A plan for your business

Do it for yourself… not just for investors

What is a Business Plan?

Investors look for CAP

Clarity

Ability

Profitability – business case

Key decision making points for investors

Will this team deliver?

Is the need /opportunity real?

Is the market size large and can this venture scale?

Is there a Sustainable Competitive Advantage?

Are the assumptions practical and verifiable?

Company / Project Name

BUSINESS PLAN - <<Date>>

Contact Person:

E-mail id: / Mobile:

LOGOSlogan: e.g. “The ultimate online music release platform’

The project in brief

The project description in one sentence

The promoters

The market opportunity

The plan

Financing looked for: amount, form, guarantees if any

What is the benefit for the lenders / investor to venture?

Overview of your business

Should answer the questions “Who will pay how much, to whom and for what”

•What is your service/product/concept? i.e. what do you do? i.e. Concept

•Whom is this service targeted at? i.e. your customers/consumers? i.e Who will pay

•What is the business model? I.e. how much will they pay and to whom

•What is the pain point you are addressing or what is the opportunity you are targeting? i.e. the need/value proposition

Team

• Brief description of each team member with key points on what he/she brings to the team [e.g. someone could lead technology, someone could lead marketing, etc.]

Product / Service Differentiator

• Highlight the uniqueness of your offering i.e. why would your users be excited about your offering?

What is the size of the opportunity

• Potential

• What markets are you addressing e.g. India, global, etc. – be specific for the 18 – 24 months horizon

Business model e.g. how do you plan to make money?

How are you going to make money e.g. Our business model is to charge customers Rs____ per month for the service. Payment will be collected in advance for a quarter.

What price point and how does that translate into revenue

Implementation plan

How do you intend to implement this concept?

•Operations: procurement/supply chain/logistics/fulfillment, etc.

•Marketing: how will you get customers

•Org chart

•Mention your key assumptions, and highlight if different than

generally accepted numbers

Your goals

• In the next 3 – 6 months

• In the next 12 – 18 months or 24 months

• In the next 5 years

• Indicate when you become profitable

Current achievements / status:

Competitive landscape

• Who will you compete with? [current or in future]

• Why would someone choose you over them?

• Why do you have a chance to be a dominant player?

Funding objective

• How much do you need

• What do you need the money for i.e. what will you achieve with this money, when do you see profitability

Also mention any fund raising history, if any

Other gaps to be filled

What areas do you need assistance on:

-International partner-Distribution network-Advisory board-Technological input-Staff

What actions did you undertake to fill these gaps?

What can a financial partner contribute beside money?

Contingency plan

List the risks you have identify and present envisioned mitigation measures (Plan B)

What if:-Political / economic environment downgrades-Start-up period lasts longer than expected-Talent recruitment proves more expensive than planned-Technology becomes obsolete-Etc.

This is a very important slide for financial partners

Conclusion: Financial highlights

Amount requested and form of financing envisioned

Sales and gross profit objectives after 3 years

Break-even point

Loan

•Free cash flow coverage ratios

•Repayment period

•Guarantees offered

Equity

•Valuation of the company before cash injection

•Dividend policy and valuation in 3 years

•Exit routes for a minority investor / Internal Rate of Return

What to do next

Summary of the next steps

Responsibilities

Timeline

THANK YOU!