2. Content
Introduction
Background
Objectives
Project/Product/Solution
Technology Architecture
Intellectual Property
Market Needs
Customer Value Proposition (CVP)
Competitiveness
Unfair Advantage
Marketing Strategies
The 4Ps of Marketing
Business Model
Funding Plan
Financial Plan
Return on Investment (ROI)
Why invest in my me / venture?
Summary – Call to Action
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3. Introduction
Title of the Project
Introduce Yourself
Introduce Management Team
Include key personnel
Emphasise directly related expertise and
experience
Organisation Chart
3
4. Background
State project / product / solution
background
State project stage – idea / proof of
concept / prototype / product or solution
Key sponsors [if any, and state type]
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5. Objectives
State the objectives of the project / product /
solution
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7. Technology Architecture
Technology (ies) need
Platform
How?
Software
Communications
Data
Middleware
Including …
Technology partners
Support structure
Use of IP, licensing
SLAs
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8. Intellectual Property
Protecting IP
Patent, copy right, trademark, secret?
How do you intend to profit from IP
Retain and use
License
Sell
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9. Market Needs
Is there a market for the project / product /
solution?
Breakthrough / killer application / improvement of
product?
New innovative idea?
Replacement?
Cost Advantage?
Niche?
Describe the general business outlook [this will
demonstrate that you are in tune with the market]
Market research data / statistics conducted or
references
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10. Customer Value Proposition (CVP)
Customer’s problem / want / need
How customer satisfaction will be met
Why customer will be compelled to buy from
you
Equalise the value / price equation
CVP examples:
Small corner shop – small selection of goods,
convenient location, convenient opening times,
local friendly & personal service
IT company – cost efficiency, robustness,
secure, speed
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11. Competitiveness
Identify project / product / solution
competitive advantage vs
Direct competitors
Indirect competitors
Identify project barriers vs competitors
Demonstrate your ability to maintain a
Sustainable Competitive Advantage
Superior value … that …
Endures over time?
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12. Unfair Advantage
Your unfair advantage(s)
Why & how?
Competitive strategy
Examples of unfair advantage
Ikea
Stylish quality furniture, unique and fun buying
experience, knockdown format, affordable
Dell
Uses leading-edge, supply chain management, real-
time inventory (zero obsolescence), customisation,
passes efficiency and cost reductions to clients
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13. Marketing Strategies
Market segmentation
Market research
Go-To-Market Strategy
Marketing plan
- Advertising & Promotions ( A & P)
- Collaterals
- Distributorships
- Partnerships
- Direct Sales
A signed contract will be a strong selling point
Marketing personnel – key – hire if need be
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14. The 4 Ps Of Marketing
Product – properties of your product
Price – right price & value
Place - availability
Promotion – informing and creating an
interest in customers in a way they
understand
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15. Business Model
How does the business make money?
Direct sales?
Lease?
Subscriptions?
Build & Transfer?
BOT?
Build, Operate
Maintenance? Etc …
How do you compensate your channels?
Commission?
Mark-up?
Maintenance? Etc …
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16. Funding Plan
How funded so far?
How much required?
Fund required for what?
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17. Financial Plan
Forecast
Start-up costs
Sales per year
Revenue per year
P & L per year
Current Assets
Fixed Assets
Shareholder Equity / Proposal
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18. Return On Investment (ROI)
ROI
The bottom line is creating value for …
SHAREHOLDERS/OWNERS/PARTICIPAN
TS
Note: VCs expect to earn in excess of 25%
on their money invested p.a.
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19. Why invest in me / my venture?
Besides good ROI, demonstrate your:
Passion
Belief
Confidence
Commitment
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20. Summary - Call To Action
Re-state your needs / requirements
Funding required
Request for: follow up meeting / permission
to send more information / arrange for
demo / visitation to site, etc
Acknowledge / thank for input
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