Company Background

• Identify the management team and relevant experience
• Organization chart, if necessary to understand the management structure
• Number of Employees
• Office locations
• Date Company was founded
• Identify board members and, if applicable, board of advisors

Market Opportunity

• Market need
• Total size market
• Percent of market the Company will control
• Growth rate
• Company positioning

Technology

• How does it work?
• Status of product development (Alpha, Beta, 1.0,…)
• Key milestones and expected completion/release dates
• Dependency on external technologies; key vendor licenses
• Patent portfolio

Competition

• Who are your competitors? Collaborators?
• What is the company's competitive differentiator or unique advantages?
• How sustainable are these advantages?

Customers

• Total number of customers
• Large customers, if any
• Percentage of total sales these customers represent
• Customer attrition; Why do they leave?
• Sales pipeline?

Financials

• Projected financials and cash flow breakeven point, with related assumptions
• Monthly burn rate: gross and net

Financing History

• Amounts raised with dates; from whom?
• Any special provisions, terms held by prior shareholders
• Post-money valuation on last round, if any

Risk

• Risks that are inherent to the specific business and not risks that are general business or investment risks

Proposed Financing

• Total amount to be raised
• Amount already committed from prior investors or new lead
• Valuation expectations
• Expected future financings

Use of Proceeds

• i.e. Proceeds will be used to purchase equipment or used for working capital purposes.

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