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Business Planning Criteria

The following criteria are important for early stage companies.

  • We suggest that you have the following:
  • Clarified your idea
  • Describe who you are in 20 words or less
  • Developed a concept pitch
  • Outline a 15 - 20 point slide presentation
  • Identify team members both internal and external
    • Management teams are important
    • Board of Advisors or Directors are crucial at the early stages
  • Prepare and provide market feedback, proof of customer acceptance
  • Industry standard financials
  • How much capital is required?
    • What is the size of the market?
    • Defined business model

Please feel free to submit your Executive Summary through email to info@businessplanbootcamp.com.

Potential outline of the process:

  • Send in a business plan
  • Arrange telephone conference
  • Potentially arrange face-face meeting
  • Receive request for information
  • Finalize due diligence process
  • Review potential engagement letter
  • Prepare documentation if appropriate
  • Assist in management roadshow to raise equity
  • Close transaction
  • Give continuing support through participation on board of
    directors or board of advisors
  • Assist in preparing investor correspondence