NewPlan, LLC

The NewPlan Blog

Our thoughts on building your strategy, scaling operations, and maximizing the value of your company - all in one place.

Posts in Business Planning
Investor Presentations, Part 1: Building Your Winning Pitch

For entrepreneurs, first meetings with investors really are make-or-break events. By building and delivering a high quality Investor Presentation, you can pave the way for a successful first meeting and an on-going dialog with investors about funding your company. In this post, I’ll show you how to build a winning investor pitch.  In Part 2, I’ll lay out the secrets to delivering your pitch – successfully – in person – to people with funds to invest.

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Business Plans That Drive Transactions

Most companies view business planning as a necessary evil.  Senior executives would rather be building new technology or talking to customers.  For early and growth stage companies, the goal of business planning is to obtain funding to start or expand the business.  For more mature companies, the main goal is usually to drive either an acquisition by a larger player or faster growth and profitability.  In reality, the major goal of business planning is to outline the structure and execution steps to create the best possible business. 

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Congratulations! Your Company Is a Scaleup

It’s late on a Friday afternoon in the summertime, and, as the CEO of a hot startup, you should be feeling pretty good.  The key metrics on your monthly dashboard are all glowingly positive.  Well known investors call every week wanting to invest in your next round.  And yet you are nervous.  All of things that used to be easy to do in your business are getting harder, and you don’t know why.   The answer is simple: You’re not running a startup. You’re running a Scaleup Company.

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Creating the World's Best Executive Summary

Of all the investor documents, the Executive Summary provides you with the most freedom to create a winning story.  It’s only 1 to 10+ pages long, so why is it so flexible?  Because it can be built in short, medium, or long form; you can vary the content and order of the information more than in other documents, and you can concentrate almost entirely on the story rather than the mechanics of how you are going to get things done.  In short, it’s your story – distilled and tasty.

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Managing Your Board the Right Way

On the surface, the job of the Board of Directors appears to be pretty simple.  The Board debates and approves the company strategy.  It uses full Board meetings, committee meetings related to finance and operations, and monthly reports from management to track things over time.  This system works well for many companies; however, if you are a growth company CEO, you should ask yourself one, key question:  Are my outside Board Members paying attention?

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The Seven Deadly Sins of Entrepreneurs (and How to Fix Them)

Most entrepreneurs in corporate clothing don’t do well with complex sales models, product review boards, rigorous budgeting of finite funds, and managing trade-offs between products.  Entrepreneurs are all about the new and never been done – in particular, new markets, products, technologies, and customers.  Therefore, talented executives leave the world’s great corporations and bravely take on the quest of creating the next Microsoft, Google, Cisco, or Sun.

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Talkin' 'Bout Your Valuation

First of all, there is no magic formula for valuation.  It's a negotiation based on the characteristics of your market, your company's performance, and the quality of your team. Secondly, not all money is the same.  Your company's valuation matters, but it's not the only thing that matters when you look to raise money.  The quality of the funding source matters, too.

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