WagonR Think Big Challenge 2

Guiding Document for Detailed Business Plan

 Business Plan Presentation Format

 The investor presentation must be clear, concise and

compelling to:
• Generate investor interest and build confidence
• Lead to additional investor meetings

 Charts, graphics, pictures and verbiage should be

simple and
easily read (no “eye tests”)
• do not use colours which don’t show up clearly on
white background e.g. yellow / pink

 Each slide should have between 3 and 6 bullets that

are succinct (no paragraphs, uncluttered)
2
 Business Plan Presentation Format

 Fonts
• Better to use white background with black and red or
blue fonts
• Use Arial 23 for the body of slide and Arial 34 for the
header

 Please restrict the number of slides to a maximum of 15

slides. As part of Annexure, you may add 1-3 slides
showing pictures on the key offering of your venture (like
the product, snapshots, etc) in addition to the 15 slides.

 Please strictly restrict file size to 1MB

 Presentation format may vary depending on the company

but the following format provides a reasonable order and
flow – it is but one approach to making investor
presentations. 3
 Order of Presentation

 Introduction
 Executive Summary
 Company Snapshot
 Management Team
 Value Proposition
 Market, Customers
 Competitive landscape
 Business and Revenue Models
 Financial Projections Funding, Possible Exits
 Timeline
4
 Introduction

 Briefly introduce yourself and your company

o Company name
o Presenters names (give titles if pertinent)
o Sector / Industry focus
o Contact coordinates :
Mobile no
Land no
Email id
Address

5
 Executive Summary

[this is a very important slide that requires lots of time to

create because it must be succinct, comprehensive and
COMPELLING]

 Brief overview of company

o What exactly the company does (stated succinctly)
o Products or services are offered
o What problem is being solved
o Why these products or services are compelling, e.g., “…the only
product that enables [solution] to [the problem]…”
o Operations (if any) that may have started.

6
 Company Snapshot

 Build investor confidence in your company

o Company Incorporated (Month and Year)
o Customers and contracts established (letters of
intent)
o Strategic partnerships established
o Product development status—describe milestones
achieved to reduce risk (e.g., alpha or beta testing)
o If gone operational, Revenue and Profit (If any)
o Other significant information to validate or reduce
risk
o IPR (Patents / Trademarks / Copyrights/ etc) with the
company 7
 Management Team, Advisors

 Build investor confidence with team

o Credentials, proven track record, domain experience
(do not include weak credentials)
o Describe skill and experience gaps to be filled
 List the company’s leadership team
o Include name, position, experience (abbrev.)
o These are credentialed experts
 List of company Directors and Advisors
o Include name, summary of experience
8
 Value Proposition

The Problem/Opportunity/Need

 Define the problem or need in the market

 Describe how significant or prevalent the problem may be
 If appropriate, describe why now is the right time for a soluti
 Provide a “problem” scenario that provides a basis for your
company’s product or service

9
 Value Proposition

The Solution

 Clearly and succinctly describe the company’s product or

service that will address the problem
 Illustrate the company’s solution with graphics, pictures or
videos as necessary (keep this very simple)
 Provide brief list of features, benefits and advantages
o What is the value proposition for the customer (How well
will the product or service solve the problem)?
 Cost savings, convenience, reliability, etc. (be specific)

 Describe “barriers to entry” created by your product (e.g.,

patents) 10
 The Market

 Describe market size, growth, trends and maturity

o Industry and market segment data (see sample,
next slide)
 Market challenges
 What market segment(s) are served by the
company?
 What is the company’s potential in the market?
o Estimated Revenue Growth in graphic or tabular
form (see next slides, for examples)
o Market share projections are optional
11
 Customers

 Describe the company’s current and potential

customers
o Profile of the optimal customer
o Value proposition to customer
o Validation of Customer Acceptance
 Customer Feedback, Survey Data, Testimonials
 Purchases, Letters of Intent
 Partners
o Example of customer

12
 Competition and Advantage

Competition
 Describe the direct (competing product or service) and indirect
competition (alternative solution) for your company and its
product or service.
 Describe specific strengths, weaknesses, and opportunities
related to competition.
 Describe how your product, technology or service differentiates
itself from the competition? [very important]

Competitive Advantage
 What is the company’s competitive advantage?
o Why will customers buy your product or service over the
competition?
o Show a competitive matrix to illustrate differentiation (see
next slide 13
 Business Model and Marketing Plan

 Describe the company’s business and revenue model

o What is the overall business strategy?
o How will you sell your product or service (distributors, internet)?
o How will the company generate revenue for its product or service?
o Describe the sales cycle for the company’s product or service
 Describe the Marketing Plan (if appropriate)
o What is the go-to -market strategy?
o What is the pricing model? Gross margin?
o How will you access customers? (including advert. and promo.)
o How will your product or service be distributed?
o What customer support will be needed?
 Note any commitments from partners, distributors, granting agencies, etc.
regarding benefits of your product
 Regulatory issues (Any Govt. licenses, approvals, required/obtained etc.)
14
 Financial Projections

 Provide 3-5 year financial projections for the

company (abbreviated table—see next slide)
o Include financial projections to show year-to-year
growth (show a basic income statement table-see
next slide for an example)
o Is the company overstating or understating
market share and/or growth?
o Can the company scale its operations as it
grows?

 List major facts and assumptions

o Are the assumptions believable and achievable?
15
 Financial Projections
Income Statement Summary (Sample)

Financial Year 2010 2011 2012 2013

Revenue 10,00,000 13,50,000 21,00,000 30,00,000

COGS 5,50,000 9,25,000 13,50,000 15,00,000

Gross Profit 4,50,000 4,25,000 6,50,000 15,00,000

Opex 2,50,000 2,15,000 2,75,000 3,25,000

Net Income 2,00,000 2,10,000 3,75,000 8,75,000

16
 Funding

 What funding has the company received to date?

o Amounts and sources
 How will the company be financed?
 How much money is the company currently seeking from
Investors?
o How will the funds be used? (use tabular format—see
next slide for an example)
o What key value-building milestones will be achieved
with funds (market test, market expansion, etc.)
 Anticipated future funding needs
 What are the exit strategies for the company? (when?)
 What is the expected ROI for investors
17
 Startup Budget/ Use of Proceeds
(Sample)
In Rs. Lakhs

First year Budget Cost

Salaries 510,000
Repairs & maintenance 8,400
Local Advertising 5,000
Marketing 51,400
Accounting and legal 5,000
Rent 17,798
Internet & Telephone 5,940
Equipment 48,000
Domain Name 10
Total 651,548
18
 Annexure

 As part of Annexure, you may add 1-3 slides showing pictures on

the key offering of your venture (like the product, snapshot etc).
This is in addition to the 15 slides.

19