What is the real market opportunity?

1. Elevator pitch/business summary

2. Concept/USP/Moat

3. Vision statement

4. Objectives/ planning horizon

5. Business model

6. Critical success factors

7. Core competence

8. Market trends

9. Alignment with market drivers

10. Competitive advantage/ dimensions of competitive advantage/ other operators/ sector contribution/ product contribution/POD score

11. Competitive reaction/period of grace

 

Can the enterprise fully meet these requirements?

12. Strategy/ SWOT/TOWS/Diffusion analysis/Value chain/Golden circle/Implementation routes

13. Organization/SBU/KC/compensation/fringe benefits

14. KC control. Strategy & plan/ risk profile/ legacy/ key performance indicators and benchmarks/ MIS/ reference material/ software/ action plan/ budget / cost base/ trade offs / standard operating procedures / quality circles /creativity / design for operational efficiency / complaints/ contingency plan/ training/ stakeholder relations/ KISS & SCORE

15. Key personnel/Shareholding/deferred compensation

16. Location

17. Legal/Contracts/IPR/company formation/certification/planning

18. Advisors/ mentors

19. Corporate governance

20. Build up plan/Trial/Retention plan/Transition plan

21. Key products

22. Pricing/cost plus/overhead recovery/market led/return on customer investment/affordability/price elasticity/marginal profitability

23. Key customers

24. Key regions

25. Key suppliers

26. Key costs/BEV

27. Testing

28. Project plan/tasks/timelines/milestones/budget/stagegate/HCAP/critical path/risk management

29. MIS

30. Key performance indicators/benchmarks

31. Promotion of plan

 

Does the required investment meet the cash flow/profit/risk requirements?

32. Assumptions

33. Risk/risk management

34. Forecast case/ Highly optimistic/optimistic/mid/conservative/highly conservative

35. Contingency plan

36. Reality check

37. Source/ applications of funds

38. Cash flow

39. Sensitivity analysis

40. Profit and loss

41. Balance sheet

42. Exit plan

43. Valuation/IRR/DCF/EPS/Breakup

44. Appendix/Test results/Market research