business plan highlights template

[Company Name or Logo]

Business Plan

Highlights

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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


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Overview

[Elevator pitch.]


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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]


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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


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The Team (3)

Board of Directors([#] planned)– Chairman: [Name]

[Title]– [Name]

[Title]– TBD– TBD– TBD

Board of Advisors(~[#] planned)– [Name]

[Title]


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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?


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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]


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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]


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The Pain (2)

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Include relevant charts regarding the industry (i.e., where the product fits, growth of industry, bottlenecks solved, etc.)

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Include relevant charts regarding the industry (i.e., where the product fits, growth of industry, bottlenecks solved, etc.)


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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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Market Summary (2)

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Provide a map of potential partners, competitors & related companies

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Provide a map of potential partners, competitors & related companies


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Market Summary (3)

Trends– [Past trend]– [Present trend]

[Use graphics if useful]


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Customer Profile

Characteristics of customers Value proposition Decision maker How hungry for solution? (Pre-orders,

testimonials, etc.)


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Competition

[Significant competitor name]– [Focus of their business]– Weaknesses

[Weakness and how we exploit it] [Weakness and how we exploit it]

– Strengths [Strength and how we address it] [Strength and how we address it]


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Competition (2)

[Significant competitor name]– [Focus of their business]– Weaknesses

[Weakness and how we exploit it] [Weakness and how we exploit it]

– Strengths [Strength and how we address it] [Strength and how we address it]


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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


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Products And Services

[Product/service]– Performance characteristics– Architecture– Cost characteristics– Pricing– Delivery mechanism– Available [#]Q [year]


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Summary of Goals

1st year– Revenue: $[#]– Burn: $[#]– Headcount: [#]– Customers: [#]

2nd year– Revenue: $[#]– Burn: $[#]– Headcount: [#]– Customers: [#]– Achieve profitability

3rd year– Revenue: $[#]– Burn: $[#]– Headcount: [#]– Customers: [#]– Take company public

4th year– Revenue: $[#]– Burn: $[#]– Headcount: [#]– Customers: [#]


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Milestones (1)

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

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Replace bullets with check marks () for items already completed. To do this, right-click the item and choose “Bullets and Numbering…”

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Replace bullets with check marks () for items already completed. To do this, right-click the item and choose “Bullets and Numbering…”


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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


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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


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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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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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Replace the bullets below with a spreadsheet if the pricing model is complex.

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Replace the bullets below with a spreadsheet if the pricing model is complex.


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Financial Plan (2)

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Insert a graph or spreadsheet of revenue and expense projections below.

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Insert a graph or spreadsheet of revenue 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.]


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Next Steps

[Immediate and long term needs; if seeking funding, state specifics]

[Decisions to be made]


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Thank You.

business plan highlights template

Technology

business mmyy

pre mmyy

mmyy president

incorporated mmyy

mmyy management

initial product mmyy

marketing activity mmyy

team business