Resources

Governor’s Cup Writing and Pitching Resources

Business Plan Guidelines

A one-page deal summary is required with your Application Form.
Sample Deal Summary

The Oklahoma Business Roundtable will award two scholarships in the amount of $5,000 each. All students competing in the Governor’s Cup are eligible to apply.
The Paulsen Award Application

Be sure to review the scorecards so you know what the judges will be looking for in your plan.
Written Business Plan Scorecard
Oral Presentation Scorecard

We have also provided an example tech-based business plan. This is just a guideline so be sure to make the plan your own.
Technology-Based Business Plan

For teams making it to the oral competition round, we have provided an example Powerpoint presentation and the investor presentation based on the example business plan. Again, this is just a guideline.
Investor Presentation PowerPoint
Investor Presentation Pitch

For the finalist teams you will need to prepare a 90-second pitch on your company on April 4 as part of your team’s oral presentation. In addition to the team presentations, a representative from each of the Undergraduate and Graduate finalist teams also will make a 90-second pitch at the beginning of their oral presentation. This will be scored separately and the winning pitches will be incorporated into the Awards dinner ceremony.  More details on this opportunity will be provided. The one winner in each division will receive $1,000 in cash.
90 Second Pitch

Other Resources:

Entrepreneur’s Risk Assessment: This is a thought-starter for evaluating the activities that relate to the product or service you plan to provide, the market your product will serve, and the viability of the business you want to build. The general risk for the aspects of product, market, business, finance and execution will be addressed in your business plan.

Capital Sources: Learn how to develop informed tactical and strategic plans to reach a realistic and achievable capital plan to move your company through the Path to long-term sustainability.

Business Plan Checklist: Review the key philosophies related to writing a business plan, questions the plan must answer, and statements and misconceptions to avoid.

Business Plan Pitch: Use these guidelines on content, approach and a presentation template to help deliver a business plan pitch that earns investors’ attention.

Valuation Model and Sample Term Sheets: Learn how to approach valuation from an investor’s viewpoint to  attract capital and create a collaborative relationship with the people who control the purse.

Relationship Building: Learn the techniques and best practices in productive networking, establishing an advisory board, and creating an effective board of directors that will help your company grow.

Business Advisory Services & Affiliates: 

Oklahoma Inventor’s Assistance  Service (IAS): The IAS is a non-profit, state-funded service that helps Oklahoma inventors navigate the invention process from idea to the marketplace through education, information, and referrals.

Oklahoma Small Business Development Center (OSBDC): OSBDC’s mission is to ensure that all Oklahomans have access to professional and confidential business counseling, educational workshops, and continuing support throughout their business ventures.

Oklahoma Department of Commerce (OKStartup.com): OKStartup.com is the Oklahoma Department of Commerce’s one-stop  resource for entrepreneurial assistance. You can sort out business licensing  issues, register your business, find service providers, explore financing options, and more.

Research Wizard: Research Wizard is a unique service of the Tulsa City-County Library System that offers information that is customized to meet business needs and maximize time and profits.

Oklahoma Bioscience Association (OKBio): OKBio is a statewide membership organization exclusively dedicated to the growth of Oklahoma’s bioscience sector.

The State Chamber: The State Chamber of Oklahoma is a private, nonprofit, business-membership organization designed to advocate business needs at the state and federal levels.

Oklahoma Manufacturing Alliance: The Oklahoma Manufacturing Alliance offers technical assistance and business advice, helping companies become progressively more successful through a statewide network of manufacturing extension agents and applications engineers.

The Riata Center for Entrepreneurship – Oklahoma State University: The Riata Center is dedicated to high impact entrepreneurial outreach on Oklahoma State University’s campus,  in the region, around the State of Oklahoma, and across America. The Center is  intimately engaged with the entrepreneurial community, and strongly committed to creating unique experiential learning opportunities for students.

Center for the Creation of Economic Wealth (CCEW): The Center for the Creation of Economic Wealth at the University of Oklahoma offers opportunities for practical experience to promote the entrepreneurial spirit and assist in developing Oklahoma’s economy.

VentureSpur, Oklahoma City: A venture accelerator and seed capital fund, the VentureSpur is dedicated to identifying and developing the best early-stage, high-growth ventures in Oklahoma.

