Business Plan Preparation: Killer Slide Presentation Business Plan Preparation Frank Moyes Leeds College of Business University of Colorado Boulder, Colorado

Business Plan Preparation: Killer Slide Presentation

Business Plan PreparationBusiness Plan PreparationBusiness Plan PreparationBusiness Plan Preparation

Frank MoyesFrank MoyesLeeds College of Business Leeds College of Business University of ColoradoUniversity of ColoradoBoulder, ColoradoBoulder, Colorado


Killer Slide PresentationKiller Slide Presentation

Introduction (3 key points)Introduction (3 key points) The solutionThe solution Need & OpportunityNeed & Opportunity Target MarketTarget Market Competition Competition Sustainable Competitive Sustainable Competitive

AdvantageAdvantage

ManagementManagement Key Marketing StrategiesKey Marketing Strategies RisksRisks Financial summaryFinancial summary Revenue modelRevenue model Funding & OfferingFunding & Offering Conclusion (3 key points)Conclusion (3 key points)


Title Slide Title Slide

Name of your firmName of your firmDateDateName of investor firmName of investor firmOptional: How much money is being sought Optional: How much money is being sought

for this round?for this round?Appropriate graphics (logo, etc.)Appropriate graphics (logo, etc.)


IntroductionIntroduction

Elevator speech (not on slide)Elevator speech (not on slide) Value proposition (not on slide)Value proposition (not on slide) Introduce teamIntroduce team 3 key points want investors to remember3 key points want investors to remember Get their attentionGet their attention


NeedNeed

What problem are you solving? What problem are you solving? Must be easily understood & communicableMust be easily understood & communicable Validate by referringValidate by referring

Customer researchCustomer research Interviews – use quotesInterviews – use quotes


OpportunityOpportunity

Size & growthSize & growth TrendsTrends Focus on your segmentFocus on your segment


The Solution The Solution

Describe what you do Describe what you do Key featuresKey features Benefits to target customer (could be a 2Benefits to target customer (could be a 2ndnd slide) slide) Future products/servicesFuture products/services


Target MarketTarget Market

Validation - use your market researchValidation - use your market research ConsumerConsumer

Demographics & psychographicsDemographics & psychographics How make buying decisionsHow make buying decisions

BusinessBusiness Types of companiesTypes of companies How make buying decisionsHow make buying decisions


CompetitionCompetition

Identify your competitorsIdentify your competitors Current & futureCurrent & future Direct & indirectDirect & indirect

Strength & weaknessesStrength & weaknesses Barriers to entry that you faceBarriers to entry that you face

Those that you can createThose that you can create


Sustainable Competitive AdvantageSustainable Competitive Advantage

How are you different than your competitorsHow are you different than your competitors Perceptual mapsPerceptual maps

Barriers to entry that you can createBarriers to entry that you can create Resources and capabilitiesResources and capabilities


Key Marketing StrategiesKey Marketing Strategies(could be 2-3 slides)(could be 2-3 slides)

High Level descriptionHigh Level description Target marketTarget market Distribution - channelDistribution - channel Positioning strategyPositioning strategy Sales strategiesSales strategies Advertising & PromotionAdvertising & Promotion Pricing strategy (could be in Revenue slide)Pricing strategy (could be in Revenue slide) Roll out planRoll out plan PartnershipsPartnerships


Go To Market StrategyGo To Market Strategy

F1000

MID-MARKET

$4B Market

INDIRECT SALES

18%

DIRECT SALES

82%

Distributors6 US 10 European 2 Asian

Strategic PartnersIBM

Today


DistributorsSirriusAvNetSupport Net

F1000

MID-MARKET

$4B Market

INDIRECT SALES

50%

Strategic PartnersIBMISS

SymantecTripwire

Independent Software VendorsJD EdwardsSAP Infinium

Tomorrow

DIRECT SALES

50%

Go To Market StrategyGo To Market Strategy


ManagementManagement

Key officers Key officers BackgroundsBackgrounds AccomplishmentsAccomplishments

Who is missing?Who is missing? Interim managementInterim management

Year 1 Year 2 Year 3 Year 4 Year 5Revenues($000) $1,000 $2,500 $5,000 $15,000 $25,000Gross Profit 25% 35% 36% 36% 37%Operating Expenses 35% 40% 30% 25% 20%Net Income -10% -5% 6% 11% 17%Cash Flow ($000) (500) (1,000) 200 1,000 3,000Investment ($000) 500 1,000Debt ($000) 500Customers 200 600 1,100 4000 6000Headcount 4 15 40 60 90

Financial Summary


RevenueRevenue

Revenue forecastRevenue forecast Key elements of revenue modelKey elements of revenue model

Market sizeMarket size Market shareMarket share Growth rateGrowth rate Number of customers, units, etc.Number of customers, units, etc. Pricing strategy Pricing strategy Channel discountChannel discount EtcEtc


Talk About Your Critical AssumptionsTalk About Your Critical Assumptions

MarginsMargins Comp’sComp’s Key assumptionsKey assumptions Break-evenBreak-even Major expendituresMajor expenditures Working CapitalWorking Capital Burn rateBurn rate


RisksRisks

2 or 3 that are unique to you venture2 or 3 that are unique to you venture What can go wrong?What can go wrong? What must go right?What must go right? How will you mitigate How will you mitigate


FundingFunding

How much funding is requiredHow much funding is required Major usesMajor uses

Product launchProduct launch Capital expenditureCapital expenditure Marketing campaignMarketing campaign Etc.Etc.


OfferingOffering

Different roundsDifferent rounds Amount being raisedAmount being raised % of Company% of Company Return on InvestmentReturn on Investment

DebtDebt Repayment termsRepayment terms Interest rateInterest rate

ExitExit


ConclusionConclusion

Summarize 3 key pointsSummarize 3 key points Good investmentGood investment QuestionsQuestions


Operations (alternative)Operations (alternative)

How add valueHow add value Describe processDescribe process Major expendituresMajor expenditures


Benchmarks (alternative)Benchmarks (alternative)

3 to 5 events critical to success of venture3 to 5 events critical to success of venture TimelineTimeline


SuggestionsSuggestions

Use your customer surveys to supportUse your customer surveys to support Tell a storyTell a story Don’t be boringDon’t be boring Use charts, graphs, simple tablesUse charts, graphs, simple tables

Documents

Business Plan Preparation: Killer Slide Presentation Business Plan Preparation Frank Moyes Leeds College of Business University of Colorado Boulder, Colorado