Professional Documents
Culture Documents
Business Plan Highlights Template
Business Plan Highlights Template
Business Plan
Highlights
- CONFIDENTIAL -
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Agenda
Introduction The Company
– Overview – Products and Services
– The Team – Summary of Goals
– Business Highlights – Milestones
The Opportunity – Marketing Plan
– The Problem & Pain – Financial Plan
– The Solution Conclusion
– Market Summary – Risks and Responses
– Customer Profile – Expansion Potential
– Competition – 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.
2 12/09/21
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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.
3 12/09/21
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This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
4 12/09/21
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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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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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The Pain
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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This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
10 12/09/21
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Market Summary
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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Market Summary (2)
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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Trends
– [Past trend]
– [Present trend]
[Use graphics if useful]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
13 12/09/21
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Customer Profile
Characteristics of customers
Value proposition
Decision maker
How hungry for solution? (Pre-orders, testimonials,
etc.)
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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Competition
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Competition (2)
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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
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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Summary of Goals
1st year 3rd year
– Revenue: $[#] – Revenue: $[#]
– Burn: $[#] – Burn: $[#]
– Headcount: [#] – Headcount: [#]
– Customers: [#] – Customers: [#]
2nd year – Take company public
– Revenue: $[#] 4th year
– Burn: $[#] – Revenue: $[#]
– Headcount: [#] – Burn: $[#]
– Customers: [#] – Headcount: [#]
– Achieve profitability – Customers: [#]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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Stage 1: Founding the Business
– [mm/yy]: Incorporated
– [mm/yy]: Remaining legal documents filed
– [mm/yy]: Secure angel funding ($[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
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
20 12/09/21
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Milestones (2)
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Milestones (3)
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Marketing Plan
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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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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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Risks Addressed
[Risk]
– [Response]
[Risk]
– [Response]
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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Expansion Potential
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Next Steps
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Thank You.
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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