business plan presentation guide

Business Plan Presentation format

This is a guiding document and not a This is a guiding document and not a questionnaire. The points given in each slide are questionnaire. The points given in each slide are to help you focus and guide your thinking and to help you focus and guide your thinking and not questions that need to be responded to. not questions that need to be responded to.

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Business Plan Presentation FormatBusiness Plan Presentation Format

The investor presentation must be clear, concise and The investor presentation must be clear, concise and compelling to:compelling to:oo Generate investor interest and build confidenceGenerate investor interest and build confidenceoo Lead to additional investor meetingsLead to additional investor meetings

Should be 20Should be 20--30 minutes in length 30 minutes in length Charts, graphics, pictures and verbiage should be simple and Charts, graphics, pictures and verbiage should be simple and easily read (no easily read (no ““eye testseye tests””))oo do not use do not use colourscolours which donwhich don’’t show up clearly on white t show up clearly on white

background e.g. yellow / pinkbackground e.g. yellow / pinkEach slide should have between 3 and 6 bullets that are Each slide should have between 3 and 6 bullets that are succinct (no paragraphs, uncluttered)succinct (no paragraphs, uncluttered)

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Business Plan Presentation FormatBusiness Plan Presentation Format

FontsFontsoo Better to use white background with black and red or blue Better to use white background with black and red or blue

fontsfontsoo Use Arial 23 for the body of slide and Arial 34 for the Use Arial 23 for the body of slide and Arial 34 for the

headerheader

Please restrict the number of slides to 30 / 32 as more than Please restrict the number of slides to 30 / 32 as more than that is difficult to go through in a 45 that is difficult to go through in a 45 minsmins interactioninteractionPlease strictly restrict file size to 1MB Please strictly restrict file size to 1MB

Presentation format may vary depending on the company but Presentation format may vary depending on the company but the following format provides a reasonable order and flow the following format provides a reasonable order and flow –– it it is but one approach to making investor presentations. is but one approach to making investor presentations.

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Order of PresentationOrder of Presentation

IntroductionIntroductionProblemProblemSolutionSolutionMarket, CustomersMarket, CustomersCompetitive landscapeCompetitive landscapeBusiness and Revenue ModelsBusiness and Revenue ModelsManagement TeamManagement TeamFinancial Projections Funding, Possible Exits Financial Projections Funding, Possible Exits TimelineTimelineSummarySummary

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IntroductionIntroduction

Briefly introduce yourself and your companyBriefly introduce yourself and your company

oo Company nameCompany nameoo Presenters names (give titles if pertinent)Presenters names (give titles if pertinent)oo Sector / Industry focusSector / Industry focusoo Contact coordinates :Contact coordinates :

Mobile noMobile noLand noLand noEmail idEmail idAddress Address

Slide time: approximately 30 secondsSlide time: approximately 30 seconds

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IntroductionIntroduction----continuedcontinued

[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 COMPELLING]comprehensive and COMPELLING]

BriefBrief overviewoverview of company (elevator pitch)of company (elevator pitch)oo What exactly the company does (stated succinctly)What exactly the company does (stated succinctly)oo What products or services are offeredWhat products or services are offeredoo What problem is being solved, and What problem is being solved, and oo Why these products or services are compelling, e.g., Why these products or services are compelling, e.g.,

“…“…the only product that enables [solution] to [the the only product that enables [solution] to [the problem]problem]…”…”

Slide time: approximately 60 secondsSlide time: approximately 60 seconds

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The Problem/Opportunity/NeedThe Problem/Opportunity/Need

Define the problem or need in the marketDefine the problem or need in the marketDescribe how significant or prevalent the problem may be Describe how significant or prevalent the problem may be If appropriate, describe why now is the right time for a If appropriate, describe why now is the right time for a solution solution Provide a Provide a ““problemproblem”” scenario that provides a basis for your scenario that provides a basis for your companycompany’’s product or service s product or service

