Table of Contents
1.0 Executive Summary ..................................
1.1 The Company and its Products/Services . . . .
1.2 Financial Highlights . . . . . . . . . . . .
1.3 Objectives . . . . . . . . . . . . . . . . .
1.4 Mission . . . . . . . . . . . . . . . . . . .
1.5 Keys to Success . . . . . . . . . . . . . . .
1.6 Management Summary . . . . . . . . . . . . .
1.7 The Market: Growth & Opportunities . . . . ..
1.8 Funding Requirements . . . . . . . . . . . .
2.0 The Company . . . . . . . . . . . . . . . . . . . . .
2.1 Company Ownership . . . . . . . . . . . . . .
2.2 Start-up Summary (with table & chart). . . .
2.3 Company Locations and Facilities . . . . . .
2.4 Company History (if applicable) . . . . . . .
2.5 References . . . . . . . . . . . . . . . . .
2.6 Strengths and Weaknesses . . . . . . . . . .
3.0 Products and Services . . . . . . . . . . . . . . . .
3.1 Product and Service Description . . . . . . .
3.2 Future Products and Services . . . . . . . .
3.3 Service and Support . . . . . . . . . . . . .
4.0 Market Analysis . . . . . . . . . . . . . . . . . . .
4.1 Market Segmentation . . . . . . . . . . . . .
4.2 Target Market Segment Strategy . . . . . . .
4.2.1 Market Needs . . . . . . . . . . . .
4.2.2 Market Trends . . . . . . . . . . . .
4.2.3 Market Growth . . . . . . . . . . . .
4.3 Industry Analysis & Competition. . . . . . ..
4.3.1 Industry Participants . . . . . . . .
4.3.2 Distribution . . . . . . . .
4.3.3 Competition and Buying Patterns . . .
4.3.4 Main Competitors & comparison. . . .
5.0 Strategy and Implementation . . . . . . . . . . . . .
5.1 Marketing Strategy . . . . . . . . . . . . .
5.1.1 Pricing Strategy . . . . . . . . . .
5.1.2 Promotion Strategy . . . . . . . . .
5.1.3 Distribution Strategy . . . . . . . .
5.2 Sales Strategy . . . . . . . . . . . . . . .
5.2.1 Sales Forecast (with table & chart).
5.3 Operations Strategy . . . . . . . . . . . . . .
5.4 Strategic Alliances . . . . . . . . . . . . . .
5.5 Milestone Schedule (with table & chart) . . . .
6.0 Management & Organizational Structure. . . . . . . .
6.1 Organizational Structure . . . . . . . . . .
6.2 Management Team . . . . . . . . . . . . . .
6.3 Management Team Gaps . . . . . . . . . . . .
6.4 Personnel Plan (with table). . . . . . . . .
6.5 Personnel Recruitment & Training . . . . . .
7.0 Financial Plan Projections. . . . . . . . . . . . . .
7.1 General Assumptions . . . . . . . . . . . . .
7.2 Key Financial Indicators . . . . . . . . . .
7.3 Break-even Analysis . . . . . . . . . . . . .
7.4 Profit and Loss Statement (3 or 5 years) . .
7.5 Cash Flow Statement (3 or 5 years). . . . . .
7.6 Balance Sheet (3 or 5 years). . . . . . . . .
7.7 Business Ratios . . . . . . . . . . . . . . .
Appendix . . . . . . . . . . . . . . . . . . . . .