startup-business-analyst-business-case

**项目名称:[在此处填写项目名称]** **机密文件 - 仅供授权投资者审阅** --- ### **执行摘要** 本项目旨在通过推出 **[产品或服务名称]**,解决 **[目标市场/行业]** 中一个关键且未被充分满足的需求:**[清晰描述核心问题或痛点]**。我们的解决方案 **[简要描述解决方案的核心优势]**,将为目标客户创造显著价值,并在此过程中建立一个具有高增长潜力和强大盈利能力的可持续业务。 市场机会巨大,**[目标市场]** 的规模预计在 **[年份]** 将达到 **[具体金额]**,并且以 **[年复合增长率]** 的速度增长。我们已经验证了 **[提及关键验证点,如早期客户反馈、试点项目、意向书等]**。 我们的团队由在 **[相关领域1]**、**[相关领域2]** 和 **[相关领域3]** 拥有深厚专业知识和成功经验的成员组成。我们计划通过 **[核心市场进入策略]** 快速获取市场份额,并利用 **[关键竞争优势,如技术、合作伙伴关系、网络效应等]** 构建长期护城河。 财务预测显示,在 **[时间范围,如未来5年]** 内,收入将实现快速增长,预计在 **[目标年份]** 达到 **[具体收入金额]**,同时实现盈利。我们寻求 **[融资金额]** 的资金,主要用于 **[主要资金用途,如产品开发、市场拓展、团队建设]**,以加速我们的增长计划并实现关键里程碑。 本文件详细阐述了市场机遇、我们的解决方案、商业模式、竞争格局、执行策略、团队构成以及详细的财务预测。 --- ### **1. 市场分析** **1.1 市场概况与规模** * **总体目标市场:** 定义项目所处的广阔市场(例如,全球SaaS市场、中国新能源汽车市场)。 * **可服务市场:** 明确定义我们计划初始切入并服务的细分市场。 * **可获得市场:** 在可服务市场中,我们预计在3-5年内实际能够获取的客户和收入份额。 * **市场规模数据:** 提供当前市场规模、历史增长率以及未来5年的预测数据(最好引用权威机构数据,如Gartner、IDC、麦肯锡、艾瑞咨询等)。 * **市场驱动因素:** 分析推动市场增长的关键宏观和微观因素(例如:技术变革、监管政策、消费者行为转变、供应链需求等)。 **1.2 目标客户画像** * **客户细分:** 将目标市场细分为不同的客户群体(例如:企业客户 vs. 中小型企业;不同行业的客户;不同地理区域的客户)。 * **理想客户画像:** 为每个关键细分市场创建详细的客户画像,包括: * 人口统计学/企业特征 * 核心痛点与需求 * 当前解决方案及其不足 * 购买决策流程与关键决策者 * 愿意为解决方案支付的价格区间 **1.3 竞争格局分析** * **主要竞争对手:** 列出直接和间接竞争对手。 * **竞争分析矩阵:** 从多个维度(如:产品功能、价格、技术、品牌、渠道、客户服务等)与主要竞争对手进行对比。 * **我们的竞争优势:** * **独特价值主张:** 我们提供哪些竞争对手无法提供或做得不好的价值? * **可持续优势:** 我们的护城河是什么?(例如:专利技术、独家数据、强大的品牌、高昂的转换成本、规模效应、网络效应等)。 --- ### **2. 解决方案与产品** **2.1 问题陈述** * 清晰、有力地描述目标客户面临的核心问题、挑战或未被满足的需求。使用数据或具体案例来量化问题的严重性。 **2.2 我们的解决方案** * **产品/服务概述:** 清晰描述我们的产品/服务是什么,以及它如何运作。避免使用过多行话。 * **核心价值主张:** 简洁地说明客户选择我们的核心原因(例如:“帮助[目标客户]将[某项关键指标]提升[具体百分比],同时降低[某项成本]”)。 * **关键功能与优势:** 列出产品的主要功能,并重点阐述每个功能为客户带来的具体好处(优势)。 * **技术架构与创新点(如适用):** 简要说明支撑产品的核心技术、专利或独特的创新之处。 * **产品路线图:** 展示未来12-24个月的产品开发计划,包括即将发布的主要功能和新产品线。 **2.3 商业模式** * **收入模式:** 我们如何赚钱?(例如:订阅费、交易佣金、许可费、增值服务、广告等)。 * **定价策略:** 详细说明定价结构(例如:分级定价、按用量收费、一次性收费等)以及各层级的价格点。论证定价的合理性和竞争力。 * **客户生命周期价值:** 估算一个客户在整个合作周期内为我们带来的平均总收入。 * **客户获取成本:** 估算获取一个新客户所需的平均销售与营销费用。 --- ### **3. 营销与销售策略** **3.1 市场进入与增长策略** * **初期市场聚焦:** 明确说明首先进入哪个细分市场/区域,以及原因。 * **增长路径:** 描述从初期市场成功后,如何扩展到其他细分市场、区域或产品线。 **3.2 营销计划** * **品牌定位与信息传递:** 我们希望在目标客户心中建立怎样的品牌形象?核心宣传信息是什么? * **获客渠道:** 详细规划将使用的营销渠道组合(例如:数字营销、内容营销、社交媒体、搜索引擎优化、行业会议、合作伙伴营销、公关等)及预算分配。 * **营销目标:** 设定可衡量的营销关键绩效指标(如:网站流量、潜在客户数量、转化率等)。 **3.3 销售策略** * **销售流程:** 描述从潜在客户到成交的完整销售流程。 * **销售团队结构:** 计划建立直销团队、渠道销售还是混合模式? * **销售工具与伙伴:** 是否会利用分销商、代理商或战略合作伙伴进行销售? * **销售目标:** 设定销售相关的关键绩效指标(如:销售周期长度、客单价、团队人均产出等)。 --- ### **4. 运营与执行计划** **4.1 团队介绍** * **核心团队成员:** 详细介绍创始人及核心管理成员的背景、相关经验和过往成就,突出其与项目成功所需能力的匹配度。 * **组织架构图:** 展示当前及未来6-12个月计划的团队结构。 * **人才招聘计划:** 明确列出接下来关键需要招聘的职位。 **4.2 运营模式** * **关键运营流程:** 描述产品交付、客户支持、技术研发等核心业务流程。 * **技术与基础设施:** 概述所需的技术平台、服务器、软件等。 * **合作伙伴与供应商:** 列出关键的合作伙伴和供应商,以及他们为何重要。 **4.3 关键里程碑与时间表** * 提供一个清晰的路线图,列出过去已完成的里程碑以及未来12-24个月计划达成的关键里程碑(例如:产品测试版发布、获得首批付费客户、达成特定收入目标、开拓新市场等)。 --- ### **5. 财务预测** **5.1 核心假设** * 清晰列出所有财务预测所基于的关键商业假设(例如:市场增长率、客户获取成本、客户流失率、毛利率、运营费用占比等)。 **5.2 损益表预测** * 提供未来3-5年的详细年度损益表预测,包括: * 收入(按产品线或客户细分拆分) * 销售成本 * 毛利润与毛利率 * 运营费用(研发、销售与营销、行政管理) * 息税折旧摊销前利润 * 净利润 **5.3 现金流预测** * 展示未来3-5年的现金流预测,明确显示业务何时能达到现金流盈亏平衡点。 **5.4 资金需求与使用计划** * **本轮融资总额:** **[具体金额]** * **资金使用明细:** 详细说明融资金额将如何分配(例如:产品开发XX%,市场营销XX%,团队扩张XX%,运营资金XX%)。 * **预期里程碑:** 说明本轮融资将帮助公司实现哪些具体的关键里程碑。 * **未来融资计划(可选):** 简要提及未来的融资预期(如有)。 **5.5 关键财务指标** * 列出并解释将用于衡量业务健康度的关键财务指标(如:月度经常性收入、客户生命周期价值/客户获取成本比率、毛利率、烧钱率、跑道等)。 --- ### **6. 风险分析与应对策略** * **市场风险:** 市场需求变化、竞争加剧等。 * **执行风险:** 团队招聘困难、产品开发延误等。 * **财务风险:** 现金流断裂、成本超支等。 * **监管与法律风险:** 政策变化、知识产权纠纷等。 * **应对策略:** 针对每一项主要风险,简要说明我们已经或计划采取的缓解措施。 --- ### **7. 附录** * 核心团队成员详细简历 * 产品原型截图或演示视频链接 * 详细的财务模型数据表 * 客户推荐信或意向书 * 专利证书或技术白皮书 * 市场研究报告摘要 --- **联系方式:** [公司名称] [公司地址] [官方网站] [联系人姓名与职位] [联系电话] [电子邮箱]

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name:startup-business-analyst-business-casedescription:Generate comprehensive investor-ready business case document withallowed-tools:Read Write Edit Glob Grep Bash WebSearch WebFetch

Business Case Generator

Generate a comprehensive, investor-ready business case document covering market opportunity, solution, competitive landscape, financial projections, team, risks, and funding ask for startup fundraising and strategic planning.

