startup-business-analyst-business-case

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Business Case Generator

商业案例生成器

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.

生成面向投资者的完整商业案例文档，涵盖市场机会、解决方案、竞争格局、财务预测、团队、风险和融资需求，适用于初创企业融资和战略规划。

Use this skill when

适用场景

Working on business case generator tasks or workflows
Needing guidance, best practices, or checklists for business case generator

处理商业案例生成相关任务或工作流时
需要商业案例生成的指导、最佳实践或检查清单时

Do not use this skill when

不适用场景

The task is unrelated to business case generator
You need a different domain or tool outside this scope

任务与商业案例生成无关时
需要该范围之外的其他领域或工具时

Instructions

操作说明

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
```
.

明确目标、约束条件和所需输入。
应用相关最佳实践并验证结果。
提供可执行步骤和验证方法。
如果需要详细示例，请打开
```
resources/implementation-playbook.md
```
。

What This Command Does

本功能的作用

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

创建包含以下内容的完整商业案例：

执行摘要
问题与市场机会
解决方案与产品
竞争分析与差异化
财务预测
上市策略
团队与组织架构
风险与缓解措施
融资需求与资金用途

Instructions for Claude

针对Claude的操作说明

When this command is invoked, follow these steps:

调用本功能时，请遵循以下步骤：

Step 1: Gather Context

步骤1：收集背景信息

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?

向用户询问关键信息：

公司基本信息：

公司名称和电梯游说（一句话介绍）
发展阶段（种子前、种子轮、A轮）
解决的问题
目标客户

受众：

阅读对象是谁？（风险投资机构、天使投资人、战略合作伙伴）
主要目标是什么？（融资、合作、内部规划）

可用材料：

是否有现有的演示文稿或文档？
是否有市场规模数据？
是否有财务模型？
是否有竞争分析？

Step 2: Activate Relevant Skills

步骤2：激活相关技能

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

参考以下技能进行全面分析：

market-sizing-analysis - TAM/SAM/SOM 计算
startup-financial-modeling - 财务预测
competitive-landscape - 竞争格局分析框架
team-composition-analysis - 组织规划
startup-metrics-framework - 关键指标与基准

Step 3: Structure the Business Case

步骤3：构建商业案例结构

Create a comprehensive document with these sections:

创建包含以下章节的完整文档：

Business Case Document Structure

商业案例文档结构

Section 1: Executive Summary (1-2 pages)

章节1：执行摘要（1-2页）

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

公司概述：

一句话描述
成立时间、地点、发展阶段
团队亮点

问题陈述：

核心问题的详细描述（2-3句话）
量化市场痛点

解决方案：

产品如何解决问题（2-3句话）
核心差异化优势

市场机会：

TAM：$X.XB
SAM：$X.XM
SOM（第5年）：$X.XM

业务进展：

当前关键指标（MRR、客户数量、增长率）
已达成的重要里程碑

财务快照：

| Metric | Current | Year 1 | Year 2 | Year 3 |
|--------|---------|--------|--------|--------|
| ARR | $X | $Y | $Z | $W |
| Customers | X | Y | Z | W |
| Team Size | X | Y | Z | W |

融资需求：

融资金额
资金主要用途（前3-4项）
预期达成的里程碑

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

章节2：问题与市场机会（2-3页）

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

问题详情：

问题的详细描述
受影响的人群
当前解决方案及其局限性
问题造成的成本（量化）

市场格局：

行业概述
推动机会的关键趋势
市场增长率与驱动因素

市场规模：

TAM计算方法
应用筛选条件后的SAM
SOM及假设条件
验证方法与数据来源
与上市公司的对比

目标客户画像：

核心客户群体
客户特征
决策者与采购流程

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

章节3：解决方案与产品（2-3页）

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

产品概述：

功能与能力
工作原理（架构/方法）
核心差异化优势
技术优势

价值主张：

按客户群体划分的收益
投资回报率或交付价值
价值实现时间

产品路线图：

当前状态
短期（6个月）
中期（12-18个月）
长期愿景（2-3年）

知识产权：

专利（已提交、待审批）
专有技术
数据优势
防御性

Section 4: Competitive Analysis (2 pages)

章节4：竞争分析（2页）

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.

竞争格局：

直接竞争对手
间接竞争对手（替代方案）
相邻玩家（潜在进入者）

竞争矩阵：

| Feature/Factor | Us | Comp A | Comp B | Comp C |
|----------------|----|---------| -------|--------|
| Feature 1 | ✓ | ✓ | ✗ | ✓ |
| Feature 2 | ✓ | ✗ | ✓ | ✗ |
| Pricing | $X | $Y | $Z | $W |

差异化优势：

3-5项核心差异化点
这些优势对客户的重要性
优势的防御性

竞争定位：

定位图（2-3个维度）
市场定位声明

进入壁垒：

抵御竞争的保护措施
网络效应、转换成本等

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

章节5：商业模式与上市策略（2页）

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

商业模式：

收入模式（订阅、交易等）
定价策略与层级
客户获取方式
收入拓展策略

上市策略：

客户获取渠道
销售模式（自助、销售主导、混合）
客户获取成本（CAC）
销售周期与转化率

营销策略：

定位与信息传递
渠道策略
内容与需求生成
