Suggested Two-Page Business Overview FormatUsed in Conjunction with Conceptualize-Capitalize-Complete. Also see companion Business Plan Outline
Refresh / Reload for latest version each visit. Copy/paste into your word processor. Latest at mission-market-MGT-Money.ProsperSystems.biz
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. {......} are instructions
~~~~~ 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 {Business websites and online professional profile links [such as LinkedIn or personal webpages] & pictures add credibility. Alternating pictures allow maximum room for the descriptions.}
Add one-line list of CxO-quality, industry-expert Advisors, senior, secured Contractors or Services, and well-tested, retained 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 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 ~~~~~
Footnotes
* 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.
{Change all the above to NON-ITALICS.}
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
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
Prosper Systems, a Denver-based boutique founded in 2000, provides $500K to $50M in CRE acquisition debt and equity, and takes great care of referrers (up to 20%). Copyright © 2014-2026, Prosper Systems, Denver CO USA. All Rights Reserved. Updated 10/29/2026 KHJ. |
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