Executive Summary
Our Amazing Company
Founded: [Year] | Location: [Company Headquarters] | Industry: [Industry]
Overview
Vision
Briefly state your company’s long term vision.
Your vision is the long-term impact you aim to achieve. Keep it aspirational and forward-looking. For example, "Empower small businesses globally with effortless financial management." Consider adding a memorable tagline or motto.
Mission Statement
Briefly state your company’s mission.
Your mission should define your purpose and primary objectives. Keep it concise and focused. For example, "Simplify bookkeeping for small businesses with intuitive software." You might add context to emphasize why this mission matters to your audience.
Problem Statement
Market Need
Explain why this problem is significant and describe the market need.
For example, "There is a growing demand for automated financial tools among small businesses to save time and reduce errors." Combine these insights to clearly convey the urgency and importance of your solution.
The Challenge
Describe the problem or challenge your company/product aims to solve.
Describe the specific problem your company or product aims to solve. Highlight the challenge in a way that resonates with your audience. For example, "Small businesses struggle to manage their finances efficiently."
Unique Value Proposition
Highlight what makes your solution unique.
"Our [product/service] offers [key feature/benefit], solving [problem] more effectively than [competitor/alternative], providing [specific advantage] to our customers."
Example: "Unlike competitors, our tool integrates AI to provide personalized financial insights."
Product/Service Offering
Describe your product or service.
Clearly outline your product or service and its benefits to your target audience. "Our software automates bookkeeping tasks for small businesses, saving time and reducing errors."
How It Works
Briefly explain how your product or service addresses the problem.
Example: "The software syncs with bank accounts to automatically categorize transactions and generate reports."
Solution
Market Trends
Describe relevant market trends that support your business.
Example: "The demand for automated financial tools is growing by 20% annually, driven by the shift to digital operations."
Target Market
Define your target market, including size and demographics.
Define your target market, including size and demographics. Example: "We target small businesses with 10-50 employees in the U.S., representing a $15 billion market."
Competitors | How we differentiate | Ratings |
|---|---|---|
Competitor #1 | Description... | |
Competitor #2 | Description... | |
Competitor #3 | Description... |
Market Opportunity
Pricing Strategy
Explain your pricing model.
Explain your pricing model. Example: "Our pricing starts at $29 per month for small businesses, with discounts available for annual commitments."
Revenue Streams
Outline how your company generates revenue.
Outline how your company generates revenue. Example: "We generate revenue through a subscription model with tiered pricing based on the number of users."
Sales & Distribution
Describe your sales and distribution channels.
Describe your sales and distribution channels. Example: "We sell directly to businesses through our website and via partnerships with financial advisors."
Business Model
Profit Margins
Revenue Projections
Funding Requirements
25%
Profit Margins
25% Profits
75% Expenses
Raising
$10M
25% Marketing
45% Expansion
30% Payroll
Financial Highlights
Team
Jack Berger
Founder & CEO
Chelsea Orville
Co-founder & CFO
Describe relevant experience at X, Y, Z companies. Explain what makes this person perfect for this job and how they help the company succeed.
Describe relevant experience at X, Y, Z companies. Explain what makes this person perfect for this job and how they help the company succeed.
Key Team Members
Advisors & Partners
Mention any notable advisors or strategic partners.
Milestones & Traction
Key Milestones
Founded.
January, 2015
Launched First Product.
April, 2015
Secured $100,000 in funding.
August, 2015
Expanded team to 7 employees.
January, 2017
10,000 customers.
May, 2018
25,000 customers.
August, 2020
50,000 active users.
October 1st, 2022
Customer Traction
Mention key customers, users, or partnerships.
Mention key customers, users, or partnerships that demonstrate your product’s success. Example: "We have secured partnerships with three major financial firms and have over 5,000 active users, including notable clients like XYZ Corp."
Partnerships
$120M
Annual Gross Rev in 20192M
Units Sold in 2019$8,75
Cost Per Acquisition25%
Net Profit
17%
Year to Year GrowthGrowth Metrics
Long-Term Vision
Describe your vision for the next 3-5 years.
Example: "Within the next five years, we plan to become the leading provider of automated financial solutions for small businesses globally, with a focus on continuous innovation and expanding our market reach."
Short-Term Goals
Outline your immediate goals for the next 12 months.
Example: "In the next year, we aim to expand our product to two new markets and increase our customer base by 25%."
Future Roadmap
Interested in partnering with us or learning more?
Contact us at info@awesomecompany.com or call +1.123.456.7890.
We look forward to connecting with you.