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[Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution. - CONFIDENTIAL - Courtesy of

Agenda Introduction Overview The Team Business Highlights The Opportunity The Problem & Pain The Solution Market Summary Customer Profile Competition The Company Products and Services Summary of Goals Milestones Marketing Plan Financial Plan Conclusion Risks and Responses Expansion Potential Next Steps Q & A 05/19/10

Overview [Elevator pitch.] 05/19/10

The Team (1) President & CEO: [Name] [Years & nature of experience] [Accomplishments] VP Sales: [Name] [Years & nature of experience] [Accomplishments] VP Marketing: [Name] [Years & nature of experience] [Accomplishments] 05/19/10

The Team (2) CTO/VP Product: [Name] [Years & nature of experience] [Accomplishments] VP Services: [Name] [Years & nature of experience] [Accomplishments] TBH CFO: ~[mm/yy] President or COO: ~[mm/yy] Management will adjust if the need arises 05/19/10

The Team (3) Board of Directors ([#] planned) Chairman: [Name] [Title] [Name] [Title] TBD TBD TBD Board of Advisors (~[#] planned) [Name] [Title] 05/19/10

Business Highlights Core competency Market Segment: [Commonly known name for it] Customer base: [Businesses/Consumers/Both Businesses & Consumers] Primary revenue source: [Product Sales/Service/etc.] ROI for customers: [Formula based on current costs] Are the dogs eating the dog food? Scalability? Strategic or nice-to-have? 05/19/10

Business Highlights (2) Secondary revenue sources [Source] Overhead: [Low/Medium/High] Profitability expected ~[#] months from incorporation Exit strategy: [IPO/Buyout/Remain Private & Profitable] 05/19/10

The Pain “ [Quote from prospect in pain]” – [Source] “ [Quote from analyst regarding the need in or size of market]” – [Source] “ [Quote from analyst regarding the need in or size of market]” – [Source] 05/19/10

The Pain (2) 05/19/10 DELETE THIS NOTE Include relevant charts regarding the industry (i.e., where the product fits, growth of industry, bottlenecks solved, etc.)

Market Summary Target market value $[#] in [year] growing to $[#] in [future year] (Source) [If additional sources, ditto above] Prospect base [#] [companies/consumers] (Source) Significant competitors: ~[#] Total competitors: ~[#] 05/19/10

Market Summary (2) 05/19/10 DELETE THIS NOTE Provide a map of potential partners, competitors & related companies

Market Summary (3) Trends [Past trend] [Present trend] [Use graphics if useful] 05/19/10

Customer Profile Characteristics of customers Value proposition Decision maker How hungry for solution? (Pre-orders, testimonials, etc.) 05/19/10

Competition [Significant competitor name] [Focus of their business] Weaknesses [Weakness and how we exploit it] [Weakness and how we exploit it] Strengths [Strength and how we address it] [Strength and how we address it] 05/19/10

Competition (2) [Significant competitor name] [Focus of their business] Weaknesses [Weakness and how we exploit it] [Weakness and how we exploit it] Strengths [Strength and how we address it] [Strength and how we address it] 05/19/10

Partnerships Interested Parties Investor: [Lead Investor Company Name] Investor: [Venture Company Name] [Law Firm & Attorney Name] Experienced in aggressive venture planning 05/19/10

Products And Services [Product/service] Performance characteristics Architecture Cost characteristics Pricing Delivery mechanism Available [#]Q [year] 05/19/10

Summary of Goals 1 st year Revenue: $[#] Burn: $[#] Headcount: [#] Customers: [#] 2 nd year Revenue: $[#] Burn: $[#] Headcount: [#] Customers: [#] Achieve profitability 3 rd year Revenue: $[#] Burn: $[#] Headcount: [#] Customers: [#] Take company public 4 th year Revenue: $[#] Burn: $[#] Headcount: [#] Customers: [#] 05/19/10

Milestones (1) Stage 1: Founding the Business [mm/yy]: Incorporated [mm/yy]: Remaining legal documents filed [mm/yy]: Secure angel funding ($[250]K @ $[1]m pre) [mm/yy]: Ramp up hiring [mm/yy]: Begin building initial product [mm/yy]: Secure 1 st round (~$[2]m @ $[15]m pre) [mm/yy]: Beta test and rework product [mm/yy]: Begin offering initial product [mm/yy]: Begin marketing activity [mm/yy]: Aggressively obtain customers 05/19/10 DELETE THIS NOTE Replace bullets with check marks (  ) for items already completed. To do this, right-click the item and choose “Bullets and Numbering…”

Milestones (2) Stage 2: Developing the Business [mm/yy]: Secure 2 nd round (~$[6]m @ $[25]m pre) [mm/yy]: Crank up marketing activity [mm/yy]: Begin offering second product [mm/yy]: Emphasize customer acquisition Entertain any acquisition offers that arise 05/19/10

Milestones (3) Stage 3: Stabilizing the Business [mm/yy]: Shore up management [mm/yy]: Secure 3 rd round (~$[20]m @ $[100]m pre) [mm/yy]: File for IPO [mm/yy]: Achieve profitability 05/19/10

Marketing Plan Target Market/Demographics: [Segment Description] Distribution and sales channels Pricing and positioning Branding and strategic position Media Mix: [Web Ads/Magazine Ads/Trade Shows/Billboards/TV/Radio] Marketing and sales team development 05/19/10

Financial Plan (1) Pricing Model Fundamentals [Product/Service]: $[#] per [unit(s)] [detail price evolution over time] Stabilized gross margins Gross revenue, net income and growth by year Cash flow and capitalization needs 05/19/10 DELETE THIS NOTE Replace the bullets below with a spreadsheet if the pricing model is complex.

Financial Plan (2) 05/19/10 DELETE THIS NOTE Insert a graph or spreadsheet of revenue and expense projections below.

Risks Addressed [Risk] [Response] [Risk] [Response] 05/19/10

Expansion Potential [If there are things that can be done in the future to take the business into broader or additional markets, list them here.] 05/19/10

Next Steps [Immediate and long term needs; if seeking funding, state specifics] [Decisions to be made] 05/19/10

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