Business Plan Presentation Topics to be Included Company Name & Mission Compelling Customer Need Sustainable Competitive Advantage Value Proposition: Revenue Model 1 Success/Achievements to Date Management Team & Core Competencies Product & Prototype Development Plan Market Introduction Funding Required Summary Base for company success Financial Projections Plan for Success © 2012 VT KnowledgeWorks

Business Plan Presentation Company Name & Mission 2 © 2012 VT KnowledgeWorks  Company name (& logo), address, and name of President/CEO (or presenter)  Company mission - elevator pitch  be concise  grab the attention of the audience  must be based on customer need, company’s competitive advantage and company’s value proposition  specify geographic region to be served

Business Plan Presentation Compelling Customer Need 3  State the compelling customer need being met by your product  customer demographics  give customer example  Describe product and its benefits  include picture/graphic of product  State the size of the addressable market for product  use pie chart to show addressable versus total market  provide short list of potential customers  include data sources © 2012 VT KnowledgeWorks

Business Plan Presentation Sustainable Competitive Advantage 4  State product’s competitive advantage in terms of customer need  How is this advantage sustainable  patents pending, proprietary intellectual property (IP), …  Use table or matrix to compare your product to top 3 competitors  base on customer needs © 2012 VT KnowledgeWorks

Business Plan Presentation 5 Value Proposition – Revenue Model  Use Value Chain diagram to show all steps required to make, market and sell product  highlight steps provided by company  give examples of companies that may provide other steps  include all sales channels  State pricing strategy  base on value pricing: how much customer is willing to pay  state expected gross profit (%), which will be a function of industry served  show value captured at each Value Chain step © 2012 VT KnowledgeWorks

Business Plan Presentation 6 Value Chain Diagram The Value Chain Diagram is a linked set of the value-creating activities needed to design, produce, market, deliver, sell and support a product A company should provide only those activities that require its core competencies © 2012 VT KnowledgeWorks Technology Product Ideation & Development Product Assembly DistributorRetail StoreEnd Customer Marketing/Sales Customer Service Component Suppliers Company Activities Activities by Others

Business Plan Presentation 7 Success/Achievements to Date  When was business started  Product development to date  clearly state level of development  customer interactions & responses  press releases & news articles  Catalog current IP position  Money raised & used to date  amount & sources © 2012 VT KnowledgeWorks

Business Plan Presentation 8 Product & Prototype Development Plan  Product development & prototype roadmap  milestones versus time chart  proposed product launch date  State projected startup costs to reach each milestone © 2012 VT KnowledgeWorks

Business Plan Presentation 9 Management Team & Core Competencies  List (existing) key team members and their experience - expertise  include their core competencies  state positions they will fill  State core competencies/key positions not filled by existing team members  show plan to fill these  If appropriate, list Advisory Board members and their experience - expertise © 2012 VT KnowledgeWorks

Business Plan Presentation 10 Market Introduction  Introduction to customer base  proposed initial customers  pricing strategy  product evaluation – customer feedback  time schedule & cost  Product launch  regional – customer focus  state introductory pricing if different © 2012 VT KnowledgeWorks

Business Plan Presentation 11 Financial Projections  Start with product revenues  5 years of projections  show market penetration  Projected Income Statement  revenues, cost of goods sold, R&D expenses, marketing/sales expenses, general & administrative expenses  operating income  Projected Cash Flow © 2012 VT KnowledgeWorks

Business Plan Presentation 12 Financial Projections: Example © 2012 VT KnowledgeWorks Projected Revenues

Business Plan Presentation 13 Financial Projections Example © 2012 VT KnowledgeWorks Cash Flow

Business Plan Presentation 14 Funding Required  Projected accumulated cash flow  startup costs  capital expenditures  operating income  accounts receivable – accounts payable adjustments  Cash required against milestones  uses of funds  proposed current & future cash rounds  Projected exit strategy © 2012 VT KnowledgeWorks

Business Plan Presentation 15 Summary Bullets Summarizing:  Difference from competitors in meeting customer need  Addressable market size  Projected 5-year revenue stream  Funding required  Some measure of (projected) return on investment © 2012 VT KnowledgeWorks