[Your Business/Company Name]Business Plan

Business Overview• Summarize:

• What your business will do – how it will provide consumer benefits sought in a new and unique way.

• How it delights customers.• How it scales.

• The concept of scale is increasing revenue faster than increasing costs, i.e. an author doesn’t have to write a new book every time someone buys his/her novel.

• Show how your business will have unique, promotable, sustainable competitive advantage.

The Management Team• List CEO and key management positions by name.• Include previous accomplishments to show these are

people with a record of success and requisite skills and experience.

• Summarize number of years and/or types of experience in this field.

Corporate Entity• Type of corporate entity – flow-through or tax paying

structure, .e.g. LLP, LP, S Corp, or C Corp)

The Market• What is the market for the product?• What is the size of the market and its potential?• What are the growth prospects of the market?

• Show past growth trends.

• Who are your target customers?• How are the target customers now being served, if at all?• What was the result of your customer feedback, and how

did you modify your plan based on it?

The Product• What product or service are you offering that meets a

need in the market?• What are the unique differentiating features of your

product?• Screen shot of a website, app, e.g.

• What are its advantages over current products/services?• What are the benefits of the product to your customers?

• How will it make their lives better or easier?

Business Model• How will you make money?• Revenue streams• Expenses• Profit potential/margins

Strategic Relationships• Who are your customers?

• Existing relationships

• Who are your consumers?• Existing relationships

• Who are your suppliers?• Existing and potential relationships

• Exclusivities?

Competition• List at least two major competitors and summarize what

they do.• What are their strengths and weaknesses?

• Financing• Management• Brand image

• How are you going to beat them?• Vulnerabilities

Marketing Strategy• Publicity• Promotion• Advertising• Direct selling?

Barriers to Entry• What are the barriers for new competitors to enter your

business?• What advantage do you have that they don’t?

Financial Overview• Financial plan summary that defines your financial model,

pricing assumptions, and outlines yearly expected sales and profits, if any, for the next three years.• Summary does not substitute for spreadsheets, which are

distributed separately.

• Use no more than two slides to summarize this information appropriately.

• Include revenue and profit forecasts in your financial plan.

Use of Proceeds• Technology/production/design requirements• Personnel requirements• Space requirements• Financial requirements

• Technology/production/design, personnel, space, marketing, distribution, etc.

• Training

Capital and Valuations• How much cash do you have?• What are your capital assets?• What is the value of patents and trademarks, if any?• How are you valuing your business – how much is it worth

now? (Pre-money valuation)• If your financial projections are met, what will your

company be worth in three years?

• The Ask: How much money are you asking for based on your pre-money valuation.

• Have in mind, but don’t state, how much equity you are willing to give up to get the funding you ask for in this initial funding round (A Round).

Next Steps• What more do you need from us?• May we have a commitment? (ask for the order)

Your Company Name and Logo