Download Open Court Business Plan Executive Summary ...

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Business Plan Executive Summary

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Transcript of Download Open Court Business Plan Executive Summary ...

Page 1: Download Open Court Business Plan Executive Summary ...

Business Plan

Executive Summary

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Introduction

Importantly:• Be clear and concise• Complete all sections• Limit response to 1 slide per Topic (2 max)

Welcome to the Open CourtBusiness Plan Executive Summary Template!

Please complete this Business Plan template for your presentation at Open Court.

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Topic Areas

1.Company Background

2.Executive Summary

3.Management Team

4.Customers, Segments & Needs

5.Market, Channels, Internet

6.Value Proposition, Your Solution

7. Competition / Barriers to Entry

8.Risk Factors

9.Brands & Go-to-Market Strategy

10.Pipeline & Infrastructure

11.Financial Overview

12.Funding Sought – Use of Funds Summary

13.Alliances or Partnerships

14.Intellectual Property

15.Manufacturing, Quality, Regulatory

16.Exit Strategy

17.Final Thoughts – Additional Information

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Company Background

> Company Name– Company Name– Type of legal entity (check box), date incorporated– Web site Address

> Leadership– Key Managers: Names, Titles

> Primary Contact Information– Key Contact: Mailing/e-mail address, phone #’s

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Executive Summary

> Brief Company (Product or Service) Description• What is your product or service?• Stage of development• What is unique or distinct?

> Funding Request• Dollar level of funding requested• Use of proceeds

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Management Team

> Management Team • Key personnel (as a group)• Highlight collective industry experience• Past successes• Summarize key equity ownership• Capital contributed by management team

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Customers & Needs

> Who Is Your Customer (User)?• Demographics• Motivations (why buy product?)• What are their needs or unmet needs?• How frequent?• In what situations or context?

> Market Research• Any market research or independent validation• Describe

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Market, Channels, Internet

> Market Definition & Size• Describe market• Current product/service choices• Market size• Market potential

o Revenue potentialo Growth rate

> Channels• Where are products/services available?• How are they distributed?

> Internet• What is the role of the internet?• What are influential web sites?

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Value Proposition – Your Solution

> Your Solution (Product & Service)• How does it solve the customer problem?• What gives your company a competitive edge?

> Unique Reason Why• What makes your business unique?• How can this be sustained/insulated?• What is the expected lifecycle of your product or service?

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Competition / Barriers to Entry

> Major Competitor A:• Market Share (%, $)• Advantage:• Vulnerabilities:

> Major Competitor B:• Market Share (%, $)• Advantage:• Vulnerabilities:

> Barriers to Entry• How will you discourage new competition?

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Risk Factors

> What are the primary risk factors?• Changes or shifts in technology• Government or regulatory policies• Labor market conditions• Business climate changes• Product liability• Computer crime• Other

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Brand & Go-to-Market Strategy

> Brand Name• Brand Name

> Go-to-Market Strategies – How will launch grow or expand your business?• Strategy #1:• Strategy #2:• Strategy #3:

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Product Pipeline & Infrastructure

> Product/Service Pipeline• What other products/services are in development?• Technology• Time to market• Cost to complete development

> Infrastructure• Existing sales force• Accounting & financial systems• Office or production space• How do you plan to expand your workforce?

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Financial Overview

> Projected Revenues and Expenses• Table format – past 3 years, 3-5 years projected• Gross margins, operating margins (% of revenues) • When will company break even in terms of profitability

and cash flow?

> Balance Sheet• Cash on hand• Debt

> Capital Requirements• Equipment (internal or outsourced)• Intellectual property (patents or other)

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Funding Sought - Use of Proceeds

> Funding Request• $ Level requested• Use of proceeds• Pre-money valuation

> Previous Funding • $ Level received• Types of equity/debt financing in place

> Shares Outstanding• # Shares outstanding – fully diluted• Describe any option plans

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Intellectual Property

> Legal Counsel• Name, key contact

> Trademarks or Copyrights• Name, date issued

> Patents• Brief description, status• Patent counsel

> Know-how• Briefly describe unique know-how

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Alliances or Partnerships

> What alliances or partnerships have you entered?• Joint ventures• Marketing alliances• Licensing arrangements• Selling/distribution agreements• Channel partnerships• Software agreements• Other

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Manufacturing, Quality, Regulatory

> Manufacturing• Where is product manufactured?• Cost of goods analysis

> Quality• Quality control requirements/status• Quality assurance requirements/status

> Regulatory• Any regulatory approvals required?• Permits/licenses required?

Only complete this page if your business idea is a product, not a service.

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Exit Strategy

> What are your probable exit scenarios?• IPO• M&A possibilities• Potential targets• Timing• Price

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Final thoughts

> What have we forgotten?

> Add anything else you believe would be helpful.

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Thank You!

Upload your completed document at the How To Apply page of www.OpenCourt.biz

Open Court Contact Information:Beth [email protected]: 610-336-0514