ted buchan

Statement of confidentiality

ted

Executive summary

Mission statement

Your mission

Products & Services

Product or service

Subtopic

Team and track record

Track record

Opportunity

Financial requirements

Requirements

Benefits

About your business

Legal status

Governance

Regulatory environment

Regulatory condition

Financial status

Financial structure

Your investment

Current business levels

Your credit history

Management team

Key team member

Relationships and partnerships

Relationship

Achievements and track record

Achievement

Values and principles

Value or principle

Vision and opportunity

The opportunity

Describe the opportunity

Your strategy

Describe your strategy

Your USP

Describe your USP

12-month plan

Short term goal

5-year plan

Long term goal

The market

The industry

About the industry

Market position

About your market position

Customers

Customer segment

Segment size

Size

Profile

Pain points

Needs

Solutions

Competitors

Competitor

Product or service

Strengths

Strength

Weaknesses

Weakness

Strategies

Strategy

Financial requirements

Returns and repayments

Return or repayment

Subtopic

Forecasts

Sales forecast

Sales highlight

Costs forecast

Cost highlight

Balance sheet forecast

Balance sheet highlight

Profit and loss forecast

Profit and loss highlight

Breakeven analysis

Breakeven highlight

Cashflow forecast

Cashflow highlight

Strategic challenges

Strategic highlights

Implementation

Milestones

Milestone

Next steps

Next step

Risks

Risk

Operations

Facilities

Facility

Equipment

Processes

Process

Development

Development projects

Staff, knowledge and skills

Staff and skills

Suppliers and partners

Supplier or partner

Marketing and sales

Market research

Routes to market

Route to market

Campaigns

Campaign

What you will sell

Product or service