Generate comprehensive investor-ready business case document with
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npx mdskills install sickn33/startup-business-analyst-business-caseDelivers a detailed, structured framework for creating investor-ready business cases with comprehensive sections
1---2name: startup-business-analyst-business-case3description: Generate comprehensive investor-ready business case document with4 market, solution, financials, and strategy5allowed-tools: Read Write Edit Glob Grep Bash WebSearch WebFetch6---78# Business Case Generator910Generate 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.1112## Use this skill when1314- Working on business case generator tasks or workflows15- Needing guidance, best practices, or checklists for business case generator1617## Do not use this skill when1819- The task is unrelated to business case generator20- You need a different domain or tool outside this scope2122## Instructions2324- Clarify goals, constraints, and required inputs.25- Apply relevant best practices and validate outcomes.26- Provide actionable steps and verification.27- If detailed examples are required, open `resources/implementation-playbook.md`.2829## What This Command Does3031Create a complete business case including:321. Executive summary332. Problem and market opportunity343. Solution and product354. Competitive analysis and differentiation365. Financial projections376. Go-to-market strategy387. Team and organization398. Risks and mitigation409. Funding ask and use of proceeds4142## Instructions for Claude4344When this command is invoked, follow these steps:4546### Step 1: Gather Context4748Ask the user for key information:4950**Company Basics:**51- Company name and elevator pitch52- Stage (pre-seed, seed, Series A)53- Problem being solved54- Target customers5556**Audience:**57- Who will read this? (VCs, angels, strategic partners)58- What's the primary goal? (fundraising, partnership, internal planning)5960**Available Materials:**61- Existing pitch deck or docs?62- Market sizing data?63- Financial model?64- Competitive analysis?6566### Step 2: Activate Relevant Skills6768Reference skills for comprehensive analysis:69- **market-sizing-analysis** - TAM/SAM/SOM calculations70- **startup-financial-modeling** - Financial projections71- **competitive-landscape** - Competitive analysis frameworks72- **team-composition-analysis** - Organization planning73- **startup-metrics-framework** - Key metrics and benchmarks7475### Step 3: Structure the Business Case7677Create a comprehensive document with these sections:7879---8081## Business Case Document Structure8283### Section 1: Executive Summary (1-2 pages)8485**Company Overview:**86- One-sentence description87- Founded, location, stage88- Team highlights8990**Problem Statement:**91- Core problem being solved (2-3 sentences)92- Market pain quantified9394**Solution:**95- How the product solves it (2-3 sentences)96- Key differentiation9798**Market Opportunity:**99- TAM: $X.XB100- SAM: $X.XM101- SOM (Year 5): $X.XM102103**Traction:**104- Current metrics (MRR, customers, growth rate)105- Key milestones achieved106107**Financial Snapshot:**108```109| Metric | Current | Year 1 | Year 2 | Year 3 |110|--------|---------|--------|--------|--------|111| ARR | $X | $Y | $Z | $W |112| Customers | X | Y | Z | W |113| Team Size | X | Y | Z | W |114```115116**Funding Ask:**117- Amount seeking118- Use of proceeds (top 3-4)119- Expected milestones120121### Section 2: Problem & Market Opportunity (2-3 pages)122123**The Problem:**124- Detailed problem description125- Who experiences this problem126- Current solutions and their limitations127- Cost of the problem (quantified)128129**Market Landscape:**130- Industry overview131- Key trends driving opportunity132- Market growth rate and drivers133134**Market Sizing:**135- TAM calculation and methodology136- SAM with filters applied137- SOM with assumptions138- Validation and data sources139- Comparison to public companies140141**Target Customer Profile:**142- Primary segments143- Customer characteristics144- Decision-makers and buying process145146### Section 3: Solution & Product (2-3 pages)147148**Product Overview:**149- What it does (features and