business plan presentation format

7/24/2019 Business Plan Presentation Format

http://slidepdf.com/reader/full/business-plan-presentation-format 1/31

11/05/1511/05/15 11

Business PlanBusiness Plan

Presentation FormatPresentation Format

The investor presentation must be clear, conciseThe investor presentation must be clear, conciseand compelling to:and compelling to: – Generate investor interest and build conidenceGenerate investor interest and build conidence – !ead to additional investor meetings!ead to additional investor meetings

"hould be #0$%0 minutes in length"hould be #0$%0 minutes in length&harts, graphics, pictures and verbiage should&harts, graphics, pictures and verbiage shouldbe simple and easil' read (no )e'e tests*+be simple and easil' read (no )e'e tests*+ach slide should have bet-een % and . bulletsach slide should have bet-een % and . bullets

that are succinct (no paragraphs, uncluttered+that are succinct (no paragraphs, uncluttered+Presentation ormat ma' var' depending on thePresentation ormat ma' var' depending on thecompan' but the ollo-ing ormat provides acompan' but the ollo-ing ormat provides areasonable order and lo- –it is but onereasonable order and lo- –it is but one

approach to maing investor presentationsapproach to maing investor presentations



11/05/1511/05/15 ##

rder o Presentationrder o Presentation

2ntroduction2ntroduction

ProblemProblem

"olution"olution

3aret, &ustomers3aret, &ustomers&ompetitive landscape&ompetitive landscape

Business and 4evenue 3odelsBusiness and 4evenue 3odels

3anagement Team3anagement Team

Financial Proections FundingFinancial Proections FundingTimelineTimeline

"ummar'"ummar'



11/05/1511/05/15 %%

2ntroduction2ntroduction

Briel' introduce 'oursel and 'our compan'Briel' introduce 'oursel and 'our compan'

– &ompan' name and compan' logo&ompan' name and compan' logo

– Presenters names (give titles i pertinent+Presenters names (give titles i pertinent+

"lide time: appro6imatel' %0 seconds"lide time: appro6imatel' %0 seconds



11/05/1511/05/15 77

2ntroduction$$continued2ntroduction$$continued [this is a very important slide that requires lots of

[this is a very important slide that requires lots of

time to create because it must be succinct,time to create because it must be succinct

,comprehensive and COMPELLIN!co

mprehensive and COMPELLIN!

"rief "rief

overvie-overvie-

o compan' (elevator pitch+o compan' (elevator pitch+

8hat e6actl' the compan' does (stated succinctl'+8hat e6actl' the compan' does (stated succinctl'+

8hat products or services are oered8hat products or services are oered

8hat problem is being solved, and8hat problem is being solved, and

8h' these products or services are compelling, eg, )98h' these products or services are compelling, eg, )9the onl' product that enables solution; to the problem;the onl' product that enables solution; to the problem;9*9*

"lide time: appro6imatel' 1 minute"lide time: appro6imatel' 1 minute



11/05/1511/05/15 55

The Problem/pportunit'/<eedThe Problem/pportunit'/<eed

=eine the problem or need in the maret=eine the problem or need in the maret

=escribe ho- signiicant or prevalent the=escribe ho- signiicant or prevalent the

problem ma' beproblem ma' be

2 appropriate, describe -h' no- is the right time2 appropriate, describe -h' no- is the right timeor a solutionor a solution

Provide a )problem* scenario that provides aProvide a )problem* scenario that provides a

basis or 'our compan'>s product or servicebasis or 'our compan'>s product or service

"lide time: .0 to ?0 seconds"lide time: .0 to ?0 seconds



11/05/1511/05/15 ..

