Supporting Documents for Presenting Your Business Plan
BizPlanBuilder includes more tools to help you get the financing you want...
BizPlanBuilder includes all of these extra 'Supporting Tools'
There is more to raising money than just writing a business plan. Investors want to see deals in the works, qualified board members and advisors in place, plus a lot more. For example, we've included a sample "Invitation to Board of Advisors" inviting a business luminary to formally join your advisory team.
When they do agree to fund your plan, the work of "due diligence" begins — investors say yes, but upon the condition that they scour everything about you and your business, looking for anything that could be wrong with it, you, and/or your team before they write you a check..
This is no fun and it can take a month to several months... So we have made sure that you are prepared and ahead of them.
Other things we include enable you to build your business even without outside capital. "Hustle while you wait," as Henry Ford said. We want you to have everything you need to get the job done—whether you need to raise money or not. Take a look at this list and you'll get some ideas for many possibilities to improve your business as well as your position with investors and lenders.
Supporting Documents for Business Financing
- Articles of Incorporation
- Core Values & Core Practices
- Executive Résumé Template
- Executive Team Responsibilities
- General Partnership Agreement
- Invitation to Board of Advisors
- Invitation to Board of Directors
- Investor Tracking & Follow-up Log
- Personal Financial Statement
- Press Release—Announcement
- Private Offering Disclaimer
- Stock Options Tracking Worksheet
Business Plan Distribution
- Believable Projections — a pep-talk about putting your financial model together
- Deal Summary Template — pitch your deal with this 1-page business plan
- Due Diligence Checklist — your head start for being ready for investors.
- Service Business Start-Up Cash Requirements
- Business Topics of Interest w/Internet Links
- Developing Your Management Team
- Things to Think About
- What Investors Look For
Non-Disclosure Agreements for:
- Banker
- Leasing Agent
- Investor (They don't like these, but here is one anyway.)
Tools to Manage Your Business
- Application for Business Credit
- Business Start-Up Checklist
- Commercial Lease
- Independent Contractor Agreement
- Investor Game Plan
- Investor Newsletter Template
- Lehman Formula Finder's Fee Calculator
- Management Notebook
- Proceeds of Sale of Business
- Product Feedback Survey
- Service Feedback Survey
- Service Invoice Log
- Services List
- Space Requirements Planning Worksheet
- Trademark Instructions
- Trademark Overview
Built-in Advice & Support
- PowerPrompt interactive guide
- Built-in Sample Business Plans
- Expert Explanations on Every Subject
- Book: Handbook of Business Planning
- 65 Methods for Financing Your Business
- FREE Video: "The Thinking Behind Your Business Plan" (You can watch it here)
Online Advice & Support
FREE Advice, Downloads, FAQs & Links to help you with your business plan
- Sales & Marketing
- Staffing
- Facilities
- Finance
- Legal
- Funding Sources
- Market Analysis
- Links to the most reliable business databases, libraries, and news services available.
- Business Plan Technical Support
- Links to our growing worldwide database of expert mentors and consultants
Investors and lenders must be treated delicately and with respect.
They want to know a lot before they approve your deal and write you a check...
With BizPlanBuilder, you have everything you need to complete the deal.