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[Company Name or Logo]
Business Plan
Highlights
Copy # __ for _________________________________Property of [Company Name]; not authorized for distribution.
- CONFIDENTIAL -
Courtesy of
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/21/232
Agenda
Introduction– Overview– The Team– Business Highlights
The Opportunity– The Problem & Pain– The Solution– Market Summary– Customer Profile– Competition
The Company– Products and Services– Summary of Goals– Milestones– Marketing Plan– Financial Plan
Conclusion– Risks and Responses– Expansion Potential– 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.
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04/21/233
Overview
[Elevator pitch.]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/21/234
The Team (1)
President & CEO: [Name]– [Years & nature of experience]– [Accomplishments]
VP Sales: [Name]– [Years & nature of experience]– [Accomplishments]
VP Marketing: [Name]– [Years & nature of experience]– [Accomplishments]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/21/235
The Team (2)
CTO/VP Product: [Name]– [Years & nature of experience]– [Accomplishments]
VP Services: [Name]– [Years & nature of experience]– [Accomplishments]
TBH– CFO: ~[mm/yy]– President or COO: ~[mm/yy]– Management will adjust if the need arises
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/21/236
The Team (3)
Board of Directors([#] planned)– Chairman: [Name]
[Title]– [Name]
[Title]– TBD– TBD– TBD
Board of Advisors(~[#] planned)– [Name]
[Title]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/21/237
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?
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/21/238
Business Highlights (2)
Secondary revenue sources– [Source]
Overhead: [Low/Medium/High] Profitability expected ~[#] months from
incorporation Exit strategy: [IPO/Buyout/Remain Private
& Profitable]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/21/239
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]
THIS IS ONLY A PARTIAL VIEW OF THE FULL DOCUMENT. THE REMAINING PAGES ARE INTENTIONALLY NOT SHOWN. THEY ARE SHOWN ONLY IN THE MEMBERS DOWNLOAD AREA.
ADDITIONAL TEMPLATE PREVIEWS
Business Plan Development Workbook - 1
Business Plan Development Workbook - 2
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MARKET, INDUSTRY, AND COMPANY,
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Business Plan Presentation - 2
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