- Summary
A. Brief Description of business, highlighting key points that prove the viability of the project.
B. Assess current and future market potential
C. Plan for penetration of market
D. Distinctive features of product or service
E. Background and experience of management
F. Amount and proposed sources of capital requirements
- Description of Industry
A. Industry history, environment, trends and outlook
B. Technology involved - current and future
C. Markets and customers
D. Competition
E. Growth potential
F. Qualities that distinguish your product or service
- Description of Venture
A. Product or service
B. Product Development
1. Product's level of completion (design, prototype or production stage and
time frame for each)
2. Future R & D plans
3. Patents, copyrights, etc.
C. Business Location and size
D. Staff and equipment requirements
E. Legal structure of company
F. Detailed description of management team
- Marketing Plan
A. Geographic base - local, national, international,
B. Size of potential market
C. Expected share of market you plan to penetrate
D. Distribution channels
E. Market testing of product or service
F. Pricing strategy
G. Sales force plans
H. Customer service plan
I. Advertising / promotional plans
- Financial Plan
A. Financial projections
1. Cash flow projections
2. Pro forma balance sheets
3. Pro forma income statements
4. Assumption explanations for all of the above
- Appendix
A. Letters / contracts
B. Documentation
C. Leases and agreements