Terms of the Financing  o  Amount of financing needed

                                    Price, terms and conditions 
 

      Company Summary  o  History

                                    Ownership

                                    Locations and facilities 
 

      Product & Services  o  Product & service description

                                    Competitive comparisons

                                    Sales literature

                                    Production or sourcing

                                    Technology & patents

                                    Future products & services 
 

      Market Analysis Summary o  Market segmentation

                                    Industry analysis

                                        -  Industry participants

                                        -  Distribution patterns

                                        -  Competition and buying patterns

                                        -  Main competitors

                                    Market analysis 
 

      Strategy and Implementation o  Marketing strategy

                                        -  Pricing

                                        -  Promotion

                                    Sales strategy

                                        -  Sales forecasts

                                        -  Sales programs and techniques

                                    Services and support

                                    Milestones 
 

      Management Summary  o  Organizational structure

                                    Management team

                                    Board of Directors

                                    Personnel plan, incentives 
 

      Financial Plan   o  Key assumptions

                                    Projected financial statements

                                    Projected cash flows & break-even analysis

                                    Key financial indicators and ratios