To help ensure our ability to effectively review
your proposal, we ask that you submit an accurate and complete proposal.
A complete proposal should include the following:
We prefer initially to receive a two to three pages long executive
summary and a six to eight pages long Business Overview. This should
include details of the management team's experience and their resumes, a summary of your company,your goals, product or service description, market positioning,
Geographic location, Estimated appraised value upon completion of the
project, Estimated equity investment (actual cash investment), and
Total amount of Funding requested including net of applicable fees and
closing costs (estimated).
Give a full description of all important management team members
including information on board members and company advisors. Please
include expected hiring plans if applicable.
What are the background, knowledge, skills, and abilities of each
How is this experience relevant to the specific industry in which the
How are the risks and problems often inherent to your industry handled
by the members of the management team?
Business model and Existing Organizational Structure:
Describe the existing organization and management structure.
Describe the existing capital structure and ownership of the company.
Challenging but achievable goals?
How you will reach the goals?
Difficult Times and Problems:
Please do not hesitate to mention about your
companies negative side which may reflect your difficult times and
problems with your business. We understand that every business has a
good or bad time. It is just the reality of the truth. If your business
is not in trouble or going thru difficulties you may not need us. We
understand that. Why do you need an investment partner? We are here to
work with you and your business difficulties and problems. Please keep
in mind that the most important strategy of our selection process is
finding a true partner who is dedicated and determined to make things
happen. So please be honest and open minded. We are looking for honest
and open-minded talented visionary entrepreneurs to be partner with.
Products and/or Services:
Description of the product and/or services offered.
What is your company's product or service?
What differentiates your product or service from the competition?
What is the value proposition your product or service offers to a
What is your competitive advantage today and how will that advantage be
Who do you see as your current and future competitors?
How does your product or service compare to the competition?
Sales and Marketing Strategy:
Describe your target market?
Who is your typical customer?
What is the total market size?
What share of the market do you expect to obtain?
What is your sales strategy and sales channels?
At what stage of the life cycle is the industry in which the company
plans to operate?
What is the size of the company's targeted market?
What is its projected growth rate?
What methods of marketing, sales, and distribution will be utilized in
attracting and keeping customers?
What are the strengths and weaknesses of each competitor (be it direct,
indirect, or anticipated) in the targeted market?
From a timing perspective, is this the appropriate stage of development
for the company to receive a venture capital investment?
Relevant whitepapers or articles
Financial forecast and projection for next 5 Years.
State about loans, line of credits, debts, leans, judgments, accounts
receivables, payables, etc.
Most recent Financial Statement.
Last 3 years financial Statements (when applicable)
Opening financial Statements for Start up Companies.
How much money and time has already been invested by the owners and
How much capital do you require to reach the goals stated in the
Please be very specific.
Return on investment:
What are the company's current and projected valuation and performance
in terms of sales, earnings, and dividends?
To what extent have these budgets and projections been substantiated?
Has the company overestimated or underestimated the amount of capital
required for the growth and development of its business plan?