Slide time: 60 to 90 secondsSlide time: 60 to 90 seconds

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The SolutionThe Solution(1 to 2 slides)(1 to 2 slides)

Clearly and succinctly describe the companyClearly and succinctly describe the company’’s product or s product or service that will address the problemservice that will address the problem

Illustrate the companyIllustrate the company’’s solution with graphics, pictures or s solution with graphics, pictures or videos as necessary (keep this very simple)videos as necessary (keep this very simple)

Provide brief list of features, Provide brief list of features, benefitsbenefits and and advantagesadvantagesoo What is the value proposition for the customer (How well will What is the value proposition for the customer (How well will

the product or service solve the problem)?the product or service solve the problem)?Cost savings, convenience, reliability, etc. (be specific)Cost savings, convenience, reliability, etc. (be specific)

Describe Describe ““barriers to entrybarriers to entry”” created by your product (e.g., created by your product (e.g., patents)patents)

Slide Time: Approximately 90 seconds Slide Time: Approximately 90 seconds (May require more than one slide)(May require more than one slide)

The SolutionThe Solution

Provide an understandable, practical example of how your Provide an understandable, practical example of how your product/service works or what it does.product/service works or what it does.

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Sample FeatureSample Feature--Benefits TableBenefits Table

FeaturesFeatures BenefitsBenefits

Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds

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Company Status/ProgressCompany Status/Progress

Build investor confidence in your companyBuild investor confidence in your companyoo Domain expertise of management and staffDomain expertise of management and staffoo Customers and contracts established (letters of Customers and contracts established (letters of

intent)intent)oo Strategic partnerships establishedStrategic partnerships establishedoo Product development statusProduct development status——describe milestones describe milestones

achieved to reduce risk (e.g., alpha or beta achieved to reduce risk (e.g., alpha or beta testing)testing)

oo Other significant information to validate or reduce Other significant information to validate or reduce riskrisk


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The MarketThe Market(2 to 5 slides)(2 to 5 slides)

Describe market size, growth, trends and maturityDescribe market size, growth, trends and maturityoo Industry and market segment data (see sample, Industry and market segment data (see sample,

next slide)next slide)Market challengesMarket challengesWhat market What market segment(ssegment(s) are served by the ) are served by the company?company?What is the companyWhat is the company’’s potential in the market?s potential in the market?oo Estimated Revenue Growth in graphic or tabular Estimated Revenue Growth in graphic or tabular

form (see next slides, for examples)form (see next slides, for examples)oo Market share projections are optionalMarket share projections are optional

Slide Time: Approximately 90 secondsSlide Time: Approximately 90 seconds(More than one slide may be required)(More than one slide may be required)

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Global Market for your Global Market for your product / service (If Possible)product / service (If Possible)

RegionRegion Demand (US $ MM)Demand (US $ MM) % Globe% Globe

AsiaAsia 17001700 3232

EuropeEurope 15001500 3030

North AmericaNorth America 13001300 2525

Latin AmericaLatin America 415415 88

AfricaAfrica 200200 44

OthersOthers 6464 11


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Indian Market with key segments Indian Market with key segments (Sample)(Sample)

RegionRegion World RankWorld Rank Indian Indian RsRs.. % Region% Region

NorthNorth 11 865865 22.822.8WestWest 33 300300 8.38.3EastEast 2121 105105 2.82.8SouthSouth 2222 104104 2.82.8


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CustomersCustomers

Describe the companyDescribe the company’’s current and potential s current and potential customerscustomersoo Profile of the optimal customerProfile of the optimal customeroo Value proposition to customerValue proposition to customeroo Validation of Customer AcceptanceValidation of Customer Acceptance

Customer Feedback, Survey Data, Customer Feedback, Survey Data, TestimonialsTestimonialsPurchases, Letters of IntentPurchases, Letters of IntentPartnersPartners

oo Example of customerExample of customer


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Competition and AdvantageCompetition and Advantage(2 TO 3 SLIDES)(2 TO 3 SLIDES)

