Business Plan Presentation format

This is a guiding document and not a questionnaire. The points given in each slide are to help you focus and guide your thinking and not questions that need to be responded to.

Business Plan Presentation Format

The investor presentation must be clear, concise and compelling to: o Generate investor interest and build confidence o Lead to additional investor meetings Should be 20-30 minutes in length Charts, graphics, pictures and verbiage should be simple and easily read (no eye tests) o do not use colours which dont show up clearly on white background e.g. yellow / pink Each slide should have between 3 and 6 bullets that are succinct (no paragraphs, uncluttered)
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Business Plan Presentation Format

Fonts o Better to use white background with black and red or blue fonts o Use Arial 23 for the body of slide and Arial 34 for the header Please restrict the number of slides to 30 / 32 as more than that is difficult to go through in a 45 mins interaction Please strictly restrict file size to 1MB Presentation format may vary depending on the company but the following format provides a reasonable order and flow it is but one approach to making investor presentations.
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Order of Presentation
Introduction Problem Solution Market, Customers Competitive landscape Business and Revenue Models Management Team Financial Projections Funding, Possible Exits Timeline Summary
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Introduction
Briefly introduce yourself and your company o o o o Company name Presenters names (give titles if pertinent) Sector / Industry focus Contact coordinates :
Mobile no Land no Email id Address

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Slide time: approximately 30 seconds

Introduction--continued
[this is a very important slide that requires lots of time to create because it must be succinct, comprehensive and COMPELLING] Brief overview of company (elevator pitch) o What exactly the company does (stated succinctly) o What products or services are offered o What problem is being solved, and o Why these products or services are compelling, e.g., the only product that enables [solution] to [the problem]
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Slide time: approximately 60 seconds

The Problem/Opportunity/Need
Define the problem or need in the market Describe how significant or prevalent the problem may be If appropriate, describe why now is the right time for a solution Provide a problem scenario that provides a basis for your companys product or service

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Slide time: 60 to 90 seconds

The Solution
(1 to 2 slides)

Clearly and succinctly describe the companys product or service that will address the problem Illustrate the companys solution with graphics, pictures or videos as necessary (keep this very simple)

Provide brief list of features, benefits and advantages

o What is the value proposition for the customer (How well will the product or service solve the problem)?
Cost savings, convenience, reliability, etc. (be specific)

Describe barriers to entry created by your product (e.g., patents)

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Slide Time: Approximately 90 seconds (May require more than one slide)

The Solution
Provide an understandable, practical example of how your product/service works or what it does.

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Sample Feature-Benefits Table

Features Benefits

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Slide Time: Approximately 60 seconds

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Company Status/Progress
Build investor confidence in your company o Domain expertise of management and staff o Customers and contracts established (letters of intent) o Strategic partnerships established o Product development statusdescribe milestones achieved to reduce risk (e.g., alpha or beta testing) o Other significant information to validate or reduce risk

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Slide Time: Approximately 60 seconds

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The Market
(2 to 5 slides)

Describe market size, growth, trends and maturity o Industry and market segment data (see sample, next slide) Market challenges What market segment(s) are served by the company? What is the companys potential in the market? o Estimated Revenue Growth in graphic or tabular form (see next slides, for examples) o Market share projections are optional
Slide Time: Approximately 90 seconds (More than one slide may be required)

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Global Market for your product / service (If Possible)

Region Asia Europe North America Latin America Africa Others
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Demand (US $ MM) 1700 1500 1300 415 200 64

% Globe 32 30 25 8 4 1
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Slide Time: Approximately 60 seconds

Indian Market with key segments (Sample)

Region North West East South World Rank 1 3 21 22 Indian Rs. % Region 865 300 105 104 22.8 8.3 2.8 2.8

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Slide Time: Approximately 60 seconds

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Customers
Describe the companys current and potential customers o Profile of the optimal customer o Value proposition to customer o Validation of Customer Acceptance Customer Feedback, Survey Data, Testimonials Purchases, Letters of Intent Partners o Example of customer
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Slide Time: Approximately 60 seconds

15

Competition and Advantage

(2 TO 3 SLIDES)
Competition Describe the direct (competing product or service) and indirect competition (alternative solution) for your company and its product or service. Describe specific strengths, weaknesses, and opportunities related to competition. Describe how your product, technology or service differentiates itself from the competition? [very important] Competitive Advantage What is the companys competitive advantage? o Why will customers buy your product or service over the competition? o Show a competitive matrix to illustrate differentiation (see next slide
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Subject Time: Appros 120 secs (could be more than 1 slide) 16

