I. Basic Information
Business Name
Business Address
Business Address 2
Business City, State Zip
     
Industry
Other Industry
Web Site
Date Founded
Contact Name
Contact Phone
Contact E-mail
Number of Employees
How did you hear about us?
 
II. Business Description
Provide a concise summary of your business venture including a description of the stage of the company's development, market valuation and future growth plans. (75 words or less)
 
III. Products / Services
Describe the products or services that your company intends to provide. (75 words or less)
 
IV. Target Market
Describe and quantify (size, growth rate) the specific market segment that you intend to target. (50 words or less)
 
V. Sales / Market Strategy
Describe your the stratgey you intend to implement to reach the target market including key relationships and strategic alliances with marketing partners. (75 words or less)
 
VI. Competition
Identify the primary competitors in your target market and describe their level of market penetration. (75 words or less)
 
VII. Competition Advantage
Describe the unique aspects of your company's products and services that will provide a market advantage over the competition. Specificall address intellectual property protection and your company's plans to establish barriers to entry by your competition. (75 words or less)
 
VIII. Management
Describe the background and experience of the founders and top management of your business. (75 words or less)
 
IX. Financials
In thousands (X,000)
 
  Prior Year Year 1 Year 2 Year 3 Year 4 Year 5
Revenue
COGS/COS
Gross Margin            
SG&A
EBITDA            
 
X. Investment Opportunity/Use of Funds
 
Prior Capital Investment
Amount
Current Investment Being Sought
Amount
Capital Currently Committed
Pre $ Valuation
Use of Funds
(50 words or less)
Prior Capital Investment
Future Capital Needs
Date Needed
 
XI. Supplemental Information
Provide any additional information not provided above that you feel is important. (50 words or less)
 
XII. Supporting Documents (Optional)
Attach relevant supporting documents. Please indicate attachments below. (2MB in size or less)
  Executive Summary
  Powerpoint Presentation
  Business Plan
  Offering Memorandum
  Other