|
Also
see companion Business
Plan Outline
“Refresh” / “Reload” for latest
version each visit Updated 9/2/2023 by KHJ Copy/paste into your word processor Latest at mission-market-MGT-Money.ProsperSystems.biz Suggested 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
Market: Paragraph
or two on the market: demographics or characteristics, total value, how
much realistically planning to penetrate, and by when. Highly-credible research link. Management Team (personally-named webpages & pictures add credibility;
alternating pictures allow maximum room for the “exceptional background”
words - include CxO-quality and industry-expert Advisors):
Add
list of CxO-quality, industry-expert Advisors and well-tested Professionals,
without pictures. CONFIDENTIAL. Not a sale or offering of securities. ~~~~~
PAGE 2 ~~~~~ Money (Pro Forma) This can be conceptual until a specific
Product or Project is vetted.
"Parameterize" so that key figures are defined in a legend,
then referenced throughout, making it and accurate to change Products or Projects
in subsequent or specific Pro Forma. CFO
or CPA to decide format and content - Email for Template - see Finance Options)
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
Note: Reasonable Development Costs and Expenses 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 (sum of
payouts / sum of investments - at least 5x by 5th year)** Investor Annual IRR (at least 25% by 5th year)** CONFIDENTIAL.
Not a sale or offering of securities. ~~~~~
END OF FORMAT ~~~~~ Change all the above to NON-ITALICS * For Income
Properties - single- or multiple-unit - Investments, Loans and Debt Service
are often moved to between Total Costs and Profit, just after a new, Net
Operating Income line. ** Investors
may include Founders and Officers. DO NOT INCLUDE offering numbers in a general-distribution
or online Overview, or it may become an illegal public
securities offering – the investment need will be obvious for years
with negative PROFITS. Check with your legal team for country and jurisdiction specifics. An online example is the first two content
pages of PreciousMetalsPanAm.com Also
see companion Business Plan Outline. ~~~~~~~~~~~ PROSPER
SYSTEMS, LLC (.biz) • Kenton H Johnson (.com), Founding Member • INTRODUCTION Schedule a Call or Mtg (9am
- 7pm USA Mtn Time, by Video/Audio Conference, Phone or In Person) NOTE: We do ANALYSIS of PROPERTIES, BUSINESSES and
STARTUPS Copyright © 2014-2023, Prosper
Systems, LLC, Denver CO USA. All Rights Reserved. Updated 9/2/2023 KHJ. |
Used in Conjunction with 
