business_plan_presentation_format.ppt

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Business PlanBusiness Plan

Presentation FormatPresentation Format

The investor presentation must be clear, conciseThe investor presentation must be clear, conciseand compelling to:and compelling to: – enerate investor interest and build con!idenceenerate investor interest and build con!idence – "ead to additional investor meetings"ead to additional investor meetings

#hould be 20$%0 minutes in length#hould be 20$%0 minutes in length&harts, graphics, pictures and verbiage should&harts, graphics, pictures and verbiage shouldbe simple and easil' read (no )e'e tests*+be simple and easil' read (no )e'e tests*+ach slide should have bet-een % and . bulletsach slide should have bet-een % and . bullets

that are succinct (no paragraphs, uncluttered+that are succinct (no paragraphs, uncluttered+Presentation !ormat ma' var' depending on thePresentation !ormat ma' var' depending on thecompan' but the !ollo-ing !ormat provides acompan' but the !ollo-ing !ormat provides areasonable order and !lo- –it is but onereasonable order and !lo- –it is but one

approach to maing investor presentationsapproach to maing investor presentations


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rder o! Presentationrder o! Presentation

ntroductionntroduction

ProblemProblem

#olution#olution

3aret, &ustomers3aret, &ustomers&ompetitive landscape&ompetitive landscape

Business and 4evenue 3odelsBusiness and 4evenue 3odels

3anagement Team3anagement Team

Financial Proections FundingFinancial Proections FundingTimelineTimeline

#ummar'#ummar'


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ntroductionntroduction

Brie!l' introduce 'oursel! and 'our compan'Brie!l' introduce 'oursel! and 'our compan'

– &ompan' name and compan' logo&ompan' name and compan' logo

– Presenters names (give titles i! pertinent+Presenters names (give titles i! pertinent+

#lide time: appro6imatel' %0 seconds#lide time: appro6imatel' %0 seconds


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ntroduction$$continuedntroduction$$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 COMPELLIN!co

mprehensive and COMPELLIN!

"rief "rief

overvie-overvie-

o! compan' (elevator pitch+o! compan' (elevator pitch+

8hat e6actl' the compan' does (stated succinctl'+8hat e6actl' the compan' does (stated succinctl'+

8hat products or services are o!!ered8hat products or services are o!!ered

8hat problem is being solved, and8hat problem is being solved, and

8h' these products or services are compelling, eg, )98h' these products or services are compelling, eg, )9the onl' product that enables solution; to the problem;the onl' product that enables solution; to the problem;9*9*

#lide time: appro6imatel' 1 minute#lide time: appro6imatel' 1 minute


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The Problem/pportunit'/


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The #olutionThe #olution(1 to 2 slides+(1 to 2 slides+

&learl' and succinctl' describe the compan'>s product or&learl' and succinctl' describe the compan'>s product orservice that -ill address the problemservice that -ill address the problem

llustrate the compan'>s solution -ith graphics, pictures orllustrate the compan'>s solution -ith graphics, pictures orvideos as necessar' (eep this ver' simple+videos as necessar' (eep this ver' simple+

Provide brie! list o! !eatures,Provide brie! list o! !eatures, bene!itsbene!its andand advantagesadvanta

ges

– 8hat is the value proposition !or the customer (@o- -ell -ill the8hat is the value proposition !or the customer (@o- -ell -ill theproduct or service solve the problem+Aproduct or service solve the problem+A

&ost savings, convenience, reliabilit', etc (be speci!ic+&ost savings, convenience, reliabilit', etc (be speci!ic+

=escribe )barriers to entr'* created b' 'our product (eg,=escribe )barriers to entr'* created b' 'our product (eg,

patents+patents+

#lide Time: ppro6imatel' 01:%0 (3a' reCuire more than one#lide Time: ppro6imatel' 01:%0 (3a' reCuire more than one

slide+slide+


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The #olutionThe #olution

Provide an understandable, practicleProvide an understandable, practicle

e6ample o! ho- 'our product/servicee6ample o! ho- 'our product/service

-ors or -hat it does-ors or -hat it does

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#ample Feature$Bene!its Table#ample Feature$Bene!its Table

#eatures#eatures "enefits"enefits

#lide Time: ppro6imatel' .0 seconds#lide Time: ppro6imatel' .0 seconds


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&ompan' #tatus/Progress&ompan' #tatus/Progress

Build investor con!idence in 'our compan'Build investor con!idence in 'our compan' – =omain e6pertise o! management and sta!! =omain e6pertise o! management and sta!!

