List of information required in first stage to prepare the business plan

General Information:
 Logo of the Company (if any, in PNG format, without background)
 Name of the company, owners, Address, Phone, Email, Website.
 Structure of the company (sole proprietorship, partnership, LLC/PTY, S corporation,
C corporation)
 Please state the
o Vision
o Mission
o Objectives you are looking to accomplish over the next 1, 3, 5, and 10 years.
o How much profit you are expecting by the end of year 1, 2, 3, 4 and 5.

 Your organizational structure.

 Background, experience of key management personals (Please provide a resume or 2-
3 paragraph work history for each share-holder/director with pictures)
 Purpose of this business plan

1. Amount of investment and percentage of equity offered.

2. List the utilization of these funds.

Key Information:
 What products/services you offer? (Please describe as we discussed)
 The features and benefits (customer viewpoint) of your product/service.
 How your product/service is different from others on the market?
 Any legal protection you have for your product/service?
 Your product / services, in terms of what they are, how they work, the steps in your
service process?
 Brief Explanation of the business model. (I have seen the packages, please add other
revenue streams in consideration)
 Please list your major partners (marketing partners, trade partner, technology partner
etc.) / payment partners. (you can list the proposed partners)
 What is your target market? Who will be your customers?
 Number of employees with their expected salary and designation.
 List your competitors and their website.

Project:
 Timeline of the project. Major benchmarks.
 Financial information:
 Your total investment in the project to date.
 Expected Operating expense like (Platform, Maintenance, rent, travelling, etc.)

Others
 The company’s current strengths and current weaknesses (and how you plan to
overcome them)

If you were an investor and I came up with this idea, what do you think why you choose to
invest in this project?
(write in bullets point whatever positive points you have in your mind)

Any other facts that might help build a case for your business and the money you are seeking

EXIT STRATEGY – Please describe:

What exit strategies you are considering (IPO, merger/acquisition, buyout by business
partner/management/strategic buyers, franchising the business, handing down the business within the
family) and how each will allow investors to recoup their investment and earn the return they are seeking
– When can they cash out?

Any other research that you have done think that can be beneficially be used, please attach.