FUNDING REQUEST

Business Outline

what you provide, information about your target market, your structure (i.e. LLC), owners and members information (for partnerships and corporations), and any successes you've had to date in your business.

Financial Situation

Provide financial details such as income and cash flow statements, and balance sheets. Offer your projected financial information as well. If you're asking for a loan for which you'll be offering collateral, include information about the asset as well. If the business had debt, outline your plan for paying it off. Finally, share how you'll pay the loan or what sort of return on investment (ROI) investors can expect by investing in your business.

What we need and how it will be used

Detail how you'll be using the money, whether it's for inventory, paying a debt, buying equipment, hiring help, etc. If you plan to use the money for several things, highlight each and how much will go to each. Note that most financial sources would rather invest in things that grow a thriving business than to pay for debt or overhead expenses. 

Current and Future Financial Plans

Current and future financial plans include items such as loan repayment schedules or plans to sell the business. If you're getting a loan, outline your plans for repayment (although most lenders will have their own schedules). If you have plans to sell the business, let the lender know that and how it will affect them. Other issues to consider are relocation (if you move) or a buyout. Finally, let investors know how they can exit the deal, such as cashing out (how long before they can do that?).