Use this skill when

  • Working on business case generator tasks or workflows

  • Needing guidance, best practices, or checklists for business case generator
  • Do not use this skill when

  • The task is unrelated to business case generator

  • You need a different domain or tool outside this scope
  • Instructions

  • Clarify goals, constraints, and required inputs.

  • Apply relevant best practices and validate outcomes.

  • Provide actionable steps and verification.

  • If detailed examples are required, open resources/implementation-playbook.md.
  • What This Command Does

    Create a complete business case including:

  • Executive summary

  • Problem and market opportunity

  • Solution and product

  • Competitive analysis and differentiation

  • Financial projections

  • Go-to-market strategy

  • Team and organization

  • Risks and mitigation

  • Funding ask and use of proceeds
  • Instructions for Claude

    When this command is invoked, follow these steps:

    Step 1: Gather Context

    Ask the user for key information:

    Company Basics:

  • Company name and elevator pitch

  • Stage (pre-seed, seed, Series A)

  • Problem being solved

  • Target customers
  • Audience:

  • Who will read this? (VCs, angels, strategic partners)

  • What's the primary goal? (fundraising, partnership, internal planning)
  • Available Materials:

  • Existing pitch deck or docs?

  • Market sizing data?

  • Financial model?

  • Competitive analysis?
  • Step 2: Activate Relevant Skills

    Reference skills for comprehensive analysis:

  • market-sizing-analysis - TAM/SAM/SOM calculations

  • startup-financial-modeling - Financial projections

  • competitive-landscape - Competitive analysis frameworks

  • team-composition-analysis - Organization planning

  • startup-metrics-framework - Key metrics and benchmarks
  • Step 3: Structure the Business Case

    Create a comprehensive document with these sections:


    Business Case Document Structure

    Section 1: Executive Summary (1-2 pages)

    Company Overview:

  • One-sentence description

  • Founded, location, stage

  • Team highlights
  • Problem Statement:

  • Core problem being solved (2-3 sentences)

  • Market pain quantified
  • Solution:

  • How the product solves it (2-3 sentences)

  • Key differentiation
  • Market Opportunity:

  • TAM: $X.XB

  • SAM: $X.XM

  • SOM (Year 5): $X.XM
  • Traction:

  • Current metrics (MRR, customers, growth rate)

  • Key milestones achieved
  • Financial Snapshot:

    <div class="overflow-x-auto my-6"><table class="min-w-full divide-y divide-border border border-border"><thead><tr><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Metric</th><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Current</th><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Year 1</th><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Year 2</th><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Year 3</th></tr></thead><tbody class="divide-y divide-border"><tr><td class="px-4 py-2 text-sm text-foreground">ARR</td><td class="px-4 py-2 text-sm text-foreground">$X</td><td class="px-4 py-2 text-sm text-foreground">$Y</td><td class="px-4 py-2 text-sm text-foreground">$Z</td><td class="px-4 py-2 text-sm text-foreground">$W</td></tr><tr><td class="px-4 py-2 text-sm text-foreground">Customers</td><td class="px-4 py-2 text-sm text-foreground">X</td><td class="px-4 py-2 text-sm text-foreground">Y</td><td class="px-4 py-2 text-sm text-foreground">Z</td><td class="px-4 py-2 text-sm text-foreground">W</td></tr><tr><td class="px-4 py-2 text-sm text-foreground">Team Size</td><td class="px-4 py-2 text-sm text-foreground">X</td><td class="px-4 py-2 text-sm text-foreground">Y</td><td class="px-4 py-2 text-sm text-foreground">Z</td><td class="px-4 py-2 text-sm text-foreground">W</td></tr></tbody></table></div>

    Funding Ask:

  • Amount seeking

  • Use of proceeds (top 3-4)

  • Expected milestones
  • Section 2: Problem & Market Opportunity (2-3 pages)

    The Problem:

  • Detailed problem description

  • Who experiences this problem

  • Current solutions and their limitations

  • Cost of the problem (quantified)
  • Market Landscape:

