英文版商业计划PPT.ppt

* * 1 1 business plan business plan presentation format presentation format the investor presentation must be clear, concise the investor presentation must be clear, concise and compelling to:and compelling to: generate investor interest and build confidencegenerate investor interest and build confidence lead to additional investor meetingslead to additional investor meetings should be should be 20-30 20-30 minutes in length minutes in length charts, graphics, pictures and verbiage should charts, graphics, pictures and verbiage should be simple and easily read (no “eye tests”)be simple and easily read (no “eye tests”) each slide should have between 3 and 6 bullets each slide should have between 3 and 6 bullets that are succinct (no that are succinct (no paragraphs, uncluttered)paragraphs, uncluttered) presentation format may vary depending on the presentation format may vary depending on the company but the following format provides a company but the following format provides a reasonable order and reasonable order and flow it is but one flow it is but one approach to making investor presentations. approach to making investor presentations. * * 2 2 order of presentationorder of presentation introductionintroduction problemproblem solutionsolution market, customersmarket, customers competitive landscapecompetitive landscape business and revenue modelsbusiness and revenue models management teammanagement team financial projections funding financial projections funding timelinetimeline summarysummary * * 3 3 introductionintroduction briefly introduce yourself and your companybriefly introduce yourself and your company company name and company logocompany name and company logo presenters names (give titles if pertinent)presenters names (give titles if pertinent) slide time: approximately 30 seconds slide time: approximately 30 seconds * * 4 4 introduction-continuedintroduction-continued this is a very important slide that requires lots of this is a very important slide that requires lots of time to create because it must be succinct, time to create because it must be succinct, comprehensive and compellingcomprehensive and compelling briefbrief overviewoverview of company (elevator pitch) of company (elevator pitch) what exactly the company does (stated succinctly)what exactly the company does (stated succinctly) what products or services are offeredwhat products or services are offered what problem is being solved, and what problem is being solved, and why these products or services are compelling, e.g., why these products or services are compelling, e.g., “the only product that enables solution to the “the only product that enables solution to the problem”problem” slide time: approximately 1 minute slide time: approximately 1 minute * * 5 5 the problem/opportunity/needthe problem/opportunity/need define the problem or need in the marketdefine the problem or need in the market describe how significant or prevalent the describe how significant or prevalent the problem may be problem may be if appropriate, describe why now is the right time if appropriate, describe why now is the right time for a solution for a solution provide a “problem” scenario that provides a provide a “problem” scenario that provides a basis for your companys product or service basis for your companys product or service slide time: 60 to 90 secondsslide time: 60 to 90 seconds * * 6 6 the solutionthe solution (1 to 2 slides)(1 to 2 slides) clearly and succinctly describe the companys product or clearly and succinctly describe the companys product or service that will address the problemservice that will address the problem illustrate the companys solution with graphics, pictures or illustrate the companys solution with graphics, pictures or videos as necessary (keep this very simple)videos as necessary (keep this very simple) provide brief list of features, provide brief list of features, benefitsbenefits and and advantagesadvantages what is the value proposition for the customer (how well will the what is the value proposition for the customer (how well will the product or service solve the problem)?product or service solve the problem)? cost savings, convenience, reliability, etc. (be specific)cost savings, convenience, reliability, etc. (be specific) describe “barriers to entry” created by your product (e.g., describe “barriers to entry” created by your product (e.g., patents)patents) slide time: approximately 01:30 (may require more than one slide time: approximately 01:30 (may require more than one slide)slide) the solutionthe solution provide an understandable, practicle provide an understandable, practicle example of how your product/service example of how your product/service works or what it does.works or what it does. * * 7 7 * * 8 8 sample feature-benefits tablesample feature-benefits table featuresfeaturesbenefitsbenefits slide time: approximately 60 secondsslide time: approximately 60 seconds * * 9 9 company status/progresscompany status/progress build investor confidence in your