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Business Plan Business Plan Presentation Format Presentation Format
The investor presentation must be clear, concise The investor presentation must be clear, concise and compelling to:and compelling to:– Generate investor interest and build confidenceGenerate investor interest and build confidence– Lead to additional investor meetingsLead to additional investor meetingsShould be 20-30 minutes in length Should be 20-30 minutes in length Charts, graphics, pictures and verbiage should Charts, graphics, pictures and verbiage should be simple and easily read (no “eye tests”)be simple and easily read (no “eye tests”)Each slide should have between 3 and 6 bullets Each slide should have between 3 and 6 bullets that are succinct (no paragraphs, uncluttered)that are succinct (no paragraphs, uncluttered)Presentation format may vary depending on the Presentation format may vary depending on the company but the following format provides a company but the following format provides a reasonable order and flow –it is but one reasonable order and flow –it is but one approach to making investor presentations. approach to making investor presentations.
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Order of PresentationOrder of PresentationIntroductionIntroductionProblemProblemSolutionSolutionMarket, CustomersMarket, CustomersCompetitive landscapeCompetitive landscapeBusiness and Revenue ModelsBusiness and Revenue ModelsManagement TeamManagement TeamFinancial Projections Funding Financial Projections Funding TimelineTimelineSummarySummary
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IntroductionIntroduction
Briefly introduce yourself and your companyBriefly introduce yourself and your company– Company name and company logoCompany name and company logo– Presenters names (give titles if pertinent)Presenters names (give titles if pertinent)
Slide time: approximately 30 secondsSlide time: approximately 30 seconds
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Introduction--continuedIntroduction--continued [this is a very important slide that requires lots of [this is a very important slide that requires lots of
time to create because it must be succinct, time to create because it must be succinct, comprehensive and COMPELLING]comprehensive and COMPELLING]
BriefBrief overviewoverview of company (elevator pitch) of company (elevator pitch)What exactly the company does (stated succinctly)What exactly the company does (stated succinctly)What products or services are offeredWhat products or services are offeredWhat problem is being solved, and What problem is being solved, and Why these products or services are compelling, e.g., “…Why these products or services are compelling, e.g., “…the only product that enables [solution] to [the problem]the only product that enables [solution] to [the problem]…”…”
Slide time: approximately 1 minuteSlide time: approximately 1 minute
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The Problem/Opportunity/NeedThe Problem/Opportunity/Need
Define the problem or need in the marketDefine the problem or need in the marketDescribe how significant or prevalent the Describe how significant or prevalent the problem may be problem may be If appropriate, describe why now is the right time If appropriate, describe why now is the right time for a solution for a solution Provide a “problem” scenario that provides a Provide a “problem” scenario that provides a basis for your company’s product or service basis for your company’s product or service
Slide time: 60 to 90 secondsSlide time: 60 to 90 seconds
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The SolutionThe Solution(1 to 2 slides)(1 to 2 slides)
Clearly and succinctly describe the company’s product or Clearly and succinctly describe the company’s product or service that will address the problemservice that will address the problemIllustrate the company’s solution with graphics, pictures or Illustrate the company’s solution with graphics, pictures or videos as necessary (keep this very simple)videos as necessary (keep this very simple)Provide brief list of features, Provide brief list of features, benefitsbenefits and and advantagesadvantages– What is the value proposition for the customer (How well will the What is the value proposition for the customer (How well will the
product or service solve the problem)?product or service solve the problem)?Cost savings, convenience, reliability, etc. (be specific)Cost savings, convenience, reliability, etc. (be specific)
Describe “barriers to entry” created by your product (e.g., Describe “barriers to entry” created by your product (e.g., patents)patents)
Slide Time: Approximately 01:30 (May require more than one Slide Time: Approximately 01:30 (May require more than one slide)slide)
The SolutionThe Solution
Provide an understandable, practicle Provide an understandable, practicle example of how your product/service example of how your product/service works or what it does.works or what it does.
