startup-business-analyst-business-case

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: | Metric | Current | Year 1 | Year 2 | Year 3 | |--------|---------|--------|--------|--------| | ARR | $X | $Y | $Z | $W | | Customers | X | Y | Z | W | | Team Size | X | Y | Z | W | 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: | Feature/Factor | Us | Comp A | Comp B | Comp C | |----------------|----|---------| -------|--------| | Feature 1 | ✓ | ✓ | ✗ | ✓ | | Feature 2 | ✓ | ✗ | ✓ | ✗ | | Pricing | $X | $Y | $Z | $W | 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: | Metric | Year 1 | Year 2 | Year 3 | |--------|--------|--------|--------| | Revenue | $X.XM | $Y.YM | $Z.ZM | | Gross Margin | XX% | XX% | XX% | | Operating Expenses | $X.XM | $Y.YM | $Z.ZM | | Net Income | ($X.XM) | ($Y.YM) | $Z.ZM | | EBITDA Margin | (XX%) | (XX%) | XX% | Unit Economics: CAC: $X,XXX LTV: $X,XXX LTV:CAC ratio: X.X CAC Payback: XX months Gross margin: XX% Key Metrics Trajectory: | Metric | Current | Year 1 | Year 2 | Year 3 | |--------|---------|--------|--------|--------| | MRR/ARR | $X | $Y | $Z | $W | | Customers | X | Y | Z | W | | Net Dollar Retention | XX% | XX% | XX% | XX% | | Burn Multiple | X.X | X.X | X.X | X.X | 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