The "olutionThe "olution(1 to # slides+(1 to # slides+

&learl' and succinctl' describe the compan'>s product or&learl' and succinctl' describe the compan'>s product orservice that -ill address the problemservice that -ill address the problem

2llustrate the compan'>s solution -ith graphics, pictures or2llustrate the compan'>s solution -ith graphics, pictures orvideos as necessar' (eep this ver' simple+videos as necessar' (eep this ver' simple+

Provide brie list o eatures,Provide brie list o eatures, beneitsbeneits andand advantagesadvanta

ges

– 8hat is the value proposition or the customer (@o- -ell -ill the8hat is the value proposition or the customer (@o- -ell -ill theproduct or service solve the problem+Aproduct or service solve the problem+A

&ost savings, convenience, reliabilit', etc (be speciic+&ost savings, convenience, reliabilit', etc (be speciic+

=escribe )barriers to entr'* created b' 'our product (eg,=escribe )barriers to entr'* created b' 'our product (eg,

patents+patents+

"lide Time: ppro6imatel' 01:%0 (3a' reCuire more than one"lide Time: ppro6imatel' 01:%0 (3a' reCuire more than one

slide+slide+



The "olutionThe "olution

Provide an understandable, practicleProvide an understandable, practicle

e6ample o ho- 'our product/servicee6ample o ho- 'our product/service

-ors or -hat it does-ors or -hat it does

11/05/1511/05/15 DD



11/05/1511/05/15 EE

"ample Feature$Beneits Table"ample Feature$Beneits Table

#eatures#eatures "enefits"enefits

"lide Time: ppro6imatel' .0 seconds"lide Time: ppro6imatel' .0 seconds



11/05/1511/05/15 ??

&ompan' "tatus/Progress&ompan' "tatus/Progress

Build investor conidence in 'our compan'Build investor conidence in 'our compan' – =omain e6pertise o management and sta =omain e6pertise o management and sta

– &ustomers and contracts established (letters o&ustomers and contracts established (letters o

intent+intent+ – "trategic partnerships established"trategic partnerships established

– Product development statusdescribe milestonesProduct development statusdescribe milestones

achieved to reduce ris (eg, alpha or beta testing+achieved to reduce ris (eg, alpha or beta testing+

– ther signiicant inormation to validate or reduce risther signiicant inormation to validate or reduce ris




11/05/1511/05/15 1010

The 3aretThe 3aret(# to 5 slides+(# to 5 slides+

=escribe maret sie, gro-th, trends and maturit'=escribe maret sie, gro-th, trends and maturit' – 2ndustr' and maret segment data (see sample, ne6t slide+2ndustr' and maret segment data (see sample, ne6t slide+

3aret challenges3aret challenges

8hat maret segment(s+ are served b' the compan'A8hat maret segment(s+ are served b' the compan'A

8hat is the compan'>s potential in the maretA8hat is the compan'>s potential in the maretA – stimated 4evenue Gro-th in graphic or tabular orm (see ne6tstimated 4evenue Gro-th in graphic or tabular orm (see ne6t

slides, or e6amples+slides, or e6amples+

– 3aret share proections are optional3aret share proections are optional

"lide Time: ppro6imatel' ?0 seconds"lide Time: ppro6imatel' ?0 seconds

(3ore than one slide ma' be reCuired+(3ore than one slide ma' be reCuired+



11/05/1511/05/15 1111

Global 3aret or 'our product;Global 3aret or 'our product;

4egion4egion =emand (H" I 33+=emand (H" I 33+ J GlobeJ Globe

sia sia 1D001D00 %#%#

uropeurope 15001500 %0%0North $mericaNorth $merica %&''%&'' ()()

