Table of Contents

• Executive Summary
  • The Company
  • Mission
  • Major Milestones
  • Funds Required (if needed)
• Management Profiles
  • Management Team Profiles and Ownership Structure
  • Organization Structure
  • Board of Directors
  • Board of Advisors
  • Professionals of Record
• Business Environment
  • Product or Services Description
  • Business Summary and History
  • Industry Overview
  • Economic Environment Analysis
  • Company Position
  • Competitive Analysis
  • Key competitor SWOT Analysis
    (strengths, weaknesses, opportunities and threats)
  • Company SWOT Analysis
  • Corporate Strategy
• Marketing Plan
  • Current Customers and Target Markets
  • Product or Services Differentiation
  • Pricing Strategy
  • Sales and Distribution Policies
  • Advertising
  • Strategic Direction
• Operations
  • Current Operating Procedures
  • Current Manufacturing Processes
  • Current Human Resource Policies
  • Proposed changes to operating procedures
  • Proposed changes to manufacturing procedure
  • Proposed changes to human resource policies
• Risks and Answers (Mitigation Strategy)
• Management Discussion and Analysis (MD&A)
• Exit plan – How will investors and/or you get your money out.
• Financials
  • Financial history - last 3 - 5 years
  • Income Statements - next 2 - 3 years
  • Cash Flow Statements - next 2 - 3 years
  • Balance Sheets - next 2 - 3 years