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🏢

What is your business name?

The official name of your business

Business Name *

🎯

What is your business mission?

A concise statement of your business purpose and goals

💡 Your mission should be inspiring and clearly state what your business aims to achieve. Example: "To revolutionize small business operations through innovative software."

Mission Statement *

📝

Describe your business

What does your business do and who does it serve?

Include: what you offer, who your customers are, and what makes you unique. 2-3 paragraphs is ideal.

Business Overview *

🎯

What are your key objectives?

Specific goals for the next 1-3 years

Include measurable targets like customer numbers, revenue goals, market milestones, and operational objectives for Years 1-3.

Key Objectives (Years 1-3) *

⚖️

What is your legal structure?

Choose your business structure

👤

Sole Trader

🤝

Partnership

🏢

Limited Company (Ltd)

🏛️

LLP

Company Registration Number (optional)

📅

When was your business founded?

Foundation or incorporation date

Founded/Incorporated Date *

Principal Business Location *

👥

Who are the founders/owners?

Include names, roles, equity stakes, and experience

List each founder with their background, experience, and ownership percentage. Example: "John Smith (CEO, 50% equity) - 15 years experience in software development."

Founders/Owners *

📖

What is your company's story?

How and why was the business started?

Include: why you started, key milestones achieved, current status, any traction or customers secured.

Company History *

📦

What do you offer?

Describe your core products or services

Be specific about features, benefits, and pricing. Include details about what customers receive and how it solves their problems.

Core Products/Services *

⭐

What makes you unique?

Your Unique Selling Proposition (USP)

What makes your offering different and better than competitors? Why would customers choose you over alternatives?

Unique Selling Proposition *

Future Products/Services (optional)

🎯

Who are your customers?

Describe your ideal customer profile

Be specific: demographics, behaviors, needs, pain points. The more detail, the better. Example: "UK businesses with 5-50 employees in professional services."

Target Market Description *

📊

How big is your market?

Market size, opportunity, and growth potential

Include total addressable market, your realistic target capture, and market growth trends. Use data sources to support your estimates.

Market Size and Opportunity *

📈

What are the industry trends?

Current trends affecting your market

Include technology changes, regulatory shifts, customer behavior changes, and economic factors impacting your industry.

Industry Trends *

💡

What problems do you solve?

Customer needs and pain points

What specific problems do your customers face? What needs do you fulfill? Be clear about both pain points and desired outcomes.

Customer Needs and Pain Points *

⚔️

Who are your competitors?

List 3-5 main competitors

For each competitor: name, their strengths, weaknesses, market position, and pricing. Be honest and thorough.

Main Competitors *

🏆

What are your competitive advantages?

Why customers should choose you

Be specific: technology, pricing, service, expertise, relationships. What can competitors not easily copy?

Competitive Advantages *

Market Positioning *

📢

How will you reach customers?

Marketing channels and strategy

List specific marketing channels (online/offline) you'll use. Be realistic about what you can execute with your budget.

Marketing Channels *

🎣

How do you acquire customers?

Your customer acquisition process

Describe your complete funnel from awareness to purchase. Include conversion strategies, cost per acquisition, and lifetime value targets.

Customer Acquisition Strategy *

Brand Positioning and Messaging *

Marketing Budget (Year 1) *

💼

Describe your sales process

How you convert leads to customers

Step-by-step from lead to customer. Include qualification, demos, proposals, closing, and onboarding.

Sales Process *

Sales Team Structure *

💰

What is your pricing strategy?

How you price and sell your offerings

Explain your pricing model, why customers will pay this amount, and any discounts or packages.

Pricing Strategy *

Distribution Channels *

⚙️

How does your business operate?

Day-to-day operations and processes

Describe key operational processes, workflows, quality control, and how you deliver your product/service.

Key Operational Processes *

Facilities and Equipment *

🔧

What technology and suppliers do you use?

Tech stack and key partnerships

Technology Stack *

Key Suppliers and Partners *

👥

Who runs the business?

Key personnel and their experience

Investors invest in people first. Show relevant experience, achievements, and expertise of your management team.

Key Personnel and Experience *

Organizational Structure *

Advisors and Board (optional)

📈

What are your revenue projections?

3-year revenue forecast

Be realistic. Include customer targets, pricing, and growth rates. Banks and investors scrutinize financial projections carefully.

Revenue Projections (3 Years) *

💸

What are your costs?

Operating expenses breakdown

Include all major cost categories: salaries, rent, marketing, technology, professional services, etc. Break down by year.

Cost Structure and Expenses *

💰

Profit, loss, and cash flow

Financial forecasts and projections

Profit/Loss Forecast *

Cash Flow Projections *

Break-Even Analysis *

💎

What funding do you need?

Amount, timeline, and use of funds

Be specific about how much you need, when you need it, how long it will last (runway), and what you'll use it for.

Amount Needed and Timeline *

Use of Funds Breakdown *

🤝

Investment terms and exit strategy

What you're offering to investors

Investment Terms Sought *

Exit Strategy for Investors *

⚠️

What are the key risks?

Risks and how you'll mitigate them

Be honest about major business risks. Showing you've thought about risks and have mitigation plans demonstrates maturity.

Key Risks and Mitigation Strategies *

Insurance and Legal Protections (optional)

🎯

What are your key milestones?

12-36 month roadmap

List specific milestones with target dates. Include customer targets, product launches, hiring goals, and revenue milestones.

Key Milestones (Next 12-36 Months) *

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