1. Business Plan Presentation
Topics to be Included
Company Name & Mission
Compelling Customer Need
Base for
Sustainable Competitive Advantage company
success
Value Proposition: Revenue Model
Success/Achievements to Date
Plan for Success
Product & Prototype Development Plan
Management Team & Core Competencies
Market Introduction
Financial Projections
Funding Required
Summary
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© 2012 VT KnowledgeWorks

2. Business Plan Presentation
Company Name & Mission
 Company name (& logo), address, and
name of President/CEO (or presenter)
 Company mission - elevator pitch
 be concise
 grab the attention of the audience
 must be based on customer need,
company’s competitive advantage and
company’s value proposition
 specify geographic region to be
served
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3. Business Plan Presentation
Compelling Customer Need
 State the compelling customer need being
met by your product
 customer demographics
 give customer example
 Describe product and its benefits
 include picture/graphic of product
 State the size of the addressable market for
product
 use pie chart to show addressable
versus total market
 provide short list of potential customers
 include data sources
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4. Business Plan Presentation
Sustainable Competitive Advantage
 State product’s competitive advantage in terms
of customer need
 How is this advantage sustainable
 patents pending, proprietary
intellectual property (IP), …
 Use table or matrix to compare your product to
top 3 competitors
 base on customer needs
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5. Business Plan Presentation
Value Proposition – Revenue Model
 Use Value Chain diagram to show all steps
required to make, market and sell product
 highlight steps provided by company
 give examples of companies that may
provide other steps
 include all sales channels
 State pricing strategy
 base on value pricing: how much
customer is willing to pay
 state expected gross profit (%), which
will be a function of industry served
 show value captured at each Value
Chain step
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6. Business Plan Presentation
Value Chain Diagram
The Value Chain Diagram is a linked set of the
value-creating activities needed to design,
produce, market, deliver, sell and support a
product
A company should provide only those activities
that require its core competencies
Marketing/Sales
Product Product
Technology Ideation & Distributor Retail Store End Customer
Development Assembly
Company Activities Component
Suppliers
Customer Service
Activities by Others
© 2012 VT KnowledgeWorks
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7. Business Plan Presentation
Success/Achievements to Date
 When was business started
 Product development to date
 clearly state level of development
 customer interactions & responses
 press releases & news articles
 Catalog current IP position
 Money raised & used to date
 amount & sources
© 2012 VT KnowledgeWorks
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8. Business Plan Presentation
Product & Prototype Development Plan
 Product development & prototype roadmap
 milestones versus time chart
 proposed product launch date
 State projected startup costs to reach each
milestone
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9. Business Plan Presentation
Management Team & Core Competencies
 List (existing) key team members and their
experience - expertise
 include their core competencies
 state positions they will fill
 State core competencies/key positions not filled
by existing team members
 show plan to fill these
 If appropriate, list Advisory Board members and
their experience - expertise
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10. Business Plan Presentation
Market Introduction
 Introduction to customer base
 proposed initial customers
 pricing strategy
 product evaluation – customer feedback
 time schedule & cost
 Product launch
 regional – customer focus
 state introductory pricing if different
© 2012 VT KnowledgeWorks
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11. Business Plan Presentation
Financial Projections
 Start with product revenues
 5 years of projections
 show market penetration
 Projected Income Statement
 revenues, cost of goods sold, R&D
expenses, marketing/sales expenses,
general & administrative expenses
 operating income
 Projected Cash Flow
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12. Business Plan Presentation
Financial Projections: Example
Projected Revenues
$3,500,000
$3,000,000
$2,500,000
$2,000,000
$1,500,000
$1,000,000
$500,000
$-
2014 2015 2016 2017 2018
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13. Business Plan Presentation
Financial Projections Example
Cash Flow
EBITDA CapEx Cash Balance Credit Line Balance
$120,000
$100,000
$80,000
$60,000
$40,000
$20,000
$-
2012 2013 2014 2015 2016
$(20,000)
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14. Business Plan Presentation
Funding Required
 Projected accumulated cash flow
 startup costs
 capital expenditures
operating income
 accounts receivable – accounts payable
adjustments
 Cash required against milestones
 uses of funds
 proposed current & future cash rounds
 Projected exit strategy
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15. Business Plan Presentation
Summary
3 - 4 Bullets Summarizing:
 Difference from competitors in meeting
customer need
 Addressable market size
 Projected 5-year revenue stream
 Funding required
 Some measure of (projected) return on
investment
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