[Company Name or Logo]

1
Company Name or Logo
Business Plan Highlights
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2
Agenda

• Introduction
• Overview
• The Team
• Business Highlights
• The Opportunity
• The Problem Pain
• The Solution
• Market Summary
• Customer Profile
• Competition

• The Company
• Products and Services
• Summary of Goals
• Milestones
• Marketing Plan
• Financial Plan
• Conclusion
• Risks and Responses
• Expansion Potential
• Next Steps
• Q A

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Overview

• Elevator pitch.

4
The Team (1)

• President CEO Name
• Years nature of experience
• Accomplishments
• VP Sales Name
• Years nature of experience
• Accomplishments
• VP Marketing Name
• Years nature of experience
• Accomplishments

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The Team (2)

• CTO/VP Product Name
• Years nature of experience
• Accomplishments
• VP Services Name
• Years nature of experience
• Accomplishments
• TBH
• CFO mm/yy
• President or COO mm/yy
• Management will adjust if the need arises

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The Team (3)

• Board of Directors( planned)
• Chairman Name
• Title
• Name
• Title
• TBD
• TBD
• TBD

• Board of Advisors( planned)
• Name
• Title

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Business Highlights

• Core competency
• Market Segment Commonly known name for it
• Customer base Businesses/Consumers/Both
  Businesses Consumers
• Primary revenue source Product
  Sales/Service/etc.
• ROI for customers Formula based on current
  costs
• Are the dogs eating the dog food?
• Scalability?
• Strategic or nice-to-have?

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Business Highlights (2)

• Secondary revenue sources
• Source
• Overhead Low/Medium/High
• Profitability expected months from
  incorporation
• Exit strategy IPO/Buyout/Remain Private
  Profitable

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The Pain

• Quote from prospect in pain Source
• Quote from analyst regarding the need in or
  size of market Source
• Quote from analyst regarding the need in or
  size of market Source

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Partial Document

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