Business Plan Executive Summary by pengxiang

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									Business Plan
Executive Summary
     Introduction


         Welcome to the Open Court
 Business Plan Executive Summary Template!

 Please complete this Business Plan template for your
            presentation at Open Court.


Importantly:
  • Be clear and concise
  • Complete all sections
  • Limit response to 1 slide per Topic (2 max)
           Topic Areas



1. Company Background                 10. Pipeline & Infrastructure
2. Executive Summary                  11. Financial Overview
3. Management Team                    12. Funding Sought – Use of Funds Summary
4. Customers, Segments & Needs        13. Alliances or Partnerships
5. Market, Channels, Internet         14. Intellectual Property
6. Value Proposition, Your Solution   15. Manufacturing, Quality, Regulatory
7. Competition / Barriers to Entry    16. Exit Strategy
8. Risk Factors                       17. Final Thoughts – Additional Information
9. Brands & Go-to-Market Strategy
  Company Background


> Company Name
    – Company Name
    – Type of legal entity (check box), date incorporated
    – Web site Address
> Leadership
    – Key Managers: Names, Titles
> Primary Contact Information
    – Key Contact: Mailing/e-mail address, phone #’s
  Executive Summary


> Brief Company (Product or Service)
  Description
    • What is your product or service?
    • Stage of development
    • What is unique or distinct?
> Funding Request
    • Dollar level of funding requested
    • Use of proceeds
  Management Team


> Management Team
   •   Key personnel (as a group)
   •   Highlight collective industry experience
   •   Past successes
   •   Summarize key equity ownership
   •   Capital contributed by management team
  Customers & Needs


> Who Is Your Customer (User)?
    •   Demographics
    •   Motivations (why buy product?)
    •   What are their needs or unmet needs?
    •   How frequent?
    •   In what situations or context?
> Market Research
    • Any market research or independent validation
    • Describe
  Market, Channels, Internet


> Market Definition & Size
    •   Describe market
    •   Current product/service choices
    •   Market size
    •   Market potential
         o Revenue potential
         o Growth rate
> Channels
    • Where are products/services available?
    • How are they distributed?
> Internet
    • What is the role of the internet?
    • What are influential web sites?
  Value Proposition – Your Solution


> Your Solution (Product & Service)
    • How does it solve the customer problem?
    • What gives your company a competitive edge?

> Unique Reason Why
    • What makes your business unique?
    • How can this be sustained/insulated?
    • What is the expected lifecycle of your product or service?
  Competition / Barriers to Entry


> Major Competitor A:
    • Market Share (%, $)
    • Advantage:
    • Vulnerabilities:
> Major Competitor B:
    • Market Share (%, $)
    • Advantage:
    • Vulnerabilities:
> Barriers to Entry
    • How will you discourage new competition?
      Risk Factors


> What are the primary risk factors?
  •   Changes or shifts in technology
  •   Government or regulatory policies
  •   Labor market conditions
  •   Business climate changes
  •   Product liability
  •   Computer crime
  •   Other
  Brand & Go-to-Market Strategy


> Brand Name
    • Brand Name
> Go-to-Market Strategies – How will launch
  grow or expand your business?
    • Strategy #1:
    • Strategy #2:
    • Strategy #3:
  Product Pipeline & Infrastructure


> Product/Service Pipeline
     •   What other products/services are in development?
     •   Technology
     •   Time to market
     •   Cost to complete development
> Infrastructure
     •   Existing sales force
     •   Accounting & financial systems
     •   Office or production space
     •   How do you plan to expand your workforce?
  Financial Overview


> Projected Revenues and Expenses
    • Table format – past 3 years, 3-5 years projected
    • Gross margins, operating margins (% of revenues)
    • When will company break even in terms of profitability
      and cash flow?
> Balance Sheet
    • Cash on hand
    • Debt
> Capital Requirements
    • Equipment (internal or outsourced)
    • Intellectual property (patents or other)
 Funding Sought - Use of Proceeds


> Funding Request
    • $ Level requested
    • Use of proceeds
    • Pre-money valuation
> Previous Funding
    • $ Level received
    • Types of equity/debt financing in place
> Shares Outstanding
    • # Shares outstanding – fully diluted
    • Describe any option plans
  Intellectual Property


> Legal Counsel
    • Name, key contact
> Trademarks or Copyrights
    • Name, date issued
> Patents
    • Brief description, status
    • Patent counsel
> Know-how
    • Briefly describe unique know-how
      Alliances or Partnerships


> What alliances or partnerships have you
  entered?
  •   Joint ventures
  •   Marketing alliances
  •   Licensing arrangements
  •   Selling/distribution agreements
  •   Channel partnerships
  •   Software agreements
  •   Other
         Manufacturing, Quality, Regulatory


      > Manufacturing
            • Where is product manufactured?
            • Cost of goods analysis
      > Quality
            • Quality control requirements/status
            • Quality assurance requirements/status
      > Regulatory
            • Any regulatory approvals required?
            • Permits/licenses required?

Only complete this page if your business idea is a
product, not a service.
      Exit Strategy


> What are your probable exit scenarios?
  •   IPO
  •   M&A possibilities
  •   Potential targets
  •   Timing
  •   Price
  Final thoughts


> What have we forgotten?
> Add anything else you believe would be helpful.
Thank You!

Upload your completed
document at the How To Apply
page of www.OpenCourt.biz

Open Court Contact Information:
Beth Downing
info.opencourt@OpenCourt.biz
T: 610-336-0514

								
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