1. Executive Summary
Nature of the opportunity
Scope of the opportunity
Why this opportunity?
Why this country?
Financing requirement
Risk assessment
Return on investment
Request for action
2. Nature of business
Summary description
Corporate mission statement (if any)
Corporate history:
• Founders
• When established
• Key milestones
Core competencies:
• Product
• Process
• Technology
• Service
• Operations
• Other
3. Customer Profile
Characteristics of users:
• Age categories
• Occupations
• Income levels
• Other distinguishing features
Who makes the purchasing decision (if different from users)?
Spending patterns of buyers:
Place of product in spending
Disposable income
Factors influencing purchase:
• Price
• Quality
• Features
• Time to market
• Reliability of supply
• After-sales service
• Fads and trends
• Other
4. Current market
Total domestic market for product or service:
• By value
• By volume
• Current and projected trends
• Geographical distribution
Company’s share of domestic market:
• By value
• As a percentage
• Current trends
Company’s foreign markets (if any):
• By value
• By country
• Current trends
5. Description of product or service
What is the need it fills?
Technical description
Distinguishing features differentiating product or service from its competition.
Expected life cycle of current offering:
Can it become obsolete or is overtaken by replacement offerings?
Renewal strategy
• Quality improvements
• Enhanced features
• Replacement offerings
6. Marketing Strategy
Significant trends in the marketplace
• Demographic and social changes
• Macroeconomic factors
• Technological developments
• Regulatory changes
Emerging opportunities