Cover Sheet

• Name of Company
• Name of Key Contact
• Address of Company
• Phone Number(s)
• Date Submitted

Second Sheet -- brief bullet point answers to the following:

• Names of founders / owners and % of ownership for each
• Brief history and experiences of key owners/company executives
• Management experience in company’s business

What Intellectual Property does the company own?

• Patents
• Trademarks
• URL’s
• Any IP materials, processes

PRIMARY BUSNINESS PLAN DOCUMENT
Two bound copies should be submitted with the information above on top.

Business Plan with:
Financials (P&L, Balance Sheet)
If existing company, is the operation cash flow positive?
If not when do you expect to reach positive EBITDA?
If a start-up, do your proforma financials (in the business plan) track from the bottom up and indicate when you project your break-even point based upon the funding request you are making.

Make sure the executive summary at the beginning of your business plan communicates:

• What problem you are solving in the marketplace
• How your solution differs from your competitors’ solutions
• What your competitive advantage is in the market
• How you plan to scale your business, to what size
• How much market share do you require to reach your targets

Your business plan should address:

• Your exit strategy;
• The current valuation of your company and the criteria used to establish that value
• The amount of equity/debt you are seeking