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NCB Venture Capital Ireland

Business Plan Guide

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In order for NCB Ventures to gain an understanding of your project, we request that a business plan is submitted. The content of each business plan is determined by the nature of individual project, but should generally cover most of the items listed.

1. Company Description

1.1 Corporate History - Origin and key events
1.2 Corporate Structure - Subsidiaries and associated companies
1.3 Promoters/Shareholders/Directors - Names and brief details
1.4 Markets - Main markets
1.5 Products or Services - Brief details
1.6 Financial Position - Highlights of recent performance and overall financial prosition
1.7 Corporate Objectives - Outline of objectives and strategy to achieve them

2. Management Team

2.1 Profiles of Promoters and Key Managers - Append detailed curriculum vitae and offer characters and business references
2.2 Remuneration, Contracts and Options - Details
2.3 Organisation Chart - Current and proposed
2.4 Employment - Current and projected
2.5 General Information on Employees - Trade unions, pay agreements, pension schemes, training, employment and training grants, and all other relevant information on personnel and industrial relations policies

3. Market Analysis

3.1 Industry Market Size, Structure and Target Segments - Describe present and future trends by product category in volume and price terms: distinguish between the home market and individual export markets: identify target segments
3.2 Product Trends - Life cycles, design/use changes, brands, industry fit
3.3 Customers - Profile of behaviour, preferences, needs and identity of key customers
3.4 Competitors - Identify main competitors and give respective market shares; identify key competitive features
3.5 Sales-Related Issues in Target Market Segments - Channels of distribution, sales methods and representation, pricing, trade discount and credit terms, promotion and advertising

4. Marketing and Sales Strategies

4.1 Market entry plans - Method, timing and channels of distribution, barriers to entry, seasonal factors
4.2 Pricing Policy - Compare with competing products
4.3 Sales Targets - Product mix, volumes, prices and market shares
4.4 Credit Terms/Discounts - Detail and compare with industry norm
4.5 Promotion and Advertising - Where, how and cost
4.6 Sales Support and Service - Relate to market entry strategy
4.7 Trade Restrictions and Regulations - Indicate status of products or services including warranties and product liabilities
4.8 Competitive Assessment - Products, likely response by competitors and contingency plans
4.9 Marketing and Sales Grants - Detail grants approved, grants received to date and grants sill due

5. Products or Services

5.1 Products or Services - Current and planned
5.2 Product Specification - Brief details, append full specification
5.3 Technology Status - Product technology, present and future trends
5.4 Product Testing - Indicate performance achievements
5.5 Technical Approvals - Indicate whether received/required
5.6 Patents, Copyrights, Trade Marks and Licences - Indicate status
5.7 Source or Product/Process Technology - Research and development, licensing, joint venture or other
5.8 Research and Development - Nature, status and funding
5.9 Research and Development and
Technology Acquisition Grants - Detail grants approved, grants received to date and grants still due

6. Manufacturing or Operations

6.1 Premises - Describe, including details of title, size, rental and adequacy
6.2 Manufacturing Process - Describe in detail
6.3 Plant Capacity and Utilisation - Relate to sales targets: identify planned capital expenditure
6.4 Suppliers and Materials - Highlight key suppliers/second source
6.5 Sub-contractors - Details
6.6 Productivity and Labour Costs - Details
6.7 Quality Control - Specify procedures, standards set and quality awards
6.8 Production Costs - Standard cost data, control procedures and competitive position
6.9 Transport and Distribution - Method and cost
6.10 Capital Grants - Detail grants approved, grants received to date and grants still due

7. Financial

7.1 Historical Performance - Last 3 years audited accounts
7.2 Current Trading - Year to date - actual against budget
7.3 Details of Share Capital - Authorised and issued; list shareholders and indicate any options
7.4 Assumptions used in Projections - List in detail
7.5 Projected Profit and Loss Accounts,
Balance Sheets and Cash Flow Statements - Detailed projections for the next 3-5 years
7.6 Sensitivity Analysis - Discuss the main risk factors and consider impact of such risks
7.7 Other Financial Information - Detail all planned capital expenditure and all other material matters

8. Investment Proposal

8.1 Financial Package - Total amount of finance being sought and intended providers; the specific use of funds sought (e.g. purchase fixed assets, finance stock and debtors, product or market development costs)
8.2 Type - Indicate combination of oridinary or redeemable preference shares or loan capital and the percentage shareholding on offer
8.3 Valuation - Indicate the value of the company and relate it to the percentage holding being offered to investors
8.4 Period - Indicate the period for which the finance is required
8.5 Rate of Return - Indicate the rate of return an investor should expect based on the financial projections
8.6 Exit Route - Specify how the investor could realise his investment - sale of shares to third parties or a buy back by the promoters or flotation
8.7 Board Representation - Indicate that it is proposed to allow an external investor nominate a director to the Board

9. Conclusion

9.1 Strengths of Business - Highlight strengths and opportunities
9.2 Weaknesses of Business - Highlight weaknesses and threats
9.3 Why Invest? - Reasoned statement why an external investor should commit funds