Investor Financing Agreements

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Investor Financing Agreements Powered By Docstoc
					[Company Name] Potential Investor Tracking Report                                                       12-Apr-11
                         Number of Companies                        0
                           Initial Contact Made                     0
                 Sent and Reviewing Executive Summary               0
                            Meeting Requested                       0                                                        Priority 1            0
              Non-Disclosure Agreement Requested & Signed           0                                                        Priority 2            0
                               Meeting Held                         0                                                        Priority 3            0
                Business Plan & Financial Projections Sent          0
                         Due Diligence Site Visit                   0
                         Business Due Diligence                     0
                         Negotiating Term Sheet                     0
              Legal Due Diligence & Negotiating Agreements          0
                             Financing Closed                       0
                                  On Hold                           0
                                    Pass                            0

            Use this sheet to track the progress you are making with various potential investors. Remember to follow-up between each stages to determine their interest and to see if need additional information.



                                                                                                           Non-                           Business
                                                                             Sent and                                                                                                    Legal Due
                                                                  Initial                               Disclosure                         Plan &         Due       Business Negotiati
            Investor (Firm name, email, telephone number and                Reviewing     Meeting                                                                                        Diligence &   Financing
 Priority                                                        Contact                                Agreement      Meeting Held       Financial    Diligence      Due     ng Term                                On Hold   Pass   Comments & Updates
                            main contact name)                              Executive    Requested                                                                                       Negotiating     Closed
                                                                   Made                                Requested &                        Projection   Site Visit   Diligence  Sheet
                                                                             Summary                                                                                                     Agreements
                                                                                                          Signed                            s Sent




                                                                                                                                           1
                                                                                                     Non-                     Business
                                                                          Sent and                                                                                           Legal Due
                                                               Initial                            Disclosure                   Plan &         Due       Business Negotiati
           Investor (Firm name, email, telephone number and              Reviewing    Meeting                                                                                Diligence &   Financing
Priority                                                      Contact                             Agreement    Meeting Held   Financial    Diligence      Due     ng Term                              On Hold   Pass   Comments & Updates
                           main contact name)                            Executive   Requested                                                                               Negotiating     Closed
                                                                Made                             Requested &                  Projection   Site Visit   Diligence  Sheet
                                                                          Summary                                                                                            Agreements
                                                                                                    Signed                      s Sent




                                                                                                                               2
                                                                                                     Non-                     Business
                                                                          Sent and                                                                                           Legal Due
                                                               Initial                            Disclosure                   Plan &         Due       Business Negotiati
           Investor (Firm name, email, telephone number and              Reviewing    Meeting                                                                                Diligence &   Financing
Priority                                                      Contact                             Agreement    Meeting Held   Financial    Diligence      Due     ng Term                              On Hold   Pass   Comments & Updates
                           main contact name)                            Executive   Requested                                                                               Negotiating     Closed
                                                                Made                             Requested &                  Projection   Site Visit   Diligence  Sheet
                                                                          Summary                                                                                            Agreements
                                                                                                    Signed                      s Sent




                                                                                                                               3
                                                                                                     Non-                     Business
                                                                          Sent and                                                                                           Legal Due
                                                               Initial                            Disclosure                   Plan &         Due       Business Negotiati
           Investor (Firm name, email, telephone number and              Reviewing    Meeting                                                                                Diligence &   Financing
Priority                                                      Contact                             Agreement    Meeting Held   Financial    Diligence      Due     ng Term                              On Hold   Pass   Comments & Updates
                           main contact name)                            Executive   Requested                                                                               Negotiating     Closed
                                                                Made                             Requested &                  Projection   Site Visit   Diligence  Sheet
                                                                          Summary                                                                                            Agreements
                                                                                                    Signed                      s Sent




                                                                                                                               4
                                                                                                     Non-                     Business
                                                                          Sent and                                                                                           Legal Due
                                                               Initial                            Disclosure                   Plan &         Due       Business Negotiati
           Investor (Firm name, email, telephone number and              Reviewing    Meeting                                                                                Diligence &   Financing
Priority                                                      Contact                             Agreement    Meeting Held   Financial    Diligence      Due     ng Term                              On Hold   Pass   Comments & Updates
                           main contact name)                            Executive   Requested                                                                               Negotiating     Closed
                                                                Made                             Requested &                  Projection   Site Visit   Diligence  Sheet
                                                                          Summary                                                                                            Agreements
                                                                                                    Signed                      s Sent




