OPEN CALL 2
3 YEARS’ BUSINESS PLAN
Project title
Company
Project Owner
Usage of this Document
This template is used as a common format for the business plan for entries to CreatiFI Open Call 2.
Contents
1
Company Overview ......................................................................................................................... 3
2
Management Team ......................................................................................................................... 3
3
Organization chart ........................................................................................................................... 3
4
Business Overview ........................................................................................................................... 3
5
Description of the value proposition............................................................................................... 4
6
Customers........................................................................................................................................ 4
7
Partners ........................................................................................................................................... 4
8
Competitors ..................................................................................................................................... 4
9
Fundraising ...................................................................................................................................... 5
10
Key Financials .............................................................................................................................. 6
11
Business Plan – Looking Forward ................................................................................................ 7
12
Employment ................................................................................................................................ 7
13
Notes ........................................................................................................................................... 8
14
Go to Market Plan ....................................................................................................................... 8
15
Challenges ................................................................................................................................... 8
1 Company Overview
Provide a brief description of the company, number of employees, production plants /
commercial offices, corporate structure.
2
Management Team
Provide a brief description of the management team’s profile, including experiences and
results achieved.
3 Organization chart
Provide the organization chart of the company through a graphical representation that
expresses the name of the operating units and the hierarchical relationship between these,
in order to highlight functions, tasks and relationships, which included the development of
organizational and functional responsibility committed to the various organizational or
operational units.
4 Business Overview

Provide a brief description of the current products or services of the company.
Describe the characteristics of the sector, the main markets and geographic areas
served. Define the potential market in which the company operates, and describe
the company's business model and strategies for market access.

Provide a brief description of the product/service you plan to create with use of the
CreatiFI funding and how it fits in your current structure.
5 Description of the value proposition

Current value proposition: provide a description at high level of your current value
proposition of the technological features of products or services. Describe your
value proposition and the differences compared to the current solutions on the
market. Describe of the Intellectual Property of the company (Patent number and
extension of the industrial patents)

Value proposition with CreatiFI: add in full detail how the use of CreatiFI funds will
improve the value proposition (in general, with a focus on product/service that will
be developed within CreatiFI).
6 Customers

Provide your current customers list and brief description of the company's
relationships you have in place with them. Describe the main results obtained.

Provide an update on the customers foreseen for the product/service that will be
developed within CreatiFI (please list names in case you already identified, of clients
contacted and interested in the product/service)
7 Partners

List your major business partners and brief description of the relationships in place
with them.

List your business partners specifically for the product/service that will be developed
within CreatiFI
8 Competitors

Provide a brief description of your current competitors.

Provide a brief description of the competitors you identified for the product/service
that will be developed within CreatiFI
Competitor 9
Competitor 8
Competitor 7
Competitor 6
Competitor 5
Competitor 4
Competitor 3
Competitor 2
Competitor 1
Your
Company
With reference to competitors identified concerning the product/service that will be
developed within CreatiFI, explain the elements of differentiation and competitive
advantages of your company in the table below:
Competitive
advantage 1
Competitive
advantage 2
Competitive
advantage 3
Competitive
advantage 4
Competitive
advantage 5
Competitive
advantage 6
Competitive
advantage 7
Legend:
• already developed
◊ feature to be developed in the future
9
Fundraising

Provide a description of funding rounds obtained by external investors (VC funds
and angel investors), medium-long term banks loans and public grants.

Provide a description of your plans to obtain further funding in the future to grow
your business related to the product/service you will launch with CreatiFI support (if
required).
10 Key Financials
To be completed only in case applicant is already an established company
Year
2014
Turnover
ARPA/ARPU1
EBITDA
EBIT
Profit/Loss
Net worth
1
ARPA = Average Revenue per Account; ARPU = Average Revenue per User.
2015
11 Business Plan – Looking Forward
For all applicants: describe of the company's strategic plan for the next three years. Please
specify numbers related specifically to the product/service developed within CreatiFI and
products/services linked. We expect to receive an indication of the annual revenue.
Year
2016
2017
2018
Turnover
ARPA/ARPU2
EBITDA
EBIT
Profit/Loss
Net worth
Detail of turnover and costs (how many product/services sold?, which price? Names of the
clients already known? Which costs?, etc)
Investment plan & Financials needs
12 Employment
2
ARPA = Average Revenue per Account; ARPU = Average Revenue per User.
Please provide data about employees that you plan to employ to reach your business
objectives for the product/service linked to CreatiFI.
2016
2017
2018
Management
Product Development
Sales
Marketing
Other
13 Go to Market Plan
Describe your desired brand positioning. Detail your go to market plan, which is how you will
get customers to know about your company/product. (max 20 rows).
14 Operational Challenges
Please explain how you will address operational challenges. Detail the key operational
processes your organization needs to accomplish on a daily basis to achieve success. In
addition, identify the milestones you need to accomplish over the next 1-3 years in order to
achieve success.
15 Notes
Other relevant information