capabilities)150- How it works (architecture/approach)151- Key differentiators152- Technology advantages153154**Value Proposition:**155- Benefits by customer segment156- ROI or value delivered157- Time to value158159**Product Roadmap:**160- Current state161- Near-term (6 months)162- Medium-term (12-18 months)163- Vision (2-3 years)164165**Intellectual Property:**166- Patents (filed, pending)167- Proprietary technology168- Data advantages169- Defensibility170171### Section 4: Competitive Analysis (2 pages)172173**Competitive Landscape:**174- Direct competitors175- Indirect competitors (alternatives)176- Adjacent players (potential entrants)177178**Competitive Matrix:**179```180| Feature/Factor | Us | Comp A | Comp B | Comp C |181|----------------|----|---------| -------|--------|182| Feature 1 | ✓ | ✓ | ✗ | ✓ |183| Feature 2 | ✓ | ✗ | ✓ | ✗ |184| Pricing | $X | $Y | $Z | $W |185```186187**Differentiation:**188- 3-5 key differentiators189- Why these matter to customers190- Defensibility of advantages191192**Competitive Positioning:**193- Positioning map (2-3 dimensions)194- Market positioning statement195196**Barriers to Entry:**197- What protects against competition198- Network effects, switching costs, etc.199200### Section 5: Business Model & Go-to-Market (2 pages)201202**Business Model:**203- Revenue model (subscriptions, transactions, etc.)204- Pricing strategy and tiers205- Customer acquisition approach206- Expansion revenue strategy207208**Go-to-Market Strategy:**209- Customer acquisition channels210- Sales model (self-serve, sales-led, hybrid)211- Customer acquisition cost (CAC)212- Sales cycle and conversion rates213214**Marketing Strategy:**215- Positioning and messaging216- Channel strategy217- Content and demand generation218- Partnerships and integrations219220**Customer Success:**221- Onboarding approach222- Support model223- Retention strategy224- Net dollar retention target225226### Section 6: Financial Projections (2-3 pages)227228**Revenue Model:**229- Cohort-based projections230- Key assumptions231- Revenue breakdown by segment232233**3-Year Financial Summary:**234```235| Metric | Year 1 | Year 2 | Year 3 |236|--------|--------|--------|--------|237| Revenue | $X.XM | $Y.YM | $Z.ZM |238| Gross Margin | XX% | XX% | XX% |239| Operating Expenses | $X.XM | $Y.YM | $Z.ZM |240| Net Income | ($X.XM) | ($Y.YM) | $Z.ZM |241| EBITDA Margin | (XX%) | (XX%) | XX% |242```243244**Unit Economics:**245- CAC: $X,XXX246- LTV: $X,XXX247- LTV:CAC ratio: X.X248- CAC Payback: XX months249- Gross margin: XX%250251**Key Metrics Trajectory:**252```253| Metric | Current | Year 1 | Year 2 | Year 3 |254|--------|---------|--------|--------|--------|255| MRR/ARR | $X | $Y | $Z | $W |256| Customers | X | Y | Z | W |257| Net Dollar Retention | XX% | XX% | XX% | XX% |258| Burn Multiple | X.X | X.X | X.X | X.X |259```260261**Scenario Analysis:**262- Conservative, base, optimistic263- Key drivers and sensitivities264265**Path to Profitability:**266- Break-even timeline267- Key milestones268- Unit economics at scale269270### Section 7: Team & Organization (1-2 pages)271272**Leadership Team:**273For each founder/executive:274- Name, title, photo (if available)275- Relevant background (2-3 sentences)276- Key accomplishments277- Why they're uniquely qualified278279**Current Team:**280- Headcount by department281- Key hires and their backgrounds282- Advisory board283284**Hiring Plan:**285- Year 1-3 headcount growth286- Key roles to fill287- Recruiting strategy288289**Organization Evolution:**290```291Current (5 people) → Year 1 (15) → Year 2 (35) → Year 3 (60)292Engineering: 3 → 7 → 15 → 25293Sales & Marketing: 1 → 4 → 12 → 20294Other: 1 → 4 → 8 → 15295```296297**Equity & Compensation:**298- Option pool sizing299- Compensation philosophy300- Retention strategy301302### Section 8: Traction & Milestones (1 page)303304**Current Traction:**305- Revenue or user metrics306- Growth rate307- Key customer wins308- Product development progress309310**Milestones Achieved:**311- Product launches312- Funding rounds313- Team hires314- Customer acquisition315- Partnerships316317**Upcoming Milestones (12-18 months):**318- Product milestones319- Revenue targets320- Customer goals321- Team goals322- Partnership