1.0 EXECUTIVE SUMMARY
THIS SECTION SHOULD BE NO LONGER THAN 2 SINGLE SPACED PAGES!!!
1.1
Products and Services (Change Heading to Reflect
Your Business – You may have products or services or both)
Describe your product/service and summarize the key reasons an opportunity exists. State your value proposition (what makes your product/service so good and better than others) and how you will achieve sustainable competitive advantage. Briefly describe key important and unique info about your product/service
1.2
The Company
Describe
current status of business (pre-founding, established, date business founded or
will be founded, etc.) and the legal form of organization (e.g., sole
proprietorship, partnership, corporation, etc.). Also, discuss the location (proposed or
actual). What is so good about the
company? Distinctive
competencies or sources of SCA.
1.3
The Market and Marketing Plan
Identify your target market – be specific. Highlight data/stats on your proposed market(s). Give some numbers about the size of the overall market. How will you reach your target market(s)?
1.4
Management
Summarize
your key management team and advisory board members – names and backgrounds – be brief.
1.5
Financial Summary
Summarize key financial
info. You should use a table.
Table XX summarizes the
key projected financial data over the next five years.
|
YEAR |
2003 |
2004 |
2005 |
2006 |
2007 |
|
Revenue |
$XX |
$XX |
$XX |
$XX |
$XX |
|
Net Income |
$XX |
$XX |
$XX |
$XX |
$XX |
|
Gross Margins |
XX% |
XX% |
XX% |
XX% |
XX% |
|
Net Margins |
XX% |
XX% |
XX% |
XX% |
XX% |
|
End of Year Cash Balance |
$XX |
$XX |
$XX |
$XX |
$XX |
TABLE XX
Summary
of Financial Projections for YOUR
1.6
Deal Summary/ROI
Describe deal structure and
return on investment. Investors want to
know how much they can make, or if you are not raising
outside capital you can discuss your estimated return and possibly exit
strategy. Be clear about how much money
needs to be invested in the business – give a specific amount.