– &ustomers and contracts established (letters o!&ustomers and contracts established (letters o!

intent+intent+ – #trategic partnerships established#trategic partnerships established

– Product development statusdescribe milestonesProduct development statusdescribe milestones

achieved to reduce ris (eg, alpha or beta testing+achieved to reduce ris (eg, alpha or beta testing+

– ther signi!icant in!ormation to validate or reduce risther signi!icant in!ormation to validate or reduce ris



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The 3aretThe 3aret(2 to 5 slides+(2 to 5 slides+

=escribe maret siGe, gro-th, trends and maturit'=escribe maret siGe, gro-th, trends and maturit' – ndustr' and maret segment data (see sample, ne6t slide+ndustr' and maret segment data (see sample, ne6t slide+

3aret challenges3aret challenges

8hat maret segment(s+ are served b' the compan'A8hat maret segment(s+ are served b' the compan'A

8hat is the compan'>s potential in the maretA8hat is the compan'>s potential in the maretA – stimated 4evenue ro-th in graphic or tabular !orm (see ne6tstimated 4evenue ro-th in graphic or tabular !orm (see ne6t

slides, !or e6amples+slides, !or e6amples+

– 3aret share proections are optional3aret share proections are optional

#lide Time: ppro6imatel' ?0 seconds#lide Time: ppro6imatel' ?0 seconds

(3ore than one slide ma' be reCuired+(3ore than one slide ma' be reCuired+


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lobal 3aret !or 'our product;lobal 3aret !or 'our product;

4egion4egion =emand (H# I 33+=emand (H# I 33+ J lobeJ lobe

sia sia 1D001D00 %2%2

uropeurope 15001500 %0%0North $mericaNorth $merica %&''%&'' ()()

"atin merica"atin merica 715715 EE

!rica !rica 200200 77

thersthers .7.7 11



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H# 3aret -ith e' segmentsH# 3aret -ith e' segments

&it'&it' 8orld8orld4an4an

H# I 33H# I 33 J &ountr'J &ountr' J 8orldJ 8orld


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&ustomers&ustomers

=escribe the compan'>s current and=escribe the compan'>s current and

potential customerspotential customers

– Pro!ile o! the optimal customer Pro!ile o! the optimal customer

– Lalue proposition to customer Lalue proposition to customer

– Lalidation o! &ustomer cceptanceLalidation o! &ustomer cceptance

&ustomer Feedbac, #urve' =ata, Testimonials&ustomer Feedbac, #urve' =ata, Testimonials

Purchases, "etters o! ntentPurchases, "etters o! ntent

PartnersPartners

– 6ample o! customer 6ample o! customer


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&ompetition and dvantage&ompetition and dvantage(2 T % #"=#+(2 T % #"=#+

&ompetition&ompetition

=escribe the direct (competing product or service+ and=escribe the direct (competing product or service+ andindirect competition (alternative solution+ !or 'ourindirect competition (alternative solution+ !or 'ourcompan' and its product or servicecompan' and its product or service

=escribe speci!ic strengths, -eanesses, and=escribe speci!ic strengths, -eanesses, andopportunities related to competitionopportunities related to competition

=escribe ho- 'our product, technolog' or service=escribe ho- 'our product, technolog' or servicedi!!erentiates itsel! !rom the competitionA ver' important;di!!erentiates itsel! !rom the competitionA ver' important;

&ompetitive dvantage&ompetitive dvantage

8hat is the compan'>s competitive advantageA8hat is the compan'>s competitive advantageA – 8h' -ill customers bu' 'our product or service over the8h' -ill customers bu' 'our product or service over thecompetitionAcompetitionA

– #ho- a competitive matri6 to illustrate di!!erentiation (see ne6t#ho- a competitive matri6 to illustrate di!!erentiation (see ne6tslide+slide+

#ubect Time: ppro6imatel' 2 minutes (more than 1 slide+#ubect Time: ppro6imatel' 2 minutes (more than 1 slide+


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&ompetitive &omparison&ompetitive &omparison(see ne6t slide !or optional approach+(see ne6t slide !or optional approach+