  • Industry overview

  • Key trends driving opportunity

  • Market growth rate and drivers
  • Market Sizing:

  • TAM calculation and methodology

  • SAM with filters applied

  • SOM with assumptions

  • Validation and data sources

  • Comparison to public companies
  • Target Customer Profile:

  • Primary segments

  • Customer characteristics

  • Decision-makers and buying process
  • Section 3: Solution & Product (2-3 pages)

    Product Overview:

  • What it does (features and capabilities)

  • How it works (architecture/approach)

  • Key differentiators

  • Technology advantages
  • Value Proposition:

  • Benefits by customer segment

  • ROI or value delivered

  • Time to value
  • Product Roadmap:

  • Current state

  • Near-term (6 months)

  • Medium-term (12-18 months)

  • Vision (2-3 years)
  • Intellectual Property:

  • Patents (filed, pending)

  • Proprietary technology

  • Data advantages

  • Defensibility
  • Section 4: Competitive Analysis (2 pages)

    Competitive Landscape:

  • Direct competitors

  • Indirect competitors (alternatives)

  • Adjacent players (potential entrants)
  • Competitive Matrix:

    <div class="overflow-x-auto my-6"><table class="min-w-full divide-y divide-border border border-border"><thead><tr><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Feature/Factor</th><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Us</th><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Comp A</th><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Comp B</th><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Comp C</th></tr></thead><tbody class="divide-y divide-border"><tr><td class="px-4 py-2 text-sm text-foreground">Feature 1</td><td class="px-4 py-2 text-sm text-foreground">✓</td><td class="px-4 py-2 text-sm text-foreground">✓</td><td class="px-4 py-2 text-sm text-foreground">✗</td><td class="px-4 py-2 text-sm text-foreground">✓</td></tr><tr><td class="px-4 py-2 text-sm text-foreground">Feature 2</td><td class="px-4 py-2 text-sm text-foreground">✓</td><td class="px-4 py-2 text-sm text-foreground">✗</td><td class="px-4 py-2 text-sm text-foreground">✓</td><td class="px-4 py-2 text-sm text-foreground">✗</td></tr><tr><td class="px-4 py-2 text-sm text-foreground">Pricing</td><td class="px-4 py-2 text-sm text-foreground">$X</td><td class="px-4 py-2 text-sm text-foreground">$Y</td><td class="px-4 py-2 text-sm text-foreground">$Z</td><td class="px-4 py-2 text-sm text-foreground">$W</td></tr></tbody></table></div>

    Differentiation:

  • 3-5 key differentiators

  • Why these matter to customers

  • Defensibility of advantages
  • Competitive Positioning:

  • Positioning map (2-3 dimensions)

  • Market positioning statement
  • Barriers to Entry:

  • What protects against competition

  • Network effects, switching costs, etc.
  • Section 5: Business Model & Go-to-Market (2 pages)

    Business Model:

  • Revenue model (subscriptions, transactions, etc.)

  • Pricing strategy and tiers

  • Customer acquisition approach

  • Expansion revenue strategy
  • Go-to-Market Strategy:

  • Customer acquisition channels

  • Sales model (self-serve, sales-led, hybrid)

  • Customer acquisition cost (CAC)

  • Sales cycle and conversion rates
  • Marketing Strategy:

  • Positioning and messaging

  • Channel strategy

  • Content and demand generation

  • Partnerships and integrations
  • Customer Success:

  • Onboarding approach

  • Support model

  • Retention strategy

  • Net dollar retention target
  • Section 6: Financial Projections (2-3 pages)

    Revenue Model:

  • Cohort-based projections

  • Key assumptions

  • Revenue breakdown by segment
  • 3-Year Financial Summary:

