1. Business Plan Summary - In two or three pages describe the company and its opportunity in terms of product, market, competition, business strategy and estimated sales for the next five years. Then provide descriptive supporting information in the categories listed below.

2. The Company - Name, nature of business, stage of development, corporate history, mergers, acquisitions, divestitures, affiliates, ownership structure.

3. Use of Funds - Amount currently being sought, proposed use of funds, use schedule.

4. Product Lines - Description, pricing, proprietary, and patented features, lead times on competition, licenses.

5. Research, Development, Engineering and Design - Product development timetable, product development strategy, logical extensions of technology, product niche.

6. Manufacturing - Production methods, operations cycle, capacity, quality control, level of integration, subcontractors, significant sources of supply, status of raw materials availability.

7. Service - How and by whom will service requirements be met.

8. Management, Directors, and Organization - Résumés of key executives, organization chart, union affiliations, training requirements, availability of labor, number of employees, incentives, compensation levels, stock ownership by management.

9. Markets and Competition - Market segments, market size, growth rates, seasonal or cyclical markets, market share, product substitutes, rate of technological changes, key competitors, strengths of competitors.

10. Marketing Plan - Marketing strategy, sales organization, product literature, description of pricing, credit, leasing and rental options, principal customers, channels of distribution.

11. Financial Summary and Projections - Historical financial statements, recent monthly statements, five-year projections of income statements, balance sheets and cash flow statements, detailed assumptions pertaining to pricing, share of market, margins, volumes, inventory, receivable and payable turnovers, capital expenditures.

12. Additional Financial Information - Capitalization, credit lines, leasing agreements, ownership breakdown, banking relationships, details of prior equity financing.

13. Legal - Legal counsel, litigation pending, contingent liabilities, key contracts.

14.   Other - Any other information which is important about internal operations or external environment. An example would be studies by third parties of the industry.