Cover Page
Table of Contents
Executive Summary
Management Profiles
• Management Team Profiles and Ownership Structure
• Organization Structure
• Board of Advisors
• Professional Services
• Human Resources Policies and Practices
Business Environment
• Business Summary and History
• Industry Overview
• Economic Environment Analysis
• Company Position
• Competitive Analysis
• Key competitor SWOT Analysis (strengths, weaknesses, opportunities and threats)
• Company SWOT Analysis
Marketing Plan
• Current Customers and Target Markets
• Product or Services Differentiation
• Pricing Strategy
• Sales and Distribution Policies
• Advertising
• Strategic Direction
Operations
• Current Operating Procedures
• Current Manufacturing Processes
• Proposed changes to operating procedures
• Proposed changes to manufacturing procedure
Finance
• Financial history - last 3 - 5 years
• Income Statements - next 2 - 3 years
• Cash Flow Statements - next 2 - 3 years
• Balance Sheets - Current and Pro-forma
• Exit plan - Most third party investors will want to know the timeframe in which they can expect to get their money out
Risk Analysis
Summary and Conclusion