2. CREDENTIALS
Amit Jain is a serial entrepreneur and small business owner with successful business
acumen in multiple industries. He has a diverse background with ability to be versatile
for various business scenarios and industries for consulting and business planning.
• Independent Contractor for multiple boutique consulting firms and organizations
• Written of hundreds business plans, several of which received funding from VC
firms. Plans are constructed for:
• seed capital and multiple rounds of funding
• business concept development
• business process improvement
• strategy development
• Creation of supplementary marketing implementation plans, executive summaries,
strategy maps, operations budgets, prospectus and marketing collateral
•UCLA Extension (2011-Present)
•Los Angeles Community College District (2010-Present)
•Artilient (2008-09)
•IRA Network (2008)
•cpSphere (2007)
• MBA Plans, LLC (2007)
•2005 Graduate Student of the Year (MBA – Loyola Marymount University)
• Amit Jain Consulting (AJC) has been working with entrepreneurs and small
businesses since 2005.
3. AFFILIATIONS
Extensive network consisting of trusted professional service providers, executives,
entrepreneurs, inventors, innovators, business leaders, public figures, and professors
where expertise has been mutually shared.
The Indus Entrepreneurs Los Angeles
South Asian Business Alliance
Network
Los Angeles Venture Association
L.A. Bankers
Socaltech.com
California’s Green Workforce
Coalition
Green W.E.S.T. Alliance
United States Green Building Council
– Los Angeles (USGBC-LA)
West Coast Motion
EcoTuesday
Green Drinks
LMU-MBA Alumni Association
Young Jain Professionals
Southern California Venture Network
SCORE
4. BUSINESS PLANNING INTRO
A business plan consists of a set of detailed elements that describe what
a business does, or will do to be profitable, including the detailed
financial outlook. A business plan is designed to map out the course of a
company usually between 3 to 5 years. The purpose of a business plan is
to:
• Raise capital
• Improve current operations
• Strategically plan goals, objectives, and allocate resources
• Forecast future business and evaluate risk
• Align stakeholders with all aspects of the business uniformly
5. AJC BUSINESS PLANNING PROCESS
Services are beneficial for pre-startups, startups, small businesses looking for capital,
and looking to realign strategy with growth.
Market
Research
Develop a theory for the
• Market pricing analysis
marketplace where assumptions
• Performance-led • Cost and expense analysis
can be made for financial model.
marketing
• Balance Scorecard
• Market research
• Industry and product
analysis
Strategy Financial
Development & Modeling &
Enhancement Planning
Startups will know gaps in the
Realistic market assumptions are
marketplace what potential margins and
used to create financial projections
costs will be for a precise potential value.
along with all financial documents.
• Identify potential partners,
• Financial models for
suppliers, joint ventures, etc. • Long-term asset planning investors
• Proof of Concept • Balanced Scorecard • Valuation for bridge
• Feasibility Study • ROI (Return On Investment) financing, turnaround, and
inventory factoring
6. DELIVERABLES AND PRODUCTS PROVIDED
Business Planning
Strategy Marketing Financials
Feasibility Study Marketing Strategy Dynamic Financial
Strategy Map Marketing Model for forecasting
Balanced Scorecard Implementation Plan Pro-Forma Financials
Business Realignment Marketing Budget Term Sheets
• Pinpoint potential • Competitive analysis • Prepare and verify
partners, suppliers, to uncover competitive financial documents to
alliances, and joint advantage and gaps in instill confidence in
ventures for stability. the marketplace. investors.
• Focused marketing • Risk analysis to gauge possible • Provide analysis and
resources for maximized threats and weaknesses in implementation plan to
ROI. client’s approach. improve and allocating cash
and resources appropriately.
• Scalable strategy for growing • Theory-tested business
business with an end goal. models. • Valuation for bridge financing,
turnaround, and inventory factoring.
• Long-term asset planning.
7. BENEFITS TO YOUR CLIENTS AND YOUR NETWORK
• Referral Fee paid to you
• Your interests are protected, whether you are a service provider, a
prospective investor, or a friend.
• A successful client means a grateful client, customer or friend.
8. Case Study: Software Startup seeks funding
Background: Web-based software start-up provides comprehensive
business management and operational tools for a nationwide, niche
market of martial arts instructors, yoga, dance, and fitness studio owners
and operators.
Issue : Startup team had invested sweat equity into developing software
but had no sales and marketing program to reach target market. Client
was in need of immediate funding and required a formalized business plan
to pitch to investors.
AJC: Performed a thorough competitive analysis to determine software’s
place within the market in order to establish a price point. Devised a sales
& marketing program that supported software development.
Result: Company received funding requirements from the bank and has
since been in business over the last 4 years.
9. Case Study: Clinical Trial Consulting Firm looking for new direction
Background: Client began the company specializing in phase 2 and phase 3
clinical trial data management for medical devices. Recently, they developed
a user-interface for Oracle Clinical software, which is used by all companies
monitoring clinical trials.
Issue: Client’s main consulting engagements were reliant on one major
source company hiring the client. Client’s management wanted to grow the
business, lessen the dependency on only one source, and therefore needed
to add to their core competencies to become a clinical research organization
to gain more clients. To do this, they required a brand identity change.
AJC: I created a focused business plan for growth strategy based upon new
brand identity. Important objectives included personnel plan to hire specific
talent, revenue growth strategy, and leveraging Oracle Clinical macro tool as
IP to market to new clients.
Result: Company grew remarkably in 3 years. In first year after
implementation, revenues grew by 80%.
10. Industries Serviced
Included but not limited to:
• Entertainment • Real Estate
• E-Commerce • Insurance
• Retail Products & • Social Media
Services • Construction
• Food & Beverages • Fitness and Wellness
• Clothing & Apparel • Assisted Living
• Non-Profit • Nursing
• Software • Automotive
• Fitness • Financial Services
• Healthcare • Restaurant & Coffee
• Clean Technology
11. REFERRAL PROCESS AND BENEFITS
For all referrals, at least 10% commission on all fees collected from client to
the referral source.
YOU: AJC:
AJC and Client:
Refer potential client Complete FREE
to Amit Jain Set project plan and
business assessment
proposal
Consulting (AJC) with potential client
YOU: Client: AJC:
Referral Fee* is sent Best positioned to Complete
to you succeed. deliverables
Fees Range typically from $1,500 - $5,000 depending on existing
documents, scope of the project, and amount of time to finish. The general
process takes 1 week to 3 months.
12. MY VALUE PROPOSITION
Expertise
Proven track-record in supporting startups and small businesses build, present ,and receive funding
for well-thought, scalable business models and strategies from small to large investors.
One-on-One Consulting
Collaborating with clients throughout the business planning process to develop business models that
align client’s vision and core competency with market needs.
Knowledge in Fundraising
Developed financial packages for investors for the purposes of bridge-financing, microloans, seed
funding, in multiple rounds. Funding ranging from $2.5K to $10M.
Custom Deliverables
Deliverables are created from scratch in whatever format is deemed necessary to exceed
expectations of the client.
Fastest Turnaround
Team can take existing documents and notes from teleconferences and in-person meetings and
turnaround a business plan within 1 week.
Virtual Collaboration
Team can work remotely and be accessible at anytime via email, phone, and webconferencing to
discuss and collaborate.
13. THANK YOU
For any questions, samples of deliverables,
and references, please contact:
Amit Jain
(310) 901-0709
amitjain310@gmail.com