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Sample Feature-Benefits TableSample Feature-Benefits Table
FeaturesFeatures BenefitsBenefits
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds
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Company Status/ProgressCompany Status/Progress
Build investor confidence in your companyBuild investor confidence in your company– Domain expertise of management and staffDomain expertise of management and staff– Customers and contracts established (letters of Customers and contracts established (letters of
intent)intent)– Strategic partnerships establishedStrategic partnerships established– Product development status—describe milestones Product development status—describe milestones
achieved to reduce risk (e.g., alpha or beta testing)achieved to reduce risk (e.g., alpha or beta testing)– Other significant information to validate or reduce riskOther significant information to validate or reduce risk
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds
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The MarketThe Market(2 to 5 slides)(2 to 5 slides)
Describe market size, growth, trends and maturityDescribe market size, growth, trends and maturity– Industry and market segment data (see sample, next slide)Industry and market segment data (see sample, next slide)
Market challengesMarket challengesWhat market segment(s) are served by the company?What market segment(s) are served by the company?What is the company’s potential in the market?What is the company’s potential in the market?– Estimated Revenue Growth in graphic or tabular form (see next Estimated Revenue Growth in graphic or tabular form (see next
slides, for examples)slides, for examples)– Market share projections are optionalMarket share projections are optional
Slide Time: Approximately 90 secondsSlide Time: Approximately 90 seconds(More than one slide may be required)(More than one slide may be required)
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Global Market for [your product]Global Market for [your product]
RegionRegion Demand (US $ MM)Demand (US $ MM) % Globe% Globe
AsiaAsia 17001700 3232
EuropeEurope 15001500 3030
North AmericaNorth America 13001300 2525
Latin AmericaLatin America 415415 88
AfricaAfrica 200200 44
OthersOthers 6464 11
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds
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US Market with key segmentsUS Market with key segmentsCityCity World World
RankRankUS $ MMUS $ MM % Country% Country % World% World
New YorkNew York 11 865865 22.822.8 5.35.3Los AngelesLos Angeles 33 300300 8.38.3 1.91.9
ChicagoChicago 44 285285 88 1.81.8DallasDallas 2121 105105 2.82.8 0.640.64
San JoseSan Jose 2222 104104 2.82.8 0.630.63San San
FranciscoFrancisco2323 103103 2.72.7 0.620.62
San DiegoSan Diego 2626 100100 2.62.6 0.610.61
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds
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CustomersCustomers
Describe the company’s current and Describe the company’s current and potential customerspotential customers– Profile of the optimal customerProfile of the optimal customer– Value proposition to customerValue proposition to customer– Validation of Customer AcceptanceValidation of Customer Acceptance
Customer Feedback, Survey Data, TestimonialsCustomer Feedback, Survey Data, TestimonialsPurchases, Letters of IntentPurchases, Letters of IntentPartnersPartners
– Example of customerExample of customer
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Competition and AdvantageCompetition and Advantage(2 TO 3 SLIDES)(2 TO 3 SLIDES)
CompetitionCompetitionDescribe the direct (competing product or service) and Describe the direct (competing product or service) and indirect competition (alternative solution) for your indirect competition (alternative solution) for your company and its product or service.company and its product or service.Describe specific strengths, weaknesses, and Describe specific strengths, weaknesses, and opportunities related to competition.opportunities related to competition.Describe how your product, technology or service Describe how your product, technology or service differentiates itself from the competition? [very important]differentiates itself from the competition? [very important]
Competitive AdvantageCompetitive AdvantageWhat is the company’s competitive advantage?What is the company’s competitive advantage?– Why will customers buy your product or service over the Why will customers buy your product or service over the
competition?competition?– Show a competitive matrix to illustrate differentiation (see next Show a competitive matrix to illustrate differentiation (see next
slide)slide)
Subject Time: Approximately 2 minutes (more than 1 slide)Subject Time: Approximately 2 minutes (more than 1 slide)
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Competitive Comparison Competitive Comparison (see next slide for optional approach)(see next slide for optional approach)
ProductProduct AdvantagesAdvantages DisadvantagesDisadvantagesProduct AProduct A~$12/100 units~$12/100 unitsProduct BProduct B~$30/100 units~$30/100 unitsProduct CProduct C~$17/100 units~$17/100 units
My Company My Company ProductProduct~$9/100 units~$9/100 units
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Competitive MatrixCompetitive MatrixProduct Feature A Feature B Feature C Feature D Feature
E
MY PRODUCT ● ● ● ● ●
Product 1 ● ●
Product 2 ● ● ●
Product 3 ● ● ●
Product 4 ● ● ●
Product 5 ● ● ●
Product 6 ● ●
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Competitive PositioningCompetitive Positioning
Your Company, Inc.
