KEY ELEMENTS OF A BUSINESS PLAN

• COMPANY PURPOSE: What does the company do?
  
  
• PROBLEM: What's the business challenge(s) and how is it addressed today?
  
  
• SOLUTION: How will the company's value proposition make things better for the customer? (Best total cost? Product leader? Complete customer solutions?) Examples of use cases or testimonials.
  
  
• WHY NOW? Provide market intelligence, data, trends that make your solution possible and a necessity.
  
  
• MARKET OPPORTUNITY: What is the ideal customer profile? Target markets? Growth opportunity? Calculate Total Available Market (top-down), Served Available Market (top-down), Share of Market (bottoms-up). Potential market threats?
  
  
• COMPETITION: List of competitors and list competitive differentiators.
  
  
• PRODUCT: Price, quality, availability, selection, functionality, service, architecture, intellectual property, product road-map and innovation process, brand/image.
  
  
• BUSINESS MODEL: Revenue model, customer value, pricing, sales and distribution model, risk management, customer pipeline, average account size, customer profitability, customer acquisition, customer retention, partnership/channel.
  
  
• TEAM: Founders, management team, board of directors, company personnel.
  
  
• FINANCIALS: P/L, balance sheet, cash flow, cap table, deal specifics and execution.
  

For communications regarding potential investment opportunities, please send business plans to businessplans@oakmarkcapital.com