Oral-Presentation by akgame

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									Oral Presentation Review
Prepared By: RAM Business Consulting Prepared For: Company Name Date:

RAM Mortgage
Reviewed By:

Scoring Criteria Excellent Potential Good Potential Close to Acceptable Needs Significant Work Not Addressed in Plan Business Model Risk Score 5 5 5 3 5 3 0 Maximum Score Subtotal Subtotal Percentage Financing Risk Score 3 1 Weight 4 4 Weight 5 3 2 3 3 3 5

10 8 5 3 0 Total 25 15 10 9 15 9 0 240 83 35% Total 12 4

You have clearly defined the Market & Market Opportunity You have identified the Target Market You have accurately defined the size of the Market You have articulated the distribution and sales channels. Product/Service delivery is clear and appropriate for the scope of the business. You have defined your competitive matrix and explained the key competitive advantage. What alliances or partnerships have you entered (e.g. joint ventures, marketing alliances, licensing arrangements, selling/distribution agreements, channel partnerships, software agreements, etc.)? What Market makes your business different or unique?

You clearly articulated your financial strategy and projections. What are your probable exit scenarios? Financial Projections: Highlighted in the oral presentation. Financial projections (i.e. P&L, Balance Sheet and Cash Flow) with explanatory notes and assumptions including exit strategy. Assumptions as important as numbers. Projections of volumes using prices must be supported by solid marketing information. What milestones have you identified that will change the value of the company when achieved relative to operational strategies and use of investment funds? Are you after the right amount of money to fund this plan?

3

5

15

3 3 Maximum Score

3 2 Subtotal Subtotal Percentage

9 6 180 46 26% Total 15 5 100 20 20% Rating -371 -73%

Execution Risk Do you have an experienced, strong, cooperative management team in place? What is it about your management team that makes them uniquely capable of executing on this business plan? Do you have high quality outside advisors or a good Board of Directors?

Score 3 1 Maximum Score

Weight 5 5 Subtotal Subtotal Percentage Maximum Score 520 100%

Total Score Total Percentage

149 27%

The scoring weights are based on our opinions as to relative importance of achieving the overall goals of the plan. It is most heavily weighted to the management team. A business plan that does not achieve at least 60% in each category has obvious deficiencies in the presentation or the plan. These areas should be addressed to make the plan more complete and competitive.

Executive Plan Review
Prepared By: RAM Business Consulting Prepared For: Company Name Date:

RAM Mortgage
Reviewed By:

Scoring Criteria Excellent Potential Good Potential Close to Acceptable Needs Significant Work Not Addressed in Plan Criteria Score Weight 5 4 3 4 4 4 2 4 Maximum Score Subtotal Subtotal Percentage Reductions Score Weight 1 Maximum Score Subtotal Subtotal Percentage

10 8 5 3 0 Total 5 4 3 4 4 4 2 4 260 26 10% Total 1 10 1 10% Rating -243 -90%

You have a well structured, complete business summary (Max 1000 words) You have identified the Market Opportunity and explained why your service (or product) is needed. You have clearly explained the value position. You have defined the competitive landscape and you key differentiating factors. You have completed a well structure, complete SWOT Analysis Your business idea is realistic. You and you team is capable of executing the plan. Over all, your plan exhibits great potential.

Number of Spelling Errors

Total Score Total Percentage Comments:

27 10%

Maximum Score 270 100%

Business Plan Review
Prepared By: RAM Business Consulting Prepared For: Company Name Date:

RAM Mortgage
Reviewed By: Business Model Risk You have a well structured, complete business plan with executive summary (Max 30 pages with complete Executive Summary) Financial and Operational Strategies communicated with clear understanding of staffing needs. How do you plan to expand your labor force? Do you have an understandable proprietary technology (IP Position Clearly Stated) What are the primary risks facing your opportunity? Are the strategies for managing these risk factors clearly stated and credible? What gives your company a competitive advantage? When will your company break even in terms of profitability and cash flow? What alliances or partnerships have you entered (e.g. joint ventures, marketing alliances, licensing arrangements, selling/distribution agreements, channel partnerships, software agreements, etc.)? What milestones have you identified that will change the value of the company when achieved relative to operational strategies and use of investment funds? What Market makes your business different or unique?

