1. [Company Name orLogo]
Business Plan
Highlights
Copy # __ for _________________________________
Property of [Company Name]; not authorized for distribution.
- CONFIDENTIAL -
Courtesy of

2. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/132
Agenda
 Introduction
– Overview
– TheTeam
– BusinessHighlights
 TheOpportunity
– TheProblem & Pain
– TheSolution
– Market Summary
– Customer Profile
– Competition
 TheCompany
– Productsand Services
– Summary of Goals
– Milestones
– Marketing Plan
– Financial Plan
 Conclusion
– Risksand Responses
– Expansion Potential
– Next Steps
– Q & A

3. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/133
Overview
 [Elevator pitch.]

4. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/134
The Team (1)
 President & CEO: [Name]
– [Years& natureof experience]
– [Accomplishments]
 VPSales: [Name]
– [Years& natureof experience]
– [Accomplishments]
 VPMarketing: [Name]
– [Years& natureof experience]
– [Accomplishments]

5. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/135
The Team (2)
 CTO/VPProduct: [Name]
– [Years& natureof experience]
– [Accomplishments]
 VPServices: [Name]
– [Years& natureof experience]
– [Accomplishments]
 TBH
– CFO: ~[mm/yy]
– President or COO: ~[mm/yy]
– Management will adjust if theneed arises

6. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/136
The Team (3)
 Board of Directors
([#] planned)
– Chairman: [Name]
 [Title]
– [Name]
 [Title]
– TBD
– TBD
– TBD
 Board of Advisors
(~[#] planned)
– [Name]
 [Title]

7. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/137
Business Highlights
 Corecompetency
 Market Segment: [Commonly known namefor it]
 Customer base: [Businesses/Consumers/Both Businesses&
Consumers]
 Primary revenuesource: [Product Sales/Service/etc.]
 ROI for customers: [Formulabased on current costs]
 Arethedogseating thedog food?
 Scalability?
 Strategic or nice-to-have?

8. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/138
Business Highlights (2)
Secondary revenuesources
– [Source]
Overhead: [Low/Medium/High]
 Profitability expected ~[#] monthsfrom
incorporation
 Exit strategy: [IPO/Buyout/Remain Private&
Profitable]

9. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/139
The Pain
 “[Quotefrom prospect in pain]” – [Source]
 “[Quotefrom analyst regarding theneed in or size
of market]” – [Source]
 “[Quotefrom analyst regarding theneed in or size
of market]” – [Source]

10. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1310
The Pain (2)
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Include relevant charts
regarding the industry
(i.e., where the product
fits, growth of industry,
bottlenecks solved, etc.)
DELETE THIS NOTE
Include relevant charts
regarding the industry
(i.e., where the product
fits, growth of industry,
bottlenecks solved, etc.)

11. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1311
Market Summary
 Target market value
– $[#] in [year] growing to $[#] in [futureyear] (Source)
– [If additional sources, ditto above]
 Prospect base
– [#] [companies/consumers] (Source)
 Significant competitors: ~[#]
 Total competitors: ~[#]

12. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1312
Market Summary (2)
DELETE THIS NOTE
Provide a map of potential
partners, competitors &
related companies
DELETE THIS NOTE
Provide a map of potential
partners, competitors &
related companies

13. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1313
Market Summary (3)
 Trends
– [Past trend]
– [Present trend]
 [Usegraphicsif useful]

14. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1314
CustomerProfile
 Characteristicsof customers
 Valueproposition
 Decision maker
 How hungry for solution?(Pre-orders, testimonials,
etc.)

15. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1315
Competition
 [Significant competitor name]
– [Focusof their business]
– Weaknesses
 [Weaknessand how weexploit it]
 [Weaknessand how weexploit it]
– Strengths
 [Strength and how weaddressit]
 [Strength and how weaddressit]

16. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1316
Competition (2)
 [Significant competitor name]
– [Focusof their business]
– Weaknesses
 [Weaknessand how weexploit it]
 [Weaknessand how weexploit it]
– Strengths
 [Strength and how weaddressit]
 [Strength and how weaddressit]

17. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1317
Partnerships
 Interested Parties
– Investor: [Lead Investor Company Name]
– Investor: [VentureCompany Name]
– [Law Firm & Attorney Name]
 Experienced in aggressiveventureplanning

18. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1318
Products And Services
 [Product/service]
– Performancecharacteristics
– Architecture
– Cost characteristics
– Pricing
– Delivery mechanism
– Available[#]Q [year]

19. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1319
Summary of Goals
 1st
year
– Revenue: $[#]
– Burn: $[#]
– Headcount: [#]
– Customers: [#]
 2nd
year
– Revenue: $[#]
– Burn: $[#]
– Headcount: [#]
– Customers: [#]
– Achieve profitability
 3rd
year
– Revenue: $[#]
– Burn: $[#]
– Headcount: [#]
– Customers: [#]
– Take company public
 4th
year
– Revenue: $[#]
– Burn: $[#]
– Headcount: [#]
– Customers: [#]

20. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1320
Milestones (1)
 Stage1: Founding theBusiness
– [mm/yy]: Incorporated
– [mm/yy]: Remaining legal documentsfiled
– [mm/yy]: Secureangel funding ($[250]K @ $[1]m pre)
– [mm/yy]: Ramp up hiring
– [mm/yy]: Begin building initial product
– [mm/yy]: Secure1st
round (~$[2]m @ $[15]m pre)
– [mm/yy]: Betatest and rework product
– [mm/yy]: Begin offering initial product
– [mm/yy]: Begin marketing activity
– [mm/yy]: Aggressively obtain customers
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marks () for items
already completed. To do
this, right-click the item
and choose “Bullets and
Numbering…”
DELETE THIS NOTE
Replace bullets with check
marks () for items
already completed. To do
this, right-click the item
and choose “Bullets and
Numbering…”

21. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1321
Milestones (2)
 Stage2: Developing theBusiness
– [mm/yy]: Secure2nd
round (~$[6]m @ $[25]m pre)
– [mm/yy]: Crank up marketing activity
– [mm/yy]: Begin offering second product
– [mm/yy]: Emphasizecustomer acquisition
– Entertain any acquisition offersthat arise

22. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1322
Milestones (3)
 Stage3: Stabilizing theBusiness
– [mm/yy]: Shoreup management
– [mm/yy]: Secure3rd
round (~$[20]m @ $[100]m pre)
– [mm/yy]: Filefor IPO
– [mm/yy]: Achieveprofitability

23. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1323
Marketing Plan
 Target Market/Demographics: [Segment
Description]
 Distribution and saleschannels
 Pricing and positioning
 Branding and strategic position
 MediaMix: [Web Ads/MagazineAds/Trade
Shows/Billboards/TV/Radio]
 Marketing and salesteam development

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04/22/1324
Financial Plan (1)
 Pricing Model Fundamentals
– [Product/Service]: $[#] per [unit(s)] [detail price
evolution over time]
 Stabilized grossmargins
 Grossrevenue, net incomeand growth by year
 Cash flow and capitalization needs
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pricing model is complex.
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with a spreadsheet if the
pricing model is complex.

25. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1325
Financial Plan (2)
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spreadsheet of revenue
and expense projections
below.
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spreadsheet of revenue
and expense projections
below.

26. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1326
Risks Addressed
 [Risk]
– [Response]
 [Risk]
– [Response]

27. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1327
Expansion Potential
 [If therearethingsthat can bedonein thefutureto
takethebusinessinto broader or additional markets,
list them here.]

28. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1328
Next Steps
 [Immediateand long term needs; if seeking funding,
statespecifics]
 [Decisionsto bemade]

29. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.
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04/22/1329
Thank You.