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(Company Name)

(Contact Name)
(Address: Street, Town, State, Zip)
Phone: Fax: Web Address: (if appropriate)

Management: (brief bio’s should be Business Description: Briefly describe the general nature of your company.
attached on separate page) From this section the investor must be convinced of the uniqueness of the
CEO business and gain a clear idea of the market in which the company will operate.
VP Sale/Mktg.
CFO Summary of Business Strategy: Provide a short summary of your company's
Etc... strategy for bringing your product/service to market. Indicate specific steps
that will be undertaken in this process. Also, mention your revenue model in
Industry: i.e. Internet software, Clean this section.
Tech etc...

Number of Employees: # Products/Services: Convey to the investor that the company and product truly
fill an unmet need in the marketplace. The characteristics that set the product
Bank: i.e. Silicon Valley, Comercia, BofA and company apart from the competition need to be identified (competitive
etc… advantage). Testimonials from your addressable target market, Industry
Analysts etc. should be attached on a separate page.
Auditor: i.e.PricewaterhouseCoopers,
Technologies/Special Know-how: In this section, highlight whatever aspects of
Law Firm(s): If currently have attorneys your product that may be protected by current IP or patent law. Provide
for corporate and IP work note here and evidence of how your offerings are different and will be able to develop a
add “working informally with DLA Piper’s barrier to entry for potential competitors.
Venture Pipeline Group”

Amount of Financing Sought: Target Markets: Provide a clear description of your target market, and any
i.e. $2M equity market segments that may exist within that market. Include potential
market size and growth rate.
Use of Funds: i.e. Product development,
marketing/sales, distribution, etc

Current Investors: ($Amt. Invested)

Any Venture Capitalists, Private Investors,
Investment Banks, or Personal Funds

Distribution Channels: Indicate which channels will be used to deliver your products/service to your target markets
(i.e. website, direct sales force,VARs, channel partners, etc.).

Competition: List any current or potential direct and indirect competition. Briefly describe the competitive outlook
and dynamics of the relevant market in which you will operate. After reviewing this document, it should be clear to
the reader why your offering is superior to your target market.

Outlook: Describe the major events that will take place in the short and long-term future (i.e. product launch,
acquisition of first customer, milestones for customer base growth or sales growth, analysts' predictions for your
industry or market segment, or anything that could be of interest to a potential investor. Present exit strategy
regarding likely acquirers or similar companies going public.

Financial Projections: Selli Ad it/L thou

2007 ng min. oss: san
Revenue: and Exp (doll ds)
Cost of Goods Sold Gen : ars
Gross Margin $ eral Prof in 2008

2009 2010 2011

BOST1\485132.1 2
Key Management Team, Advisory Board and Board of Directors Biographies/Market
and/or Industry Testimonials