Description

Documents Starter Kit Includes:

• Formal Business Proposal Template
• Annual Financial Report and Analysis Template Includes:
  • • Financial Data Import
    • Financial Report
    • Key Metric Analysis
• Executive Summary Template
• Financial Planning and Funding Template Includes:
  • • Q&A
    • Three Year and Five Year Plan
    • Revenues and Margins
    • Team
    • Operating Costs
    • Stock (Optional)
    • Investment
    • Funding
    • P&L
    • Cash Flow
    • Balance Sheet
• Investor, Banking, or Financing Due Diligence Checklist
• Shareholders Agreement Template
• Term Sheet Series A Template
• Venture Capital Funding Excel Spreadsheet Template
• Financial Model Example: Data and Voice Service Organization
• Disruptive Business Plan Sample Template – Commerce