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Marketing & CroissanceGenerate comprehensive investor-ready business case document with
Documentation
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:
1.Executive summary
2.Problem and market opportunity
3.Solution and product
4.Competitive analysis and differentiation
5.Financial projections
6.Go-to-market strategy
7.Team and organization
8.Risks and mitigation
9.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 → 15Equity & 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 bufferMilestones 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 modelExample 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
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