    <div class="overflow-x-auto my-6"><table class="min-w-full divide-y divide-border border border-border"><thead><tr><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Metric</th><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Year 1</th><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Year 2</th><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Year 3</th></tr></thead><tbody class="divide-y divide-border"><tr><td class="px-4 py-2 text-sm text-foreground">Revenue</td><td class="px-4 py-2 text-sm text-foreground">$X.XM</td><td class="px-4 py-2 text-sm text-foreground">$Y.YM</td><td class="px-4 py-2 text-sm text-foreground">$Z.ZM</td></tr><tr><td class="px-4 py-2 text-sm text-foreground">Gross Margin</td><td class="px-4 py-2 text-sm text-foreground">XX%</td><td class="px-4 py-2 text-sm text-foreground">XX%</td><td class="px-4 py-2 text-sm text-foreground">XX%</td></tr><tr><td class="px-4 py-2 text-sm text-foreground">Operating Expenses</td><td class="px-4 py-2 text-sm text-foreground">$X.XM</td><td class="px-4 py-2 text-sm text-foreground">$Y.YM</td><td class="px-4 py-2 text-sm text-foreground">$Z.ZM</td></tr><tr><td class="px-4 py-2 text-sm text-foreground">Net Income</td><td class="px-4 py-2 text-sm text-foreground">($X.XM)</td><td class="px-4 py-2 text-sm text-foreground">($Y.YM)</td><td class="px-4 py-2 text-sm text-foreground">$Z.ZM</td></tr><tr><td class="px-4 py-2 text-sm text-foreground">EBITDA Margin</td><td class="px-4 py-2 text-sm text-foreground">(XX%)</td><td class="px-4 py-2 text-sm text-foreground">(XX%)</td><td class="px-4 py-2 text-sm text-foreground">XX%</td></tr></tbody></table></div>

    Unit Economics:

  • CAC: $X,XXX

  • LTV: $X,XXX

  • LTV:CAC ratio: X.X

  • CAC Payback: XX months

  • Gross margin: XX%
  • Key Metrics Trajectory:

    <div class="overflow-x-auto my-6"><table class="min-w-full divide-y divide-border border border-border"><thead><tr><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Metric</th><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Current</th><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Year 1</th><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Year 2</th><th class="px-4 py-2 text-left text-sm font-semibold text-foreground bg-muted/50">Year 3</th></tr></thead><tbody class="divide-y divide-border"><tr><td class="px-4 py-2 text-sm text-foreground">MRR/ARR</td><td class="px-4 py-2 text-sm text-foreground">$X</td><td class="px-4 py-2 text-sm text-foreground">$Y</td><td class="px-4 py-2 text-sm text-foreground">$Z</td><td class="px-4 py-2 text-sm text-foreground">$W</td></tr><tr><td class="px-4 py-2 text-sm text-foreground">Customers</td><td class="px-4 py-2 text-sm text-foreground">X</td><td class="px-4 py-2 text-sm text-foreground">Y</td><td class="px-4 py-2 text-sm text-foreground">Z</td><td class="px-4 py-2 text-sm text-foreground">W</td></tr><tr><td class="px-4 py-2 text-sm text-foreground">Net Dollar Retention</td><td class="px-4 py-2 text-sm text-foreground">XX%</td><td class="px-4 py-2 text-sm text-foreground">XX%</td><td class="px-4 py-2 text-sm text-foreground">XX%</td><td class="px-4 py-2 text-sm text-foreground">XX%</td></tr><tr><td class="px-4 py-2 text-sm text-foreground">Burn Multiple</td><td class="px-4 py-2 text-sm text-foreground">X.X</td><td class="px-4 py-2 text-sm text-foreground">X.X</td><td class="px-4 py-2 text-sm text-foreground">X.X</td><td class="px-4 py-2 text-sm text-foreground">X.X</td></tr></tbody></table></div>

    Scenario Analysis:

  • Conservative, base, optimistic

  • Key drivers and sensitivities
  • Path to Profitability:

  • Break-even timeline

  • Key milestones

  • Unit economics at scale
  • Section 7: Team & Organization (1-2 pages)

    Leadership Team:
    For each founder/executive:

  • Name, title, photo (if available)

  • Relevant background (2-3 sentences)

  • Key accomplishments

  • Why they're uniquely qualified
  • Current Team:

  • Headcount by department

  • Key hires and their backgrounds

  • Advisory board
  • Hiring Plan:

  • Year 1-3 headcount growth

  • Key roles to fill

  • Recruiting strategy
  • Organization Evolution:

    Current (5 people) → Year 1 (15) → Year 2 (35) → Year 3 (60)
    Engineering: 3 → 7 → 15 → 25
    Sales & Marketing: 1 → 4 → 12 → 20
    Other: 1 → 4 → 8 → 15

    Equity & Compensation:

  • Option pool sizing

  • Compensation philosophy

  • Retention strategy
  • Section 8: Traction & Milestones (1 page)

    Current Traction:

  • Revenue or user metrics

  • Growth rate

  • Key customer wins

  • Product development progress
  • Milestones Achieved:

