Email
*
Website
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Type of Business
What industry will your business operate?
Retail sales or services
Professional or technical services
Food and accomodation services
Other
Please Provide Details:
Next
Company Information
Is this a new or existing company?
New Company
Existing Company
Next
Company Name
Email
*
Address
Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Next
Company Background and Forecast
Do you want to describe the company's history?
Yes
No
Describe the company's history:
Next
Describe the company's goals and objectives:
Describe the planned timeline for reaching the objectives:
Next
Ownership and Management Information
Company Structure:
Sole proprietorship
Partnership
Corporation
Other
Describe the ownership structure of the Company:
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Who owns the company?
Full name:
Describe the owner's experience and training:
Next
Describe the company's management structure:
Next
Describe the company's assets:
Next
Describe the primary product/service offered by the company:
Proprietary Rights and Future Products / Services
Does the company hold any patents, trademarks, licenses or other proprietary rights?
Yes
No
Describe any patents, trademarks or proprietary rights held by the company:
Does the company have any additional products/services that may be developed in the future?
*
Yes
No
Describe any potential future products/services:
Next
Customers, Pricing and Marketing
Describe the company's target market:
Does the company have any established customers?
Yes
No
Describe the company's established customers:
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Describe the company's pricing approach:
Describe the company's advertising strategy:
Does the company's location give a competitive advantage?
Yes
No
Describe the competitive advantage of this location:
Next
Competitors and SWOT Analysis
Describe the company's competitors:
Do you wish to describe & compare your competitors's strategies?
Yes
No
Provide an analysis of your competitor's strategies:
Next
Would you like to include a detailed analysis of the company's strengths, weaknesses, opportunities, and threats?
Yes
No
Describe the company's strengths:
Describe the company's weaknesses:
Describe the company's opportunities:
Describe the company's threats:
Next
Operational Info
Would you like to describe your day-to-day operations?
Yes
No
Describe your day-to-day operations:
Would you like to describe the operational facilities?
Yes
No
Describe your operational facilities:
Next
Do you have any outside suppliers?
Yes
No
Describe your suppliers:
How many staff does the company require?
*
I am the sole employee
Describe staffing requirements
Describe the company's staffing requirements:
Next
Capital Requirements
Would you like to include a summary of the company's financial requirements?
Yes
No
Describe the company's capital requirements:
Would you like to describe how the company will repay any financial obligations?
*
Yes
No
Next
Describe the company's repayment plan:
Would you like to include an Income Statement?
*
Yes
No
Fiscal Year End:
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YYYY
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Reporting Year
The financial data is Actual data or Projected:
*
Actual and Projected
Actual
Projected
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Gross Sales:
Cost of Goods Sold (COGS)
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Expenses
Sales & Marketing:
Research & Development:
Insurance
Legal & Professional Services:
Bookkeeping:
Rent:
Utilities:
Repairs and Maintenance:
General Office:
Entertainment:
Licenses:
Salaries and Benefits:
Bank Fees:
Interest Expense:
Miscellaneous Expenses:
Document Date
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1921
1920
Comment
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Company description
Executive summary
Company description
Competitive Analysis
Market Analysis
Competitive Analysis
Role Management
Organisation Structure
Role Management
Marketing / Sales
Product / Service Offerings
Marketing / Sales
Funding Request
Financial Projections
Funding Request