合作伙伴与集成

客户成功：

入职流程
支持模式
留存策略
净美元留存率目标

Section 6: Financial Projections (2-3 pages)

章节6：财务预测（2-3页）

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

收入模型：

基于客户群体的预测
核心假设
按群体划分的收入明细

3年财务摘要：

| 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% |

单位经济效益：

CAC: $X,XXX
LTV: $X,XXX
LTV:CAC 比率: X.X
CAC回收期: XX个月
毛利率: XX%

关键指标趋势：

| 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 |

情景分析：

保守、基准、乐观情景
核心驱动因素与敏感性

盈利路径：

收支平衡时间线
关键里程碑
规模化后的单位经济效益

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

章节7：团队与组织架构（1-2页）

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

领导团队： 每位创始人/高管需包含：

姓名、职位、照片（如有）
相关背景（2-3句话）
核心成就
独特资质

当前团队：

各部门员工数量
核心员工及其背景
顾问委员会

招聘计划：

第1-3年员工增长计划
需填补的核心岗位
招聘策略

组织架构演进：

当前（5人）→ 第1年（15人）→ 第2年（35人）→ 第3年（60人）
工程部门: 3 → 7 → 15 → 25
销售与营销部门: 1 → 4 → 12 → 20
其他部门: 1 → 4 → 8 → 15

股权与薪酬：

期权池规模
薪酬理念
留存策略

Section 8: Traction & Milestones (1 page)

章节8：业务进展与里程碑（1页）

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

当前业务进展：

收入或用户指标
增长率
核心客户获取
产品开发进度

已达成的里程碑：

产品发布
融资轮次
团队招聘
客户获取
合作伙伴关系

未来里程碑（12-18个月）：

产品里程碑
收入目标
客户目标
团队目标
合作伙伴目标

Section 9: Risks & Mitigation (1 page)

章节9：风险与缓解措施（1页）

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

市场风险：

市场规模假设
竞争强度
替代方案的采用
缓解策略

执行风险：

产品开发
上市策略有效性
招聘与留存
缓解策略

财务风险：

烧钱率管理
融资市场环境
单位经济效益
缓解策略

监管/外部风险：

合规要求
数据隐私
经济环境
缓解策略

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

章节10：融资需求与资金用途（1页）

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

融资需求：

融资金额: $X.XM
融资结构: 股权、SAFE、可转换票据
目标估值: $X.XM（如适用）

资金用途：

总融资金额: $5.0M
- 产品开发: $2.0M (40%)
  • 扩充工程团队
  • 基础设施与工具
  • 产品路线图落地

- 销售与营销: $2.0M (40%)
  • 招聘销售团队（5名客户经理）
  • 营销项目
  • 需求生成

- 运营与行政: $0.5M (10%)
  • 财务/法务/人力资源
  • 办公场地与设施

- 运营资金: $0.5M (10%)
  • 6个月缓冲资金

预期达成的里程碑：

收入: $X.XM ARR（增长率X%）
客户: XXX名
产品: 核心功能上线
团队: XX名员工
指标: 关键指标目标

预期时间线：

18-24个月的资金 runway
15-18个月内达成里程碑
6个月的下一轮融资缓冲期

下一轮融资：

18-24个月内启动A轮融资
届时的预期指标
目标融资金额

Step 4: Enhance with Visuals

步骤4：添加可视化内容

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

建议包含以下可视化元素：

市场规模漏斗图（TAM）
产品截图或原型图
定位图
财务趋势图（收入、客户、烧钱率）
组织架构图
时间线/路线图
资金用途饼图

Step 5: Provide Additional Sections (Optional)

步骤5：添加可选章节（如有需要）

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)

如相关，可添加：

监管/合规章节（适用于受监管行业）
技术架构章节（适用于深科技领域）
临床/科学数据章节（适用于生物科技/健康科技领域）
单位经济效益深度分析（适用于复杂商业模式）
战略合作伙伴章节（如对战略至关重要）

Step 6: Create Executive Summary Slide

步骤6：创建执行摘要幻灯片

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

提供单页摘要供快速审阅：

问题与解决方案（各3个要点）
市场：TAM/SAM/SOM
业务进展：关键指标
团队：创始人
融资需求：金额与用途
联系方式

Step 7: Save Business Case

步骤7：保存商业案例

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

提供Markdown格式保存选项：

文件名:

business-case-[company-name]-YYYY-MM-DD.md

建议转换为PDF格式以便分享
提供演示格式建议

Best Practices

最佳实践

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

建议：

从客户问题入手
量化所有内容
用数据说话，而非仅描述
预测要现实
坦诚面对风险
引用所有数据来源
执行摘要保持简洁
聚焦差异化优势

禁忌：

使用未解释的行话
提出无依据的主张
忽视竞争对手
过于乐观
跳过“为何是现在”的分析
忘记校对
使用通用模板而不进行定制

Integration with Other Commands

与其他功能的集成

This command synthesizes outputs from:

```
/market-opportunity
```
- Include TAM/SAM/SOM analysis
```
/financial-projections
```
- Include full financial model

本功能整合以下功能的输出：

```
/market-opportunity
```
- 包含TAM/SAM/SOM分析
```
/financial-projections
```
- 包含完整财务模型

Example Usage

使用示例

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]

User: /business-case

Claude: 我将为您创建一份完整的商业案例文档。首先请提供一些关键信息。

公司名称及描述？
→ "AcmeCorp - 为电商企业提供AI驱动的电子邮件营销解决方案"

受众是谁？
→ "A轮投资者"

您有哪些可用材料？
→ "我们已完成市场规模测算和财务模型"

[Claude生成包含所有章节的15-20页完整商业案例]

Notes

注意事项

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

商业案例生成需耗时1-2小时
生成结果为投资者级别的文档
可用于演示文稿开发
每季度或融资轮次前更新
根据受众定制章节内容
执行摘要最多不超过2页