goals323324### Section 9: Risks & Mitigation (1 page)325326**Market Risks:**327- Market size assumptions328- Competitive intensity329- Substitute adoption330- Mitigation strategies331332**Execution Risks:**333- Product development334- Go-to-market effectiveness335- Hiring and retention336- Mitigation strategies337338**Financial Risks:**339- Burn rate management340- Fundraising market341- Unit economics342- Mitigation strategies343344**Regulatory/External Risks:**345- Compliance requirements346- Data privacy347- Economic conditions348- Mitigation strategies349350### Section 10: Funding Request & Use of Proceeds (1 page)351352**Funding Ask:**353- Amount seeking: $X.XM354- Structure: Equity, SAFE, convertible note355- Target valuation: $X.XM (if applicable)356357**Use of Proceeds:**358```359Total Raise: $5.0M360- Product Development: $2.0M (40%)361 • Engineering team expansion362 • Infrastructure and tools363 • Product roadmap execution364365- Sales & Marketing: $2.0M (40%)366 • Sales team hiring (5 AEs)367 • Marketing programs368 • Demand generation369370- Operations & G&A: $0.5M (10%)371 • Finance/legal/HR372 • Office and facilities373374- Working Capital: $0.5M (10%)375 • 6-month buffer376```377378**Milestones to Achieve:**379- Revenue: $X.XM ARR (X% growth)380- Customer: XXX customers381- Product: Key features launched382- Team: XX employees383- Metric: Key metric targets384385**Expected Timeline:**386- 18-24 month runway387- Achieve milestones in 15-18 months388- 6-month buffer for next raise389390**Next Round:**391- Series A in 18-24 months392- Expected metrics at that time393- Target raise amount394395---396397### Step 4: Enhance with Visuals398399Suggest including:400- Charts for market sizing (TAM funnel)401- Product screenshots or mockups402- Positioning maps403- Financial trend charts (revenue, customers, burn)404- Organization chart405- Timeline/roadmap406- Use of proceeds pie chart407408### Step 5: Provide Additional Sections (Optional)409410**If Relevant, Add:**411- Regulatory/Compliance section (for regulated industries)412- Technology Architecture (for deep tech)413- Clinical/Scientific Data (for biotech/health tech)414- Unit Economics Deep Dive (for complex business models)415- Strategic Partnerships (if material to strategy)416417### Step 6: Create Executive Summary Slide418419Provide one-page summary for quick review:420- Problem & Solution (3 bullets each)421- Market: TAM/SAM/SOM422- Traction: Key metrics423- Team: Founders424- Ask: Amount and use425- Contact information426427### Step 7: Save Business Case428429Offer to save as markdown:430- Filename: `business-case-[company-name]-YYYY-MM-DD.md`431- Suggest converting to PDF for sharing432- Provide tips for presentation format433434## Best Practices435436**Do:**437- Lead with customer problem438- Quantify everything439- Show, don't just tell (use data)440- Be realistic on projections441- Acknowledge risks honestly442- Cite all data sources443- Keep executive summary concise444- Focus on differentiation445446**Don't:**447- Use jargon without explanation448- Make unsupported claims449- Ignore competition450- Be overly optimistic451- Skip the "why now"452- Forget to proofread453- Use generic templates without customization454455## Integration with Other Commands456457This command synthesizes outputs from:458- `/market-opportunity` - Include TAM/SAM/SOM analysis459- `/financial-projections` - Include full financial model460461## Example Usage462463```464User: /business-case465466Claude: I'll create a comprehensive business case document. Let me gather the key information first.467468Company name and description?469→ "AcmeCorp - AI-powered email marketing for e-commerce"470471Who is the audience?472→ "Series A investors"473474What materials do you have?475→ "We have market sizing and financial model done"476477[Claude creates comprehensive 15-20 page business case with all sections]478```479480## Notes481482- Business case creation takes 1-2 hours483- Result is investor-grade document484- Can be used for pitch deck development485- Update quarterly or for funding rounds486- Customize sections based on audience487- Keep executive summary to 2 pages max488
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