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

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

3. Market
Specific target market
Target market segment size and growth

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

5. Competitive Advantage
Description
Value proposition
Intellectual property assets

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

7. Threats and Weaknesses
Current weaknesses
Plan to address threats and weaknesses

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

9. Financials Revenue, EBITDA and net income Future funding rounds
past two years (actuals)
next three years (projections)
Future funding rounds
Exit strategy

10. 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

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

12. Summary
Why should we invest in your company?