We want to see at a minimum a two page Executive Summary which addresses our investment criteria and describes the background of the management team and current investors, along with a description of how much money you need and for what purposes. If we are interested, we will schedule an initial meeting with one of the partners to go over your business plan. For a business plan presentation, we suggest the following format:

Company Background

• Short overview of the company
• Founders/Background/Funding so far

Market Opportunities

• Needs
• Value Proposition
• Size & Growth of Market

Products/Technology

• Differentiation
• Barrier-to-Entry
• Price & Cost

Target Market

• Competition
• Entry Strategy
• Positioning
• Distribution

Operating Plan

• Historical Results
• Quarterly for 1st Year
• Yearly for Next Two
• Balance Sheet
• Cash Flow

Funding

• How Much for What Milestone?