Company Name
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Mission statement
Stage of development
Business plan status
Legal entity status
Location
Number of employees
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Team
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CEO – experience and education
VPs – experience and education
Directors
Advisors
2
Product/Service Offering
• Description
• How conceived
• Recent accomplishments to demonstrate
proof of concept
3
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?
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Market
• Specific target market
• Target market segment size and growth
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Marketing Strategy
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Business model
Marketing activities
Sales and distribution channels
Target customers
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Competitive Advantage
• Description
• Value proposition
• Intellectual property assets
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Competition
• Competitors
– large incumbents
– other startups
– substitute solutions
• Product and pricing comparisons
8
Threats and Weaknesses
• Threats
• Current weaknesses
• Plan to address threats and weaknesses
9
Financials
• Revenue, EBITDA and net income
– past two years (actual)
– next three years (projections)
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 (optional)
• Future funding rounds
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Use of Proceeds
• Descriptions, amounts and timing
• Product development, operations, marketing
• Significant upcoming milestones
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Exit Strategy
• Exit strategy
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