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 Upsight Defined
Not long ago, a group of veteran business leaders (most of whom were former CEOs) decided to help other businesses assess what they are, how they operate, and how they fit into the overall marketplace. Their plan was to focus on the most critical aspects of a company and to work with that company to drill down to simple, essential solutions to their most formidable challenges. They named their company Upsight because what they did went beyond insight, right to the heart of vital questions company leaders need to ask themselves:
 What is my business?
What is my market?
How do I get from point A to B?
What players should be on my team?
How do I get from 50,000 feet to the ground?
How do I go to market?
How do I raise capital?
How do I get liquid?
- Objective of The Business
- Market Sizing & Segmentation
- Where Do You Compete and With Whom
- Addressable Market Analysis
- Total Market and Percentage Penetration
- Competitors' Sizing
- Market Segmentation
- Strategy
- ROIs, Pricing and Price Elasticity
- Business Model Creation
- Business Plans For Fundraising
- Angel, VC, Economic Development & Banks
- One-Year Operations Plans
- Three-Year Strategic Plans
- Objective Setting
- Revisiting And Reassessing The Business
- Key Management Team Roles
- Role of Management
- Assessment and Team Gap Analysis
- Business Sizing
- Headcount For Growth Vs.Headcount For Profit
- Product Roadmaps
- Top-down/Bottom-up Quarterly Revenue Plans
- Marketing Requirements Documents (MRDs) and User Requirements Documents (URDs)
- The Mini-Business and R&D Plans For Each New Product or Service
- Wheelwright Models
- Current Channel Assessment
- Direct Sales
- OEM
- Distribution
- Developing Sales Plans
- Sales Management
- Selling Skills
- Training
- Commission Plan Development
- Presentation Skills
- Role of Advertising, P.R. and the Web
- Understanding The Investor's Objectives
- high-net-worth individuals
- angel investors
- economic development organizations
- institutional investors
- venture capitalists
- How To Raise Funds From Each Type
- Public and Private Investor Relations
- Preparing The Pitch
- Pitch Books, Presentations, & Business Plans
- Getting Liquidity
- M&A Basics
- IPO Basics
- Financial Versus Strategic Buyers
- M&A Services
- How To Sell Your Business
- M&A Marketing
- Liquidity Via Strategic Investments
- Assembling and Dealing With Your Board
- Proper Investor Relations
Copyright, Upsight, LLC, .
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