ABC Company John Entrepreneur President and CEO

2 Company Overview Provide descriptive but succinct statement about your business

3 Problem Identified to be Solved Opportunity identified Market trends leading to opportunity

4 Your Product or Technology Describe Product/Technology –Attributes/Features/Qualities –Benefits to end user/Uniqueness Stage of Development –Feasibility Analysis/Prototype/Test/Production –Pre-Revenue, Revenue Producing, Rapid Growth Stage Intellectual Property Position –Source of Technology –Third Party Substantiation/Credibility

5 Market Analysis Forecast Market –Total Size –Bar Chart $ Missions/Year next 5 years –Global or Niche market? Market % targeted

6 Go To Market Strategy List current or potential customers Describe your strategy for acquiring new customers and keeping existing ones What are your channels to market? Sales & Distribution Strategy –Direct sales, VARs, Distributors, etc. Strategic Marketing Partnerships

7 Competitive Differentiation Who are your competitors? What is their respective market share? What is your competitive advantage? –Patent protection? Other barrier to entry? How will you maintain this advantage?

8 Business or Revenue Model Product sales? License model? Other? Show revenue and profit growth forecasts for next 5 years

9 Management Team CEO –15 years sales with IBM, etc. CFO VP Sales/Marketing Chief Technologist Board of Directors (highest capabilities)

10 Financial Results Information included: –Gross Revenues –Volumes by unit –EBIDTA –Net Profit Total 5 years –Both historical actuals and pro forma –Limit historical to a maximum of 2 years.

11 Capital Requirements Current capitalization (how many rounds) Specific amount of needed capital –Overview uses and any stages Follow-on Investment Strategies Liquidity Strategy –Be realistic and give timetable Projected ROI to investor

12 Summary Sell Management Team Emphasize Competitive Advantages Re-state Market Potential Describe ROI