Competitive Comparison
(see next slide for optional approach)

Product
Product A ~$12/100 units Product B ~$30/100 units Product C ~$17/100 units My Company Product ~$9/100 units

Advantages

Disadvantages

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Competitive Matrix (Sample)

Product MY PRODUCT
Feature A Feature B Feature C Feature D Feature E

Product 1 Product 2 Product 3 Product 4 Product 5 Product 6

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Competitive Positioning

Flexibility

Yikes Zowie

Your Co. Pvt Ltd

Gizmo Gadget.com Yippee Thingamabob

Functionality

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Business Model and Marketing Plan

(2 TO 5 SLIDES)
Describe the companys business and revenue model o What is the overall business strategy? o How will you sell your product or service (distributors, internet)? o How will the company generate revenue for its product or service? o Describe the sales cycle for the companys product or service Describe the Marketing Plan (if appropriate) o What is the go-to -market strategy? o What is the pricing model? Gross margin? o How will you access customers? (including advert. and promo.) o How will your product or service be distributed? o What customer support will be needed? Note any commitments from partners, distributors, granting agencies, etc. regarding benefits of your product

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Slide Time: Approximately 90 seconds

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Regulatory Issues
(not necessarily included in all investor presentations)

Any Govt. licenses, approvals, required/obtained etc.

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Management Team, Advisors

Build investor confidence with team o Credentials, proven track record, domain experience (do not include weak credentials) o Describe skill and experience gaps to be filled List the companys leadership team o Include name, position, experience (abbrev.) o These are credentialed experts List of company Directors and Advisors o Include name, summary of experience

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Financial Projections
Provide 3-5 year financial projections for the company (abbreviated chart or graphsee next slide) o Include financial projections to show year-to-year growth (show a basic income statement table-see next slide for an example) o Is the company overstating or understating market share and/or growth? o Can the company scale its operations as it grows? List major facts and assumptions o Are the assumptions believable and achievable? Slide Time: Approximately 90 seconds

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Financial Projections: Income Statement Summary (Sample)

In Rs. Lakhs

2008 Revenue COGS Gross Profit Oper Exp Net Income

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2009 5,207 3,270 1,937 3,572 (1,635)

2010

2011

2012 51,894 29,145 22,749 16,445 6,304

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500 402 102 4,318 (4,216)

12,203 25,565 7,179 5,024 4,229 795 14,395 11,170 8,165 3,005

Slide Time: Approximately 90 seconds

Financial Projections: Break Even Analyis

1200 1000

600 400 200

Revenue

800

Break-Even TR = TC

}
0 20 40 60

Variable Cost

Fixed Cost Total Cost Total Revenue

0 80 100

Units Sold

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Slide Time: Approximately 60 seconds

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Funding
What funding has the company received to date? o Amounts and sources How will the company be financed? How much money is the company currently seeking from Investors? o How will the funds be used? (use tabular format see next slide for an example) o What key value-building milestones will be achieved with funds (market test, market expansion, etc.) Anticipated future funding needs What are the exit strategies for the company? (when?) What is the expected ROI for investors
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Slide Time: Approximately 120 seconds (this section could be more than one slide)

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Startup Budget/Use of Proceeds (Sample)

First year Budget Salaries Repairs & maintenance Local Advertising Marketing Accounting and legal Rent Internet & Telephone Equipment Domain Name Total
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In Rs. Lakhs

Cost 510,000 8,400 5,000 51,400 5,000 17,798 5,940 48,000 10 651,548
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Slide Time: Approximately 60 seconds

Timeline
Use a Gantt Chart for key milestones or use the preferred model shown on the next slide.

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Slide Time: Approximately 120 seconds

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Timeline of Milestones
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

Idea Primary Research Feasibility Analysis Relationships Secured Business Plan Prototype Install (Fall Gardens) Funds Raised Neighborhood Mkt. Initial Contracts

Value-Added Milestones Timeline (Sample)

1st Financing $660K 2nd Financing $1Million

2007

2008

Development Milestone 1 December Beta Test Milestone

Product 1 First Sales Product 1 Partnered*

Break-even Milestone July

Sales Milestone December

2nd Product Development Milestone Sept.

* Company retains co-dev./co-promotion rights

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Slide Time: Approximately 60 seconds

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Summary
What do you want your audience to remember about the company? o Unique and Sizeable Opportunity o Unique product or service o Competitive Advantage, Strengths o Marketing Approach, Customers, Sales Pipeline o Intellectual property o Management team o Other

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Slide Time: Approximately 120 seconds

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