                                                                                                                               5
                                                                                                     Non-                     Business
                                                                          Sent and                                                                                           Legal Due
                                                               Initial                            Disclosure                   Plan &         Due       Business Negotiati
           Investor (Firm name, email, telephone number and              Reviewing    Meeting                                                                                Diligence &   Financing
Priority                                                      Contact                             Agreement    Meeting Held   Financial    Diligence      Due     ng Term                              On Hold   Pass   Comments & Updates
                           main contact name)                            Executive   Requested                                                                               Negotiating     Closed
                                                                Made                             Requested &                  Projection   Site Visit   Diligence  Sheet
                                                                          Summary                                                                                            Agreements
                                                                                                    Signed                      s Sent




                                                                                                                               6
                                                                                                     Non-                     Business
                                                                          Sent and                                                                                           Legal Due
                                                               Initial                            Disclosure                   Plan &         Due       Business Negotiati
           Investor (Firm name, email, telephone number and              Reviewing    Meeting                                                                                Diligence &   Financing
Priority                                                      Contact                             Agreement    Meeting Held   Financial    Diligence      Due     ng Term                              On Hold   Pass   Comments & Updates
                           main contact name)                            Executive   Requested                                                                               Negotiating     Closed
                                                                Made                             Requested &                  Projection   Site Visit   Diligence  Sheet
                                                                          Summary                                                                                            Agreements
                                                                                                    Signed                      s Sent




                                                                                                                               7
                                                                                                     Non-                     Business
                                                                          Sent and                                                                                           Legal Due
                                                               Initial                            Disclosure                   Plan &         Due       Business Negotiati
           Investor (Firm name, email, telephone number and              Reviewing    Meeting                                                                                Diligence &   Financing
Priority                                                      Contact                             Agreement    Meeting Held   Financial    Diligence      Due     ng Term                              On Hold   Pass   Comments & Updates
                           main contact name)                            Executive   Requested                                                                               Negotiating     Closed
                                                                Made                             Requested &                  Projection   Site Visit   Diligence  Sheet
                                                                          Summary                                                                                            Agreements
                                                                                                    Signed                      s Sent




                                                                                                                               8
                                                                                                     Non-                     Business
                                                                          Sent and                                                                                           Legal Due
                                                               Initial                            Disclosure                   Plan &         Due       Business Negotiati
           Investor (Firm name, email, telephone number and              Reviewing    Meeting                                                                                Diligence &   Financing
Priority                                                      Contact                             Agreement    Meeting Held   Financial    Diligence      Due     ng Term                              On Hold   Pass   Comments & Updates
                           main contact name)                            Executive   Requested                                                                               Negotiating     Closed
                                                                Made                             Requested &                  Projection   Site Visit   Diligence  Sheet
                                                                          Summary                                                                                            Agreements
                                                                                                    Signed                      s Sent




                                                                                                                               9
                                                                                                     Non-                     Business
                                                                          Sent and                                                                                           Legal Due
                                                               Initial                            Disclosure                   Plan &         Due       Business Negotiati
           Investor (Firm name, email, telephone number and              Reviewing    Meeting                                                                                Diligence &   Financing
Priority                                                      Contact                             Agreement    Meeting Held   Financial    Diligence      Due     ng Term                              On Hold   Pass   Comments & Updates
                           main contact name)                            Executive   Requested                                                                               Negotiating     Closed
                                                                Made                             Requested &                  Projection   Site Visit   Diligence  Sheet
                                                                          Summary                                                                                            Agreements
                                                                                                    Signed                      s Sent




                                                                                                                              10
                                                                                                     Non-                     Business
                                                                          Sent and                                                                                           Legal Due
                                                               Initial                            Disclosure                   Plan &         Due       Business Negotiati
           Investor (Firm name, email, telephone number and              Reviewing    Meeting                                                                                Diligence &   Financing
Priority                                                      Contact                             Agreement    Meeting Held   Financial    Diligence      Due     ng Term                              On Hold   Pass   Comments & Updates
                           main contact name)                            Executive   Requested                                                                               Negotiating     Closed
                                                                Made                             Requested &                  Projection   Site Visit   Diligence  Sheet
                                                                          Summary                                                                                            Agreements
                                                                                                    Signed                      s Sent




