Transcript THE Company Name The presenter

Business Plan Guidelines
Confidential Presentation
©2013 The University of Texas at El Paso
The Company
 Company Mission
 Formation
 LLC Corporation
 Date of Formation?
 State of Formation
The Situation – define the problem
 Fact 1.
 Fact 2.
 Fact 3.
Unmet Need
Before & After Pictures:
Solution & Benefits
List important product features, for ex:
• A patent application on the device,
number, filed on date.
• “Product” is an environmentally
friendly and economically
attractive option (if applicable).
• Prototypes have been produced and are in operation (if applicable).
Potential Market
Potential Revenues and Savings
for the Consumer and Industrial
Segment (for example)
Market Segmentation by
Type of Market & Number of Units, for ex.
Million
150
19%
50%
100
31%
50
0
2011
Homeowners Potential Sales
Homeowners Potential Total Annual Savings
Industrial Potential Sales
Industrial Potential Total Annual Savings
Market
Units
Consumer (Housing)
1,506,531
Manufacturing
924,955
Warehousing
591,365
Technology Process Overview
Provide more detail if needed – use pictures or video too
Website link (if applicable)
Business Model
 This is how you will make money, who pays you, and
gross margins.
 In this section, you need to be passionate about
revenue, profit, and volume growth.
 Sustainable advantage over the competition (address
how) and highlight barriers to entry which will keep
your competitors at bay.
Competition
List and describe your competition, direct and
indirect, including customer alternatives.
Asserting you have no competition is not
credible. Also address sustainable advantage
against specific competition.
 Main Competitors (Traditional “Product”)
Total Revenues: $426 Million
5% 1%
0%
Competitor 1 (400 Million)
Competitor 2. (20 Million)
94%
Competitor 3 (5 Million)
Competitor 4 (1.2 Million)
Marketing, sales, and partners
 Describe your market penetration strategy, sales channels,
pricing, and strategic partnerships. Here is also a good
place for a rollout timeline with key milestones. Convince
investors that you have lined up sales channels, strategic
partners, and a viable marketing strategy.
 Be careful with assertions like “We have strong interest
from a major customer.” The mention of unsigned
contracts normally takes away more credibility than it
adds. You can bolster this position by including a Letter of
Intent (LOI), contract summaries, or even testimonials.
Commercialization Plan
Entry Strategy
1. Produce product
at (where)
Growth Strategy
1. Expand Sales into
global markets with
similar
environmental
characteristics
2. Utilize (Type of
Sales).
2. Develop other
new technological
platforms.
3. Begin marketing
and sales efforts in
(where)
4. Expand into
Where Else
3. Establish
manufacturing
facilities in U.S.
Management Team
CEO - Name
• Inventor of product?
• Technical expert and lead inventor responsible for all facets of the company’s business.
COO - Name
• Direct company operations to meet budget and other financial goals.
• Direct short-term and long-range planning and budget development to support strategic business goals.
Sales/Marketing Director– Name
• Direct and coordinate company sales and marketing functions.
• Develop and coordinate sales selling cycle and methodology.
• Research and develop strategies and plans which identify marketing opportunities, direct marketing, and new project
development.
Administration - Name
• Supervision and participation of activities involving personnel management, including hiring, benefits, classification,
employee training and salary administration.
• Improves program and service quality by updating procedures and evaluating system results with users.
Profit & Loss Statement ($)
Insert 5 year Profit & Loss Statement in
Business Plan, but other formats okay here
Cash Flow Analysis
Insert 5 year Cash Flow Statement in
Business Plan, but other formats okay here
Balance Sheet Analysis
Insert 5 year Balance Sheet in Business
Plan, but other formats okay here
Summary & Conclusions
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