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