ProductProduct $dvanta*es$dvanta*es 3isadvanta*es3isadvanta*es

Product $Product $

45%(6%'' units45%(6%'' units

Product "Product "

45&'6%'' units45&'6%'' units

Product CProduct C

45%26%'' units45%26%'' units

My CompanyMy CompanyProductProduct

45-6%'' units45-6%'' units


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&ompetitive 3atri6&ompetitive 3atri6

Product Feature A Feature B Feature C Feature D FeatureE

MY PRODUCT ● ● ● ● ●

Product 1 ● ●

Product 2 ● ● ●




Product 6 ● ●


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&ompetitive Positioning&ompetitive Positioning

Your Company, Inc.

Gizmo

Gadget.com

Yippee

F l e x i b i l i t y

Functionality

Yikes

Zowie

Thingamabob


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nd First #ectionnd First #ection

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Business 3odel and 3areting PlanBusiness 3odel and 3areting Plan(2 TO 5 SLIDES)(2 TO 5 SLIDES)

=escribe the compan'>s business and revenue model=escribe the compan'>s business and revenue model – 8hat is the overall business strateg'A8hat is the overall business strateg'A – @o- -ill 'ou sell 'our product or service (distributors, internet+A@o- -ill 'ou sell 'our product or service (distributors, internet+A – @o- -ill the compan' generate revenue !or its product or@o- -ill the compan' generate revenue !or its product or

serviceAserviceA – =escribe the sales c'cle !or the compan'>s product or service=escribe the sales c'cle !or the compan'>s product or service

=escribe the 3areting Plan (i! appropriate+=escribe the 3areting Plan (i! appropriate+ – 8hat is the go$to $maret strateg'A8hat is the go$to $maret strateg'A – 8hat is the pricing modelA ross marginA8hat is the pricing modelA ross marginA

– @o- -ill 'ou access customersA (including advert and promo+@o- -ill 'ou access customersA (including advert and promo+ – @o- -ill 'our product or service be distributedA@o- -ill 'our product or service be distributedA – 8hat customer support -ill be neededA8hat customer support -ill be neededA


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4egulator' ssues4egulator' ssues(not necessaril' included in all investor(not necessaril' included in all investor

presentations+presentations+

nclude pertinent in!o regarding F=, FT&,nclude pertinent in!o regarding F=, FT&,

or other pertinent government agenc'or other pertinent government agenc'

3 t T d i3 t T d i


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3anagement Team, dvisors3anagement Team, dvisors

Build investor con!idence -ith teamBuild investor con!idence -ith team – &redentials, proven trac record, domain&redentials, proven trac record, domain

e6perience (doe6perience (do notnot include -ea credentials +include -ea credentials +

– =escribe sill and e6perience gaps to be !illed=escribe sill and e6perience gaps to be !illed"ist the compan'>s leadership team"ist the compan'>s leadership team – nclude name, position, e6perience (abbrev+nclude name, position, e6perience (abbrev+

– These are credentialed e6pertsThese are credentialed e6perts"ist o! compan' =irectors and dvisors"ist o! compan' =irectors and dvisors – nclude name, summar' o! e6periencenclude name, summar' o! e6perience


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Financial ProectionsFinancial Proections

Provide %$5 'ear !inancial proections !or theProvide %$5 'ear !inancial proections !or thecompan' (compan' (abbreviatedabbreviated chart or graphsee ne6tchart or graphsee ne6tslide+slide+ – nclude !inancial proections to sho- 'ear$to$'earnclude !inancial proections to sho- 'ear$to$'ear

gro-th (sho- a basic income statement tableseegro-th (sho- a basic income statement tableseene6t slide !or an e6ample+ne6t slide !or an e6ample+

– s the compan' overstating or understating marets the compan' overstating or understating maretshare and/or gro-thAshare and/or gro-thA

– &an the compan' scale its operations as it gro-sA&an the compan' scale its operations as it gro-sA

"ist maor !acts and assumptions"ist maor !acts and assumptions – re the assumptions believable and achievableA re the assumptions believable and achievableA

