Executive Summary

• Brief overview of product/service.
• Identify market gaps.
• How does this company address them?
  • What is the size of the addressable market?
  • What is the competitive landscape like?

Provide your recommendation.

Executive Summary

Company Introduction

• Provide details on founding, ownership and organization.
• Where is the company now?
  • Existing investors?

Service/Technology/Innovation Overview

• What are the key services offered?
• How do these services work?
• Who is the end user?
• Who hosts/sponsors the service/technology?
• Does the service / technology require integration with other technology (e.g., EHR)?

Value Summary

• What does this company uniquely bring to the market?

  • What is the status quo and what defined gap/insufficiency is the service/technology/innovation filling?

  • What are the advantages and disadvantages of consumers/stakeholders using this service/technology over the status quo and over any relevant competitors.

Voice of Stakeholders, Consumers/Users and Sponsors/Hosts

• Describe the relevant stakeholders, users, and sponsors/hosts.
• Who is the end user and how will they experience the technology/service?
• How would each value and use the technology/service?

Voice of Stakeholders, Consumers/Users and Sponsors/Hosts

Voice of Stakeholders, Consumers/Users and Sponsors/Hosts

• What are current customers/users are saying about the product?

Voice of Stakeholders, Consumers/Users and Sponsors/Hosts

Market Analysis and Strategic Positioning

• What is the size and scope of the US market for the technology/service/innovation?
• Potential for global markets?

Market Analysis and Strategic Positioning

Market Analysis and Strategic Positioning

Strategy Timeline

• You should get this from the companies themselves.

  • What milestones have they already hit?

  • Where do they expect to be in 1 year, 5 years, 10 years, etc.?

Strategy Timeline

Competitor Analysis

• Who else is working in or near this space?
• Provide details on founding, ownership and organization.

Competitor Analysis

• How are competitors positioning themselves (similarly or differently than assigned company)?
• What is the competitor’s Value Proposition (if you can gather it from web searches)?
• What types of clients are competitors targeting?

Competitor Analysis

Intellectual Property

• What are the key IP components?
• Patents? If so, obtain information on application details, duration, scope, etc.
• Does service/technology require partnership with other firms or services? If so, how is IP protected?
• If service/technology requires integration (e.g., with EHR), how is the company working to ensure seamless integration (and easy plug-ins)?

Regulatory and Policy Landscape

• Who/what are the regulatory & policy stakeholders?
  • CMS/HHS?
  • FDA?
  • State Medicaid agency?
  • Other state/federal agencies?
• Are there relevant payment/regulatory changes proposed or under consideration?

Reimbursement/Revenue Pathway

• What is the current revenue/reimbursement plan?
• How is pricing determined today?
• What is the revenue growth plan?
• Are there are alternative/unexplored revenue/reimbursement strategies?

Impact and Evaluation

• How does the company measure impact?
• To what extent are evaluation and assessments part of the business strategy and operations?

Financial Analysis

• Under current revenue model.

• Under alternative payment/revenue models?

Financial Analysis

SWOT

SWOT

Market and Timeline Adjustments