Ingenious Research PROPOSAL
Prepared by: Brigid O'Neil, Business Consultant Objective: Prepare a comprehensive business plan for Ingenious Research capable of successfully being used to raise funds for business development and operations through private investment. Task Week One Industry Research General Brigid O'Neil 10 Review research on greater industry of Ingenious Research. Analyze and edit industry performance, pitfalls, trends, and future outlook. Review and supplement research on the competitive field (both direct and indirect competition) of Ingenious Research. Review relevant periodicals, books, websites, and trade associations. Review and analyze strengths and weaknesses of the competition for a thorough competitive analysis (editing current SWOT analysis). Does the company have information/references of customer acceptance? Supplement research on market analysis (international market size, target customers, market share and projected market growth). Research demographics, market segmentation. Review go-to-market strategy. Discuss Ingenious Research service offerings, company ownership and structure, and personnel plan. Collect management resumes and company logo. Flesh out value proposition. Review distribution channels. Members Hours Notes Deliverable (if applicable) Due Date To be completed...
Industry Research Competition Patterns
Industry Research Competitive Edge
Week Two Market Research Analysis and Segmentation Brigid O'Neil 8
Ingenious Research Company & Services Meeting
Financial Plan Research
Brigid O'Neil, Jim
Review and analyze current financial plan. Collect information to create start-up summary. Analyze variables relating to the pre-money valuation, burn rate, cash flow break even point, funds used in the planned round, and use of funds. Flesh out the important assumptions, milestones and exit strategy. Complete drafts of financial plan, including: cash Financial Plan flow, sales forecast, balance sheet, break event Draft analysis, and pro forma statement. Complete sections: market analysis summary and/or market segmentation, and competition and buying patterns. Market Analysis - Draft
Financial Plan - Draft
Week Three Market Analysis Draft Brigid O'Neil 6
Strategy and Brigid O'Neil Implementation - Draft Management SummaryBrigid O'Neil
Complete sections: strategy and implementation Strategy and and marketing strategy. Implementation Draft Complete sections: management summary and personnel plan. Complete draft of "services" section. Management Summary Services
Complete sections: company summary, company ownership, and start-up summary. Complete sections: executive summary and/or mission statement and highlights.
Company Summary Executive Summary
Week Four Complete Business Plan Draft Brigid O'Neil 8 Complete Business Plan Draft
Review Business Plan Brigid O'Neil, Jim Edit and Finalize Business Plan Brigid O'Neil
Discuss edits and corrections of business plan document. Complete edits and deliver hard and electronic copies of business plan to Ingenious Research. Create a 1-2 page Executive Summary that can Executive be sent out as pre-sale to prospective investors. Summary Document Create a PowerPoint presentation as a pitch to investors. Discuss edits and corrections of investor pitch. Advise on delivering a successful pitch. Cash: $7,000; Equity: 2% Investor Pitch Draft Investor Pitch
Executive Summary Brigid O'Neil (Investor Prospectus) Document Investor Pitch Brigid O'Neil
Review and Finalize Investor Pitch
Brigid O'Neil, Jim
Total Amount For Cost of Services:
To be completed...