Financial Plan
- Your company/group address and incorporation details
- Financial statements for the past 5 years (for growth-stage companies)
- Management accounts for the past year (for growth-stage companies)
- Draft financial plan (optional)
- Existing timeline for strategy deployment (if any)
- Preliminary expansion plans
- Presentation about the company’s products or clear website offering (link)
- Type of customers targeted
- Names of competitors
- Relevant market information & trends (industry publications the company subscribes to, if any)
- Stage of company and market/ product validation
- Marketing or sales plan
- Prices of products
- Details of production or supply agreements (e.g. prices agreed and pre-payments)
- Expected costs
- List, amounts and details of current contracts with customers and suppliers
- Hiring or personnel plan, estimated salaries per employee or position
- Development costs (software or other investments)
- Financing agreements (if any)
- Any past financing received
- Estimated investment sought and/or debt refinancing plans (if any)
- Any legal proceeding, restructuring or other special situation affecting the company
- Type of financial scenarios needed (if any)
- Your company brand colour palette
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Valuation Report
- Company register extract (with Shareholders’ Split and group structure if relevant)
- Exit strategy
- Type of financing sought (if any)
- Financing or acquisitions transaction details or prospective agreements (if any)
- Relevant fundraising transactions or acquisitions of similar companies
- Synergies identified with an investor (if any)
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Business Plan
- Audience and details of negotiations so far
- Company register extract (with Shareholders’ Split and group structure if relevant)
- Presentation about the company’s products or clear website
- Relevant market information & trends (industry publications the company subscribes to if any)
- Names of competitors
- List of past customers or references
- List of current customers or numbers & type
- List of business partnerships
- CVs of complete LinkedIn profiles of management team, (including how you know each other and why you decided to start the venture)
- Technical description of product and image(s), features and future development
- Marketing & sales goals
- Product launch strategy
- Details of relevant internal processes (product delivery or internal company process, when relevant)
- 10 stock images of your company
- Your logo
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Document Update
- Last version of document (if changed since last submission)
List of changes to apply to the document
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