!atin merica!atin merica 715715 EE

rica rica #00#00 77

thersthers .7.7 11




11/05/1511/05/15 1#1#

H" 3aret -ith e' segmentsH" 3aret -ith e' segments

&it'&it' 8orld8orld4an4an

H" I 33H" I 33 J &ountr'J &ountr' J 8orldJ 8orld

<e- Kor<e- Kor 11 E.5E.5 ##E##E 5%5%

Los $n*elesLos $n*eles && &''&'' +&+& %-%-&hicago&hicago 77 #E5#E5 EE 1E1E

=allas=allas #1#1 105105 #E#E 0.70.7

.an /ose.an /ose (((( %'0%'0 (+(+ '1&'1&

.an.an#rancisco#rancisco

(&(& %'&%'& (2(2 '1('1(

.an 3ie*o.an 3ie*o (1(1 %''%'' (1(1 '1%'1%




11/05/1511/05/15 1%1%

&ustomers&ustomers

=escribe the compan'>s current and=escribe the compan'>s current and

potential customerspotential customers

– Proile o the optimal customer Proile o the optimal customer

– Lalue proposition to customer Lalue proposition to customer

– Lalidation o &ustomer cceptanceLalidation o &ustomer cceptance

&ustomer Feedbac, "urve' =ata, Testimonials&ustomer Feedbac, "urve' =ata, Testimonials

Purchases, !etters o 2ntentPurchases, !etters o 2ntent

PartnersPartners

– 6ample o customer 6ample o customer



11/05/1511/05/15 1717

&ompetition and dvantage&ompetition and dvantage(# T % "!2="+(# T % "!2="+

&ompetition&ompetition

=escribe the direct (competing product or service+ and=escribe the direct (competing product or service+ andindirect competition (alternative solution+ or 'ourindirect competition (alternative solution+ or 'ourcompan' and its product or servicecompan' and its product or service

=escribe speciic strengths, -eanesses, and=escribe speciic strengths, -eanesses, andopportunities related to competitionopportunities related to competition

=escribe ho- 'our product, technolog' or service=escribe ho- 'our product, technolog' or servicedierentiates itsel rom the competitionA ver' important;dierentiates itsel rom the competitionA ver' important;

&ompetitive dvantage&ompetitive dvantage

8hat is the compan'>s competitive advantageA8hat is the compan'>s competitive advantageA – 8h' -ill customers bu' 'our product or service over the8h' -ill customers bu' 'our product or service over thecompetitionAcompetitionA

– "ho- a competitive matri6 to illustrate dierentiation (see ne6t"ho- a competitive matri6 to illustrate dierentiation (see ne6tslide+slide+

"ubect Time: ppro6imatel' # minutes (more than 1 slide+"ubect Time: ppro6imatel' # minutes (more than 1 slide+



11/05/1511/05/15 1515

&ompetitive &omparison&ompetitive &omparison(see ne6t slide or optional approach+(see ne6t slide or optional approach+

ProductProduct $dvanta*es$dvanta*es 3isadvanta*es3isadvanta*es

Product $Product $

45%(6%'' units45%(6%'' units

Product "Product "

45&'6%'' units45&'6%'' units

Product CProduct C

45%26%'' units45%26%'' units

My CompanyMy CompanyProductProduct

45-6%'' units45-6%'' units



11/05/1511/05/15 1.1.

&ompetitive 3atri6&ompetitive 3atri6

Product Feature A Feature B Feature C Feature D FeatureE

MY PRODUCT ● ● ● ● ●

Product 1 ● ●

Product 2 ● ● ●




Product 6 ● ●



11/05/1511/05/15 1D1D

&ompetitive Positioning&ompetitive Positioning

Your Company, Inc.

Gizmo

Gadget.com

Yippee

F l e x i b i l i t y

Functionality

Yikes

Zowie

Thingamabob



nd First "ectionnd First "ection

11/05/1511/05/15 1E1E



11/05/1511/05/15 1?1?

