Included
Feature |
Lender
Grade |
Investor
Grade |
Venture
Grade |
Brief Description |
| Executive Summary |
✓ |
✓ |
✓ |
Key points presented from every major section of the business plan. |
| Company Overview |
✓ |
✓ |
✓ |
Company size/stage, location, its primary product/service, amount and type of funding sought. |
| Business Model Overview |
✓ |
✓ |
✓ |
Overview of uniqueness of the business concept and how it will be executed. |
| Mission & Objective |
✓ |
✓ |
✓ |
Concise statement of company's purpose, targeted customers and what it intends to achieve with this business plan. |
| Marketing & Sales Overview |
✓ |
✓ |
✓ |
Overview of company's marketing objectives and critical action steps in its marketing strategy. |
| Competition Overview |
✓ |
✓ |
✓ |
Overview of the competitive landscape for the company's product/service. |
| Operations Overview |
✓ |
✓ |
✓ |
Overview of how company brings its product/service to the market. |
| Management Overview |
✓ |
✓ |
✓ |
Highlights of management's experience. |
| Financial Summary |
✓ |
✓ |
✓ |
Five-year snapshot of actual or projected revenues, expenses and net profit. |
| Exit Strategy Overview |
✓ |
✓ |
✓ |
Overview of how management intends to provide investors with a return on their capital. |
| Products & Services |
✓ |
✓ |
✓ |
This section describes the company's product/service in detail. |
| Product/Service Overview |
✓ |
✓ |
✓ |
Overview of the company's product/service, their key features and benefits. |
| State of Development (As Applicable) |
✓ |
✓ |
✓ |
Current stage of developing and testing its product/service, results of beta testing, if applicable. |
| Intellectual Property Status (As Applicable) |
✓ |
✓ |
✓ |
Current stage in documenting, cataloguing and protecting key intellectual property, as applicable. |
| Market & Industry Analysis |
✓ |
✓ |
✓ |
This section describes the market opportunity for company's product/service and the state of the industry. |
| Market Definition |
✓ |
✓ |
✓ |
Snapshot of key market demographics. |
| Target Market Size and Trends |
✓ |
✓ |
✓ |
Primary market key demographic trends. |
| Major Market Segments |
✓ |
✓ |
✓ |
Overview of the broad product/service categories into which the industry is divided, and how company's products and services may fit into those segments. |
| Legislation and Policies Driving the Industry |
✓ |
✓ |
✓ |
Overview of key legislative and regulatory developments within the industry. |
| Marketing & Sales |
✓ |
✓ |
✓ |
This section describes the company's plan for making consumers aware of its product/service. |
| Marketing Objectives |
✓ |
✓ |
✓ |
Clear and measurable objectives that the marketing strategy must accomplish, such as sales volume, market share or other benchmarks. |
| Marketing Strategy Overview |
✓ |
✓ |
✓ |
Overview of how company intends to generate sales. |
| Advertising & Promotion Overview |
✓ |
✓ |
✓ |
Overview of company's advertising, promotion and public relations activities. |
| Sales & Distribution Overview |
✓ |
✓ |
✓ |
Overview of company's sales methods and process. |
| Marketing & Sales Budget |
✓ |
✓ |
✓ |
Budget for marketing & sales activities. |
| Competitive Analysis |
✓ |
✓ |
✓ |
This section describes the competition in the company's markets. |
| Competition Overview |
✓ |
✓ |
✓ |
Overview of competitive landscape. |
| Competitive Advantage |
✓ |
✓ |
✓ |
What gives the company a sustainable advantage over its competitors? |
| Barriers to Entry |
✓ |
✓ |
✓ |
Analysis of how difficult it is for competitors to copy company business model and product/service. |
| Operations Overview |
✓ |
✓ |
✓ |
Overview of the operations of the company. |
| Key Milestones |
✓ |
✓ |
✓ |
Major milestones of the company that benchmark progress. |
| Management & Talent |
✓ |
✓ |
✓ |
This section describes management's relevant experience and company's staffing needs. |
| Staffing Overview |
✓ |
✓ |
✓ |
Top-level discussion of the backgrounds of key executives. |
| Organizational Structure |
✓ |
✓ |
✓ |
Organization chart of the major positions and staff groups |
| Human Resource Budget |
✓ |
✓ |
✓ |
Staffing budget that shows when the company will ramp up hiring as well as associated costs. |
| Risk Management |
✓ |
✓ |
✓ |
