1. Dollar amount requested
2. Terms and timing
3. Type and price of securities

Summary

1. Executive Summary
2. Business Description
   1. Name
   2. Location and plant description
   3. Product or service
   4. Market and competition
   5. Management and expertise
3. Business goals
4. Summary of financial needs and applications of funds
5. Earnings projection and potential return to investors

Market Analysis

1. Description of total market
2. Industry trends
3. Target market
4. Competition

Products or Services

1. Description of product or service line
2. Proprietary position: patents, copyrights, legal and technical considerations
3. Comparison to competitor's products or services

Manufacturing Process (if applicable)

1. Materials
2. Source of supply
3. Production methods

Marketing Strategy

1. Overall strategy
2. Pricing policy
3. Method of selling, distribution, and servicing products

Management Plan

1. Form of business organization
2. Board of Directors composition
3. Officers: organization chart and responsibilities
4. Resumes of key personnel
5. Staffing plan, including number of employees
6. Facilities plan, including planned capital improvements
7. Operating plan, including schedule of upcoming work for the next one to two years

Financial Data

1. Financial statement (five years to present)
2. Five year financial projections:
   Quarterly for first year
   Annually for remaining years
   1. Profit and loss statements
   2. Balance sheets
   3. Cash flow charts
   4. Capital expenditure estimates
3. Explanation of any projection assumptions
4. Key business ratios
5. Explanation of use and effect of new funds
6. Potential returns to investors (compared to the average return in the industry as a whole)