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feat: add startup-business-analyst plugin
Comprehensive startup analysis plugin with market sizing, financial modeling, team planning, and strategic research for early-stage companies. - 5 skills: market sizing, financial modeling, team planning, competitive analysis, metrics - 3 commands: market-opportunity, financial-projections, business-case - 1 agent: startup-analyst - Covers TAM/SAM/SOM, unit economics, competitive landscape, hiring plans
This commit is contained in:
Seth Hobson
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plugins/startup-business-analyst/commands/business-case.md
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plugins/startup-business-analyst/commands/business-case.md
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---
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name: business-case
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description: Generate comprehensive investor-ready business case document with market, solution, financials, and strategy
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allowed-tools: [Read, Write, Grep, Glob, WebSearch, WebFetch, Bash]
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---
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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.
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## What This Command Does
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Create a complete business case including:
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1. Executive summary
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2. Problem and market opportunity
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3. Solution and product
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4. Competitive analysis and differentiation
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5. Financial projections
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6. Go-to-market strategy
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7. Team and organization
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8. Risks and mitigation
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9. Funding ask and use of proceeds
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## Instructions for Claude
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When this command is invoked, follow these steps:
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### Step 1: Gather Context
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Ask the user for key information:
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**Company Basics:**
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- Company name and elevator pitch
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- Stage (pre-seed, seed, Series A)
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- Problem being solved
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- Target customers
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**Audience:**
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- Who will read this? (VCs, angels, strategic partners)
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- What's the primary goal? (fundraising, partnership, internal planning)
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**Available Materials:**
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- Existing pitch deck or docs?
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- Market sizing data?
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- Financial model?
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- Competitive analysis?
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### Step 2: Activate Relevant Skills
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Reference skills for comprehensive analysis:
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- **market-sizing-analysis** - TAM/SAM/SOM calculations
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- **startup-financial-modeling** - Financial projections
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- **competitive-landscape** - Competitive analysis frameworks
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- **team-composition-analysis** - Organization planning
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- **startup-metrics-framework** - Key metrics and benchmarks
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### Step 3: Structure the Business Case
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Create a comprehensive document with these sections:
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---
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## Business Case Document Structure
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### Section 1: Executive Summary (1-2 pages)
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**Company Overview:**
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- One-sentence description
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- Founded, location, stage
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- Team highlights
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**Problem Statement:**
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- Core problem being solved (2-3 sentences)
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- Market pain quantified
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**Solution:**
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- How the product solves it (2-3 sentences)
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- Key differentiation
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**Market Opportunity:**
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- TAM: $X.XB
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- SAM: $X.XM
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- SOM (Year 5): $X.XM
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**Traction:**
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- Current metrics (MRR, customers, growth rate)
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- Key milestones achieved
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**Financial Snapshot:**
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```
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| Metric | Current | Year 1 | Year 2 | Year 3 |
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|--------|---------|--------|--------|--------|
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| ARR | $X | $Y | $Z | $W |
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| Customers | X | Y | Z | W |
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| Team Size | X | Y | Z | W |
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```
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**Funding Ask:**
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- Amount seeking
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- Use of proceeds (top 3-4)
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- Expected milestones
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### Section 2: Problem & Market Opportunity (2-3 pages)
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**The Problem:**
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- Detailed problem description
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- Who experiences this problem
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- Current solutions and their limitations
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- Cost of the problem (quantified)
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**Market Landscape:**
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- Industry overview
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- Key trends driving opportunity
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- Market growth rate and drivers
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**Market Sizing:**
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- TAM calculation and methodology
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- SAM with filters applied
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- SOM with assumptions
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- Validation and data sources
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- Comparison to public companies
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**Target Customer Profile:**
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- Primary segments
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- Customer characteristics
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- Decision-makers and buying process
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### Section 3: Solution & Product (2-3 pages)
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**Product Overview:**
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- What it does (features and capabilities)
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- How it works (architecture/approach)
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- Key differentiators
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- Technology advantages
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**Value Proposition:**
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- Benefits by customer segment
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- ROI or value delivered
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- Time to value
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**Product Roadmap:**
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- Current state
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- Near-term (6 months)
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- Medium-term (12-18 months)
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- Vision (2-3 years)
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**Intellectual Property:**
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- Patents (filed, pending)
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- Proprietary technology
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- Data advantages
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- Defensibility
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### Section 4: Competitive Analysis (2 pages)
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**Competitive Landscape:**
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- Direct competitors
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- Indirect competitors (alternatives)
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- Adjacent players (potential entrants)
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**Competitive Matrix:**
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```
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| Feature/Factor | Us | Comp A | Comp B | Comp C |
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|----------------|----|---------| -------|--------|
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| Feature 1 | ✓ | ✓ | ✗ | ✓ |
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| Feature 2 | ✓ | ✗ | ✓ | ✗ |
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| Pricing | $X | $Y | $Z | $W |
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```
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**Differentiation:**
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- 3-5 key differentiators
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- Why these matter to customers
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- Defensibility of advantages
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**Competitive Positioning:**
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- Positioning map (2-3 dimensions)
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- Market positioning statement
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**Barriers to Entry:**
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- What protects against competition
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- Network effects, switching costs, etc.
