Suggested Business Plan  

• Executive Summary

• Strategy and Tactics

  • Brief Company History and Corporate Legal Description (C Corp., LLC, etc.)

  • Product/Service - What it does, How much it sells for, Proprietary position

  • Market - Who's going to buy & Why, Who is the competition, What is the sales channel

  • Operations – What, Who, Where, When, How, How Much (also, describe workforce)

  • Management Team

  • Investment Required

  • Financial Pro forma showing one year of history and 5 years of forecast

    • Profit and Loss

    • Balance Sheet

    • Cash Flow

  • Use of Proceeds

  • Plans for additional fund raising after the TRDA loan

  • Exit Strategy

   

Addenda:

• List of the members of the company's board of directors

• List of alliance partners

• Product Information, technical specifications and schematics

Additional Support Materials:

• Statement of support from the lead local economic development organization

• Statement of support and confirmation from investors (matching sources of funds)