This is the structure I normally work to, but it can be customized in any way you would like.

Executive Summary

  • Introduction
  • Opportunity
  • Problem
  • Solution
  • The Market
  • Competition
  • Competitive Advantages
  • Forecast
  • Financial Highlights by Year
  • Financing Needed

The Opportunity

  • Problem and Solution
    • Problems Worth Solving
    • Our Solution
  • Target Market
    • Market Size and Segments
    • Market Growth
    • Market Trends
    • Future Markets
    • Key Customers
  • Competition
    • Current Alternatives
    • Our Advantages
  • Barriers to Entry
  • Intellectual Property

Execution

  • Marketing and Sales
    • SWOT Analysis
    • Marketing Plan
    • Sales Plan
  • Operations
    • Locations and Facilities
    • Technology
    • Equipment and Tools
  • Milestones And Metrics
    • Milestones Table
    • Key Metrics

Company

  • Overview
    • Ownership And Structure
    • Company History
  • Team
    • Management Team
    • Advisors
    • Personnel
    • Planned Key Hires

Financial Plan

  • Forecast
    • Key Assumptions
    • Risks And Mitigation
    • Revenue By Month
    • Expenses By Month
    • Net Profit (Or Loss) Per Year
  • Financing
    • Use Of Funds
    • Sources Of Funds
  • Statements
    • Projected Profit And Loss
    • Projected Balance Sheet
    • Projected Cash Flow

Appendix

  • Profit And Loss Statement with Monthly Detail
  • Balance Sheet with Monthly Detail
  • Cash Flow Statement with Monthly Detail