Table of Contents
1 2 3 Document Number and Disclosure Summary Fact Sheet Executive Summary 3.1 3.2 3.3 3.4 3.5 4 Introduction and Success Strategy Market Brief Service Brief Corporate and Product Status Venture Capital Required and Statement of Intent 1 2 3 3 3 3 4 4 5 5 5 5 6 7 8 8 9 10 10 11 12 13 15 16 17 17 19 22 22 22 22 22 23 23 24 25 25 25 26 26 27
Corporate Information 4.1 4.2 4.3 4.4 4.5 4.6 4.7 4.8 History Goals and Objectives Management Board of Directors Current Staff Staff Growth Planning Employee Retention Planning Location and Facilities
5
Markets and Competition 5.1 5.2 5.3 5.4 5.5 5.6 Service Position and Philosophy Market and Growth Projections Market Research Competitive Forecast Defensive Strategy Clients
6
Service Description 6.1 6.2 How It Works Sample Customer Requirements and Solutions
7
Service Management 7.1 7.2 7.3 7.4 7.5 7.6 7.7 R&D and Service Evolution Facilities and Capital Equipment Reliance on Other Technologies Server Farm Deployment Costs Quality Control Client Services Proprietary Elements and Competitive Barriers to Entry
8
Sales and Promotion 8.1 8.2 8.3 8.4 8.5 Direct Sales Process Internal Sales Force Licensing Customer Acquisition Cost of Sales
8.6 8.7 9
International Planning Advertising and Public Relations
27 28 29 29 29 29 31 31 32 32 32 32 34 34 35 35 35 36 36 36 36 38 38 40 42 43 44 45 53
Investor Discussion 9.1 9.2 9.3 Investment Partners Why [This Company]? Exit Strategy
10 Legal 10.1 Intellectual Property Protections 11 Financial Planning 11.1 11.2 11.3 11.4 11.5 11.6 11.7 11.8 Service Pricing Revenue and Expense Projections Business Model and Risks Funding History Funding Request Capital Structure Additional Financing Plans Monitoring Plans
12 Timetable and Benchmarks 12.1 Progress to Date 12.2 Software Release Deadlines 12.3 Network/Server Farm Build-Out 13 Appendix A: Executive Resumes 13.1 [Founder 1] 13.2 [Founder 2] 14 Appendix B: Organization Chart 15 Appendix C: Privacy Policy 16 Appendix D: Network Topology 17 Appendix E: Beta Service Screen Shots 18 Appendix F: Financials