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 → 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

startup-business-analyst-business-case

Documentation

Business Case Generator

Use this skill when

Do not use this skill when

Instructions

What This Command Does

Instructions for Claude

Step 1: Gather Context

Step 2: Activate Relevant Skills

Step 3: Structure the Business Case

Business Case Document Structure

Section 1: Executive Summary (1-2 pages)

Section 2: Problem & Market Opportunity (2-3 pages)

Section 3: Solution & Product (2-3 pages)

Section 4: Competitive Analysis (2 pages)

Section 5: Business Model & Go-to-Market (2 pages)

Section 6: Financial Projections (2-3 pages)

Section 7: Team & Organization (1-2 pages)

Section 8: Traction & Milestones (1 page)

Section 9: Risks & Mitigation (1 page)

Section 10: Funding Request & Use of Proceeds (1 page)

Step 4: Enhance with Visuals

Step 5: Provide Additional Sections (Optional)

Step 6: Create Executive Summary Slide

Step 7: Save Business Case

Best Practices

Integration with Other Commands

Example Usage

Notes

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