Gizmo
Gadget.com
Yippee
Flex
ibili
ty
Functionality
Yikes
Zowie
Thingamabob
End First SectionEnd First Section
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Business Model and Marketing PlanBusiness Model and Marketing Plan(2 TO 5 SLIDES)(2 TO 5 SLIDES)
Describe the company’s business and revenue modelDescribe the company’s business and revenue model– What is the overall business strategy?What is the overall business strategy?– How will you sell your product or service (distributors, internet)?How will you sell your product or service (distributors, internet)?– How will the company generate revenue for its product or How will the company generate revenue for its product or
service? service? – Describe the sales cycle for the company’s product or serviceDescribe the sales cycle for the company’s product or service
Describe the Marketing Plan (if appropriate)Describe the Marketing Plan (if appropriate)– What is the go-to -market strategy?What is the go-to -market strategy?– What is the pricing model? Gross margin? What is the pricing model? Gross margin? – How will you access customers? (including advert. and promo.)How will you access customers? (including advert. and promo.)– How will your product or service be distributed?How will your product or service be distributed?– What customer support will be needed?What customer support will be needed?
Note any commitments from partners, distributors, Note any commitments from partners, distributors, granting agencies, etc. regarding benefits of your productgranting agencies, etc. regarding benefits of your product
Slide Time: Approximately 90 seconds Slide Time: Approximately 90 seconds
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Regulatory IssuesRegulatory Issues(not necessarily included in all investor (not necessarily included in all investor
presentations)presentations)Include pertinent info regarding FDA, FTC, Include pertinent info regarding FDA, FTC, or other pertinent government agencyor other pertinent government agency
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Management Team, AdvisorsManagement Team, Advisors
Build investor confidence with teamBuild investor confidence with team– Credentials, proven track record, domain Credentials, proven track record, domain
experience (do experience (do notnot include weak credentials ) include weak credentials )– Describe skill and experience gaps to be filled Describe skill and experience gaps to be filled List the company’s leadership teamList the company’s leadership team– Include name, position, experience (abbrev.)Include name, position, experience (abbrev.)– These are credentialed expertsThese are credentialed expertsList of company Directors and AdvisorsList of company Directors and Advisors– Include name, summary of experienceInclude name, summary of experience
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Financial ProjectionsFinancial ProjectionsProvide 3-5 year financial projections for the Provide 3-5 year financial projections for the company (company (abbreviatedabbreviated chart or graph—see next chart or graph—see next slide)slide)– Include financial projections to show year-to-year Include financial projections to show year-to-year
growth (show a basic income statement table—see growth (show a basic income statement table—see next slide for an example)next slide for an example)
– Is the company overstating or understating market Is the company overstating or understating market share and/or growth? share and/or growth?
– Can the company scale its operations as it grows?Can the company scale its operations as it grows?List major facts and assumptionsList major facts and assumptions– Are the assumptions believable and achievable?Are the assumptions believable and achievable?