Scoring Criteria Excellent Potential Good Potential Close to Acceptable Needs Significant Work Not Addressed in Plan Score Weight 5 3 2 3 3 3 3 3 5 Maximum Score Subtotal Subtotal Percentage

10 8 5 3 0 Total 5 3 2 3 3 3 3 3 5 300 30 10% Total 4 4 5 3 2 4 5 2 30 320 59 18%

Financing Risk Return On Investment (ROI): How do you know that your business has high-growth potential? e.g. expected ROI to be at least 30% and greater than 5 times money over expected holding period. What are your probable exit scenarios? Financial Projections: Highlighted in the oral presentation. Financial projections (i.e. P&L, Balance Sheet and Cash Flow) with explanatory notes and assumptions including exit strategy. Assumptions as important as numbers. Projections of volumes using prices must be supported by solid marketing information. What is your planned "Use of Funds"? Do you have clear plan for use of the funds with impact analysis for higher and lower funding where appropriate? Are you after the right amount of money to fund this plan? Does your financing strategy include subsequent rounds until you achieve positive cash flow? Is your valuation reasonable, justifiable and rational? Did you include a discussion about you’re approach, methodology and conclude with a clear statement defining Pre-Money valuation and percent of equity being offered for capital being sought? Did you discuss preferred stock, board seats and employee stock options pools? Did you show substantial economic investment by founders and/or management?

Score

Weight 4 4 5 3 2 4 5 2

10 Maximum Score

3 Subtotal Subtotal Percentage

Business Plan Review
Prepared By: RAM Business Consulting Prepared For: Company Name Date:

RAM Mortgage
Reviewed By: Execution Risk Do you have an experienced, strong, cooperative management team in place? What is it about your management team that makes them uniquely capable of executing on this business plan? Do you have high quality outside advisors or a good Board of Directors? CEO Does your CEO have years of CEO Experience? Does he/she have experience in this targeted market? Does he/she have experience in taking companies from this stage to profitability? CFO Does your CFO have years of CFO Experience? Does he/she have experience in this targeted market? Does he/she have experience in taking companies from this stage to profitability? VP Marketing and/or Sales Years of Marketing Experience Does he/she have experience in this targeted market? Does he/she have experience in taking companies from this stage to profitability? VP Technology/Science Years of Experience Does he/she have experience in this targeted market? Does he/she have experience in taking companies from this stage to profitability?

Scoring Criteria Excellent Potential Good Potential Close to Acceptable Needs Significant Work Not Addressed in Plan Score Weight 5 5 4 4 3 2 2 2 2 2 2 2 2 2 Maximum Score Subtotal Subtotal Percentage

10 8 5 3 0 Total 5 5 4 4 3 2 2 2 2 2 2 2 2 2 390 39 10% Total 3 2 2 4 3 5 4 4 4 3 3 370 37 10% Total 5 5 5 5 5 5 5 350 35 10%

Market Risk What is the Market potential of your company's product or service? What is the revenue potential for the industry, and what is its growth rate? Have you correctly identified the target Market? i.e. consumers, or the businesses that supply the consumers? How did you calculate market potential? How do you determine industry sales and growth rate? Did you clearly state the value proposition, i.e. Why would someone be "compelled" to purchase your product or service? What specific needs does it address? Do you understand the current market and how it may change? The current technology and where the trends are going? Do you have Market Validation? Did you discuss sales or testing that includes user response as to price, features, satisfaction and market relationships developed? Did you include your Competitive Analysis, i.e. a REALISTIC discussion of competitors including profile and comparison of strength, weaknesses beyond typical product/service comparisons? Can you articulate your product's advantages in a way that makes a difference? What is your customer acquisition strategy and what is your ability to execute it? Have you conducted a survey of customers resulting in data that supports your projected sales volumes and price points? Have you adequately considered all the distribution options and explored their use?

Score

Weight 3 2 2 4 3 5 4 4 4 3 3

Maximum Score Subtotal Subtotal Percentage Technology Risk Did you clearly state the competitive or unique features of the product? Did you discuss the current stage of development and whether the product is either; conceptual working model prototype, or production prototype? Did you discuss the expected life cycle of the product relating expected life cycle stages: i.e. (Introduction, Growth, Shakeout, Mature, Decline) vs. the business plans (Market Growth Rate, Product/Technology Change, Segments, Competitors, Profitability? Did you adequately describe the Proprietary Features and level of complexity of the product (complexity is greater risk/reward)? Is your product evolutionary, disruptive or revolutionary? Do you have multiple products or lines of revenue, or recurring revenues, etc.? Does your product integrate in the current market environment or does it require market education, user education? Score Weight 5 5 5 5 5 5 5 Maximum Score Subtotal Subtotal Percentage

Business Plan Review
Prepared By: RAM Business Consulting Prepared For: Company Name Date:

RAM Mortgage
Reviewed By:

Scoring Criteria Excellent Potential Good Potential Close to Acceptable Needs Significant Work Not Addressed in Plan Total Score Total Percentage Maximum Score 1730 100%

10 8 5 3 0 Rating -1530 -88%

200 12%

The scoring weights are based on our opinions as to relative importance of achieving the overall goals of the plan. It is most heavily weighted to the management team. A business plan that does not achieve at least 60% in each category has obvious deficiencies in the presentation or the plan. These areas should be addressed to make the plan more complete and competitive.


								
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