Business Plan Reviews

 

 

 

I. Executive Summary

• Company overview
• Market summary
• The opportunity
• Key market drivers
• Differentiation
• Products / services summary
• Management (short bios)
• Nature and use of proceeds (table)
• Key Financials (table)
• Exit strategy(s)

3 pages

II. Company Summary

• Company History (start-up summary)
• Geniuses of the concept
• Company Ownership

2 pages

III. The Market

• Market description
• Size and growth (past and projected)
• Market trends
• Market Segmentation
• Market Requirements

4 pages

IV. Technology (if applicable)

• Description of the technology
• Use of new technology
• Diagrams / charts
• How the technology differs from current technology

2-4 pages

V. Products and Services

• Product / service description
• Sourcing
• Time Table (chart)
• Service And Support
• Future Products and Services

3-4 pages

VI. Operations (if appropriate)

• Facility requirements
• Size and description
• New or used facility
• Possible location options
• Equipment required
• Personnel required
• Possible state or local incentives
• Time table
• Drawings if possible

2 pages

VII. Market Strategy and Implementation

• Market positioning
• Key message points
• Market strategy
• Marketing programs
• Pricing strategy
• Distribution channels
• Targeted end users
• Strategic alliances
• Time Table

3-4 pages

VIII. Management

• Organizational structure
• Management team
• Management team Gaps
• Personnel Plan
• Manning Chart
• Board of directors
• Board of advisors

3-4 pages

IX. Competitive Analysis

• Direct competitors
• Indirect competitors
• Market share analysis
• Strengths & weaknesses

3-4 pages

X. Financial Plan

• Key Financial Indicators
• Profit and Loss statement
• Cash Flow Analysis
• Projected Balance Sheet

XI. Financial Assumptions