Executive Summary

ü  The opportunity

ü  The team

ü  The risk and rewards

Mission Statement/ Purpose /Company Background

ü  Develop a unique product for a fast growing market place

ü  What is you unique value proposition

ü  Your key customers and competition

ü  Creating shareholders value

Team Structure and Organizational Structure

ü  Describe staff background, management team and board

ü  Education, skills, work experience

ü  Describe organizational structure (Tall, flat, organic)

ü  Describe wider network of experts, legal, accounting

Product Service or Process

ü  Describe product attributes

ü  Match product with market opportunities

ü  Purchasing and operation systems

Marketing Analysis and Industry

ü  Describe the industry and market trends

ü  Customer demographics and meeting customer needs

ü  How to serve different market segments

ü  Competition and new entrants

ü  Future growth opportunities

Marketing and Sales Strategy

ü  Marketing plan – direct sales or low cost distribution

ü  Deal directly with customers or use agents

ü  Advertising, promotion, internet to drive sales

Operations

ü  Product development procedures and cost

ü  Manufacturing, outsourcing, production costs

ü  How do you buy from suppliers (supply chain management)

ü  Coordinating R&D, production, inventory, marketing and sales

Financials

ü  Sales revenue and profitability

ü  Cash flow and balance sheet

ü  Working capital requirements

Conclusion

ü  Taking advantage of an opportunity

ü  Great team and management to execute the business

ü  Estimated profits, ROI, and growth potential

Appendix

ü Resume, patents, brochures, testimonials