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### Section 5: Business Model & Go-to-Market (2 pages)
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**Business Model:**
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- Revenue model (subscriptions, transactions, etc.)
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- Pricing strategy and tiers
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- Customer acquisition approach
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- Expansion revenue strategy
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**Go-to-Market Strategy:**
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- Customer acquisition channels
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- Sales model (self-serve, sales-led, hybrid)
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- Customer acquisition cost (CAC)
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- Sales cycle and conversion rates
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**Marketing Strategy:**
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- Positioning and messaging
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- Channel strategy
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- Content and demand generation
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- Partnerships and integrations
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**Customer Success:**
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- Onboarding approach
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- Support model
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- Retention strategy
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- Net dollar retention target
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### Section 6: Financial Projections (2-3 pages)
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**Revenue Model:**
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- Cohort-based projections
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- Key assumptions
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- Revenue breakdown by segment
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**3-Year Financial Summary:**
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```
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| Metric | Year 1 | Year 2 | Year 3 |
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|--------|--------|--------|--------|
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| Revenue | $X.XM | $Y.YM | $Z.ZM |
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| Gross Margin | XX% | XX% | XX% |
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| Operating Expenses | $X.XM | $Y.YM | $Z.ZM |
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| Net Income | ($X.XM) | ($Y.YM) | $Z.ZM |
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| EBITDA Margin | (XX%) | (XX%) | XX% |
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```
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**Unit Economics:**
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- CAC: $X,XXX
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- LTV: $X,XXX
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- LTV:CAC ratio: X.X
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- CAC Payback: XX months
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- Gross margin: XX%
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**Key Metrics Trajectory:**
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```
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| Metric | Current | Year 1 | Year 2 | Year 3 |
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|--------|---------|--------|--------|--------|
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| MRR/ARR | $X | $Y | $Z | $W |
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| Customers | X | Y | Z | W |
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| Net Dollar Retention | XX% | XX% | XX% | XX% |
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| Burn Multiple | X.X | X.X | X.X | X.X |
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```
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**Scenario Analysis:**
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- Conservative, base, optimistic
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- Key drivers and sensitivities
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**Path to Profitability:**
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- Break-even timeline
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- Key milestones
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- Unit economics at scale
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### Section 7: Team & Organization (1-2 pages)
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**Leadership Team:**
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For each founder/executive:
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- Name, title, photo (if available)
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- Relevant background (2-3 sentences)
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- Key accomplishments
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- Why they're uniquely qualified
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**Current Team:**
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- Headcount by department
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- Key hires and their backgrounds
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- Advisory board
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**Hiring Plan:**
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- Year 1-3 headcount growth
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- Key roles to fill
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- Recruiting strategy
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**Organization Evolution:**
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```
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Current (5 people) → Year 1 (15) → Year 2 (35) → Year 3 (60)
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Engineering: 3 → 7 → 15 → 25
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Sales & Marketing: 1 → 4 → 12 → 20
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Other: 1 → 4 → 8 → 15
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```
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**Equity & Compensation:**
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- Option pool sizing
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- Compensation philosophy
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- Retention strategy
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### Section 8: Traction & Milestones (1 page)
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**Current Traction:**
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- Revenue or user metrics
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- Growth rate
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- Key customer wins
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- Product development progress
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**Milestones Achieved:**
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- Product launches
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- Funding rounds
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- Team hires
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- Customer acquisition
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- Partnerships
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**Upcoming Milestones (12-18 months):**
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- Product milestones
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- Revenue targets
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- Customer goals
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- Team goals
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- Partnership goals
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### Section 9: Risks & Mitigation (1 page)
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**Market Risks:**
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- Market size assumptions
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- Competitive intensity
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- Substitute adoption
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- Mitigation strategies
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**Execution Risks:**
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- Product development
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- Go-to-market effectiveness
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- Hiring and retention
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- Mitigation strategies
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**Financial Risks:**
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- Burn rate management
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- Fundraising market
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- Unit economics
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- Mitigation strategies
