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Qualifying Criteria

Investment Process

Investors Page

Investing in undeserved businesses

 

Example, Inc. Business Plan 

Table of Contents

1                    Executive Summary

1.1            The Company’s Product

1.2            Opportunity

1.2.1    Selected Financial Information - Five Year Revenues, Cost of Revenues, and EBITDA

1.2.2    Use of Proceeds

1.2.3    Financing Alternative and Pricing- Debt, Equity or Combination

1.3            Exit

1.4            Contact for Further Information

2                    The Company

2.1            History

2.1.1    Organization

2.1.2    Management and Key Personnel

2.2            Current Status

3                    Marketing Plan

3.1            Product Description - Features and Functions

3.2            Competition - Feature, Function, and Price Matrix

3.3            The Company’s Market

3.4            Market Evaluation

3.4.1    Domestic

3.4.2    Regional(s)

3.4.3    Global

3.5            The Company’s Sales Strategy

3.5.1    Pricing

3.5.2    Promotion and Advertising

3.5.3    Profitability

4                    Product Development Plan

4.1            Research and Development

4.2            Production Requirements

4.3            Production Cycle

4.4            Regulatory Opportunities/Restrictions

4.4.1    Copyright

4.4.2    Patent

4.4.3    Environment

4.5            Service

5                    Organization Plan

5.1            Organization Chart

5.2            Management

5.3            Board of Directors

5.4            Technical Advisors

5.5            Professional Advisors

5.5.1    Attorneys

5.5.2    Accountants

5.5.3    Consultants

6                    Financial Plan

6.1            Projected Requirements - Equity, Debt, or Combination

6.2            Detailed Use of Proceeds

6.3            IRR Calculation

6.4            Five Year Projections - Integrated Statements (Operations, Cash Flows, and Balance Sheets)

6.5            Assumptions

6.6            Year One Detail - Integrated Statements (Operations, Cash Flows, and Balance Sheets)

6.7            Historical Financial Statements

6.8            Share/Equity Holders

7                    SWOT

7.1            Strengths

7.2            Weaknesses/Mitigation

7.3            Opportunities

7.4            Threats/Mitigation

Appendices - Articles, sales literature, patent information, key legal documents, etc. 

 
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