Name of the Company“Tagline”

Confidential Presentation©2013 The University of Texas at

El Paso

Business Plan Guidelines

The CompanyCompany Mission

FormationLLC CorporationDate of Formation?State of Formation COMPANY NAME

Short written statement of company purpose

The Situation – define the problemFact 1.

Fact 2.

Fact 3.

Unmet NeedWhat business problem does invention

solveTODAY

“PRODUCT”INNOVATIO

N

Solution & BenefitsList 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).

Before & After Pictures:

Potential MarketFocused on the geographical area of …. due to ...

20110

20

40

60

80

100

120

Potential Revenues and Savings for the Consumer and Industrial

Segment (for example)

Homeowners Potential Sales

Homeowners Potential Total Annual Savings

Industrial Potential Sales

Industrial Potential Total Annual Savings

50%

31%

20%

Mil

lion

Market UnitsConsumer (Housing) 1,506,531

Manufacturing 924,955

Warehousing 591,365

Market Segmentation byType of Market & Number of

Units, for ex.

Technology Process Overview

Website link (if applicable)

Provide more detail if needed – use pictures or video too

Business ModelThis 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.

CompetitionMain Competitors (Traditional “Product”)

94%

5% 1%0%

Total Revenues: $426 Million

Competitor 1 (400 Million)

Competitor 2. (20 Million)

Competitor 3 (5 Million)

Competitor 4 (1.2 Million)

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.

Marketing, sales, and partnersDescribe 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.

1. Expand Sales into global

markets with similar

environmental characteristics

2. Develop other new

technological platforms.

3. Establish manufacturing facilities in U.S.

Commercialization PlanEntry Strategy Growth Strategy

1. Produce product at

(where)

2. Utilize (Type of Sales).

3. Begin marketing and sales efforts in

(where)

4. Expand into Where Else

Management TeamCEO - 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

Amount currently spent in total market.

“Product” plan is to capture x% of the competitors market in a period of 5 years.

The objective is to expand our company into global markets with similar environmental characteristics.

In order to attain these short and long term objectives we are asking for an investment of x.