Business 3odel and 3areting PlanBusiness 3odel and 3areting Plan(2 TO 5 SLIDES)(2 TO 5 SLIDES)

=escribe the compan'>s business and revenue model=escribe the compan'>s business and revenue model – 8hat is the overall business strateg'A8hat is the overall business strateg'A – @o- -ill 'ou sell 'our product or service (distributors, internet+A@o- -ill 'ou sell 'our product or service (distributors, internet+A – @o- -ill the compan' generate revenue or its product or@o- -ill the compan' generate revenue or its product or

serviceAserviceA – =escribe the sales c'cle or the compan'>s product or service=escribe the sales c'cle or the compan'>s product or service

=escribe the 3areting Plan (i appropriate+=escribe the 3areting Plan (i appropriate+ – 8hat is the go$to $maret strateg'A8hat is the go$to $maret strateg'A – 8hat is the pricing modelA Gross marginA8hat is the pricing modelA Gross marginA

– @o- -ill 'ou access customersA (including advert and promo+@o- -ill 'ou access customersA (including advert and promo+ – @o- -ill 'our product or service be distributedA@o- -ill 'our product or service be distributedA – 8hat customer support -ill be neededA8hat customer support -ill be neededA

<ote an' commitments rom partners, distributors,<ote an' commitments rom partners, distributors,granting agencies, etc regarding beneits o 'our productgranting agencies, etc regarding beneits o 'our product




11/05/1511/05/15 #0#0

4egulator' 2ssues4egulator' 2ssues(not necessaril' included in all investor(not necessaril' included in all investor

presentations+presentations+

2nclude pertinent ino regarding F=, FT&,2nclude pertinent ino regarding F=, FT&,

or other pertinent government agenc'or other pertinent government agenc'

3 t T d i3 t T d i



11/05/1511/05/15 #1#1

3anagement Team, dvisors3anagement Team, dvisors

Build investor conidence -ith teamBuild investor conidence -ith team – &redentials, proven trac record, domain&redentials, proven trac record, domain

e6perience (doe6perience (do notnot include -ea credentials +include -ea credentials +

– =escribe sill and e6perience gaps to be illed=escribe sill and e6perience gaps to be illed!ist the compan'>s leadership team!ist the compan'>s leadership team – 2nclude name, position, e6perience (abbrev+2nclude name, position, e6perience (abbrev+

– These are credentialed e6pertsThese are credentialed e6perts!ist o compan' =irectors and dvisors!ist o compan' =irectors and dvisors – 2nclude name, summar' o e6perience2nclude name, summar' o e6perience



11/05/1511/05/15 ####

Financial ProectionsFinancial Proections

Provide %$5 'ear inancial proections or theProvide %$5 'ear inancial proections or thecompan' (compan' (abbreviatedabbreviated chart or graphsee ne6tchart or graphsee ne6tslide+slide+ – 2nclude inancial proections to sho- 'ear$to$'ear2nclude inancial proections to sho- 'ear$to$'ear

gro-th (sho- a basic income statement tableseegro-th (sho- a basic income statement tableseene6t slide or an e6ample+ne6t slide or an e6ample+

– 2s the compan' overstating or understating maret2s the compan' overstating or understating maretshare and/or gro-thAshare and/or gro-thA

– &an the compan' scale its operations as it gro-sA&an the compan' scale its operations as it gro-sA

!ist maor acts and assumptions!ist maor acts and assumptions – re the assumptions believable and achievableA re the assumptions believable and achievableA




11/05/1511/05/15 #%#%

Financial Proections:Financial Proections:

2ncome "tatement "ummar'2ncome "tatement "ummar' 2008 2009 2010 2011 2012

Revenue 500 5,207 12,203 25,565 51,894

COGS 402 3,270 7,179 14,395 29,145Gross ProftGross Proft 102 1,937 5,024 11,170 22,749

Oper Exp 4,318 3,572 4,229 8,165 16,445

Net Incoe !4,216" !1,635" 795 3,005 6,304



11/05/1511/05/15 #7#7

Financial Proections:Financial Proections:

Brea ven nal'isBrea ven nal'is

"6E78uantity9 :"6E78uantity9 :;otal #i<ed Cost;otal #i<ed Cost

Price per =nit > ?ar Cost per =nitPrice per =nit > ?ar Cost per =nit

"rea@AEven"rea@AEven

;B : ;C;B : ;C

Hnits "old

4 e v e n u e

;

