Company Name Mission statement Stage of development Business plan status Legal entity status Location Number of employees

Team CEO – experience and education VPs – experience and education Directors Advisors

Product/Service Offering Description How conceived Recent accomplishments to demonstrate proof of concept

Intellectual Property How many patents have you filed-for / received? Types of Patents? (Design patents, Trade Secrets, Biological Patents, Business Method Patents, Chemical Patents, Software Patents, etc.) Are all patents assigned to the company?   Who is Patent legal counsel?

Market Specific target market Target market segment size and growth

Marketing Strategy Business model Marketing activities Sales and distribution channels Target customers

Competitive Advantage Description Value proposition Intellectual property assets

Competition Competitors Product and pricing comparisons large incumbents other startups substitute solutions Product and pricing comparisons

Threats and Weaknesses Current weaknesses Plan to address threats and weaknesses

Financials Revenue, EBITDA and net income past two years (actual) next three years (projections)

Funding Request Amount raised already number of shares price per share Current investors and owners – numbers and composition Amount to be raised in this round Valuation (optional) Future funding rounds

Use of Proceeds Descriptions, amounts and timing Product development, operations, marketing Significant upcoming milestones

Exit Strategy Exit strategy