Perspective Investors Wants Questions to Ask Equity Pursuit Bank Financing Executive Summary Samples Getting Started 1 Getting Financed Writing a Successful Financing- Focused Executive Summary 1. Investors/Lenders 2. Questions 3. Equity 4. Debt/Loans 5. Executive Summaries

Perspective Investors Wants Questions to Ask Equity Pursuit Bank Financing Executive Summary Samples Getting Started 2 Financing Perspective Financing Perspective Innovative Approach View Your Business As A marketable asset A source of long-term wealth A creator of jobs A source of investment income –Yourself –Others who believe

Perspective Investors Wants Questions to Ask Equity Pursuit Bank Financing Executive Summary Samples Getting Started 3 What Investors Want A strong return on investment –Ranges from 8% (friendly, debt) to 40% A clear pay-off date (exit strategy) –Typically, 3-7 years A strong management team A base valuation of company A plan to accomplish goals

Perspective Investors Wants Questions to Ask Equity Pursuit Bank Financing Executive Summary Samples Getting Started 4 Ask These Questions First! Avoid limiting your options 1.How much money do I need? 2.What is the money for? 1.Need working capital? Want to expand sales and marketing efforts? 2.Need funds for software development? Or to expand company across all areas. 3.What are your near, mid-range, and long term goals for the company? –Do you intend to sell the company soon? Do you intend to grow through partnerships? Asking the right questions 1 st is key to deciding source and amount. Better questions = better decisions.

Perspective Investors Wants Questions to Ask Equity Pursuit Bank Financing Executive Summary Samples Getting Started 5 Equity Pursuit Investor profile she et –Introduces company and piques interest Executive Summary –Provides more details to further interest Business Plan –Full details including financials and projections after signing a conf. agmt & LOI Supporting material –All material requested after LOI or agmt.

Perspective Investors Wants Questions to Ask Equity Pursuit Bank Financing Executive Summary Samples Getting Started 6 Bank Financing What You Need for Access Abbreviated business plan /Executive Summary Pro-forma business financials (3 yrs) Financial statements (2 yrs) –Audited (best), reviewed (good), compiled Tax returns –Company –Personal Aged receivables, aged payables Explanation of any negative business items

Perspective Investors Wants Questions to Ask Equity Pursuit Bank Financing Executive Summary Samples Getting Started 7 Equity Financing What You Need to Finalize Business plan Pro-forma business financials (5 yrs) Financial statements (3 yrs) –Audited (best), reviewed (good), compiled –Tax returns for company if no reviewed Contracts, agreements, other due diligence-requested items Explanation of any negative business or personal items

Perspective Investors Wants Questions to Ask Equity Pursuit Bank Financing Executive Summary Samples Getting Started 8 Abbrev. Business Plan Abbrev. Business Plan Components -1 Company Overview / Business Description –Type, location, industry, sales Products/Services – Description –What company provides Market Overview / Opportunity –Industry and market background

Perspective Investors Wants Questions to Ask Equity Pursuit Bank Financing Executive Summary Samples Getting Started 9 Abbrev. Business Plan Abbrev. Business Plan Components-2 Competitive Advantages –What makes you stand out from your competitors Strategy –What you will accomplish, when, & how Management –Management team bios, Advisory Board

Perspective Investors Wants Questions to Ask Equity Pursuit Bank Financing Executive Summary Samples Getting Started 10 Abbrev. Business Plan Abbrev. Business Plan Components-3 Investment or Financing Considerations –Information pertinent to lenders or investors Summary of Financial Information / Financial Analysis –Snapshot of financials including customer concentration Sources and Uses of Funds or Proposed Financing

Perspective Investors Wants Questions to Ask Equity Pursuit Bank Financing Executive Summary Samples Getting Started 11 Additional Information: Solving the Capital Equation: Financing Solutions for Small Businesses Available on Amazon Or get the ebook Help! I Need Money for My Business Now!! Getting Started

Perspective Investors Wants Questions to Ask Equity Pursuit Bank Financing Executive Summary Samples Getting Started 12 Thank You! Tiffany C. Wright The Resourceful CEO Follow my blog, Small Business Finance Forum: formerly Toca Family Business Services Contact Us