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Business Plan Presentation
Company Name & Mission
Compelling Customer Need
Sustainable Competitive Advantage
Value Proposition: Revenue Model
Success/Achievements to Date
Plan for Success
Product & Prototype Development Plan
Management Team & Core Competencies
Market Introduction
Financial Projections
Funding Required
Summary
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Base for company success

Business Plan Presentation
Company Name & Mission
 Company name (& logo), address, and name of President/CEO (or presenter)
 Company mission - elevator pitch
 be concise
 grab the attention of the audience
 must be based on customer need, company’s competitive advantage and company’s value proposition
 specify geographic region to be served
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© 2012 VT KnowledgeWorks

Business Plan Presentation
Compelling Customer Need
 State the compelling customer need being met by your product
 customer demographics
 give customer example
 Describe product and its benefits
 include picture/graphic of product
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 State the size of the
market for product
 use pie chart to show addressable versus total market
 provide short list of potential customers
 include data sources
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Business Plan Presentation
Sustainable Competitive Advantage
 State product’s competitive advantage in terms of customer need
 How is this advantage sustainable
 patents pending, proprietary intellectual property (IP), …
 Use table or matrix to compare your product to top 3 competitors
 base on customer needs
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© 2012 VT KnowledgeWorks

Business Plan Presentation
Value Proposition – Revenue Model
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 Use Value Chain diagram to show all steps required to make, market and sell product
 highlight steps provided by company
 give examples of companies that may provide other steps
 include all sales channels
 State pricing strategy
 base on value pricing: how much customer is willing to pay
 state expected gross profit (%), which will be a function of industry served
 show value captured at each Value
Chain step
© 2012 VT KnowledgeWorks

Business Plan Presentation
Value Chain Diagram
The Value Chain Diagram is a linked set of the value-creating activities needed to design, produce, market, deliver, sell and support a product
Marketing/Sales
Technology
Product
Ideation &
Development
Product
Assembly
Distributor Retail Store End Customer
Component
Suppliers
Customer Service
Company Activities
Activities by Others
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© 2012 VT KnowledgeWorks

Business Plan Presentation
Success/Achievements to Date
 When was business started
 Product development to date
 clearly state level of development
 customer interactions & responses
 press releases & news articles
 Catalog current IP position
 Money raised & used to date
 amount & sources
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Business Plan Presentation
Product & Prototype Development Plan
 Product development & prototype roadmap
 milestones versus time chart
 proposed product launch date
 State projected startup costs to reach each milestone
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© 2012 VT KnowledgeWorks

Business Plan Presentation
Management Team & Core Competencies
 List (existing) key team members and their experience - expertise
 include their core competencies
 state positions they will fill
 State core competencies/key positions not filled by existing team members
 show plan to fill these
 If appropriate, list Advisory Board members and their experience - expertise
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© 2012 VT KnowledgeWorks

Business Plan Presentation
Market Introduction
 Introduction to customer base
 proposed initial customers
 pricing strategy
 product evaluation – customer feedback
 time schedule & cost
 Product launch
 regional – customer focus
 state introductory pricing if different
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© 2012 VT KnowledgeWorks

Business Plan Presentation
Financial Projections
 Start with product revenues
 5 years of projections
 show market penetration
 Projected Income Statement
 revenues, cost of goods sold, R&D expenses, marketing/sales expenses, general & administrative expenses
 operating income
 Projected Cash Flow
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© 2012 VT KnowledgeWorks

$3 500 000
$3 000 000
$2 500 000
$2 000 000
$1 500 000
$1 000 000
$500 000
$-
Business Plan Presentation
Financial Projections: Example
Projected Revenues
2014 2015 2016 2017 2018
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© 2012 VT KnowledgeWorks

$120 000
$100 000
$80 000
$60 000
$40 000
$20 000
$-
$(20 000)
Business Plan Presentation
Financial Projections Example
Cash Flow
EBITDA CapEx Cash Balance Credit Line Balance
2012 2013 2014 2015 2016
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© 2012 VT KnowledgeWorks

Business Plan Presentation
Funding Required
 Projected accumulated cash flow
 startup costs
 capital expenditures
 operating income
 accounts receivable – accounts payable adjustments
 Cash required against milestones
 uses of funds
 proposed current & future cash rounds
 Projected exit strategy
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Business Plan Presentation
Summary
3 - 4 Bullets Summarizing:
 Difference from competitors in meeting customer need
 Addressable market size
 Projected 5-year revenue stream
 Funding required
 Some measure of (projected) return on investment
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© 2012 VT KnowledgeWorks