2014 KASTE SYMPOSIUM AND VENTURE COMPETITION TEMPLATEKASTE SVC Committee

svc2014@kaste.us

TABLE OF CONTENTS

• Executive Summary

• Innovative Start Up

• Company Introduction

• Target Market

• Sales and Market Plans

• Products and Roadmap

• Operations

• Management Team

• Risk Analysis

• Financials

• Appendices

EXECUTIVE SUMMARY

• An overview of the financial opportunity and the investment required, as well as the ability of the management team to make it happen. The judges rely heavily on the Executive Summary to determine their interest in the plan.

INNOVATIVE START UP

• Technology as a differentiator

• Market differentiator

COMPANY INTRODUCTION

• What it is, what it aims to do.

TARGET MARKET

• Relevant trends, supply and demand factors, purchasing patterns, life cycle patterns, and factors that could change/upset the target market.

SALES AND MARKETING PLANS

• Sales assumptions and sales model. Include an explanation of your business model (how you will generate revenue) and how you will do it, e.g., direct sales force, distribution agreements, etc. Marketing plan includes positioning and promotion within the target market, success factors, barriers to entry, existing and emerging competitors.

PRODUCTS AND ROADMAP

• Overview of products and services you will offer. Includes development and support plans. Short-, medium-, and long-term goals, and exit plans

OPERATIONS

• R&D, plant, equipment, and related facilities, production plans, inventory plans, supply and distribution methods, information systems, and customer service

MANAGEMENT TEAM

• Brief bios of your team. Do not put resumes here. See Appendices below.

FINANCIALS

• Three to five years of annual pro forma statements (and historical data if they exist) of income and cash flow, balance sheets, and uses of funds, along with relevant assumptions. Carefully review your financial projections. It may be helpful to have someone who is more fully versed in finances to review your projections.

RISKS

• Analysis of risks to each of the major sections listed above.

APPENDICES

• This is where resumes of all team members belong. May include names and phone numbers of personal and professional references, industry consultants, surveys, relevant journal and magazine articles, background on the competition, trade show dates, supplier information, and license agreements