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Executive Summary

Brief business overview and core offering.
Key financial highlights (revenue, EBITDA, growth rate).
Market opportunity snapshot.
Investment rationale (why the business is attractive).
Summary of funding requirement and proposed use of funds.

Overview of the Company

Founding year, history, and evolution.
Mission, vision, and values.
Corporate structure and locations.
Key milestones achieved over time.
Current scale of operations.

Business Description

Products/services offered.
Target customers and value proposition.
Business model and revenue streams.
Pricing strategy.
Competitive differentiators.

Team / Board of Directors / Management

Profiles of founders and leadership.
Key roles and responsibilities.
Professional experience and expertise.
Achievements and track record.
Organizational chart (if available).

Ownership

Cap table breakdown (promoters, investors, ESOP).
Shareholding percentages.
Historical changes in ownership.
Voting rights and special rights.
Future equity plans (if applicable).

Financial Overview

Revenue, EBITDA, PAT for last 3–5 years.
Key financial ratios (margins, returns).
Cost structure breakdown.
Cash flow summary.
Balance sheet snapshot.

Forecasting

Revenue and EBITDA projections.
Assumptions used in forecasting.
Break-even analysis.
Capex and working capital requirements.
Long-term financial outlook.

Company Achievements

Awards and recognitions.
Major client wins or partnerships.
Revenue or product milestones.
Technological breakthroughs or patents.
Expansion milestones (geographic/product).

Market Analysis

Market size and growth rate (TAM/SAM/SOM).
Industry trends and drivers.
Competitive landscape.
Customer behavior insights.
Barriers to entry.

Strategy and Implementation

Business growth plan.
Marketing and sales strategy.
Product/technology roadmap.
Operational expansion plans.
Timeline and KPIs.

Legal and Regulatory Information

Company registrations and licenses.
Applicable industry regulations.
Pending or past litigations.
IP ownership (trademarks, patents).
Data protection, compliance policies.

Customer Overview

Customer segments.
Key clients and case studies.
Customer acquisition channels.
Retention metrics (churn, LTV).
Customer satisfaction or testimonials.

SWOT Analysis

Strengths.
Weaknesses.
Opportunities.
Threats.
Strategic implications.

Valuation

Valuation method used (DCF, comps, etc.).
Key assumptions.
Valuation summary and range.
Comparable companies or transactions.
Sensitivity analysis.

Investment Thesis / Business Goal

Why this business is attractive to investors.
Growth potential.
Competitive moat.
Long-term vision and scalability.
Expected returns.

Fund Allocation

Breakdown of how funds will be used.
Product development budget.
Marketing and customer acquisition.
Hiring and operations.
Working capital / reserves.

Proposal

Amount of investment required.
Offered equity or debt terms.
Deal structure and timeline.
Investor rights or involvement.
Closing conditions and next steps.

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