M Lariable &ost



11/05/1511/05/15 #5#5

FundingFunding

8hat unding has the compan' received to dateA8hat unding has the compan' received to dateA – mounts and sources mounts and sources

@o- -ill the compan' be inancedA@o- -ill the compan' be inancedA

@o- much mone' is the compan' currentl' seeing rom@o- much mone' is the compan' currentl' seeing rom

2nvestorsA2nvestorsA – @o- -ill the unds be usedA (use tabular ormatsee ne6t slide@o- -ill the unds be usedA (use tabular ormatsee ne6t slideor an e6ample+or an e6ample+

– 8hat e' value$building milestones -ill be achieved -ith unds8hat e' value$building milestones -ill be achieved -ith unds(maret test, maret e6pansion, etc+(maret test, maret e6pansion, etc+

nticipated uture unding needs nticipated uture unding needs

8hat are the e6it strategies or the compan'A (-henA+8hat are the e6it strategies or the compan'A (-henA+

8hat is the e6pected 42 or investors8hat is the e6pected 42 or investors

"lide Time: ppro6imatel' # minutes (this section is more"lide Time: ppro6imatel' # minutes (this section is morethan one slide+than one slide+



11/05/1511/05/15 #.#.

"tartup Budget/Hse o Proceeds"tartup Budget/Hse o Proceeds

F!r"t #ear Bud$et Co"t

#$%$r&s 510,000

R&'$rs ( )$*t&*$*c& 8,400

+oc$% d-&rts*. 5,000M$r/&t*. 51,400

ccou*t*. $*d %&.$% 5,000

R&*t 17,798

*t&r*&t ( T&%&'o*& 5,940u')&*t 48,000

Do)$* $)& 10

%ota& '()1*)+8



11/05/1511/05/15 #D#D

Hse o Proceeds Breado-nHse o Proceeds Breado-n



11/05/1511/05/15 #E#E

TimelineTimeline

Hse a Gantt &hart or e' milestones orHse a Gantt &hart or e' milestones or

use the preerred model sho-n on theuse the preerred model sho-n on the

ne6t slidene6t slide



Timeline o 3ilestonesTimeline o 3ilestones

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

Idea

PrimaryResearch

Feasii!i"yA#a!ysis

Re!a"i$#shi%sSec&red

B&si#ess P!a#

Pr$"$"y%eI#s"a!! 'Fa!!Garde#s(

F&#ds Raised

Nei)h$rh$$d M*"+

I#i"ia!C$#"rac"s



11/05/1511/05/15 %0%0

2007 2008

Be"a Tes"Mi!es"$#e

Brea*,e-e#Mi!es"$#e

J&!y

De-e!$%me#"Mi!es"$#e .Decemer

/#d Pr$d&c"De-e!$%me#"

Mi!es"$#eSe%"+

Sa!es Mi!es"$#eDecemer

Value-Added Milestones Timeline (Sample)

Pr$d&c" .Par"#ered0

* Company retains co-dev!co-promotion ri"#ts

Pr$d&c" .Firs" Sa!es

1st Financing$660K

2nd Financing$1Million



11/05/1511/05/15 %1%1

"ummar'"ummar'

8hat do 'ou -ant 'our audience to remember8hat do 'ou -ant 'our audience to remember

about the compan'Aabout the compan'A – HniCue and "ieable pportunit'HniCue and "ieable pportunit'

– HniCue product or serviceHniCue product or service – &ompetitive dvantage, "trengths&ompetitive dvantage, "trengths

– 3areting pproach, &ustomers, "ales Pipeline3areting pproach, &ustomers, "ales Pipeline

– 2ntellectual propert'2ntellectual propert'

– 3anagement team3anagement team

– ther9ther9

business plan presentation format

Documents