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Business Plan Preparation: Killer Slide Presentation
Business Plan PreparationBusiness Plan PreparationBusiness Plan PreparationBusiness Plan Preparation
Frank MoyesFrank MoyesLeeds College of Business Leeds College of Business University of ColoradoUniversity of ColoradoBoulder, ColoradoBoulder, Colorado
Business Plan Preparation: Killer Slide Presentation
Killer Slide PresentationKiller Slide Presentation
Introduction (3 key points)Introduction (3 key points) The solutionThe solution Need & OpportunityNeed & Opportunity Target MarketTarget Market Competition Competition Sustainable Competitive Sustainable Competitive
AdvantageAdvantage
ManagementManagement Key Marketing StrategiesKey Marketing Strategies RisksRisks Financial summaryFinancial summary Revenue modelRevenue model Funding & OfferingFunding & Offering Conclusion (3 key points)Conclusion (3 key points)
Business Plan Preparation: Killer Slide Presentation
Title Slide Title Slide
Name of your firmName of your firmDateDateName of investor firmName of investor firmOptional: How much money is being sought Optional: How much money is being sought
for this round?for this round?Appropriate graphics (logo, etc.)Appropriate graphics (logo, etc.)
Business Plan Preparation: Killer Slide Presentation
IntroductionIntroduction
Elevator speech (not on slide)Elevator speech (not on slide) Value proposition (not on slide)Value proposition (not on slide) Introduce teamIntroduce team 3 key points want investors to remember3 key points want investors to remember Get their attentionGet their attention
Business Plan Preparation: Killer Slide Presentation
NeedNeed
What problem are you solving? What problem are you solving? Must be easily understood & communicableMust be easily understood & communicable Validate by referringValidate by referring
Customer researchCustomer research Interviews – use quotesInterviews – use quotes
Business Plan Preparation: Killer Slide Presentation
OpportunityOpportunity
Size & growthSize & growth TrendsTrends Focus on your segmentFocus on your segment
Business Plan Preparation: Killer Slide Presentation
The Solution The Solution
Describe what you do Describe what you do Key featuresKey features Benefits to target customer (could be a 2Benefits to target customer (could be a 2ndnd slide) slide) Future products/servicesFuture products/services
Business Plan Preparation: Killer Slide Presentation
Target MarketTarget Market
Validation - use your market researchValidation - use your market research ConsumerConsumer
Demographics & psychographicsDemographics & psychographics How make buying decisionsHow make buying decisions
BusinessBusiness Types of companiesTypes of companies How make buying decisionsHow make buying decisions
Business Plan Preparation: Killer Slide Presentation
CompetitionCompetition
Identify your competitorsIdentify your competitors Current & futureCurrent & future Direct & indirectDirect & indirect
Strength & weaknessesStrength & weaknesses Barriers to entry that you faceBarriers to entry that you face
Those that you can createThose that you can create
Business Plan Preparation: Killer Slide Presentation
Sustainable Competitive AdvantageSustainable Competitive Advantage
How are you different than your competitorsHow are you different than your competitors Perceptual mapsPerceptual maps
Barriers to entry that you can createBarriers to entry that you can create Resources and capabilitiesResources and capabilities
Business Plan Preparation: Killer Slide Presentation
Key Marketing StrategiesKey Marketing Strategies(could be 2-3 slides)(could be 2-3 slides)
High Level descriptionHigh Level description Target marketTarget market Distribution - channelDistribution - channel Positioning strategyPositioning strategy Sales strategiesSales strategies Advertising & PromotionAdvertising & Promotion Pricing strategy (could be in Revenue slide)Pricing strategy (could be in Revenue slide) Roll out planRoll out plan PartnershipsPartnerships
Business Plan Preparation: Killer Slide Presentation
Go To Market StrategyGo To Market Strategy
F1000
MID-MARKET
$4B Market
INDIRECT SALES
18%
DIRECT SALES
82%
Distributors6 US 10 European 2 Asian
Strategic PartnersIBM
Today
Business Plan Preparation: Killer Slide Presentation
DistributorsSirriusAvNetSupport Net
F1000
MID-MARKET
$4B Market
INDIRECT SALES
50%
Strategic PartnersIBMISS
SymantecTripwire
Independent Software VendorsJD EdwardsSAP Infinium
Tomorrow
DIRECT SALES
50%
Go To Market StrategyGo To Market Strategy
Business Plan Preparation: Killer Slide Presentation
ManagementManagement
Key officers Key officers BackgroundsBackgrounds AccomplishmentsAccomplishments
Who is missing?Who is missing? Interim managementInterim management
Year 1 Year 2 Year 3 Year 4 Year 5Revenues($000) $1,000 $2,500 $5,000 $15,000 $25,000Gross Profit 25% 35% 36% 36% 37%Operating Expenses 35% 40% 30% 25% 20%Net Income -10% -5% 6% 11% 17%Cash Flow ($000) (500) (1,000) 200 1,000 3,000Investment ($000) 500 1,000Debt ($000) 500Customers 200 600 1,100 4000 6000Headcount 4 15 40 60 90
Financial Summary
Business Plan Preparation: Killer Slide Presentation
RevenueRevenue
Revenue forecastRevenue forecast Key elements of revenue modelKey elements of revenue model
Market sizeMarket size Market shareMarket share Growth rateGrowth rate Number of customers, units, etc.Number of customers, units, etc. Pricing strategy Pricing strategy Channel discountChannel discount EtcEtc
Business Plan Preparation: Killer Slide Presentation
Talk About Your Critical AssumptionsTalk About Your Critical Assumptions
MarginsMargins Comp’sComp’s Key assumptionsKey assumptions Break-evenBreak-even Major expendituresMajor expenditures Working CapitalWorking Capital Burn rateBurn rate
Business Plan Preparation: Killer Slide Presentation
RisksRisks
2 or 3 that are unique to you venture2 or 3 that are unique to you venture What can go wrong?What can go wrong? What must go right?What must go right? How will you mitigate How will you mitigate
Business Plan Preparation: Killer Slide Presentation
FundingFunding
How much funding is requiredHow much funding is required Major usesMajor uses
Product launchProduct launch Capital expenditureCapital expenditure Marketing campaignMarketing campaign Etc.Etc.
Business Plan Preparation: Killer Slide Presentation
OfferingOffering
Different roundsDifferent rounds Amount being raisedAmount being raised % of Company% of Company Return on InvestmentReturn on Investment
DebtDebt Repayment termsRepayment terms Interest rateInterest rate
ExitExit
Business Plan Preparation: Killer Slide Presentation
ConclusionConclusion
Summarize 3 key pointsSummarize 3 key points Good investmentGood investment QuestionsQuestions
Business Plan Preparation: Killer Slide Presentation
Operations (alternative)Operations (alternative)
How add valueHow add value Describe processDescribe process Major expendituresMajor expenditures
Business Plan Preparation: Killer Slide Presentation
Benchmarks (alternative)Benchmarks (alternative)
3 to 5 events critical to success of venture3 to 5 events critical to success of venture TimelineTimeline