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Unfortunately, you normally only get one shot per funding source, so make it your best!
Your Presentation Materials
You will need to take all of the information you have generated chapters 1 through 10 of this book and place it in a professional bound and tabbed binder. You will also need to collect the following information and have it readily available but not in the main binder.
- Schedule of Assets
- Personal Financial Statements
- Credit Report Releases
- Business Tax Returns (last two years)
- Personal Tax Returns (last two years)
- Articles of Incorporation, Partnership Agreement, etc.
- Copies of Orders or Invoices
- Current Business Profit & Loss Statement
- Account Receivable Aging Report
- Customer Testimonials
- Trade References
- Banking References and last three months statements
- Title Reports (equipment, real estate, etc.)
- Asset Appraisals
- Patents, Trademarks or Licenses
Presentation Tips
- First impressions are lasting, make a good one.
- Bind the material in such a way that allows for easy reading.
- Tab each section for quick and direct access.
- Keep your information concise and to the point, no more than 50 pages.
- Pictures are worth a thousand words, include appropriate ones.
- Support assumptions with facts, not more assumptions.
If you will be presenting to potential investors you will need to prepare a 10 to 15 slide PowerPoint presentation that highlights the information from chapters 1 through 10. You will also need to prepare a 15 to 20 minutes spoken presentation that again covers the same topics in a concise and compelling manner.
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