companybuild investor confidence in your company domain expertise of management and staffdomain expertise of management and staff customers and contracts established (letters of customers and contracts established (letters of intent)intent) strategic partnerships establishedstrategic partnerships established product development statusdescribe milestones product development statusdescribe milestones achieved to reduce risk (e.g., alpha or beta testing)achieved to reduce risk (e.g., alpha or beta testing) other significant information to validate or reduce riskother significant information to validate or reduce risk slide time: approximately 60 secondsslide time: approximately 60 seconds * * 1010 the marketthe market (2 to 5 slides)(2 to 5 slides) describe market size, growth, trends and maturitydescribe market size, growth, trends and maturity industry and market segment data (see sample, next slide)industry and market segment data (see sample, next slide) market challengesmarket challenges what market segment(s) are served by the company?what market segment(s) are served by the company? what is the companys potential in the market?what is the companys potential in the market? estimated revenue growth in graphic or tabular form (see next estimated revenue growth in graphic or tabular form (see next slides, for examples)slides, for examples) market share projections are optionalmarket share projections are optional slide time: approximately 90 secondsslide time: approximately 90 seconds (more than one slide may be required)(more than one slide may be required) * * 1111 global market for your productglobal market for your product regionregiondemand (us $ mm)demand (us $ mm)% globe% globe asiaasia170017003232 europeeurope150015003030 north americanorth america130013002525 latin americalatin america415415 8 8 africaafrica200200 4 4 othersothers6464 1 1 slide time: approximately 60 secondsslide time: approximately 60 seconds * * 1212 us market with key segmentsus market with key segments citycityworld world rankrank us $ mmus $ mm% country% country% world% world new yorknew york 1 1 86586522.8 los angeleslos angeles 3 3 3003001.9 chicagochicago 4 4 285285 8 8 1.81.8 dallasdallas21211051040.64 san josesan jose22221041030.63 san san franciscofrancisco 23231031020.62 san diegosan diego262610010010.61 slide time: approximately 60 secondsslide time: approximately 60 seconds * * 1313 customerscustomers describe the companys current and describe the companys current and potential customerspotential customers profile of the optimal customerprofile of the optimal customer value proposition to customervalue proposition to customer validation of customer acceptancevalidation of customer acceptance customer feedback, survey data, testimonialscustomer feedback, survey data, testimonials purchases, letters of intentpurchases, letters of intent partnerspartners example of customerexample of customer * * 1414 competition and advantagecompetition and advantage (2 to 3 slides)(2 to 3 slides) competitioncompetition describe the direct (competing product or service) and describe the direct (competing product or service) and indirect competition (alternative solution) for your indirect competition (alternative solution) for your company and its product or pany and its product or service. describe specific strengths, weaknesses, and describe specific strengths, weaknesses, and opportunities related to competition.opportunities related to competition. describe how your product, technology or service describe how your product, technology or service differentiates itself from the competition? very importantdifferentiates itself from the competition? very important competitive advantagecompetitive advantage what is the companys competitive advantage?what is the companys competitive advantage? why will customers buy your product or service over the why will customers buy your product or service over the competition?competition? show a competitive matrix to illustrate differentiation (see next show a competitive matrix to illustrate differentiation (see next slide)slide) subject time: approximately 2 minutes (more than 1 slide)subject time: approximately 2 minutes (more than 1 slide) * * 1515 competitive comparison competitive comparison (see next slide for optional approach)(see next slide for optional approach) productproductadvantagesadvantagesdisadvantagesdisadvantages product aproduct a $12/100 units$12/100 units product bproduct b $30/100 units$30/100 units product cproduct c $17/100 units$17/100 units my company my company productproduct $9/100 units$9/100 units * * 1616 competitive matrixcompetitive matrix product feature afeature bfeature cfeature dfeature e my product product 1 product 2 product 3 product 4 product 5 product 6 * * 1717 competitive positioningcompetitive positioning your company, inc. gizmo g yippee flexibility functionality yikes zowie thingamabob end first sectionend first section * * 1818 * * 1919 business model and marketing planbusiness model and marketing plan (2 to 5 slides)(2 to 5 