RENEW Investment Proposal Template

RENEW LLC |1
Investment Proposal
Click here to enter date.
Name: Click here to enter name.
Mobile: Click here to enter mobile number.
Business Name: Click here to enter business name.
Legal Status: Click here to enter text. - i.e. “LLC”
Country of Registration: List your country
Employees: Click here to list number of employees
Business Overview
Please describe an overview of your business in one paragraph.
Mission Statement:
Please state your business’ mission statement.
Products and Services:
Product
Description
Price per unit
(In USD)
Number of
units sold
(2009)
+1 (703) 261-9021 Voice > 2020 Pennsylvania Ave. NW # 388, Washington, D.C. 20006 > www.renewstrategies.com
RENEW LLC |2
Current Financials
Please attach your audited financial statements when submitting the investment proposal.
Balance Sheet (In USD)
Cash
2006
2007
2008
2009
2006
2007
2008
2009
2006
2007
2008
2009
Accounts Receivable
Capital Assets (Tools, Property
and Equipment)
Total Assets
Accounts Payable
Debt
Total Liabilities
Owners Equity
Total Liabilities + Owner’s
Equity
Income Statement (In USD)
Revenue (not including income
from financing)
Operating Expenses
Taxes
Payments on Debt
Total Expenses + Taxes +
Payments on Debt
Net Income (Revenue minus
Expenses, Taxes, Payments)
Cash Flow Statement (In USD)
Start of Year Cash on Hand
Income from Sales
Cost of Goods/Services Sold
+1 (703) 261-9021 Voice > 2020 Pennsylvania Ave. NW # 388, Washington, D.C. 20006 > www.renewstrategies.com
RENEW LLC |3
Cash Flow from Operations
(Sales minus Cost of Goods)
Cash Flow from Investment
Cash Flow from Financing
(investment or loans received,
minus debt, dividend, or equity
payments)
Total Cash Flow
End of Year Cash on Hand
Ownership and Management
Ownership:
Please list all owners of the company and percentage of ownership held.
Management and Team:
Please list all your current management and executives, including titles, a description of roles
and responsibilities, and years of experience. Optionally, please list any other important team
members.
Board of Directors:
Please list all members of your board of directors and include their expertise or current job.
Proposed Investment
Investment Requested (In USD):
Type of Investment: Debt
Term of Investment: 6 Years
Location of Investment: Please enter the location that will make use of the investment.
Use of Investment:
In one or two paragraphs, please describe the proposed investment including its main purpose.
Goals and Milestones of Investment:
Please list and describe your proposed goals and milestones for the investment through its full
repayment or exit.
Outcomes of Investment:
+1 (703) 261-9021 Voice > 2020 Pennsylvania Ave. NW # 388, Washington, D.C. 20006 > www.renewstrategies.com
RENEW LLC |4
Please list outcomes to your business of the proposed investment.
Decision-making Authority:
Please list any management that will have authority to direct use of funds and will make
decisions regarding the investment. Please describe their role and to whom they report.
Local Benefit of Investment:
Please list and describe all local benefits of the proposed investment, for example, jobs created,
people served, or economic benefit. If possible, please provide numbers for each item.
New/Expanded Products and Services
New/Expanded Products and Services:
Please list and describe products and services to be expanded or created as a result of the
investment, and the reason you would like to expand each.
Market Conditions and Demand for Product:
Please describe the current market conditions and demand for the new products and services,
and justify why you believe your new products will be purchased in increased number. Please
use numbers and research, if possible. Include any orders or contracts
Competitor Profile:
Competitors
Similar Product
Their
Price
Your
Price
Advantage of Your
Product
Sales Strategy:
Please describe your sales strategy for launching the new product or service. Include any
advertising campaigns or methods for letting the public or customers know about the product or
service.
+1 (703) 261-9021 Voice > 2020 Pennsylvania Ave. NW # 388, Washington, D.C. 20006 > www.renewstrategies.com
RENEW LLC |5
Technical information
Increased Capacity and Production Volume:
Please list the exact increase in production volume in number of units, or the increased ability to
provide your service to clients (include increased number of clients).
Inputs/Outputs and Margin Analysis:
Product
Inputs: Raw
Materials, Staff
Hours, or Other
Necessary to
Produce 1 Unit, or
Serve 1 Client
Cost per
Unit (In
USD)
Sales
Price per
Unit (In
USD)
Estimated
Number of
New Units
to be
Produced
Margin (Cost
per Unit
Divided by
Sales Price)
Increased Management and Overhead:
Please describe the additional management and overhead you will create to manage increased
production and sales. Please describe in detail your training strategy, implementation strategy,
and all new costs over management and overhead.
Increased Infrastructure:
Please describe the increased infrastructure or technology your business will need to grow as a
result of the investment.
Additional Financing
Additional Financing Required:
Please list any additional financing or additional partners you are seeking for additional projects
or investments. Note, this includes any partners that may provide a piece of this program or
investment.
Fundraising Strategy:
Please describe your fundraising approach and strategy for attracting additional partners or
investments.
+1 (703) 261-9021 Voice > 2020 Pennsylvania Ave. NW # 388, Washington, D.C. 20006 > www.renewstrategies.com
RENEW LLC |6
Financial
Financial Assumptions:
Please list all assumptions about your future growth and ability to repay/earn a return on the
investment. Assumptions are any decisions or achievements that will impact your future growth
or sales, but cannot be controlled by you or the investor.
Please also include how each item will impact the investment, and the likelihood of each
happening.
Please also list all ways you will overcome if the item does not happen as expected.
Current Liabilities and Loans:
Please list all loans you owe and any other payments you owe to suppliers or the government.
Include the amount of each, and the date you plan to repay it fully.
Breakdown of Investment by Cost Center:
Breakdown of Funds
Amount
Percentage of
(USD)
Investment
Overhead and
Management
Equipment
New Staff
Working Capital
Raw Materials
Land/Property
Other
Projections:
Projected Net
2010
2011
2012
2013
2014
2015
2016
+1 (703) 261-9021 Voice > 2020 Pennsylvania Ave. NW # 388, Washington, D.C. 20006 > www.renewstrategies.com
RENEW LLC |7
Profit
Revenue
Operating Expenses
Payments on Debt
Taxes
Net Profit
Additional
Investment
Investment Schedule:
Investment
2010
Schedule (Amounts
In USD)
Requested
Investment into
Business
Repayments
2011
2012
2013
2014
2015
2016
+1 (703) 261-9021 Voice > 2020 Pennsylvania Ave. NW # 388, Washington, D.C. 20006 > www.renewstrategies.com