Business Plan – Level 3
Venture Capital or Institutional Investors
- 50 plus page written business plan with complete market analysis, and 5 year financial model
- Expertly researched, written and developed with you.
- Your team spends less time writing and more time pitching.
- You can be done and in front of investors in 14 days.
- Includes a professionally designed slide show to accompany written plan
Description
The Business Plan Level III is a comprehensive business plan offered to management teams seeking money
from venture capitalists (VCs) and other sophisticated investment institutions. The Level III may include onsite
work with your executive team. This service includes the completion of a strong elevator pitch; a concise
description of the management structure, and the identification of any gaps that exist; a thorough and forward-
thinking analysis of the market; and realistic goal-setting. These details, along with excellent business plan
structure, allow entrepreneurs to confidently approach the challenge of attaining VC funding.
Price – Starting at $5,000
Outline
- Title Page
- Confidentiality Agreement
- Table of Contents
1.0 Executive Summary
- 1.1 Objectives - Purpose for Business Plan
- 1.2 Vision Statement - Purpose of the Organization
- 1.3 Mission Statement - Desired relationship with customer
2.0 Business Concept
- 2.1 Business Summary - Type of business i.e. service, manufacturing, retail etc
- 2.2 Status of Business - Startup, Expansion, Buy-out, History
- 2.3 Business Structure - Sole proprietorship, partnership, joint venture, limited iability corporation, or corporation (C of S)
3.0 Product/Service
- 3.1 Product/Service Features - Distinctive quality or characteristic?
- 3.2 Customer Benefits - What will they receive?
- 3.3 Stage of Development - Idea, Beta Testing, Full Production
- 3.4 Future Products/Services - Will there be expansion, improvements or new products
4.0 Market Analysis
- 4.1 Market Description - Identify your target market: 1) where are your customers located? Develop a profile of your target customers: 1) what does your customer look like? Identify the reason customers will buy your products: 1) Price, location, resources, service?
- 4.2 Market Trends - Growing, Contracting, Failing
- 4.3 Competition - Direct Competitors: 1) Strengths and Weaknesses, Indirect Competition (substitutes): 1) Strengths and Weaknesses
5.0 Market Projections
- 5.1 Market Size - Estimate the total size of your market: 1) in units and/or monetary value
- 5.2 Market Value - Formula: (Number of Customers X Average Selling Price)
- 5.2 Projected Customers - How many customers will you get? 1) In units and monetary value
6.0 Marketing Strategy
- 6.1 Communication Plan - What message will we communicate? How do we want to communicate?
- 6.2 Marketing Costs - Product delivery, Advertising Plan
7.0 The Operations Plan
- 7.1 Critical Resources - Product or material availability?
- 7.2 Transportation - Shipping Options and Receiving Options?
- 7.3 Labor - Skilled or unskilled? Is there available labor?
- 7.4 Location and Physical Facilities - Describe Business Location: 1) Physical address. Describe the Facilities: 1) Size and type i.e. retail, office, warehouse, manufacturing. Availability of Utilities: 1) Telephone, Internet, Power, Water? 2) Rates?
- 7.4 Operating Performance Measures - Customer Service, Cost, or Delivery
8.0 Management and Personnel
- 8.1 Management Team - Identify Critical Managers; Position Summary, Salary and Benefits; Organizational Chart
- 8.2 Key Personnel - Identify Labor Needed, Position Summary, Salary and Benefits; Identify any special training or licenses needed by employees
- 8.3 Supporting Professional Assistance - Accounting/Tax, Banking, Business Consulting, Insurance, Legal
9.0 Financial Analysis
- 9.1 Sources of Funds - Equity – owner/partners/investors, Debt – Loans
- 9.2 Use of Funds - Detailed estimate on the total projects cost: Construction and design, Inventory, Furniture, Fixtures, Equipment, Marketing and Working Capital Requirements
- 9.3 Pro Forma Financial Statements - Financial Projections for 5 years: Balance Sheet (includes common sizing), Income Statement (includes common sizing), Statement of Cash Flow
- 9.4 Key Financial Assumptions - Describe method used to calculate sales and expenses
- 9.5 Measures of Performance - Industry averages, Break-even analysis, Payback period, Return on Investment (ROI)
- 9.6 Historical Financial Reports (existing business) - 3 years of financial statements, Financial Analysis (Key Ratios & Z-Score)
10.0 Benchmarks
- 10.1 Critical Tasks - Identify steps needed for the success of this plan.
- 10.2 Timeline Chart
Appendices
- A. Pro Forma Income Statement 12 Months – 1st Year
- B. Pro Forma Statement of Cash Flow 12 Months – 1st Year
- C. Anything concerning the business - Business License, Partnership Agreement or Articles of Incorporation, Any other pertinent documents