#lide Time: ppro6imatel' ?0 seconds#lide Time: ppro6imatel' ?0 seconds


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Financial Proections:Financial Proections:

ncome #tatement #ummar'ncome #tatement #ummar' 2008 2009 2010 2011 2012

Revenue 500 5,207 12,203 25,565 51,894

COGS 402 3,270 7,179 14,395 29,145Gross ProftGross Proft 102 1,937 5,024 11,170 22,749

Oper Exp 4,318 3,572 4,229 8,165 16,445

Net Incoe !4,216" !1,635" 795 3,005 6,304


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Financial Proections:Financial Proections:

Brea ven nal'isBrea ven nal'is

"6E78uantity9 :"6E78uantity9 :;otal #i ?ar Cost per =nit

"rea@AEven"rea@AEven

;B : ;C;B : ;C

Hnits #old

4 e v e n u e

;

M Lariable &ost


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FundingFunding

8hat !unding has the compan' received to dateA8hat !unding has the compan' received to dateA – mounts and sources mounts and sources

@o- -ill the compan' be !inancedA@o- -ill the compan' be !inancedA

@o- much mone' is the compan' currentl' seeing !rom@o- much mone' is the compan' currentl' seeing !rom

nvestorsAnvestorsA – @o- -ill the !unds be usedA (use tabular !ormatsee ne6t slide@o- -ill the !unds be usedA (use tabular !ormatsee ne6t slide!or an e6ample+!or an e6ample+

– 8hat e' value$building milestones -ill be achieved -ith !unds8hat e' value$building milestones -ill be achieved -ith !unds(maret test, maret e6pansion, etc+(maret test, maret e6pansion, etc+

nticipated !uture !unding needs nticipated !uture !unding needs

8hat are the e6it strategies !or the compan'A (-henA+8hat are the e6it strategies !or the compan'A (-henA+

8hat is the e6pected 4 !or investors8hat is the e6pected 4 !or investors

#lide Time: ppro6imatel' 2 minutes (this section is more#lide Time: ppro6imatel' 2 minutes (this section is morethan one slide+than one slide+


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#tartup Budget/Hse o! Proceeds#tartup Budget/Hse o! Proceeds

F!r"t #ear Bud$et Co"t

#$%$r&s 510,000

R&'$rs ( )$*t&*$*c& 8,400

+oc$% d-&rts*. 5,000M$r/&t*. 51,400

ccou*t*. $*d %&.$% 5,000

R&*t 17,798

*t&r*&t ( T&%&'o*& 5,940u')&*t 48,000

Do)$* $)& 10

%ota& '()1*)+8


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Hse o! Proceeds Breado-nHse o! Proceeds Breado-n


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TimelineTimeline

Hse a antt &hart !or e' milestones orHse a antt &hart !or e' milestones or

use the pre!erred model sho-n on theuse the pre!erred model sho-n on the

ne6t slidene6t slide


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Timeline o! 3ilestonesTimeline o! 3ilestones

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

Idea

PrimaryResearch

Feasii!i"yA#a!ysis

Re!a"i$#shi%sSec&red

B&si#ess P!a#

Pr$"$"y%eI#s"a!! 'Fa!!Garde#s(

Fds Raised

Nei)h$rh$$d M*"+

I#i"ia!C$#"rac"s


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2007 2008

Be"a Tes"Mi!es"$#e

Brea*,e-e#Mi!es"$#e

J&!y

De-e!$%me#"Mi!es"$#e .Decemer

/#d Pr$d&c"De-e!$%me#"

Mi!es"$#eSe%"+

Sa!es Mi!es"$#eDecemer

Value-Added Milestones Timeline (Sample)

Pr$d&c" .Par"#ered0

* Company retains co-dev!co-promotion ri"#ts

Pr$d&c" .Firs" Sa!es

1st Financing$660K

2nd Financing$1Million


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#ummar'#ummar'

8hat do 'ou -ant 'our audience to remember8hat do 'ou -ant 'our audience to remember

about the compan'Aabout the compan'A – HniCue and #iGeable pportunit'HniCue and #iGeable pportunit'

– HniCue product or serviceHniCue product or service – &ompetitive dvantage, #trengths&ompetitive dvantage, #trengths

– 3areting pproach, &ustomers, #ales Pipeline3areting pproach, &ustomers, #ales Pipeline

– ntellectual propert'ntellectual propert'

– 3anagement team3anagement team

– ther9ther9

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