Used in Conjunction with Conceptualization-Capitalization-Completion Phase I – Preparation

Also see Business Plan Outline

For Complimentary Overview Analysis:  focus on the Content versus the Format

 

“Refresh” / “Reload” for latest version each visit

Updated 5/13/2017 by KHJ

Right-click to Download Word Document or

Copy/paste into your word processor

Latest at BusinessOverviewFormat2P.ProsperSystems.biz,

MissionMarketMgtMoney.ProsperSystems.biz or mmMM.pskhj.com

 

Two-Page Business Overview Format - Prosper Systems, LLC

Using the mmMM system – mission, market, MANAGEMENT and Money

Valuable for opening conversations with debt/equity funders, partner, employees and suppliers

 

Complete/Edit the italics and images

 

~~~~~ PAGE 1 ~~~~~

 

Overview – Company Name

 

Project-Landscape

Mission:  Paragraph or two that you are solving a market problem with your unique, valuable solution, plus minimum investment** and investment goal.** 

 

Market:  Paragraph or two on the market:  demographic or nature, total value, how much you realistically plan to penetrate, and by when.

 

Management Team (personally-named webpages & pictures add credibility; alternating pictures allow maximum room for the “exceptional background” words):

 

pictureName, position, exceptional background, university if top level and relevant (include relevant BusinessWebsite, 10-25 words), PersonallyNamedWebPage

 

pictureName, position, exceptional background, university if top level and relevant (include relevant BusinessWebsite, 10-25 words), PersonallyNamedWebPage

 

pictureName, position, exceptional background, university if top level and relevant (include relevant BusinessWebsite, 10-25 words), PersonallyNamedWebPage

 

pictureName, position, exceptional background, university if top level and relevant (include relevant BusinessWebsite, 10-25 words), PersonallyNamedWebPage

 

CONFIDENTIAL.  Not a sale or offering of securities.

 

~~~~~ PAGE 2 ~~~~~

 

Financials (Money - this is conceptual - CFO or CPA to decide format and content)

 

                                           Year 1        Year 2        Year 3        Year 4        Year 5

 

Income

   Investment(s)**                1st round    2nd round         …

   Business Income

   Loan(s)

 

       Total Income

 

Development Costs

   Engineering

   IT

   Equipment

   Testing

   etc

 

Expenses

   Real Estate

   Office

   Salaries

   Overhead

   Travel

   Shipping

   Debt Service

    etc

 

        Total Costs

 

PROFIT

 

Investor Payouts – (some within first year is best)**

 

Investor Annual ROI (at least 25%)**

 

CONFIDENTIAL.  Not a sale or offering of securities.

 

~~~~~ END OF FORMAT ~~~~~

 

Change all the above to NON-TALICS

** DO NOT INCLUDE offering numbers in a general-distribution or online overview, or it may become an illegal public securities offering.  Check with your legal team for country and state specifics.

 

An online example is the first two content pages of PreciousMetalsPanAm.com

 

Also see companion Business Plan Outline.

 

~~~~~~~~~~~

Copyright © 2014-2017, Prosper Systems, LLC, Denver CO USA.  All Rights Reserved.

Kenton Johnson <Overview@ProsperSystems.biz>, Founding Member

USA (302)KentonJ - GoogleVoice: 302-536-8665; transcribed voice messages and text; forwards to mobile and GoogleTalk (Available 12p-8p USA Eastern Time)