The Program- A Recap

Business Model Canvas

SWOT Analysis

Sales-Marketing

Decision Making Plan

Business Plan
What is a Business Plan?
Environment
Analysis
Management SWOT
Team Analysis

A document that contains a

Financial Business Industry roadmap of where your
Plan Plan Background
company is going.

Operation Competitor
Plan Analysis
Marketing
Plan
Business Plan Dashboard
Borrowed concept
 Business Plan Dashboard
• Essentials (what the banks/investor like)
• Industry /competitor Analysis
• How large is the industry providing space to grow?
• Who are your key competitors?
• How fast is the industry growing? Viral growth?
• Are you a first mover entering in a crowded space?
• What is the reasonable market you can capture?
• Investor prefer to invest in large, growing market as a first mover
advantage with limited competition.
 Business Plan Dashboard
• Need to have an intersection of large market opportunity,
disruptive, defensible and limited competition.
• Business/Revenue Model
• What business you are doing? Is it hardware solution, software
solution?
• Is it one time purchase? Hunter/Farmer?
• Is it recurring revenue?
• Repeat purchases?
• Where are your prices versus competitors? What value you are giving
versus current solution?
• Investors prefer large and recurring revenue stream for disruptive
business.
 Business Plan Dashboard
• Sales/ Marketing Plans
• Does your service/product appeal to business clients (B2B) or
consumer (B2C)?
• Do you need a big sales team, heavy investment in consumer
marketing, driven by online or mailer and trade shows?
• Does it need viral elements and social media
• B2B yield is slow but low investment in marketing.
• B2C yield is faster but heavy investment in marketing.
 Business Plan Dashboard
• Management Team
• Investor prefer an A+ management team in a B- industry than a B-
management in an A+ industry.
• The team must comprise of “Been there, done that” members in a
startup company.
• In a startup business, no time to learn under the limited startup capital
• A+ now is technology based, use to be Banking, O &G, Education.
 Business Plan Dashboard
• Cash Requirement
• Investor prefer lower burn rate-lower cash needed business (1M
vs 10M has a better chance of surviving)
• Sales & Marketing investment will drive revenues
• Revenues will have costs of sales
• Business will have overheads and employee costs
• All the 3 will determine how much operating loss you need to fund,
capital expenditure (CAPEX) and fund for R&D
• Whatever your initial cash requirement for CAPEX, OPEX, R&D;
double it as things normally go wrong and you will want refrain from
going to investor to ask for shortfall.
 Business Plan Dashboard
• Financial Requirement (ROI)-Sanity check
• Over next 3-5 years, investor wants 3-10x returns
• Drivers of ROI are;
• Scale of revenue in that period ($ and time)
• Valuation of money invested (branding, goodwill etc.)
 Outline of Plan
• Executive summary for preliminary introduction
• 14 slides for in person presentation
• Never lead with a 30-40 page document
• Keep it short and sweet (KISS)
• Graphics has better impact than words
• Screen shots of business rather than wordy descriptions.

If you can’t communicate your vision in one sentence, its too

complicated for the reader to digest.
Business Plan Template