $[#] – Burn: $[#]
– Headcount: [#] – Headcount: [#]
– Customers: [#] – Customers: [#]
 2nd year – Take company public
– Revenue: $[#]  4th year
– Burn: $[#] – Revenue: $[#]
– Headcount: [#] – Burn: $[#]
– Customers: [#] – Headcount: [#]
– Achieve profitability – Customers: [#]
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check marks () for items
Milestones (1) already completed. To do

this, right-click the item
and choose “Bullets and
Numbering…”
 Stage 1: Founding the Business
– [mm/yy]: Incorporated
– [mm/yy]: Remaining legal documents filed
– [mm/yy]: Secure angel funding ($[250]K @ $[1]m pre)
– [mm/yy]: Ramp up hiring
– [mm/yy]: Begin building initial product
– [mm/yy]: Secure 1st round (~$[2]m @ $[15]m pre)
– [mm/yy]: Beta test and rework product
– [mm/yy]: Begin offering initial product
– [mm/yy]: Begin marketing activity
– [mm/yy]: Aggressively obtain customers
20 07/22/22
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Milestones (2)
 Stage 2: Developing the Business

– [mm/yy]: Secure 2nd round (~$[6]m @ $[25]m pre)
– [mm/yy]: Crank up marketing activity
– [mm/yy]: Begin offering second product
– [mm/yy]: Emphasize customer acquisition
– Entertain any acquisition offers that arise
21 07/22/22
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Milestones (3)
 Stage 3: Stabilizing the Business

– [mm/yy]: Shore up management
– [mm/yy]: Secure 3rd round (~$[20]m @ $[100]m pre)
– [mm/yy]: File for IPO
– [mm/yy]: Achieve profitability
22 07/22/22
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Marketing Plan
 Target Market/Demographics: [Segment Description]

 Distribution and sales channels
 Pricing and positioning
 Branding and strategic position
 Media Mix: [Web Ads/Magazine Ads/Trade
Shows/Billboards/TV/Radio]
 Marketing and sales team development
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with a spreadsheet if the
pricing model is complex.
Financial Plan (1)
 Pricing Model Fundamentals

– [Product/Service]: $[#] per [unit(s)] [detail price
evolution over time]
 Stabilized gross margins
 Gross revenue, net income and growth by year
 Cash flow and capitalization needs
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spreadsheet of revenue
Financial Plan (2) and expense projections
below.
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Risks Addressed
 [Risk]
– [Response]
 [Risk]
– [Response]
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Expansion Potential
 [If there are things that can be done in the future to

take the business into broader or additional markets,
list them here.]
27 07/22/22
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Next Steps
 [Immediate and long term needs; if seeking funding,

state specifics]
 [Decisions to be made]
28 07/22/22
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Thank You.
29 07/22/22

(Company Name or Logo) Business Plan Highlights: - Confidential

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(Company Name or Logo) Business Plan Highlights: - Confidential

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[Company Name or Logo]

Copy # for _______________________________

The Team (1)

The Team (2)

The Team (3)

Business Highlights (2)

 Secondary revenue sources

 “[Quote from prospect in pain]” – [Source]

 Target market value

Logo Here Provide a map of potential

Market Summary (3)

 [Significant competitor name]

 [Significant competitor name]

Products And Services

Milestones (1) already completed. To do

 Stage 2: Developing the Business

 Stage 3: Stabilizing the Business

 Target Market/Demographics: [Segment Description]

 Pricing Model Fundamentals

 [If there are things that can be done in the future to

 [Immediate and long term needs; if seeking funding,

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