Executive Summary
A. Objective
B. Main highlights
Type of business · · · · · What is your company's type of business? What are its products and services? What are they used for? Where is it located? How many employees does it have? A short mission statement of the company.
Corporate structure · · · · · Is it a business start-up or expansion? When was it formed? Who established it and how? What is the legal form of the company? Who are the key persons in the business?
Markets and clients · · · · · What is your primary market? What is the size of the market and its growth potential? What is your market share? How will it develop? Who are your most important clients? Who are your main competitors?
Financial features · · · Historical and projected key financial data. Main assumptions used in forecasting. Major action plans you have for the future.
C. Financial requirements · · · · How much you want to raise? For which purpose? When do you need the funds? Are you seeking Equity or Debt investment?
· Debt: How and when do you plan to repay the money? What guarantees or collateral are you able to provide? · Equity: What kind of stock is offered to investors? What is the anticipated return on investment? What is the investment duration? What are the exit terms for the investors?