YOUR PLAN TITLE HERE
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Fast Track
Plan®
By PostIdea.com
Table
of Contents
1) Executive Summary 1
2) Summary
Description of Business 2
3) Marketing Plan 3
4) Statement of
Financial Needs & Uses of Funds 4
5) Discussion of Exit
Strategy 5
6) Supporting
Documents 6
The Executive Summary
WindsorSoft
is a GPS mapping software firm located in
WindsorSoft
LLP is a limited partnership with a 50/50 split between Ms. Rea and Mr.
Welch. The company is concentrated on
developing niche GPS mapping software for military and aeronautical
applications, with 3 patents pending.
Currently the company has beta programs with Lockheed Martin as well as
the Canadian and
The
$1.5 million investment is intended to help focus the partners’ attention to
product development. The planned
equipment purchase that equals $900,000 will decrease the timeline for product
development. A dedicated professional
sales staff will decrease the burden on the partners for nurturing current and
prospective sales opportunities, and allow them to focus on their core
strengths, product development. The
budgeted projection for developing a sales staff is $600,000.
Based
on current sales and projects in development for the company we expect to
receive an additional $3 million in retainers and service contracts. The projected growth for the industry, based
on the previous years is 40%. WindsorSoft will be expanding its business
with new equipment and employees to meet that demand. Projected 5 year gross revenue equals $15
million.
The
$1.5 million in investment will be required for
Summary
Description of Business
Amobile X.com is an innovative start-up company providing
services that will establish our company as the premiere online marketplace for
new car sales, industry information and associated services for new car buyers.
The industry is very competitive consumer market, defined by the
manufacturer dealer network. The new car
industry is characterized by seasonal demand fluctuations, loan incentives, and
other various sales focused strategies.
At Amobilex.com, our mission is to provide the most innovative and practical
web-based new auto solutions. Amobilex
plans to become a dominant player in the online marketplace by providing new,
factory over-run, and bank owned autos direct to the consumer.
The site will carry all manufacturer car models, and not be
exclusive to any automaker. The business
model, leverages the internet as a communications channel, at the forefront of
the model is the development of a division that will sell and distribute new,
factory over-run and bank owned autos.
This will be the core of the business.
The short-term goals of the company are to increase sales based
on strategic and exclusive channels with various resellers. The long-term objectives of the company are
to dominate the web-based new auto sales segment of the industry. Our long term strategies incorporate and
account for the development of opportunities in:
-
B2B Garages
-
B2B Motorsports
-
B2B Service
-
B2B online auctions
-
B2B co-branded manufacturer sites
-
B2C New Auto sales
-
B2C Parts/Service
-
B2C listing of retail/customer autos
AmobileX.com has strategic alliances with several leading auto
manufacturers, and exclusive resale agreements with leasing companies and
banks. These alliances are valuable
because they provide the company with established sources of supply as well as
distribution channels. Strategic
alliances include, Bank X, Bank Y and leasing firm Z.
AmobileX.com is tempered with certain risks as with all
companies, such as the fact that we are an early stage company, internet
technology risks include e-commerce integrity, system failures, database security issues.
Likewise, the dependency on the strategic relationships and their
development pose a very strong opportunity as well as a risk if those channels
are improperly nurtured.
Marketing
Plan
Café Domingos, is located in
Café Domingos will be situated within a high volume center,
offering Parisian specific specialties, quite different from the local
offerings. The chef is a former owner of
a successful café in
The target market consists of 20 to 45 year old males and
females, college educated, $40k +annual income earners with a taste for fine
pastries, coffees and cuisine. While the
majority of the traffic will be form tourists within the
Premium pricing structure will be used. Direct marketing, local promotions and
special events will all be used to penetrate the market. Loyalty programs will also be created with
local residents and hotels.
There are two direct competitors within the area, and many
indirect competitors ranging from coffee shops to non-French cuisine
restaurants.
The café will be provide all of the
coffee and pastries, as an exclusive caterer, to a local hotel with 450 room
capacity. This will provide a steady
cash flow level initially, with which to further develop and nurture the retail
café outlet. The initial investment, will be applied to the equipment and supplies
for fulfilling this contract.
Statement
of Financial Needs & Uses of Funds/Investment
ImacDesign Inc. is seeking a growth capital loan within the
following areas:
i)
Equipment (modernize current production assets)
ii)
Training of personnel in operation of new equipment
Funds required equal $500,000.
1.
$500,000
will be used to modernize the current equipment at ImacDesign.
2.
The
equipment required is as follows:
2 YYZ computers ($80,000
x2) $160,000
2 Full scale Print Presses ($100,000
x2) $200,000
2 Xcalibre die presses ($50,000
x 2) $100,000
i.)
The
training for current personnel on the use of the new equipment will equal
$40,000.
The equipment
will result in a 40% increse in production while delivering a 30% cost
reduction.
The end result will be a net profit
increase, to repay the loan and interest within 5 years at an expected profit
margin of 20%.
Discussion of Exit Strategy (optional)
It is important to account for an exit strategy for your plan or
business. This is as important to
potential investors as are the reasons for starting or growing a business. Your exit strategy needs to fit your goals
first, and secondly offer a professional investor with an outline of
options. Anything that you mention here
should be a viable method for you to exit your own business or offering a
preferable method for an investor to exit the business venture.
While this is not a compulsory section of the Mini- Overview, it
is an optional section that you may want to consider depending on what type of
business you are proposing and what type of funding you are looking for.
Some of the exit strategies, which you may consider include:
·
Selling
all or a portion of the business
·
Selling
to an Employee Buyout Plan
·
Passing
the business on to a partner or a family member or stakeholder
·
IPO-
taking the company public
·
Liquidation
·
Etc.
Supporting
Documents
This section
provides some of the documents that back up some of the claims you have made
within this file. It also includes
pertinent information that a potential may find material in their decision to
pursue a relationship with you or your organization.
Supporting
documents which you may want to consider including in this section are:
·
Resumes
of the owners/partners/stakeholders etc.
·
Copies
of pertinent legal documents
·
Product/
Service specs
·
Financial
Spreadsheets and calculations
·
Contracts
·
Lease
agreements
·
Credit
reports
·
Etc.