1、 Services 7 The Market 8 Marketing Plan 9Management 10 Competitive Analysis 11 Financial Assumptions 12Financial Statements 13AddendumThe vFinance Business Planning staff specializes in writing, editing and reviewing highly effective Executive Summaries. We know how to present and position your busi
2、ness model in the most favorable light.The opening paragraphs should introduce what you do and where.There should briefly describe your market, the amount of funding that you hope to secure and how it will be used.While there is no firm rule for the length of Executive Summaries, three to four pages
3、 is considered idea.Reference credible sources and include the name of your source（s） of information along with the date.I need help with market researchThis section is very often overlooked and yet it is one of the most important points you need to bring out in your business plan.SummaryThe Executi
4、ve Summary should clearly and concisely address each of the following subjects: Overview of the company Recap of the opportunity Brief summary of the market Differentiation （what makes you different） Description of products / services Management bios Nature and use of proceeds （table） Key financials
5、 （table）Sample Opening ParagraphYour name （the “Company”） has designed, created and installed custom entertainment systems for the worlds finest homes, yachts and aircraft for over a decade. The Company has developed an international reputation for being on the leading edge of systems design and int
6、egration. This technology focus and expertise has enabled the Company to take full advantage of the new generation of home entertainment and automation systems that combine large high resolution screens with professional quality audio, Internet access, security, lighting and environmental systems al
7、l controlled from a simple and easy to use touch screen using the Companys proprietary software.The Company is at the forefront of this new generation of technology and has established a strong market position in （your location） and a rapidly growing presence in the international market. Equity fund
8、ing of $000 is being sought to more fully develop domestic opportunities and to expand the Companys reach in Europe and South America through planned joint venture agreements.The OpportunityDescribe and quantify the opportunity and where you fit. Explain why youre in business along with the reasons
9、why youll be able to take advantage of this opportunity.The MarketAccording to a recent Frost and Sullivan report （World Contract Research Organizations Market, August 1999）, spending on pharmaceutical research and development presently exceeds $17 billion annually, and it is expected to exceed $35
10、billion by the year 2004. With pressures to develop new drugs intensifying, R&D costs steadily increasing and development times lengthening, Big Pharma desperately needs a better way to handle the most expensiveHow large is the market and stage of development （early growth versus mature）. What are t
11、he key drivers, trends and influences in the market?Differentiation （what makes you different）What is it that separates you from the rest of the pack? Is your product proprietary, patented, copyrighted? Is your service better, faster, cheaper and if so why. Is your advantage a temporary “window” and
12、 are there steps you can take to protect your position. Are there barriers to entry that will support your financial projections?7This section should be brief and concise. This is also a good opportunity to use bullet points.Investors are typically very leery of using their funds to pay large salari
13、es or previous obligations （debts, loans or personal investments）.This section is normally presented in a table.While investors are interested primarily in the first three years of operation, you should also have projections for years 4 and 5.Description of products / servicesThis should include a v
14、ery brief overview and description of your products and services.ManagementThe adage is that investors invest in people not products. Historically, a companys management team is one of the best predictors of success and investors will look very closely at the individuals who will be managing the com
15、pany. The ideal scenario is that senior managers have previously started and successfully managed companies in the same business. Short of this, you want to emphasize the previous relevant experience of the management team. Mention the names of companies and positions held and milestones achieved.Jo
16、hn Q. Doe, Chief Executive Officer, and Director since February 1988 and President since January 1990. Mr. Doe was the founder and Chief Executive Officer of the original operating company known as Random Excess, Inc. He has had experience in the widget field with his own firm, John Doe Co., of Oshk
17、osh （Wisconsin）, from 1980 to 1987. This firm was sold to FatCat Widgets, Inc. in 1987. Mr. Doe has held a sales position with U S West Inc. since then. Mr. Doe graduated from the University of Colorado in 1981 with a bachelors degree in philosophy.SampleNature and use of proceeds （table）How much an
18、d what type of funding are you looking for （equity capital, loans）. Keep in mind that one of the most common causes of new business failures is under-capitalization. You should have a very clear idea of how much money you will need to operate your business for the first full year. An investor or loa
19、n officer will also want to know how the funds will be used.CategoryAmountPercentageSales & MarketingCapital ExpendituresG & A ExpensesOtherTotalKey financialsThis table should include a recap of your income statement.Year 1Year 2Year 3RevenueCost of SalesGross Profit% of RevenueS, G&A ExpensesEBITT
20、his should be a short one or two page summary of how the business evolved. Your intent here is to create a comfort level for investors allowing them to see and understand the backdrop and underpinnings of your company.Investors and loan officers are favorably influenced if you - personally have inve
21、sted in your business - the more the better. If there was no monetary investment on your part, equate it to hours, time, or personal sacrifice.The CompanyThe section of your plan should include a brief history of how you got to where you are. What is the genesis of your business? How did the managem
22、ent team evolve? How have you been funded up to this point? Have you invested your own money in the business and how much. How is the company structured legally? Who are the current investors and what is their share of the ownership? Current and future facilities? What are the likely exit strategies
23、? Clinicom was incorporated in 1997 and a licensing agreement was signed with the University of Florida. Recognizing the potential of the Internet to fundamentally change how clinical trials are conducted, the management team began development of a new Web-based system in 1995. Being first to market
24、 was not an overriding objective considering the complexity of this undertaking and the adoption profile of Big Pharma. Drs. Ronald Geisen and Michael Margulies have been actively involved in the pharmaceutical industry, clinical trials, and new drug development process for over 20 years. In additio
25、n, Dr. Margulies has led university efforts to consistently remain at the forefront of internal development and deployment of contemporary electronic data capture solutions. As a result of their close contact with the pharmaceutical industry, they were the first to fully appreciate the implications
26、of using the Internet to manage, direct and control the clinical trial process. Both individuals are internationally recognized experts in their respective fields and have participated in numerous seminars and symposiums on the subject of clinical trials over the past 15 years. They have also worked
27、 very closely with large CROs and pharmaceutical companies to improve clinical trial processes and procedures.Details are important but be careful not to overwhelm the reader with technical jargon that they may not know or understand.This is your opportunity to draw a clear contrast between you and
28、your competition.Assume the reader is not familiar with your market ort your products.Explain why a customer would use these products or services versus alternatives.Summarize features using bullet points in short and succinct statements. ServicesDescribe your products, services and technology. Disc
29、uss pricing, service, support, warranty, production, etc. What are the advantages of your products or services and how do they compare to the competition. What is the timetable for introducing these products and what steps need to be taken to assure that this timeline is met? Are there other vendors
30、 involved and if so who and where do they fit. Have your product been tested / evaluated and if so, where, when and what were the results. Are there plans for future or next generation products and is so what and when. Are these new products included in your revenue and cost projections?The Companys co-location services will include rack space in an environmentally controlled, locked facility with a very secure and highly reliable network connections and flexible hardware options. A trai