                                                                                                                              11
                                                                                                     Non-                     Business
                                                                          Sent and                                                                                           Legal Due
                                                               Initial                            Disclosure                   Plan &         Due       Business Negotiati
           Investor (Firm name, email, telephone number and              Reviewing    Meeting                                                                                Diligence &   Financing
Priority                                                      Contact                             Agreement    Meeting Held   Financial    Diligence      Due     ng Term                              On Hold   Pass   Comments & Updates
                           main contact name)                            Executive   Requested                                                                               Negotiating     Closed
                                                                Made                             Requested &                  Projection   Site Visit   Diligence  Sheet
                                                                          Summary                                                                                            Agreements
                                                                                                    Signed                      s Sent




                                                                                                                              12
                                                                                                     Non-                     Business
                                                                          Sent and                                                                                           Legal Due
                                                               Initial                            Disclosure                   Plan &         Due       Business Negotiati
           Investor (Firm name, email, telephone number and              Reviewing    Meeting                                                                                Diligence &   Financing
Priority                                                      Contact                             Agreement    Meeting Held   Financial    Diligence      Due     ng Term                              On Hold   Pass   Comments & Updates
                           main contact name)                            Executive   Requested                                                                               Negotiating     Closed
                                                                Made                             Requested &                  Projection   Site Visit   Diligence  Sheet
                                                                          Summary                                                                                            Agreements
                                                                                                    Signed                      s Sent




                                                                                                                              13
                                      Type of
                                      Investor
                                     (Strategic,
Our Company Main Contact for this
                                       Angel,
       potential Investor
                                      Venture,
                                    Government
                                         etc.)




                                                   14
                                      Type of
                                      Investor
                                     (Strategic,
Our Company Main Contact for this
                                       Angel,
       potential Investor
                                      Venture,
                                    Government
                                         etc.)




                                                   15
                                      Type of
                                      Investor
                                     (Strategic,
Our Company Main Contact for this
                                       Angel,
       potential Investor
                                      Venture,
                                    Government
                                         etc.)




                                                   16
                                      Type of
                                      Investor
                                     (Strategic,
Our Company Main Contact for this
                                       Angel,
       potential Investor
                                      Venture,
                                    Government
                                         etc.)




                                                   17
                                      Type of
                                      Investor
                                     (Strategic,
Our Company Main Contact for this
                                       Angel,
       potential Investor
                                      Venture,
                                    Government
                                         etc.)




                                                   18
                                      Type of
                                      Investor
                                     (Strategic,
Our Company Main Contact for this
                                       Angel,
       potential Investor
                                      Venture,
                                    Government
                                         etc.)




                                                   19
                                      Type of
                                      Investor
                                     (Strategic,
Our Company Main Contact for this
                                       Angel,
       potential Investor
                                      Venture,
                                    Government
                                         etc.)




                                                   20
                                      Type of
                                      Investor
                                     (Strategic,
Our Company Main Contact for this
                                       Angel,
       potential Investor
                                      Venture,
                                    Government
                                         etc.)




                                                   21
                                      Type of
                                      Investor
                                     (Strategic,
Our Company Main Contact for this
                                       Angel,
       potential Investor
                                      Venture,
                                    Government
                                         etc.)




                                                   22
                                      Type of
                                      Investor
                                     (Strategic,
Our Company Main Contact for this
                                       Angel,
       potential Investor
                                      Venture,
                                    Government
                                         etc.)




                                                   23
                                      Type of
                                      Investor
                                     (Strategic,
Our Company Main Contact for this
                                       Angel,
       potential Investor
                                      Venture,
                                    Government
                                         etc.)




                                                   24
                                      Type of
                                      Investor
                                     (Strategic,
Our Company Main Contact for this
                                       Angel,
       potential Investor
                                      Venture,
                                    Government
                                         etc.)




                                                   25
                                      Type of
                                      Investor
                                     (Strategic,
Our Company Main Contact for this
                                       Angel,
       potential Investor
                                      Venture,
                                    Government
                                         etc.)




                                                   26

				
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