|
BUSINESS PLAN FOR INVESTMENT FROM 'PIVF' |
|
Section
- One |
Executive
Summary |
|
Concise overview of the business plan covering different aspects
as follows:- |
Ø |
Purpose of the plan |
Ø |
Innovative aspects of the venture |
Ø |
Promoters’
background |
Ø |
Brief description of company’s history and operations |
Ø |
Market, competition and growth prospects |
Ø |
Project cost and means of finance |
Ø |
Highlights
of financial projections |
|
Section
- Two |
PROMOTERS
AND MANAGEMENT |
| * |
Promoters |
|
Background |
|
Shareholding |
|
Past Experience |
|
Roles |
|
| * |
Management
Structure |
|
| * |
Brief information on other companies promoted / run by promoters
|
| * |
Banker’s name & address |
|
| |
(A
letter to be provided by the investee company authorising PVCL to have confidential report
from its’ bankers and bankers to provide the same to PVCL) |
|
Section
- Three |
HISTORY
OF COMPANY OPERATIONS |
|
* |
Date of incorporation and form
|
* |
Private Limited
|
|
* |
Public Limited |
|
* |
Any other |
|
* |
Brief summary of progress since incorporation |
* |
Company’s past performance, explanation for high/low performance,
any change in accounting policies. |
* |
Relevance to current application |
|
Section
- Four |
INNOVATIVE
ASPECT |
| * |
Innovation with respect to :-
|
Technology |
|
Market |
| Product
/ Business concept |
|
|
Section
- Five |
| PRODUCTS
|
| * |
Description of products / services |
* |
Specifications |
* |
Applications |
* |
Significant competitive advantage of products |
* |
Technology
|
| * |
Essential features |
| * |
Status |
| * |
Regulatory
constraints |
|
|
* |
Expected
future developments |
|
Section
- Six |
|
OPERATIONS |
| |
Capacity |
* |
Specific parameters |
* |
Inputs |
|
* |
Significant dependence on any key inputs |
| * |
Sources |
|
* |
Manufacturing |
| * |
Process and its critical areas |
| * |
Plant / Equipment |
|
* |
Facilities |
| * |
Already installed |
|
* |
To be installed |
|
|
Section
- Seven |
TECHNICAL
ARRANGEMENT |
* |
Source of technology |
* |
Details
of technical collaboration, background of the collaborator and
their experience |
* |
Present
status / stage of development of technology |
* |
Involvement of engineering / technical consultants, if any. |
|
PROJECT
COST |
| * |
Project cost (Description Headwise) |
|
Ø |
Land |
|
Ø |
Land Development |
|
Ø |
Building with type of
construction |
|
Ø |
Plant / Equipment (Imported
& Indigenous) |
|
Ø |
Technical Know-how and/or
Franchise Fee |
|
Ø |
Expenses on foreign technician
& training of Indian personnel |
|
Ø |
Misc. fixed assets |
|
Ø |
Preliminary & Pre-operative
Expenses |
|
Ø |
Provisions for contingencies |
|
Ø |
Margin money for working
capital |
|
* |
Proposed
means of financing/status of sanction |
* |
Fund
requirement – time schedule and fund application |
|
MEANS
OF FINANCING |
| * |
Equity |
|
Ø |
Promoters |
|
Ø |
Other venture capitalists, if any |
|
Ø |
PIVF
(proposed) |
|
* |
Debt,
if any |
|
MARKETS
AND MARKETING ARRANGEMENTS |
| * |
Market |
|
Ø |
Overall Industry scenario |
|
Ø |
Current size & projected growth |
|
Ø |
Major customers & users |
|
Ø |
What target segments are to be penetrated |
| Ø |
Characteristics of each segments:- |
| |
|
* |
Critical product characteristics like performance,
reliability, availability, etc. |
|
* |
Buying pattern |
|
* |
Typical order size |
|
* |
Any other special feature |
|
|
| * |
Competition |
|
Ø |
Current competition |
|
Ø |
Size and potential of current competition |
|
Ø |
Strengths and weaknesses of competitors |
|
Ø |
Likely responses from the competitors |
|
Ø |
Dangers
of future market entry by new competitors |
|
| * |
Marketing |
|
Ø |
How will be the products /services positioned in relation to
competition |
|
Ø |
Pricing policy |
|
Ø |
Field service policy |
|
Ø |
Promotion and advertising |
|
| * |
Sales |
|
Ø |
Distribution channel |
|
Ø |
Size of sales force |
|
Ø |
Geographical coverage by sales force |
|
Ø |
- Sales force compensation policy |
|
|
|
Section
- Eleven |
| FINANCIAL
INFORMATION |
| * |
Existing banking facilities |
* |
Summary of key data
in projections with the assumptions |
* |
Comments on forecasts |
* |
Cash flow projections including IRR |
* |
Sensitivity &
break even analysis |
|
Section
- Twelve |
| RISKS
AND REWARDS |
| * |
Risks
and how management plans to minimise them |
* |
Rewards – possible
worth of the company, if forecast results are achieved |
|
Section
- Thirteen |
| MILESTONES |
|
* |
Implementation
schedule, detailed key deadline for each major areas of the plan |
|
| GROWTH
PROSPECTS
|
| * |
Possible activities in future |
| * |
Expansion |
| * |
Diversification |
| * |
Backward / forward integration |
|
* |
Projected
time frame |
| * |
Estimated investment |
|
Section
- Fifteen |
|
EXIT
ROUTE |
|
* |
Buy-back by the company |
|
* |
Buy-back by the
promotes |
|
* |
IPO |
|
ANNEXURES |
|
* |
Resume of main promoters |
|
* |
Memorandum &
Articles of Association |
|
* |
Current
shareholding |
|
* |
Product
specifications |
|
* |
Organisation
Chart (Current and proposed) |
|
* |
Market
survey report |
|
* |
Marketing
plan |
|
* |
Financial projections (P&L, Balance Sheet, Cash Flow Statement) and
assumptions |
|
* |
Audited balance sheets of the company (if company is already
in business) and other group companies for past atleast three
years or since incorporation of the companies as the case may be
|
|
* |
Technical
Collaboration/ Franchisee Agreements |
|
(All
details to be supported by copies of relevant documents) |
|
|
