Download the Business Plan form
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Strictly Confidential Investment Memorandum Name of the company Date Name of the Company 1 Confidential
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Transcript of Download the Business Plan form
Strictly Confidential
Investment Memorandum
Name of the company
Date
Name of the Company 1 Confidential
Table of Contents
Table of Contents
p2
1. Executive Summary..................................................p3
2. The Company............................................................p4
3. Market analysis.........................................................p5
4. Competition and Competitive Advantage.................p8
5. The Management Team............................................p8
6. Accomplishments Products & Services History.......p9
7. Investment Terms....................................................p10
8. Investment Exit.......................................................p10
9. Investment Outlook & Rationale............................p10
10 Appendices..............................................................p11
Name of the Company 2 Confidential
1. Executive SummaryCompany overview
Company revenue forecasts
Insert Table
Due diligence reporting
Value proposition
Use of proceedsInsert Table
Past and present customers
Investment rational
Name of the Company 3 Confidential
2. The Company
Product or services description
Ownership and Shares
Name of the Company 4 Confidential
3. Market analysis
Market Size & Potential
Name of the Company 5 Confidential
Technology Position
Business Model
Marketing & Sales Strategy
Name of the Company 6 Confidential
Pricing Strategy
Go to Market Plan
Sales Forecast
Insert Table
Name of the Company 7 Confidential
4. Competition and Competitive Advantage
5. The Management Team
Brief about the Founders
Strategic Team expansion
Name of the Company 8 Confidential
6. Accomplishments Products & Services History
Development Progress
Services
Sales
Name of the Company 9 Confidential
7. Investment Terms
8. Investment Exit
9. Investment Outlook & Rationale
Name of the Company 10 Confidential
10. Appendices
1. Term Sheet
Leave blank
Name of the Company 11 Confidential
2. Financials Insert Table
Name of the Company 12 Confidential
3. Brief about the Technology
Name of the Company 13 Confidential
4. Team Experience
Name of the Company 14 Confidential
5. Management CVs
Name of the Company 15 Confidential
6. Marketing Plan
Name of the Company 16 Confidential
7. Supplier Power
Name of the Company 17 Confidential
