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Sample template for startup business plan highights.
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[Company Name or Logo]
Business Plan
Highlights
Copy # __ for _________________________________Property of [Company Name]; not authorized for distribution.
- CONFIDENTIAL -
Courtesy of
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/232
Agenda
Introduction– Overview– The Team– Business Highlights
The Opportunity– The Problem & Pain– The Solution– Market Summary– Customer Profile– Competition
The Company– Products and Services– Summary of Goals– Milestones– Marketing Plan– Financial Plan
Conclusion– Risks and Responses– Expansion Potential– Next Steps– Q & A
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/233
Overview
[Elevator pitch.]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/234
The Team (1)
President & CEO: [Name]– [Years & nature of experience]– [Accomplishments]
VP Sales: [Name]– [Years & nature of experience]– [Accomplishments]
VP Marketing: [Name]– [Years & nature of experience]– [Accomplishments]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/235
The Team (2)
CTO/VP Product: [Name]– [Years & nature of experience]– [Accomplishments]
VP Services: [Name]– [Years & nature of experience]– [Accomplishments]
TBH– CFO: ~[mm/yy]– President or COO: ~[mm/yy]– Management will adjust if the need arises
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/236
The Team (3)
Board of Directors([#] planned)– Chairman: [Name]
[Title]– [Name]
[Title]– TBD– TBD– TBD
Board of Advisors(~[#] planned)– [Name]
[Title]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/237
Business Highlights
Core competency Market Segment: [Commonly known name for it] Customer base: [Businesses/Consumers/Both
Businesses & Consumers] Primary revenue source: [Product Sales/Service/etc.] ROI for customers: [Formula based on current costs] Are the dogs eating the dog food? Scalability? Strategic or nice-to-have?
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/238
Business Highlights (2)
Secondary revenue sources– [Source]
Overhead: [Low/Medium/High] Profitability expected ~[#] months from
incorporation Exit strategy: [IPO/Buyout/Remain Private
& Profitable]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/239
The Pain
“[Quote from prospect in pain]” – [Source]
“[Quote from analyst regarding the need in or size of market]” – [Source]
“[Quote from analyst regarding the need in or size of market]” – [Source]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2310
The Pain (2)
DELETE THIS NOTE
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.)
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
Logo Here
04/12/2311
Market Summary
Target market value– $[#] in [year] growing to $[#] in [future year]
(Source)– [If additional sources, ditto above]
Prospect base– [#] [companies/consumers] (Source)
Significant competitors: ~[#] Total competitors: ~[#]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2312
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
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2313
Market Summary (3)
Trends– [Past trend]– [Present trend]
[Use graphics if useful]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2314
Customer Profile
Characteristics of customers Value proposition Decision maker How hungry for solution? (Pre-orders,
testimonials, etc.)
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2315
Competition
[Significant competitor name]– [Focus of their business]– Weaknesses
[Weakness and how we exploit it] [Weakness and how we exploit it]
– Strengths [Strength and how we address it] [Strength and how we address it]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2316
Competition (2)
[Significant competitor name]– [Focus of their business]– Weaknesses
[Weakness and how we exploit it] [Weakness and how we exploit it]
– Strengths [Strength and how we address it] [Strength and how we address it]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2317
Partnerships
Interested Parties– Investor: [Lead Investor Company Name]– Investor: [Venture Company Name]– [Law Firm & Attorney Name]
Experienced in aggressive venture planning
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2318
Products And Services
[Product/service]– Performance characteristics– Architecture– Cost characteristics– Pricing– Delivery mechanism– Available [#]Q [year]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2319
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: $[#]– Headcount: [#]– Customers: [#]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2320
Milestones (1)
Stage 1: Founding the Business– [mm/yy]: Incorporated– [mm/yy]: Remaining legal documents filed– [mm/yy]: Secure angel funding ($[250]K @ $[1]m pre)– [mm/yy]: Ramp up hiring– [mm/yy]: Begin building initial product– [mm/yy]: Secure 1st round (~$[2]m @ $[15]m pre)– [mm/yy]: Beta test and rework product– [mm/yy]: Begin offering initial product– [mm/yy]: Begin marketing activity– [mm/yy]: Aggressively obtain customers
DELETE THIS NOTE
Replace bullets with check marks () for items already completed. To do this, right-click the item and choose “Bullets and Numbering…”
DELETE THIS NOTE
Replace bullets with check marks () for items already completed. To do this, right-click the item and choose “Bullets and Numbering…”
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2321
Milestones (2)
Stage 2: Developing the Business– [mm/yy]: Secure 2nd round (~$[6]m @ $[25]m
pre)– [mm/yy]: Crank up marketing activity– [mm/yy]: Begin offering second product– [mm/yy]: Emphasize customer acquisition– Entertain any acquisition offers that arise
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2322
Milestones (3)
Stage 3: Stabilizing the Business– [mm/yy]: Shore up management– [mm/yy]: Secure 3rd round (~$[20]m @
$[100]m pre)– [mm/yy]: File for IPO– [mm/yy]: Achieve profitability
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2323
Marketing Plan
Target Market/Demographics: [Segment Description]
Distribution and sales channels Pricing and positioning Branding and strategic position Media Mix: [Web Ads/Magazine Ads/Trade
Shows/Billboards/TV/Radio] Marketing and sales team development
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2324
Financial Plan (1)
Pricing Model Fundamentals– [Product/Service]: $[#] per [unit(s)] [detail
price evolution over time] Stabilized gross margins Gross revenue, net income and growth
by year Cash flow and capitalization needs
DELETE THIS NOTE
Replace the bullets below with a spreadsheet if the pricing model is complex.
DELETE THIS NOTE
Replace the bullets below with a spreadsheet if the pricing model is complex.
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2325
Financial Plan (2)
DELETE THIS NOTE
Insert a graph or spreadsheet of revenue and expense projections below.
DELETE THIS NOTE
Insert a graph or spreadsheet of revenue and expense projections below.
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2326
Risks Addressed
[Risk]– [Response]
[Risk]– [Response]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2327
Expansion Potential
[If there are things that can be done in the future to take the business into broader or additional markets, list them here.]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2328
Next Steps
[Immediate and long term needs; if seeking funding, state specifics]
[Decisions to be made]
This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.
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04/12/2329
Thank You.
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