confidential presentation ©2013 the university of texas at el paso business plan guidelines
TRANSCRIPT
Name of the Company“Tagline”
Confidential Presentation©2013 The University of Texas at
El Paso
Business Plan Guidelines
The CompanyCompany Mission
FormationLLC CorporationDate of Formation?State of Formation COMPANY NAME
Short written statement of company purpose
Unmet NeedWhat business problem does invention
solveTODAY
“PRODUCT”INNOVATIO
N
Solution & BenefitsList important product features, for ex:
• A patent application on the device, number, filed on date.
• “Product” is an environmentally friendly and economically attractive option (if applicable).
• Prototypes have been produced and are in operation (if applicable).
Before & After Pictures:
Potential MarketFocused on the geographical area of …. due to ...
20110
20
40
60
80
100
120
Potential Revenues and Savings for the Consumer and Industrial
Segment (for example)
Homeowners Potential Sales
Homeowners Potential Total Annual Savings
Industrial Potential Sales
Industrial Potential Total Annual Savings
50%
31%
20%
Mil
lion
Market UnitsConsumer (Housing) 1,506,531
Manufacturing 924,955
Warehousing 591,365
Market Segmentation byType of Market & Number of
Units, for ex.
Technology Process Overview
Website link (if applicable)
Provide more detail if needed – use pictures or video too
Business ModelThis is how you will make money, who pays
you, and gross margins. In this section, you need to be passionate
about revenue, profit, and volume growth. Sustainable advantage over the competition
(address how) and highlight barriers to entry which will keep your competitors at bay.
CompetitionMain Competitors (Traditional “Product”)
94%
5% 1%0%
Total Revenues: $426 Million
Competitor 1 (400 Million)
Competitor 2. (20 Million)
Competitor 3 (5 Million)
Competitor 4 (1.2 Million)
List and describe your competition, direct and indirect, including customer alternatives. Asserting you have no competition is not credible. Also address sustainable advantage against specific competition.
Marketing, sales, and partnersDescribe your market penetration strategy, sales
channels, pricing, and strategic partnerships. Here is also a good place for a rollout timeline with key milestones. Convince investors that you have lined up sales channels, strategic partners, and a viable marketing strategy.
Be careful with assertions like “We have strong interest from a major customer.” The mention of unsigned contracts normally takes away more credibility than it adds. You can bolster this position by including a Letter of Intent (LOI), contract summaries, or even testimonials.
1. Expand Sales into global
markets with similar
environmental characteristics
2. Develop other new
technological platforms.
3. Establish manufacturing facilities in U.S.
Commercialization PlanEntry Strategy Growth Strategy
1. Produce product at
(where)
2. Utilize (Type of Sales).
3. Begin marketing and sales efforts in
(where)
4. Expand into Where Else
Management TeamCEO - Name
• Inventor of product?• Technical expert and lead inventor responsible for all facets of the company’s business.
COO - Name•Direct company operations to meet budget and other financial goals.•Direct short-term and long-range planning and budget development to support strategic business
goals.
Sales/Marketing Director– Name
• Direct and coordinate company sales and marketing functions.• Develop and coordinate sales selling cycle and methodology.• Research and develop strategies and plans which identify marketing opportunities, direct
marketing, and new project development.
Administration - Name
• Supervision and participation of activities involving personnel management, including hiring, benefits, classification, employee training and salary administration.
• Improves program and service quality by updating procedures and evaluating system results with users.
Profit & Loss Statement ($)
Insert 5 year Profit & Loss Statement in Business Plan, but other formats okay here
Summary & Conclusions
Amount currently spent in total market.
“Product” plan is to capture x% of the competitors market in a period of 5 years.
The objective is to expand our company into global markets with similar environmental characteristics.
In order to attain these short and long term objectives we are asking for an investment of x.