The Forge, Tulsa:  A business incubator located in the heart of downtown Tulsa, The Forge is a place where raw ideas and passionate Tulsans are shaped into successful, sustainable businesses.

Fab Lab Tulsa, Tulsa: Fab Lab is short for Fabrication Laboratory. It is a community workspace providing access to an array of computer-controlled fabrication technology such as 3D Printers and Laser Cutters that can be used to conceptualize, design, develop, and fabricate almost anything.

Technology Incubators:

Oklahoma Technology & Research Park

Norman Economic Development Coalition

The Innovation Center at Rogers State University

Presbyterian Health Foundation (PHF) Research Park

State & Federal Grant Program:

Oklahoma Applied Research Support (OARS) Grant: The Oklahoma Applied Research Support program helps universities, foundations and businesses fund cutting-edge research that will benefit Oklahoma’s economy. Managed by the Oklahoma Center for the Advancement of Science & Technology (OCAST).

Small Business Innovative Research/Small Business Technology Transfer (SBIR/STTR): SBIR and STTR are competitively awarded federal programs designed to stimulate technological innovation and provide opportunities for small businesses.  A statewide partnership led by i2E and OCAST provides resources to help Oklahoma entrepreneurs and researchers submit more competitive SBIR/STTR applications.

Oklahoma Health Research Program (OHR): Administered by OCAST, the Oklahoma Health Research Program competitively awards seed funds for research projects related to human health to Oklahoma Universities and colleges, non-profit research foundations and commercial companies in Oklahoma.

i2E Capital Resources: 

Oklahoma Seed Capital Fund (OSCF): This seed stage fund targets companies that may or may not already have customers, some revenues and a scalable product.  This investment enables companies to build a business infrastructure around their concept or product.

OCAST Technology Business Finance Program (TBFP): This program is designed to provide Oklahoma start-up companies with pre-seed, proof-of-concept funding, in incremental stages, to stimulate additional investments from private sources. Funding amounts range from $25k to $200k and require a dollar-for-dollar match. This investment allows for the commercialization of new products and processes.

StartOK Accelerator Fund: This fund invests in companies that are in the earliest stages or startup stage that have not yet generated any revenue or completed a market launch. This capital will enable them to take their concept or product prototype into beta test phase with potential customers or first sales.

GrowOK Fund: This fund seeks established companies with existing products or services that are generating revenue in the market place.  These funds will enable these companies to expand new products or services and allow even more growth in both revenue and employees.

OK Angel Sidecar Fund: This fund overlays all four of the i2E companion funds, providing leverage and capital to angel investment in Oklahoma companies at any stage of the continuum of business development.  This fund essentially doubles the size and scope of angel investment in Oklahoma because it requires a one-to-one co-investment from angel investors and/or angel groups.

Funds & Investment Affiliates:

Angel Capital Association (ACA): The Angel Capital Association is North America’s Professional alliance of angel groups.

Davis, Tuttle Venture Partners (DTVP): DTVP is a private investment partnership formed to provide emerging growth companies with the necessary long-term development capital, as well as vital management counsel and support.

MetaFund: MetaFund is a collaborative, non-profit, multi-bank-funded, community development, private equity and venture capital firm.

Oklahoma Life Science Fund (OLFS): OLSF invests in promising life science technologies where businesses and management teams can be built. Investment decisions made by the Fund’s limited partners and OLSF will be the first professionally managed money invested.

Oklahoma Venture Forum (OVF): The OVF is a non-profit corporation organized to encourage economic development in Oklahoma.

SeedStep Angels: SeedStep Angels is a formalized group of accredited Angel Investors comprised of successful entrepreneurs and business leaders in Oklahoma who provide investment capital, strategic advice and mentoring to emerging growth companies to help them achieve market leadership. Seedstep Angels is managed by i2E, Inc.

National Resources:

Angel Capital Association (ACA): The Angel Capital Association is North America’s professional alliance of angel groups. The association brings together many of the angel organizations in the United States and Canada to share best practices and collaboration opportunities. ACA provides excellent professional development and discounts on important services for angel investors who belong to member groups, and also serves as the public policy voice of the American angel community.

Angel Capital Education Foundation (ACEF): The ACEF is a nonprofit organization that focuses on assembling research about angel investing, hosting events that will allow for discussion between angel groups and educating those interested in pursuing angel capital with their unique program entitled Power of Angel Investing.