CompetitionCompetitionDescribe the direct (competing product or service) and indirect Describe the direct (competing product or service) and indirect competition (alternative solution) for your company and its prodcompetition (alternative solution) for your company and its product uct or service.or service.Describe specific strengths, weaknesses, and opportunities relaDescribe specific strengths, weaknesses, and opportunities related ted to competition.to competition.Describe how your product, technology or service differentiates Describe how your product, technology or service differentiates itself from the competition? [very important]itself from the competition? [very important]

Competitive AdvantageCompetitive AdvantageWhat is the companyWhat is the company’’s competitive advantage?s competitive advantage?oo Why will customers buy your product or service over the Why will customers buy your product or service over the

competition?competition?oo Show a competitive matrix to illustrate differentiation (see nexShow a competitive matrix to illustrate differentiation (see next t

slideslide

Subject Time: Subject Time: ApprosAppros 120 120 secssecs (could be more than 1 slide)(could be more than 1 slide)

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Competitive ComparisonCompetitive Comparison(see next slide for optional approach)(see next slide for optional approach)

ProductProduct AdvantagesAdvantages DisadvantagesDisadvantagesProduct AProduct A~$12/100 units~$12/100 unitsProduct BProduct B~$30/100 units~$30/100 unitsProduct CProduct C~$17/100 units~$17/100 units

My Company My Company ProductProduct~$9/100 units~$9/100 units

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Competitive Matrix (Sample)Competitive Matrix (Sample)

Product Feature A Feature B Feature C Feature D Feature E

MY PRODUCT ● ● ● ● ●

Product 1 ● ●

Product 2 ● ● ●




Product 6 ● ●

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Competitive PositioningCompetitive Positioning

Gizmo

Yippee

Fle

xib

ilit

y

Functionality

Yikes

Zowie

ThingamabobGadget.com

Your Co. Pvt Ltd

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Business Model and Marketing PlanBusiness Model and Marketing Plan(2 TO 5 SLIDES)(2 TO 5 SLIDES)

Describe the companyDescribe the company’’s business and revenue models business and revenue modeloo What is the overall business strategy?What is the overall business strategy?oo How will you sell your product or service (distributors, interneHow will you sell your product or service (distributors, internet)?t)?oo How will the company generate revenue for its product or How will the company generate revenue for its product or

service? service? oo Describe the sales cycle for the companyDescribe the sales cycle for the company’’s product or services product or serviceDescribe the Marketing Plan (if appropriate)Describe the Marketing Plan (if appropriate)oo What is the goWhat is the go--to to --market strategy?market strategy?oo What is the pricing model? Gross margin? What is the pricing model? Gross margin? oo How will you access customers? (including advert. and promo.)How will you access customers? (including advert. and promo.)oo How will your product or service be distributed?How will your product or service be distributed?oo What customer support will be needed?What customer support will be needed?Note any commitments from partners, distributors, granting Note any commitments from partners, distributors, granting agencies, etc. regarding benefits of your productagencies, etc. regarding benefits of your product

Slide Time: Approximately 90 seconds Slide Time: Approximately 90 seconds

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Regulatory IssuesRegulatory Issues(not necessarily included in all investor presentations)(not necessarily included in all investor presentations)

Any Govt. licenses, approvals, required/obtained Any Govt. licenses, approvals, required/obtained etc. etc.

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Management Team, AdvisorsManagement Team, Advisors

Build investor confidence with teamBuild investor confidence with teamoo Credentials, proven track record, domain Credentials, proven track record, domain

experience (do experience (do notnot include weak credentials)include weak credentials)oo Describe skill and experience gaps to be filled Describe skill and experience gaps to be filled List the companyList the company’’s leadership teams leadership teamoo Include name, position, experience (abbrev.)Include name, position, experience (abbrev.)oo These are credentialed expertsThese are credentialed expertsList of company Directors and AdvisorsList of company Directors and Advisorsoo Include name, summary of experienceInclude name, summary of experience

