1) Executive Summary
2) Company Description
- The company purpose, mission and vision
- Company formation information
- Who the founders are
- Location and geographical markets served or where you have a presence
- Current status and stage of business
- Any notable achievements so far
3) Products & Services
- Definition of the core product or service
- Development stage
- Screenshots or diagrams
- Current pricing
- Past test results
- Anticipated future products and services you hope to develop and roll out
4) Marketing Plan
- Competition and market research
- SWOT analysis (Strengths, Weaknesses, Opportunities & Threats)
- Target market research (total market size and total addressable market (TAM))
- Brand and product positioning
- Elevator pitches and tag-lines
- Target customer personas and profiles
- Results of any testing conducted so far
- Marketing channels to be used
- Marketing budget
- Estimates of cost per action (CPAs)
5) Operational Plan
- Facilities and space needed
- Technology needs
- Equipment needs
- Supply chain management
- Logistics and distribution plans
- Order and fulfillment processes
- Quality control checks
- Legal and accounting needs
6) Management & Organization
- Founders and executive team
- Any owners and shareholders
- Board of directors
- Consultants and special advisors
- Key team members and department heads
7) Financial Plan
- Current balance sheet
- Past 2 years’ financials if applicable
- Financial projections for 12 months, and annually through year 5
- Break even analysis
- Cash flow projections
- Income and expenses
8) Appendices
- Articles of incorporation and status
- Resumes of founders and key team members
- Copies of insurances
- Licenses
- Trademarks and patent registrations
- Contracts
- Appraisals
- Deeper research data or links to references
***This template was published on the article below on Forbes today.**\*
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