Confidentiality document
Mission statement
Your mission
Products & Services
Product or service
Team and track record
Track record
Opportunity
Opportunity
Financial requirements
Requirements
Benefits
Benefits
Legal status
Legal status
Governance
Regulatory environment
Regulatory condition
Financial status
Financial structure
Management team
Key team member
Relationships and partnerships
Relationship
Achievements and track record
Achievement
Values and principles
Value or principle
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 industry
About the industry
Market position
Customers
Customer segment
Competitors
Competitor
Schedule
Investment schedule
Purpose
Investment purpose
Returns and repayments
Return or repayment
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
Milestones
Milestone
Next steps
Next step
Risks
Risk
Risk
Facilities
Facility
Equipment
Equipment
Processes
Process
Development
Staff, knowledge and skills
Staff and skills
Staff and skills
Suppliers and partners
Supplier or partner
Market research
Market research
Routes to market
Route to market
Campaigns
Campaign
What you will sell
Product or service