This section describes major challenges to the company's business model. |
| Potential Risks |
✓ |
✓ |
✓ |
Key risks associated with company's business model as well as major contingencies (as applicable) |
| Financial Plan |
✓ |
✓ |
✓ |
This section describes the company's sales, expense & net profit growth trends with the capital that is being sought. |
| Financial Summary |
✓ |
✓ |
✓ |
Summary of 5-year actual or projected revenues, expenses & net profit. |
| Exit Strategy |
✓ |
✓ |
✓ |
Overview of how management intends to provide investors with a return on their capital. |
| Start-Up Assumptions |
✓ |
✓ |
✓ |
This section presents key start-up assumptions. |
| Table: Start-up Summary |
✓ |
✓ |
✓ |
Presentation of one-time start-up costs. |
| Chart: Use of Funds |
✓ |
✓ |
✓ |
Chart displaying how start-up funding will be used. |
| Sales Forecast |
✓ |
✓ |
✓ |
This section presents Sales & Cost of Sales projections. |
| Break-even Analysis |
✓ |
✓ |
✓ |
This section presents an analysis at which the company will begin to realize a profit on its product/service. |
| Profit and Loss- 5 year |
✓ |
✓ |
✓ |
This section presents net profit/loss projection. |
| Cash Flow- 5 Year |
✓ |
✓ |
✓ |
This section presents the company's sources and uses of cash. |
| Balance Sheet- 5 year |
✓ |
✓ |
✓ |
This section presents balance sheet projection. |
| Business Model Analytics |
|
✓ |
✓ |
Overview of due diligence that supports the business concept. |
| Product/Service Analytics |
|
✓ |
✓ |
Bottom-up due diligence on company product/service, targeted customers, price point analysis, profiled by segment, as applicable. |
| Marketing Strategy |
|
✓ |
✓ |
Action plan detailing the steps and tools that will be used for key components of company's marketing strategy: product, pricing, place and promotion. |
| Market Potential & Analytics |
|
✓ |
✓ |
Detailed due diligence that validates the marketplace opportunity for company's product/service. |
| Pricing Strategy |
|
✓ |
✓ |
Overview of pricing strategy and positioning. |
| Competition Analytics |
|
✓ |
✓ |
Detailed due diligence supporting company's competitive position, including analysis of the strengths, weaknesses, opportunities & threats (SWOT) posed by direct and indirect competitors. |
| Exit Strategy Analytics |
|
✓ |
✓ |
Table presenting historical data for similar companies that were acquired, went public or realized some other form of exit for investors. |
| Basic Graphics Package |
|
✓ |
✓ |
Chart/graphs displaying key information. Professional Graphic design is incorporated. |
| Product/Service Commercialization Strategy (As Applicable) |
|
✓ |
✓ |
How the company intends to bring its product/service to market, such as manufacturing or licensing. |
| Pricing Analytics |
|
✓ |
✓ |
Detailed due diligence supporting company's price positioning and strategy. |
| Secondary Markets Size & Trends (As Applicable) |
|
✓ |
✓ |
Secondary market key demographic trends. |
| Advertising & Promotion Action Plan |
|
|
✓ |
Detailed advertising and promotion action plan showing how the company will gain exposure to customers. |
| Sales & Distribution Action Plan |
|
|
✓ |
Action plan detailing the steps and tactics of its sales and distribution initiatives to gain market share. |
| Operations Analytics |
|
|
✓ |
In-depth view of company's operations, which may include facilities, production, staffing, equipment, inventory, warehousing, logistics, engineering, manufacturing, QA, distribution and customer service. |
| Operations Milestones Timeline |
|
|
✓ |
Gantt chart showing timelines of major milestones. |
| Operations Plan |
|
|
✓ |
An operational action plan that breaks strategy into bite sized pieces for execution. |
| Ramp-Up Plan |
|
|
✓ |
High-level view of ramp-up of operations, staffing, marketing etc. over a multi-year period. |
Price: Starting From
|
Lender
Grade
$1,500 |
Investor
Grade
$2,500 |
Venture
Grade
$3,500 |
Turnaround Times
- First Draft Delivery -10 to 12 business days from client data receipt.
- 21-day Client revision period.
- Final Delivery: 5 business days from end of client Revision Period or earlier.
- Expedite Option Available.
|
Free Consultation
(See available
appointments) |
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