1. Company Name Business Plan
Presenters Name
, Phone
Company Website URL

2. Team (Or People Meeting With VC)
CEO – Name
Responsibilities, Achievements
Employment History – Most Important Places
Education
CFO – Name
VP Engineering – Name
VP Marketing – Name
4/24/2017
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The Business
Problem You Are Solving Or Why People Will Buy
What You Are Selling
Where You Are At Now
Product/Service Development Stage
Who You Have Spoken To (10 Customers To Validate The Market)
Influencers
Other Investors
4/24/2017
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4. Template Provided By Techviser (www.techviser.com)
Market Opportunity
How Many People/Companies Can Buy Your Products/Services
How Much Will They Each Pay Now And For The Next 5 Years
Who Else Is Selling Similar Products and Services And How Much Are They Getting?
Show Market Share And Credible Market Forecast
4/24/2017
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Competition
Direct Competition
Company A Selling Similar Product
How You Will Beat Them, Why You Have A Better Product
Company B Selling Similar Product
Company C Selling Similar Product
Indirect Competitors
In House
Other Companies Selling Alternatives To Your Product
What Are They Buying Now Instead Of Your Product
4/24/2017
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Barriers To Entry
What Stops Anyone Else From Making Your Product
Patents
Know How, Team
Access To Capital
Market Access
Accounts You Own And Are Unlikely To Lose
4/24/2017
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7. Business Model – Who Pays?
How Do You Get Paid?
What Are Revenue Sources?
What Are Your Main Costs?
Can You Make A Profit?
How Do You Know People Will Buy And Pay?
4/24/2017
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8. How Will You Sell and Promote?
Will Companies Help You Sell?
Partners
Distributors, Resellers
How Will You Reach Your Customers?
Web – How Will You Attract People
Retail – How Will You Get There and Support
Other Channels
Promotion – Traditional, Online, Direct Contact, Influencers, Events, Media
4/24/2017
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9. Trends That Will Help/Hinder
What’s Happening That Will Help Or Hinder?
What Will You Do About It?
Government – Laws, Financial Aid, Crises
Major Corporations – New Platforms, Stale Product Lines
New Technologies
New Fashions
4/24/2017
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Financials
Headcount
Revenue Forecasts
Cost Forecasts
Profit Forecasts
Cash Flow
4/24/2017
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11. Template Provided By Techviser (www.techviser.com)
Next Steps
What Do You Think?
Are There Any Concerns?
Are There Any Areas Where We Need To Do More Work Before You Can Invest?
What Do You Like About Our Business?
What Don’t You Like?
When Can We Present To More Partners?
What Due-Diligence Will You Need To Do?
Can We Provide Anything To Help You?
Do You Need Additional References?
How Long Will It Take?
When Can We Expect To Get A Term Sheet?
4/24/2017
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