Click here to download Corp Profile document
Upcoming SlideShare
Loading in...5
×
 

Click here to download Corp Profile document

on

  • 6,308 views

 

Statistics

Views

Total Views
6,308
Views on SlideShare
6,307
Embed Views
1

Actions

Likes
3
Downloads
185
Comments
0

1 Embed 1

http://localhost 1

Accessibility

Categories

Upload Details

Uploaded via as Microsoft Word

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

Click here to download Corp Profile document Click here to download Corp Profile document Document Transcript

  • Guidelines to complete the InvestIN Private Investor Network Corporate Profile Form While you complete your Corporate Profile keep in mind that it is your shop window to potential investors FIRST PRINT THE FIRST TWO PAGES OF INSTRUCTIONS AND SAVE THIS FILE WITHOUT THEM. - Save this file titled: Your Company Name-CorpProfile (ex: IPIN-CorpProfile.doc) Please use Calibri size 11 font only. 1. Strategic Intent – No more than 5 lines please. a. E.g. To build the best SAAS company in the world. 2. The Company – No more than 5 lines please. a. E.g. 2 year old company with disruptive technology looking for growth capital to enter several markets. 3. Country(s) of Operation - No more than 2 lines please. a. E.g. headquarters- US, R&D- Canada, Manufacturing- China, Marketing - US & Brazil. 4. Technology/Product/Service - No more than 12 lines please. a. Bullet Point please. As you enter your information in this space, you may find your information will spill onto the next page. If this occurs, pick a point in your paragraph and hit the return button, then enter the remaining text where indicated on the next page. 5. Pain you are solving/Opportunity being created- No more than 5 lines please. a. E.g. customer pain. 6. Management Team/Advisory Board- No more than 20 lines please. a. Add 4-5 lines of information on each of the key personnel and advisory board (if applicable). 7. Overall Market Overview- No more than 5 lines please. a. E.g. overview market for widgets is $5 billion; the niche we compete in is $2 billion. Evaluate your market based on your sales price. © 2010 InvestIN Private Investor Network
  • 8. Go To Market Strategy- No more than 10 lines please. a. E.g. verticals, your channels for distribution, value added resellers, white-labeling. b. If you already have sales describe verticals, etc… 9. Value Proposition & Implementation- No more than 8 lines please. a. E.g. What is your value proposition to customers? How do you deliver your product or service? 10. Past Revenues/P&L/Burn Rate- No more than 7 lines please. a. $1,000’s we are looking for actuals 11. A. Revenue Model - $1,000’s- A. No more than 6 lines please. B. No more than 8 lines please a. E.g. typical contract sale price? Value added chain from supplier to customer? Reoccurring revenues or one off transactions? b. Proformas 1. We are looking for scalability in revenues (guesstimates) 2. Profitability from year 3 onwards is not necessary. 12. Use of Funds- No more than 8 lines please. a. Provide at least 5 lines of details. b. Separate by nature of expense: E.g. Capital equipment, salaries, overhead, software development, etc… c. Detail management salaries 13. Break Even Analysis- No more than 2 lines please. a. E.g. how much business do you have to do before you stop bleeding cash? 14. Intellectual Property- No more than 5 lines please. a. Describe IP briefly b. State nature of agreement if IP is licensed in. Is it exclusive? © 2010 InvestIN Private Investor Network
  • 15. Competition/Barriers to Entry- No more than 6 lines please. 16. Red Tape- No more than 5 lines please. a. E.g. regulatory approvals obtained and hurdles to cross 17. What else do you currently need to be successful? - No more than 8 lines please. a. E.g. customers, joint venture partners, top management, etc… 18. Exit Strategy- No more than 8 lines please. a. E.g. M&A, buy out/recap, IPO. Show comparatives, if available. 19. Investment Summary- No more than 10 lines please. a. E.g. common stock, series A round of $1M of which $500K is already raised. Identify other Angel groups, VC’s or PE groups already approached for or are in this round. b. State anticipated future rounds 20. Value Proposition for Investors- No more than 6 lines please. a. List what you think is your hoped for valuation at exit. b. Proposed X-factor return to investors in this round. © 2010 InvestIN Private Investor Network
  • For informational purposes only Corporate Profile of Introduction to the InvestIN Private Investor Network [Insert Company name here] Date: [INSERT DATE HERE] Company is seeking to raise $ for the following phase: INSERT LOGO Set format to Market Validation Launch Growth Series A, B, C or D behind text Double click gray box Pre-Money Valuation _______ Founders Investment_______ Investment to Date _________ Future Rounds ____________ Use Calibri size 11 font ONLY 1. Strategic Intent Contact: Title: [INSERT TEXT HERE] Website: City, ST: 2. The Company Time zone: [INSERT TEXT HERE] Office Phone: (xxx) xxx-xxxx Cell Phone: (xxx) xxx-xxxx 3. Country(s) of Operation Email: Referred by: [INSERT TEXT HERE] _________________________ Type of Company: 4. Technology/Product/Service Date Founded: [INSERT TEXT HERE] _________________________ Legal Counsel: Accounting Firm: Patents (yes/no, how many): Industry Sector: _________________________ Existing Customers list (If any): ________________________ Management Team: Founder: CEO: CFO/Controller: CTO: Director of Sales: Key People: Stakeholders: Consultants: © 2010 InvestIN Private Investor Network
  • [INSERT OVERFLOW TEXT FROM TOPIC 4 HERE] 5. Pain you are solving/Opportunity Being Created [INSERT TEXT HERE] 6. Management Team/Advisory Board [INSERT TEXT HERE] 7. Overall Market Overview [INSERT TEXT HERE] 8. Go To Market Strategy [INSERT TEXT HERE] 9. Value Proposition & Implementation [INSERT TEXT HERE] 10. Past Revenues/ P&L / Burn Rate [INSERT TEXT HERE] $000’s Complete where applicable Enter Month Enter Month Enter Month Enter Month Enter Month Enter Month Past Revenues Gross Profit Contribution to Overhead Monthly Burn 11A. Revenue Model [INSERT TEXT HERE] 11B. (Please use guesstimates, we understand) Projections Year 1 Year 2 Year 3 Year 4 Year 5 Revenue Cost of Goods Sold Gross Profit Operating Expenses EBITDA © 2010 InvestIN Private Investor Network
  • 12. Use of Funds [INSERT TEXT HERE] 13. Break Even Analysis [INSERT TEXT HERE] 14. Intellectual Property [INSERT TEXT HERE] 15. Competition/Barriers to Entry [INSERT TEXT HERE] 16. Red Tape [INSERT TEXT HERE] 17. What else do you currently need to be successful? [INSERT TEXT HERE] 18. Exit Strategy [INSERT TEXT HERE] 19. Investment Summary [INSERT TEXT HERE] 20. Value Proposition for Investors [INSERT TEXT HERE] Disclosure: This document is for information purposes only. It may be provided to institutional, venture capital and accredited investors who have a relationship with the InvestIN Private Investor Network and /or the company. This is not an offering document, nor a prospectus for the sale of securities, now part of any such document. © 2010 InvestIN Private Investor Network