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