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1. Executive Summary
• Clear, exciting, and effective
as stand-alone overview of the plan.
2. Company Overview
• Business purpose,
history, genesis of concept, current status, overall strategy
and objectives.
3. Products and Services
• Description, features and
benefits, pricing, current stage of development, proprietary
position.
4. Industry and
Market Analysis
• Analysis of
industry and marketplace in which company will compete. Competitor
analysis should be significant.
5. Marketing Strategy
• Strategy for addressing the
needs of the marketplace with product/service.
6. Development
• Ramp-up of business,
steps needed to get the business up and running. Risk factors
should be addressed.
7. Operations
• Plan for production
and delivery of product or services, product cost, margins,
operating complexity, resources required. Also, describe any
regulatory violations, challenges, environmental problems,
i.e. the ‘bad news’ too.
8. Management
• Background of
key individuals, ability to execute strategy, personnel needs,
organizational structure, who will execute plan.
9. Summary of Financial's
• Summary of financial
reports included in appendices, consistent with plan, effective
in capturing anticipated financial performance.
10. Offering
• Proposal / terms to investors
(indicate how much you want), the ROI, structure of the deal,
possible exit strategies.
11. Appendices
• Any supplementary
materials that support your plan.
• Financial Reports,
Balance Sheet, Income Statements, Cash Flow.
• Assumptions, trends,
and comparatives sources and uses of funds.
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