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[Company Name or Logo]

[Company Name or Logo]. Business Plan Highlights. - CONFIDENTIAL - . Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution. Courtesy of. Agenda. Introduction Overview The Team Business Highlights The Opportunity The Problem & Pain

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[Company Name or Logo]

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  1. [Company Name or Logo] Business Plan Highlights - CONFIDENTIAL - Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution. Courtesy of

  2. Agenda • Introduction • Overview • The Team • Business Highlights • The Opportunity • The Problem & Pain • The Solution • Market Summary • Customer Profile • Competition • The Company • Products and Services • Summary of Goals • Milestones • Marketing Plan • Financial Plan • Conclusion • Risks and Responses • Expansion Potential • Next Steps • Q & A

  3. Overview • [Elevator pitch.]

  4. The Team (1) • President & CEO: [Name] • [Years & nature of experience] • [Accomplishments] • VP Sales: [Name] • [Years & nature of experience] • [Accomplishments] • VP Marketing: [Name] • [Years & nature of experience] • [Accomplishments]

  5. The Team (2) • CTO/VP Product: [Name] • [Years & nature of experience] • [Accomplishments] • VP Services: [Name] • [Years & nature of experience] • [Accomplishments] • TBH • CFO: ~[mm/yy] • President or COO: ~[mm/yy] • Management will adjust if the need arises

  6. The Team (3) • Board of Directors([#] planned) • Chairman: [Name] • [Title] • [Name] • [Title] • TBD • TBD • TBD • Board of Advisors(~[#] planned) • [Name] • [Title]

  7. Business Highlights • Core competency • Market Segment: [Commonly known name for it] • Customer base: [Businesses/Consumers/Both Businesses & Consumers] • Primary revenue source: [Product Sales/Service/etc.] • ROI for customers: [Formula based on current costs] • Are the dogs eating the dog food? • Scalability? • Strategic or nice-to-have?

  8. Business Highlights (2) • Secondary revenue sources • [Source] • Overhead: [Low/Medium/High] • Profitability expected ~[#] months from incorporation • Exit strategy: [IPO/Buyout/Remain Private & Profitable]

  9. The Pain • “[Quote from prospect in pain]” – [Source] • “[Quote from analyst regarding the need in or size of market]” – [Source] • “[Quote from analyst regarding the need in or size of market]” – [Source]

  10. Partial Document The remainder of this document is intentionally not shown. The full document is only available to subscription members in the private download area

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