Marketing Management Business Plan_My Sweet Creations
X Squared Angels Entrepreneur Application
1. X
Squared
Angels
Entrepreneur
Application
Proprietary
and
Confidential
Page
1
Executive Summary Requirements
Here is a framework that permits potential investors to quickly understand your company and the
opportunity. This Executive Summary must address all points, preferably in the order listed.
1. Business Overview (three sentence summary of the investment opportunity)
2. Products and/or Services
a) The product or service
b) The customer problem it solves
c) The company’s uniqueness and sustainable competitive advantage
d) The current (or future) competitors, their products and strategies
3. The Market
a) The target market and target customer; the size and growth rate of the market
4. Sales Strategy
a) The channels to be used to go to market
b) Sales strategies
5. Management Team
a) Senior managers and their relevant skills/experience
b) Any open positions, and the key skills needed
6. Intellectual Property-- significant patents or other key intellectual property
7. Ownership and Control
a) Board of Directors
b) Capitalization table (list owners and percentages)
8. Capital Needs
a) Funds already invested by management and outsiders
b) Current capital needs
c) Pre-money valuation* of the Company and terms of the current offering
d) Projected use of funds
e) Future financing plans, if needed
f) Exit Strategy: how will the investors cash out of this investment?
9. Summary Financial Information, with key assumptions
Size: 5 pages maximum
*Pre-money valuation is the value of the company immediately before this new investment is made. For
example, if new investors are going to get 25% of the company for $200,000, the pre-money value is
$600,000 and the post-money value is $800,000.
2. X
Squared
Angels
Entrepreneur
Application
Proprietary
and
Confidential
Page
2
Name of Business Entity
Address
City State Zip Code
Contact Person
Telephone
Fax
Email
Signature: __________________________________________
Date: _____________________
Print Name: _________________________________________
Please return to Carol Clark, carolahclark@gmail.com