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Business Plan Checklist

The following checklist describes the basic information we look for in a business plan:

Business
Describe your company, business goals, product or service, and positioning. box
 
Team
Introduce your team with full resumes including information on existing board members and advisors. box
What are your hiring plans? box
 
Product/Service
What product or service will your company offer? box
What's different or unique about your offering? box
What customer problem does it solve? box
What is your sustainable competitive advantage? box
Who are your current and future competitors, and how is your product better? box
 
Market and Sales Strategy
Describe your customers and your target market. box
What is the total market size? box
What is your sales strategy and proposed sales channel? box
 
Capital Needs and Existing Capital Structure
How much money will your company need?  For what amount of time? box
What will be the specific uses of the capital? box
Describe the existing ownership of the company. box
 
Financial Projections
Provide current financial statements and pro forma statements of cash flow, profit and loss, and balance sheets on a monthly basis for two years and annual projections for three additional years. box

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