Telling the story The Business Plan Presentation 2

Telling the story… The Business Plan Presentation 2

BUSINESS PLAN PRESENTATION Crafting a Business Plan Presentation The following slides present the components of a good business plan (whether written or in slide format) 30 -50 slides describing major elements: concept, business strategy, operating plans, and expected financial results. 15 -30 pages subset should be used as appendix to convey details in the leave-behind. The main discussion section should be 10 -20 slides. Graphical in nature to powerfully and simply convey complex ideas; tells the whole story Complete and simple enough to be used by anyone in the startup firm to explain and sell venture opportunity Typical Business Plan Sections (written or presentation) • • Executive Summary Market Overview Products & Services Competitive Landscape • Go-to-Market Strategy • Operations and Management • Financial Projections Enough depth that investor can use it to sell colleagues 3

EXECUTIVE SUMMARY Executive Summary: Content/Questions to Answer 1 -2 page summary of the business opportunity highlighting the key points. • Company description/background • Company mission/value proposition: What problem or need does your product or service address? How is the income statement or balance sheet of your typical customer improved by your offering? • Business concept/opportunity description with proposed or existing products and/or services • Market opportunity/size Notes/Considerations • Catch the interest of the reader and provide the core concept of your business and the business opportunity in 1 -2 pages • Capture the major strategy elements – position yourself as a solution leader - Compelling customer motivation (hook) - Strong solution proposition (vision) - Unique differentiation (sustainable competitive advantage) • Success demands a synchronized strategy, vision and message • Management team overview • Expected financial results and funding requirements • What are the key factors, or your company’s core capability that will enable you to win? • Amount of financing the company seeks 4

EXECUTIVE SUMMARY EXAMPLE Written executive summary: 2 pages; 1 st half-page is the most important 1 supporting graphic per section – e. g. market size, competitive landscape chart, income statement graphic Executive Summary Presentation executive summary: • 1 -2 pages • Same major topics as written executive summary • Pick the most important elements Example presentation Executive Summary Value proposition Market opportunity Brief product/service overview Brief competitive landscape Brief go-to-market strategy overview Operations and Management Financial projections and funding requirement 5

MARKET OVERVIEW Market Overview: Content/Questions to Answer 1 -3 page section analyzing the market and industries the company will be serving • • Market size – in units and dollars of the market and market segments in which the company will compete Market growth – how fast has the market and applicable market segments grown, and how are they projected to grow by leading industry analysts for the next 4 -5 years? Notes/Considerations • Use credible outside research (e. g. Gartner Group, IDC, Forrester, etc) validating market/market segment size and growth • Be aggressive in your plans but do a sanity check of your sales projections against the size of your addressable market segment – if you are capturing 50% in year one then investors will not take you seriously • It is sometimes helpful to draw a diagram of the market model, or how the market is operating, to understand how the startup will fit into the market landscape – see example on next page Market drivers – what are the main trends or factors that will affect how the market will grow and change Market segments – which segments of the market will the company address in the near and long term? What are the key customer Sample Market Size Chart/Market Research requirements? • What are the barriers to entry and/or areas of competitive strength for the company • How does your company compete within this market landscape and what market position do you want to achieve in 1, 2, and 3 years? 6

MARKET OVERVIEW DIAGRAM EXAMPLE Market Overview or Market Model Diagram • It is helpful to draw a diagram of the market model, or how the market is operating, to understand explain how the new venture will fit into the market landscape Generic market model diagram 7

PRODUCTS AND SERVICES Products and Services: Content/Questions to Answer 1 -2 page section describing the product and service offerings, and the plan for taking the idea from concept to reality • The major components and capabilities of the product or service • How the technology is different from and similar to existing technology? Could it become “the standard”, are you cultivating partners who can drive it to becoming the standard? • The status of product or service development • Are partners required in order to deliver the product or service? If so, who are the key partner candidates and what is the status of the partnering process? • The proposed release date of the product or service and the key milestones that must be achieved to make that date. What are the key obstacles that must be overcome to make that date? Notes/Considerations • Keep it at an investor level. Detailed feature/function charts are necessary internally in product planning and maybe even in marketing – but this is the time for big picture differentiation • A graphic of how the product or service works, especially if it is complex or is complementary to other products/services in the marketplace can be very helpful • Focus on sustainable differentiation Product Description Example 8

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