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 questionnaire. The points given in each slide are to help you focus and guide your thinking are to help you focus and guide your thinking and not questions that need to be responded and not questions that need to be responded to. to.
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Business Plan Presentation format This is a guiding document and not a questionnaire. The points given in each slide are to help you focus and guide your.
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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 questionnaire. The points given in each slide are to help you focus and guide your thinking are to help you focus and guide your thinking and not questions that need to be responded and not questions that need to be responded to. 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:
o Generate investor interest and build confidenceGenerate investor interest and build confidenceo Lead to additional investor meetingsLead to additional investor meetings
Should be 20-30 minutes in length Should be 20-30 minutes in length Charts, graphics, pictures and verbiage should be simple and Charts, graphics, pictures and verbiage should be simple and
easily read (no “eye tests”)easily read (no “eye tests”)o do not use colours which don’t show up clearly on white do not use colours which don’t show up clearly on white
background e.g. yellow / pinkbackground e.g. yellow / pink Each 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
FontsFontso Better to use white background with black and red or blue Better to use white background with black and red or blue
fontsfonts
o 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 mins interactionthat is difficult to go through in a 45 mins interaction
Please 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 – it the following format provides a reasonable order and flow – 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
IntroductionIntroduction ProblemProblem SolutionSolution Market, CustomersMarket, Customers Competitive landscapeCompetitive landscape Business and Revenue ModelsBusiness and Revenue Models Management TeamManagement Team Financial Projections Funding, Possible Exits Financial Projections Funding, Possible Exits TimelineTimeline SummarySummary
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IntroductionIntroduction
Briefly introduce yourself and your companyBriefly introduce yourself and your company
o Company nameCompany nameo Presenters names (give titles if pertinent)Presenters names (give titles if pertinent)o Sector / Industry focusSector / Industry focuso Contact coordinates :Contact coordinates :
Mobile noMobile no Land noLand no Email idEmail id Address Address
Slide time: approximately 30 secondsSlide time: approximately 30 seconds
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Introduction--continuedIntroduction--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 COMPELLING]comprehensive and COMPELLING]
BriefBrief overviewoverview of company (elevator pitch) of company (elevator pitch)o What exactly the company does (stated succinctly)What exactly the company does (stated succinctly)o What products or services are offeredWhat products or services are offeredo What problem is being solved, and What problem is being solved, and o 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 market Describe how significant or prevalent the problem may Describe how significant or prevalent the problem may
be 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 “problem” scenario that provides a basis for Provide a “problem” scenario that provides a basis for
your company’s product or service your company’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 company’s product or Clearly and succinctly describe the company’s product or service that will address the problemservice that will address the problem
Illustrate the company’s solution with graphics, pictures or Illustrate the company’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 advantagesadvantageso 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 “barriers to entry” created by your product (e.g., Describe “barriers to entry” 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 Provide an understandable, practical example of how your product/service works or what it does.your product/service works or what it does.
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 companyo Domain expertise of management and staffDomain expertise of management and staffo Customers and contracts established (letters of Customers and contracts established (letters of
intent)intent)o Strategic partnerships establishedStrategic partnerships establishedo Product development status—describe milestones Product development status—describe milestones
achieved to reduce risk (e.g., alpha or beta achieved to reduce risk (e.g., alpha or beta testing)testing)
o Other significant information to validate or reduce Other significant information to validate or reduce riskrisk
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds
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The MarketThe Market(2 to 5 slides)(2 to 5 slides)
Describe market size, growth, trends and Describe market size, growth, trends and maturitymaturityo Industry and market segment data (see Industry and market segment data (see
sample, next slide)sample, next slide) Market challengesMarket challenges What market segment(s) are served by the What market segment(s) are served by the
company?company? What is the company’s potential in the market?What is the company’s potential in the market?
o Estimated Revenue Growth in graphic or Estimated Revenue Growth in graphic or tabular form (see next slides, for examples)tabular form (see next slides, for examples)
o 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)
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds
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Indian Market with key segments Indian Market with key segments (Sample)(Sample)
RegionRegion World RankWorld Rank Indian Rs.Indian Rs. % Region% Region
NorthNorth 11 865865 22.822.8
WestWest 33 300300 8.38.3
EastEast 2121 105105 2.82.8
SouthSouth 2222 104104 2.82.8
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds
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CustomersCustomers
Describe the company’s current and potential Describe the company’s current and potential customerscustomerso Profile of the optimal customerProfile of the optimal customero Value proposition to customerValue proposition to customero Validation of Customer AcceptanceValidation of Customer Acceptance
Purchases, Letters of IntentPurchases, Letters of Intent PartnersPartners
o Example of customerExample of customer
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds
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Competition and AdvantageCompetition and Advantage(2 TO 3 SLIDES)(2 TO 3 SLIDES)
CompetitionCompetition Describe 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 product competition (alternative solution) for your company and its product or service.or service.
