1. Company Name Mission statement Stage of development
Business plan status
Legal entity status
Location
Number of employees

2. Team CEO – experience and education VPs – experience and education
Directors
Advisors

3. Product/Service Offering
Description
How conceived
Recent accomplishments to demonstrate proof of concept

4. 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?

5. Market
Specific target market
Target market segment size and growth

6. Marketing Strategy Business model Marketing activities
Sales and distribution channels
Target customers

7. Competitive Advantage
Description
Value proposition
Intellectual property assets

8. Competition Competitors Product and pricing comparisons
large incumbents
other startups
substitute solutions
Product and pricing comparisons

9. Threats and Weaknesses
Current weaknesses
Plan to address threats and weaknesses

10. Financials Revenue, EBITDA and net income past two years (actual)
next three years (projections)

11. 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

12. Use of Proceeds Descriptions, amounts and timing
Product development, operations, marketing
Significant upcoming milestones

13. Exit Strategy
Exit strategy