slides) describe the companys business and revenue modeldescribe the companys business and revenue model what is the overall business strategy?what is the overall business strategy? how will you sell your product or service (distributors, internet)?how will you sell your product or service (distributors, internet)? how will the company generate revenue for its product or service? how will the company generate revenue for its product or service? describe the sales cycle for the companys product or servicedescribe the sales cycle for the companys product or service describe the marketing plan (if appropriate)describe the marketing plan (if appropriate) what is the go-to -market strategy?what is the go-to -market strategy? what is the pricing model? gross margin? what is the pricing model? gross margin? how will you access customers? (including advert. and promo.)how will you access customers? (including advert. and promo.) how will your product or service be distributed?how will your product or service be distributed? what customer support will be needed?what customer support will be needed? note any commitments from partners, distributors, note any commitments from partners, distributors, granting agencies, etc. regarding benefits of your productgranting agencies, etc. regarding benefits of your product slide time: approximately 90 seconds slide time: approximately 90 seconds * * 2020 regulatory issuesregulatory issues (not necessarily included in all investor (not necessarily included in all investor presentations)presentations) include pertinent info regarding fda, ftc, include pertinent info regarding fda, ftc, or other pertinent government agencyor other pertinent government agency * * 2121 management team, advisorsmanagement team, advisors build investor confidence with teambuild investor confidence with team credentials, proven track record, domain credentials, proven track record, domain experience (do experience (do notnot include weak credentials ) include weak credentials ) describe skill and experience gaps to be filled describe skill and experience gaps to be filled list the companys leadership teamlist the companys leadership team include name, position, experience (abbrev.)include name, position, experience (abbrev.) these are credentialed expertsthese are credentialed experts list of company directors and advisorslist of company directors and advisors include name, summary of experienceinclude name, summary of experience * * 2222 financial projectionsfinancial projections provide 3-5 year financial projections for the provide 3-5 year financial projections for the company (company (abbreviatedabbreviated chart or graphsee next chart or graphsee next slide)slide) include financial projections to show year-to-year include financial projections to show year-to-year growth (show a basic income statement tablesee growth (show a basic income statement tablesee next slide for an example)next slide for an example) is the company overstating or understating market is the company overstating or understating market share and/or growth? share and/or growth? can the company scale its operations as it grows?can the company scale its operations as it grows? list major facts and assumptionslist major facts and assumptions are the assumptions believable and achievable?are the assumptions believable and achievable? slide time: approximately 90 secondsslide time: approximately 90 seconds * * 2323 financial projections: financial projections: income statement summaryincome statement summary 20082009201020112012 revenue5005,20712,20325,56551,894 cogs4023,2707,17914,39529,145 gross profitgross profit1021,9375,02411,17022,749 oper exp4,3183,5724,2298,16516,445 net income (4,216)(1,635) 7953,005 6,304 * * 2424 financial projections:financial projections: break even analyisbreak even analyis b/e(quantity) =b/e(quantity) = total fixed costtotal fixed cost price per unit var. cost per unitprice per unit var. cost per unit break-evenbreak-even tr = tctr = tc units sold revenue variable cost * * 2525 fundingfunding what funding has the company received to date?what funding has the company received to date? amounts and sourcesamounts and sources how will the company be financed?how will the company be financed? how much money is the company currently seeking from how much money is the company currently seeking from investors?investors? how will the funds be used? (use tabular formatsee next slide for how will the funds be used? (use tabular formatsee next slide for an example)an example) what key value-building milestones will be achieved with funds what key value-building milestones will be achieved with funds (market test, market expansion, etc.)(market test, market expansion, etc.) anticipated future funding needsanticipated future funding needs what are the exit strategies for the company? (when?)what are the exit strategies for the company? (when?) what is the expected roi for investors what is the expected roi for investors slide time: approximately 2 minutes (this section is more slide time: app