Slide Time: Approximately 90 secondsSlide Time: Approximately 90 seconds
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Financial Projections: Financial Projections: Income Statement SummaryIncome Statement Summary
2008 2009 2010 2011 2012
Revenue 500 5,207 12,203 25,565 51,894
COGS 402 3,270 7,179 14,395 29,145
Gross ProfitGross Profit 102 1,937 5,024 11,170 22,749
Oper Exp 4,318 3,572 4,229 8,165 16,445
Net Income (4,216) (1,635) 795 3,005 6,304
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Financial Projections:Financial Projections:Break Even AnalyisBreak Even Analyis
B/E(Quantity) =B/E(Quantity) =Total Fixed CostTotal Fixed Cost
Price per Unit – Var. Cost per UnitPrice per Unit – Var. Cost per Unit
0
200
400
600
800
1000
1200
0 20 40 60 80 100
Fixed CostTotal CostTotal Revenue
Break-EvenBreak-EvenTR = TCTR = TC
Units Sold
Rev
enue
[ ]
} Variable Cost
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FundingFundingWhat funding has the company received to date?What funding has the company received to date?– Amounts and sourcesAmounts and sources
How will the company be financed?How will the company be financed?How much money is the company currently seeking from How much money is the company currently seeking from Investors?Investors?– How will the funds be used? (use tabular format—see next slide How will the funds be used? (use tabular format—see next slide
for an example)for an example)– What key value-building milestones will be achieved with funds What key value-building milestones will be achieved with funds
(market test, market expansion, etc.)(market test, market expansion, etc.)Anticipated future funding needsAnticipated future funding needsWhat are the exit strategies for the company? (when?)What are the exit strategies for the company? (when?)What is the expected ROI for investors What is the expected ROI for investors
Slide Time: Approximately 2 minutes (this section is more Slide Time: Approximately 2 minutes (this section is more than one slide)than one slide)
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Startup Budget/Use of ProceedsStartup Budget/Use of Proceeds
First year Budget CostSalaries 510,000Repairs & maintenance 8,400Local Advertising 5,000Marketing 51,400Accounting and legal 5,000Rent 17,798Internet & Telephone 5,940Equipment 48,000Domain Name 10
Total $651,548
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Use of Proceeds BreakdownUse of Proceeds BreakdownUse of Funding Proceeds
78%
1%
1% 1% 7% 0%0%
0%
1%
8%
3%
0%Salaries (includes payroll taxes)Repairs & maintenanceLocal AdvertisingMarketingAccounting and legalRentInternet & TelephoneTaxes (Real estate, etc.)DepreciationEquipmentDomain NameMiscellaneous expenses
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TimelineTimeline
Use a Gantt Chart for key milestones or Use a Gantt Chart for key milestones or use the preferred model shown on the use the preferred model shown on the next slide.next slide.
Timeline of MilestonesTimeline of Milestones
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Idea
Primary Research
Feasibility Analysis
Relationships Secured
Business Plan
Prototype Install (Fall Gardens)
Funds Raised
Neighborhood Mkt.
Initial Contracts
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2007 2008
Beta TestMilestone
Break-evenMilestone
July
DevelopmentMilestone 1December
2nd ProductDevelopment
MilestoneSept.
Sales MilestoneDecember
Value-Added Milestones Timeline (Sample)
Product 1Partnered*
* Company retains co-dev./co-promotion rights
Product 1First Sales
1st Financing $660K
2nd Financing $1Million
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SummarySummary
What do you want your audience to remember What do you want your audience to remember about the company?about the company?– Unique and Sizeable OpportunityUnique and Sizeable Opportunity– Unique product or serviceUnique product or service– Competitive Advantage, StrengthsCompetitive Advantage, Strengths– Marketing Approach, Customers, Sales PipelineMarketing Approach, Customers, Sales Pipeline– Intellectual propertyIntellectual property– Management teamManagement team– Other…Other…