Transcript ABC Company
ABC Company John Entrepreneur President and CEO Company Overview • Provide descriptive but succinct statement about your business 2 Problem Identified to be Solved • Opportunity identified • Market trends leading to opportunity 3 Your Product or Technology • Describe Product/Technology – Attributes/Features/Qualities – Benefits to end user/Uniqueness • Stage of Development – Feasibility Analysis/Prototype/Test/Production – Pre-Revenue, Revenue Producing, Rapid Growth Stage • Intellectual Property Position – Source of Technology – Third Party Substantiation/Credibility 4 Market Analysis • Forecast Market – Total Size – Bar Chart $ Missions/Year next 5 years – Global or Niche market? • Market % targeted 5 Go To Market Strategy • List current or potential customers • Describe your strategy for acquiring new customers and keeping existing ones • What are your channels to market? • Sales & Distribution Strategy – Direct sales, VARs, Distributors, etc. • Strategic Marketing Partnerships 6 Competitive Differentiation • Who are your competitors? • What is their respective market share? • What is your competitive advantage? – Patent protection? Other barrier to entry? • How will you maintain this advantage? 7 Business or Revenue Model • Product sales? License model? Other? • Show revenue and profit growth forecasts for next 5 years 8 Management Team • CEO – 15 years sales with IBM, etc. • • • • CFO VP Sales/Marketing Chief Technologist Board of Directors (highest capabilities) 9 Financial Results • Information included: – Gross Revenues – Volumes by unit – EBIDTA – Net Profit • Total 5 years – Both historical actuals and pro forma – Limit historical to a maximum of 2 years. 10 Capital Requirements • Current capitalization (how many rounds) • Specific amount of needed capital – Overview uses and any stages • Follow-on Investment Strategies • Liquidity Strategy – Be realistic and give timetable • Projected ROI to investor 11 Summary • • • • Sell Management Team Emphasize Competitive Advantages Re-state Market Potential Describe ROI 12