Used in Conjunction with Conceptualize-Capitalize-Complete.  

Also see companion Business Plan Outline

 

 

For Complimentary Overview Analysis/Review
(FreeOverviewReview.biz)
focus on the Content using the Format if needed

 

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

Download Word Document or

Copy/paste into your word processor.

Latest at mission-market-MGT-Money.ProsperSystems.biz

 

Suggested Two-Page Business Overview Format - Prosper Systems

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-LandscapeMission:  Paragraph or two that you are solving a market problem with your unique, valuable solution, plus minimum investment** and investment goal.**  Add a specific Product or Project once vetted.

 

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):

 

pictureName, position, exceptional background, university if top level and relevant (include relevant Business Website, 10-25 words), Personally-Named WebPage

 

pictureName, position, exceptional background, university if top level and relevant (include relevant Business Website, 10-25 words), Personally-Named WebPage

 

pictureName, position, exceptional background, university if top level and relevant (include relevant Business Website, 10-25 words), Personally-Named WebPage

 

pictureName, position, exceptional background, university if top level and relevant (include relevant Business Website, 10-25 words), Personally-Named WebPage 

 

Add one-line 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 (Debt/Equity)

 

                                           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
                                          tell much about your understanding of your business

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  (.biz)  •   Kenton H Johnson (.com), Founding  Member  •   INTRODUCTION
Resume   •   Brief  (for Referring & Participation)  •   CRE Due Diligence (Checklist)
  •   Inexpensive Consulting  (includes one vetted investor per month retained)
Group  (Join)  •   Development & Finance & Funding   •   Sales   •   Project Services   •   Referrals Request  (to 20%) 
LinkedIn   •   LinkedIn Company Page  •   Rocket Your Startup 2.0™   •   FINANCE OPTIONS (Debt/Equity)

 

Schedule a Call or Mtg (9am - 7pm USA Mtn Time, by Video/Audio Conference, Phone or In Person)

 

NOTES:  We do  ANALYSIS  of PROPERTIES, BUSINESSES and STARTUPS

 

We also do DUE DILIGENCE on PROPERTIES for INVESTORS and Prospective OWNERS

 

Copyright © 2014-2025, Prosper Systems, Denver CO USA.  All Rights Reserved. Updated 12/29/2024 KHJ.