295D Opportunity Outline Template

Student Name: ____________________________ Company Name: ______________________________ Product: Target Market: Value Proposition: Describe Describe: Segment, Size, Geography, Other What is the pain in the target market and how will the product satisfy that pain. How is it differentiated and better than existing solutions? Competitive Hurdles, Barriers to Entry, Power Structure, etc. Describe: Point of differentiation? Difficult? Describe: Point of Differentiation? Difficult? Idea, Concept Tested, Prototype Developed, Product Built, Producing Revenues Strengths and Weaknesses (CCC) Describe Any outlined in plan/case? Describe Describe Current and Projected Sales, GP and Ebitda Yes? No? Your Projections? Amount of Funds already invested (by whom) Funds Needed, Use of Funds Future Rounds Needed? How much? Pre-Money Estimate - How (Buy out, IPO) How long?

Industry Attractiveness Competitive Landscape How Marketed and Sold: How/Where Produced: Stage of Development: Management Team/Advisors Key Success Factors Key Performance Indicators Major Risk Factors Important Assets or IP Key Financial Projections Are Projections Realistic? Financing to Date Funding this round

Valuation Exit IRR Expected Will venture be successful? Why? Positive/Negative attributes of the Describe. How can it be improved? plan. How effective is it in presenting the ventures value proposition and compelling reasons prospects will buy? Will plan stimulate professional investors interest to perform more due diligence? Other Comments