  • Product launches

  • Funding rounds

  • Team hires

  • Customer acquisition

  • Partnerships
  • Upcoming Milestones (12-18 months):

  • Product milestones

  • Revenue targets

  • Customer goals

  • Team goals

  • Partnership goals
  • Section 9: Risks & Mitigation (1 page)

    Market Risks:

  • Market size assumptions

  • Competitive intensity

  • Substitute adoption

  • Mitigation strategies
  • Execution Risks:

  • Product development

  • Go-to-market effectiveness

  • Hiring and retention

  • Mitigation strategies
  • Financial Risks:

  • Burn rate management

  • Fundraising market

  • Unit economics

  • Mitigation strategies
  • Regulatory/External Risks:

  • Compliance requirements

  • Data privacy

  • Economic conditions

  • Mitigation strategies
  • Section 10: Funding Request & Use of Proceeds (1 page)

    Funding Ask:

  • Amount seeking: $X.XM

  • Structure: Equity, SAFE, convertible note

  • Target valuation: $X.XM (if applicable)
  • Use of Proceeds:

    Total Raise: $5.0M
  • Product Development: $2.0M (40%)

  • • Engineering team expansion
    • Infrastructure and tools
    • Product roadmap execution

  • Sales & Marketing: $2.0M (40%)

  • • Sales team hiring (5 AEs)
    • Marketing programs
    • Demand generation

  • Operations & G&A: $0.5M (10%)

  • • Finance/legal/HR
    • Office and facilities

  • Working Capital: $0.5M (10%)

  • • 6-month buffer

    Milestones to Achieve:

  • Revenue: $X.XM ARR (X% growth)

  • Customer: XXX customers

  • Product: Key features launched

  • Team: XX employees

  • Metric: Key metric targets
  • Expected Timeline:

  • 18-24 month runway

  • Achieve milestones in 15-18 months

  • 6-month buffer for next raise
  • Next Round:

  • Series A in 18-24 months

  • Expected metrics at that time

  • Target raise amount

  • Step 4: Enhance with Visuals

    Suggest including:

  • Charts for market sizing (TAM funnel)

  • Product screenshots or mockups

  • Positioning maps

  • Financial trend charts (revenue, customers, burn)

  • Organization chart

  • Timeline/roadmap

  • Use of proceeds pie chart
  • Step 5: Provide Additional Sections (Optional)

    If Relevant, Add:

  • Regulatory/Compliance section (for regulated industries)

  • Technology Architecture (for deep tech)

  • Clinical/Scientific Data (for biotech/health tech)

  • Unit Economics Deep Dive (for complex business models)

  • Strategic Partnerships (if material to strategy)
  • Step 6: Create Executive Summary Slide

    Provide one-page summary for quick review:

  • Problem & Solution (3 bullets each)

  • Market: TAM/SAM/SOM

  • Traction: Key metrics

  • Team: Founders

  • Ask: Amount and use

  • Contact information
  • Step 7: Save Business Case

    Offer to save as markdown:

  • Filename: business-case-[company-name]-YYYY-MM-DD.md

  • Suggest converting to PDF for sharing

  • Provide tips for presentation format
  • Best Practices

    Do:

  • Lead with customer problem

  • Quantify everything

  • Show, don't just tell (use data)

  • Be realistic on projections

  • Acknowledge risks honestly

  • Cite all data sources

  • Keep executive summary concise

  • Focus on differentiation
  • Don't:

  • Use jargon without explanation

  • Make unsupported claims

  • Ignore competition

  • Be overly optimistic

  • Skip the "why now"

  • Forget to proofread

  • Use generic templates without customization
  • Integration with Other Commands

    This command synthesizes outputs from:

  • /market-opportunity - Include TAM/SAM/SOM analysis

  • /financial-projections - Include full financial model
  • Example Usage

    User: /business-case

    Claude: I'll create a comprehensive business case document. Let me gather the key information first.

    Company name and description?
    → "AcmeCorp - AI-powered email marketing for e-commerce"

    Who is the audience?
    → "Series A investors"

    What materials do you have?
    → "We have market sizing and financial model done"

    [Claude creates comprehensive 15-20 page business case with all sections]

    Notes

  • Business case creation takes 1-2 hours

  • Result is investor-grade document

  • Can be used for pitch deck development

  • Update quarterly or for funding rounds

  • Customize sections based on audience

  • Keep executive summary to 2 pages max

    1. startup-business-analyst-business-case - Agent Skills