Purpose and Objectives: Your
entrepreneurial vision and
product vision. What is your compelling 'Why?' and what do you
want to achieve?
Proposed Financing: You must state the amount of money you
will need from the beginning to the maturity of the project
proposed, how the proceeds will be used, how you plan to structure
the financing, and why the amount designated is required.
Describe the market segment you've got or plan to get, the
competition, the characteristics of the market, and your plans (with
costs) for getting or holding the market segment you're aiming at.
History of the Firm:
Summarize the significant financial and organizational
Description of employees and employee relations,
explanations of banking relationships, recounting of major services
or products your firm has offered during its existence, and the
Description of the Product or Service:
Include a full description of the product (process) or service
offered by the firm and the costs associated with it in detail.
Include statements for both the past few years and pro forma
projections (balance sheets, income statements, and cash flows) for
the next three to five years, showing the effect anticipated if the
project is undertaken and if the financing is secured. (This should
include an analysis of key variables affecting financial
performance, showing what could happen if the projected level of
revenue is not attained.)
7 Routes to
Provide a list of shareholders, how much is invested to date, and in
what form (equity/debt).
Describe the work histories and qualifications of key owners and
Principal Suppliers and Customers,
Problems Anticipated and Other Pertinent Information
Provide a candid discussion of any contingent liabilities,
pending litigation, tax or
patent difficulties, and any other
contingencies that might affect the project you're proposing.
List the names, addresses and the
telephone numbers of suppliers and customers; they will be
contacted to verify your statement about payments (suppliers) and
Provisions of the Investment Proposal.