Case Study: The Business Plan for Plus.ai

The objective of this paper is to compile and outline a business plan on the basis of the business concept presented in the attached file:
“Plus_Investory_Presentation_May_2021_0.pdf”

This is an existing company, but the exercise is to create a business plan based on their real information using the following outline.

1. Executive Summary
* Brief description of the business idea and the planned company.
* Company goals and visions
* What exactly is the opportunity and the strategy?
* What is the target market? Who are the potential customers?
* What is the decisive advantage?
* Some figures on profitability
* The offer to the investors.

2. The industry or sector
* Overview in figures.
* The own company, the concept.
* The product or service.
* The entry and growth opportunity.

3. Market, Industry, and competition
* Customer profiles.
* How big is the market, where are the trends?
* Competitors
* What is the targeted revenue or market share?

4. Marketing Plan
* Overall Strategy (product policy)
* Pricing.
* Communication policy
* Market entry / Distribution Strategy.

5. Financial Plan
* Personnel planning
* Gross and net margins.
* Profitability and durability.
* Fixed and variable costs.
* months to breakeven.
* months until positive cash flow.
* return on investments

6. Product design and technical development
A- Development stage and remaining task.
B- Difficulties and risks.
C- Product improvements and further developments.
D- Cost.
E- Property Rights.

7. Production
* Production cycles.
* Geographic Organization.
* Facilities.
* Strategy and plans.
* Legal aspects.

8. The Management Team
A- Organization.
B- Key people.

10. Critical risks, issues and assumptions