Describe specific strengths, weaknesses, and opportunities related Describe specific strengths, weaknesses, and opportunities related 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 Advantage What is the company’s competitive advantage?What is the company’s competitive advantage?
o Why will customers buy your product or service over the Why will customers buy your product or service over the competition?competition?
o Show a competitive matrix to illustrate differentiation (see next Show a competitive matrix to illustrate differentiation (see next slideslide
Subject Time: Appros 120 secs (could be more than 1 slide)Subject Time: Appros 120 secs (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)
Product Feature A Feature B Feature C Feature D Feature E
MY PRODUCT ● ● ● ● ●
Product 1 ● ●
Product 2 ● ● ●
Product 3 ● ● ●
Product 4 ● ● ●
Product 5 ● ● ●
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 company’s business and revenue modelDescribe the company’s business and revenue modelo What is the overall business strategy?What is the overall business strategy?o How will you sell your product or service (distributors, internet)?How will you sell your product or service (distributors, internet)?o How will the company generate revenue for its product or How will the company generate revenue for its product or
service? service? o Describe the sales cycle for the company’s product or serviceDescribe the sales cycle for the company’s product or service
Describe the Marketing Plan (if appropriate)Describe the Marketing Plan (if appropriate)o What is the go-to -market strategy?What is the go-to -market strategy?o What is the pricing model? Gross margin? What is the pricing model? Gross margin? o How will you access customers? (including advert. and promo.)How will you access customers? (including advert. and promo.)o How will your product or service be distributed?How will your product or service be distributed?o 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.
Build investor confidence with teamBuild investor confidence with teamo Credentials, proven track record, domain Credentials, proven track record, domain
experience (do experience (do notnot include weak credentials) include weak credentials)o Describe skill and experience gaps to be filled Describe skill and experience gaps to be filled
List the company’s leadership teamList the company’s leadership teamo Include name, position, experience (abbrev.)Include name, position, experience (abbrev.)o These are credentialed expertsThese are credentialed experts
List of company Directors and AdvisorsList of company Directors and Advisorso Include name, summary of experienceInclude name, summary of experience
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Financial ProjectionsFinancial Projections
Provide 3-5 year financial projections for the Provide 3-5 year financial projections for the company (company (abbreviatedabbreviated chart or graph—see next chart or graph—see next slide)slide)o Include financial projections to show year-to-Include financial projections to show year-to-
year growth (show a basic income statement year growth (show a basic income statement table-see next slide for an example)table-see next slide for an example)
o Is the company overstating or understating Is the company overstating or understating market share and/or growth? market share and/or growth?
o Can the company scale its operations as it Can the company scale its operations as it grows?grows?
List major facts and assumptionsList major facts and assumptionso Are the assumptions believable and achievable?Are the assumptions believable and achievable?
Slide Time: Approximately 90 secondsSlide Time: Approximately 90 seconds
Slide Time: Approximately 90 secondsSlide Time: Approximately 90 seconds
In Rs. Lakhs
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Financial Projections:Financial Projections:Break Even AnalyisBreak Even Analyis
0
200
400
600
800
1000
1200
0 20 40 60 80 100
Fixed Cost
Total Cost
Total Revenue
Break-EvenBreak-Even
TR = TCTR = TC
Units Sold
Rev
enu
e
} Variable Cost
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds
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FundingFunding
What funding has the company received to date?What funding has the company received to date?o Amounts and sourcesAmounts and sources
How 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?o How will the funds be used? (use tabular format—How will the funds be used? (use tabular format—
see next slide for an example)see next slide for an example)o What key value-building milestones will be achieved What key value-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 needs What are the exit strategies for the company? (when?)What are the exit strategies for the company? (when?)
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)
What is the expected ROI for investors What is the expected ROI for investors
Valuation ExpectationsValuation Expectations
Slide Time: Approximately 90 secondsSlide Time: Approximately 90 seconds
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Startup Budget/Use of Proceeds Startup Budget/Use of Proceeds (Sample)(Sample)
First year Budget Cost
Salaries 510,000
Repairs & maintenance 8,400
Local Advertising 5,000
Marketing 51,400
Accounting and legal 5,000
Rent 17,798
Internet & Telephone 5,940
Equipment 48,000
Domain 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.
Slide Time: Approximately 120 secondsSlide Time: Approximately 120 seconds
Timeline of MilestonesTimeline of Milestones
JAN 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
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds
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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?
o Unique and Sizeable OpportunityUnique and Sizeable Opportunity
o Unique product or serviceUnique product or service
o Competitive Advantage, StrengthsCompetitive Advantage, Strengths
o Marketing Approach, Customers, Sales PipelineMarketing Approach, Customers, Sales Pipeline
o Intellectual propertyIntellectual property
o Management teamManagement team
o Other…Other…
Slide Time: Approximately 120 secondsSlide Time: Approximately 120 seconds