Business Plan Archive: In partnership with the Library of Congress, the Center for History and New Media, and the University of Maryland Libraries, the Archive collects and preserves business plans and related planning documents from the Birth of the Dot Com Era so that future generations will be able to learn from this episode in the history of technology and entrepreneurship.

Entrepreneurship.org: The Ewing Marion Kauffman Foundation and the U.S. Commerce Department’s International Trade Administration (ITA) have formed a new public-private partnership focused on leveraging best practices in entrepreneurial leadership to advance economic growth around the world. The goal of this partnership is to assist all nations in developing the environment to allow entrepreneurs to organize and operate a business venture, create wealth, and employ people.

Innovation America: Innovation America’s mission is to accelerate the growth of the entrepreneurial innovation economy in America.

Kauffman Foundation: The Ewing Marion Kauffman Foundation was established in the mid-1960s by the late entrepreneur and philanthropist Ewing Marion Kauffman. Based in Kansas City, Missouri, the Kauffman Foundation is among the 30 largest foundations in the United States with an asset base of approximately $2 billion.

Microsoft Startup Center: Microsoft Startup Center helps small businesses start off right with an elaborate checklist that guides entrepreneurs through business plan creation, branding, sales, finances and more. Offers on Microsoft products also help to give users a business upper hand.

National Association of Women Business Owners (NAWBO): NAWBO works to strengthen the wealth-creating capacity of its  members and promote economic development, create innovative and effective changes in the business culture, build strategic alliances, coalitions and affiliations, and transform public policy and influence opinion makers. They offer many resources including educational activities, business referrals and leadership training.

National Venture Capital Association (NVCA): The NVCA, comprised of more than 400 member firms, is the premier trade association that represents the U.S. venture capital industry. NVCA’s mission is to foster greater understanding of the importance of venture capital to the U.S. economy, and support entrepreneurial activity and innovation. The NVCA represents the public policy interests of the venture capital community, strives to maintain high professional standards, provides reliable industry data, sponsors professional development, and facilitates interaction among its members.

Pricewaterhouse Coopers NVCA MoneyTree Report: The MoneyTree Report is a quarterly study of venture capital investment activity in the United States. A collaboration between PricewaterhouseCoopers and the National Venture Capital Association based upon data from Thomson Reuters, it is the only industry-endorsed research of its kind. The MoneyTree Report is the definitive source of information on emerging companies that receive financing and the venture capital firms that provide it. The study is a staple of the financial community, entrepreneurs, government policymakers and the business press worldwide.

SBIR: The U.S. Small Business Administration (SBA) Office of Technology administers the Small Business Innovation Research (SBIR) Program. Through this competitive program, SBA ensures that the nation’s small, high-tech, innovative businesses are a significant part of the federal government’s research and development efforts. Eleven federal departments participate in the SBIR program. The U.S National Science Foundation administers the SBIR.GOV site on behalf of the federal government.

Small Business Administration: The U.S. Small Business Administration (SBA) was created in 1953 as an independent agency of the federal government to aid, counsel, assist and protect the interests of small business concerns, to preserve free competitive enterprise and to maintain and strengthen the overall economy of our nation.

STTR: The U.S. Small Business Administration (SBA) Office of Technology administers the Small Business Technology Transfer (STTR) Program. Through this competitive program, SBA ensures that the nation’s small, high-tech, innovative businesses are a significant part of the federal government’s research and development efforts. Five departments participate in the STTR program.

The Center for Advanced Technology and Innovation: CATI serves as a technology transfer intermediary. CATI helps companies find a purpose for their unused technological assets by linking them with existing and up-start companies searching for solutions to their engineering, design and manufacturing challenges. They also serve as a source of information and inspiration for young businessmen and women looking to utilize the research and development that currently exists within U.S. industry; helping them create new businesses based on that previously unused technology.

The Public Forum Institute: The Public Forum Institute is an independent, nonpartisan, not-for-profit organization committed to developing the most advanced and effective means of fostering public discourse. The Forum tailors projects that advance the exchange of information and ideas by combining issue expertise with advanced program development and communications skills.

Useful Links:  
Forms, Scorecards and Applications The Paulsen Award Application
Guidelines Sample Business Plan
Sample Deal Summary Resources
  The Entrepreneur’s Handbook