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**Regulatory/External Risks:**
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- Compliance requirements
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- Data privacy
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- Economic conditions
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- Mitigation strategies
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### Section 10: Funding Request & Use of Proceeds (1 page)
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**Funding Ask:**
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- Amount seeking: $X.XM
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- Structure: Equity, SAFE, convertible note
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- Target valuation: $X.XM (if applicable)
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**Use of Proceeds:**
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```
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Total Raise: $5.0M
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- Product Development: $2.0M (40%)
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• Engineering team expansion
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• Infrastructure and tools
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• Product roadmap execution
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- Sales & Marketing: $2.0M (40%)
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• Sales team hiring (5 AEs)
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• Marketing programs
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• Demand generation
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- Operations & G&A: $0.5M (10%)
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• Finance/legal/HR
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• Office and facilities
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- Working Capital: $0.5M (10%)
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• 6-month buffer
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```
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**Milestones to Achieve:**
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- Revenue: $X.XM ARR (X% growth)
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- Customer: XXX customers
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- Product: Key features launched
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- Team: XX employees
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- Metric: Key metric targets
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**Expected Timeline:**
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- 18-24 month runway
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- Achieve milestones in 15-18 months
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- 6-month buffer for next raise
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**Next Round:**
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- Series A in 18-24 months
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- Expected metrics at that time
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- Target raise amount
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---
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### Step 4: Enhance with Visuals
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Suggest including:
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- Charts for market sizing (TAM funnel)
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- Product screenshots or mockups
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- Positioning maps
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- Financial trend charts (revenue, customers, burn)
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- Organization chart
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- Timeline/roadmap
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- Use of proceeds pie chart
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### Step 5: Provide Additional Sections (Optional)
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**If Relevant, Add:**
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- Regulatory/Compliance section (for regulated industries)
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- Technology Architecture (for deep tech)
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- Clinical/Scientific Data (for biotech/health tech)
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- Unit Economics Deep Dive (for complex business models)
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- Strategic Partnerships (if material to strategy)
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### Step 6: Create Executive Summary Slide
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Provide one-page summary for quick review:
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- Problem & Solution (3 bullets each)
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- Market: TAM/SAM/SOM
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- Traction: Key metrics
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- Team: Founders
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- Ask: Amount and use
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- Contact information
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### Step 7: Save Business Case
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Offer to save as markdown:
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- Filename: `business-case-[company-name]-YYYY-MM-DD.md`
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- Suggest converting to PDF for sharing
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- Provide tips for presentation format
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## Best Practices
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**Do:**
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- Lead with customer problem
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- Quantify everything
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- Show, don't just tell (use data)
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- Be realistic on projections
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- Acknowledge risks honestly
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- Cite all data sources
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- Keep executive summary concise
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- Focus on differentiation
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**Don't:**
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- Use jargon without explanation
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- Make unsupported claims
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- Ignore competition
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- Be overly optimistic
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- Skip the "why now"
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- Forget to proofread
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- Use generic templates without customization
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## Integration with Other Commands
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This command synthesizes outputs from:
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- `/market-opportunity` - Include TAM/SAM/SOM analysis
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- `/financial-projections` - Include full financial model
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## Example Usage
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```
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User: /business-case
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Claude: I'll create a comprehensive business case document. Let me gather the key information first.
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Company name and description?
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→ "AcmeCorp - AI-powered email marketing for e-commerce"
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Who is the audience?
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→ "Series A investors"
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What materials do you have?
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→ "We have market sizing and financial model done"
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[Claude creates comprehensive 15-20 page business case with all sections]
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```
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## Notes
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- Business case creation takes 1-2 hours
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- Result is investor-grade document
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- Can be used for pitch deck development
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- Update quarterly or for funding rounds
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- Customize sections based on audience
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- Keep executive summary to 2 pages max
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Reference in New Issue
Block a user