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Investment Business Plan = Business Plan + Investment Terms

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Investment business plan = business plan + investment terms



1. Business-plan overview


1) Business plan = idea 

                     + market (is this really possible?) 

                     + execution (how to build + delivery + is it really possible?)

                     + revenue (spending how much, over how long, for how much return)


2) Business plan (' < ' = the size of the scope)

                    idea < revenue model 

                        < BM (flow) + targets (numbers: how much, how, over how long / revenue stream) 

                        < business plan


3) Business planning        | BM + targets (how much, how many) + operations (who, how)      |

                        | market (customers, competitors) + product/service (BM) + organization and capital |

                          => capital raising (budget allocation (approval), investment attraction, management)




2. Interpretations that reflect context


1) Classical business planning 

           : market analysis (of a market that exists) -> segmentation (can be segmented) -> marketing strategy


2) Startup business plan

          (1) If it's certain, it's not a startup.

          (2) external funding source for your business

                A business plan that matches your stage.

          (3) The process of validating and creating an unvalidated market.

                - The current decision-makers only judge by numbers, so they can't help not believing.

                - The step of finding the BM.

                - Customer development process.

          (4) The customer's problem (find it). 

               - You may not know what they want, but you have to be able to describe the customer's problem on a fact basis.

               - Not numbers — a customer problem that lets you GUESS at revenue.

               - If the product we build didn't exist, what inconveniences would the customers face, and how many are they?

          (5) Customer discovery -> customer validation (price, design) 

               : how many people we've asked, what the reaction to the prototype we built was,..



3. In the end, a business plan is for decision-making.


1) One-line company intro 

         (1) "We are Y for X." (Only if Y is well-known.)

             ex) on-line dispute resolution

                   Mim + Quora for parents

                   Airbnb for board 

        (2) Three words: purpose, value (not features, not design, not functions). 


2) Audience and time

        (1) Average investor pitch — 15 min.

        (2) Who is listening? Their background? The type of companies they already invest in?


3) Length: 10–15 pages

4) DEMO: videos or prototypes with a clear storyline.

5) Market size, competitors > product.

6) Distribute materials separately.


7) Table of contents (text = example)

       (1) Idea (1–2 pages)

            - Partial-paid comics service for adults: customer, revenue, (value) 

       (2) Why us (1 page)

            - Double-digit years of experience.

            - Lezhin, whom every comics artist knows.

            - Jeonghyuk, whom every developer knows.

       (3) Current problems (2–4 pages)

            - Difficulties for consumers/customers (adults & comics artists — uniform pay model)

            - How they currently solve them.

       (4) Our solution (3–4 pages) 

           - Estimates grounded in fact.

           - How we solve the problem.

           - Current methods and how we respond.

       (5) (Competitive landscape) Why now? (2–4 pages)

           - Why is this method possible only now vs. "there's no market."

           - Why is now/the future the optimal time?

              (The collapse of the single-volume comics market; candidate replacement markets exist — being replaced by Naver and Daum.)

              / Is the market big enough?

              / What share can I capture?

              / What value am I creating?

       (6) Early consumer response (1–2 pages)

       (7) Next steps (1 page)


8) Tough questions? Just the sharpest form of reality.

       (1) What if Samsung, Apple, or Chinese companies enter?  

           - Not a market they'll enter within 3 years.

           - A market in the tens of billions of won; Samsung only enters above 1 trillion.

           - Planned defense through which channels and, at minimum, partnerships.

           - Exit plan. 


       (2) The two-sidedness of platform markets (chicken vs. egg): early customer acquisition — how much is needed?

 

       (3) Hardware VS software + delivery


       (4) Hardware: platformize the service -> customer lock-in 

                -> even if they move, they shouldn't be able to move all at once. 

                -> Exit or plan B.


       (5) Product vs service: ownership, customer relationship, one-line-only issues (SKT can't switch handsets).

                -> Whether to make a product or not is a matter of choice.


       (6) IoT = product + service + platform (10 years) = exit (3 years)



This English version was translated by Claude.

친절한 찰쓰씨
Written by
친절한 찰쓰씨

Pleasant Charles — UI/UX researcher at AIT. Keeping notes on design, planning, and slow days here since 2010.

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