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Financial ProjectionsFinancial Projections

Provide 3Provide 3--5 year financial projections for the 5 year financial projections for the company (company (abbreviatedabbreviated chart or graphchart or graph——see next see next slide)slide)oo Include financial projections to show yearInclude financial projections to show year--toto--year year

growth (show a basic income statement tablegrowth (show a basic income statement table--see see next slide for an example)next slide for an example)

oo Is the company overstating or understating Is the company overstating or understating market share and/or growth? market share and/or growth?

oo Can the company scale its operations as it grows?Can the company scale its operations as it grows?List major facts and assumptionsList major facts and assumptionsoo Are the assumptions believable and achievable?Are the assumptions believable and achievable?


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Financial Projections: Financial Projections: Income Statement Summary (Sample)Income Statement Summary (Sample)

2008 2009 2010 2011 2012

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

COGS 402 3,270 7,179 14,395 29,145

Gross Gross ProfitProfit

102 1,937 5,024 11,170 22,749

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

Net Income

(4,216) (1,635) 795 3,005 6,304


In Rs. Lakhs

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Financial Projections:Financial Projections:Break Even Break Even AnalyisAnalyis

0

200

400

600

800

1000

1200

0 20 40 60 80 100

Fixed CostTotal CostTotal Revenue

BreakBreak--EvenEvenTR = TCTR = TC

Units Sold

Rev

enue

} Variable Cost


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FundingFunding

What funding has the company received to date?What funding has the company received to date?oo Amounts and sourcesAmounts and sourcesHow will the company be financed?How will the company be financed?How much money is the company currently seeking How much money is the company currently seeking from Investors?from Investors?oo How will the funds be used? (use tabular formatHow will the funds be used? (use tabular format——

see next slide for an example)see next slide for an example)oo What key valueWhat key value--building milestones will be achieved building milestones will be achieved

with funds (market test, market expansion, etc.)with funds (market test, market expansion, etc.)Anticipated future funding needsAnticipated future funding needsWhat are the exit strategies for the company? (when?)What are the exit strategies for the company? (when?)What is the expected ROI for investors What is the expected ROI for investors

Slide Time: Approximately 120 seconds Slide Time: Approximately 120 seconds (this section could be more than one slide)(this section could be more than one slide)

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Startup Budget/Use of Proceeds Startup Budget/Use of Proceeds (Sample)(Sample)

First year Budget CostSalaries 510,000Repairs & maintenance 8,400Local Advertising 5,000Marketing 51,400Accounting and legal 5,000Rent 17,798Internet & Telephone 5,940Equipment 48,000Domain Name 10

Total 651,548Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds

In Rs. Lakhs

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TimelineTimeline

Use a Gantt Chart for key milestones or use the Use a Gantt Chart for key milestones or use the preferred model shown on the next slide.preferred model shown on the next slide.


Timeline of MilestonesTimeline of MilestonesJAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

Idea

Primary Research

Feasibility Analysis

Relationships Secured

Business Plan

Prototype Install (Fall Gardens)

Funds Raised

Neighborhood Mkt.

Initial Contracts

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2007 2008

Beta TestMilestone

Break-evenMilestone

July

DevelopmentMilestone 1December

2nd ProductDevelopment

MilestoneSept.

Sales MilestoneDecember

Product 1Partnered*

Product 1First Sales

1st Financing $660K

2nd Financing $1Million

Value-Added Milestones Timeline (Sample)

* Company retains co-dev./co-promotion rights


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SummarySummary

What do you want your audience to remember about the What do you want your audience to remember about the company?company?oo Unique and Sizeable OpportunityUnique and Sizeable Opportunityoo Unique product or serviceUnique product or serviceoo Competitive Advantage, StrengthsCompetitive Advantage, Strengthsoo Marketing Approach, Customers, Sales PipelineMarketing Approach, Customers, Sales Pipelineoo Intellectual propertyIntellectual propertyoo Management teamManagement teamoo OtherOther……


business plan presentation guide

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