NextLevel Venture Partners - Business Plan Checklist

  1. Executive summary (maximum of 2 pages)
  2. Investment size and structure
    • Amount to be raised this round, and amount committed by current investors
  1. Detailed description of product or service, and the need it satisfies for the customer
  2. History of the company
  3. Business and marketing strategy
    • How are you going to get above the noise of the marketplace?
    • What makes someone buy from you, rather than a billion dollar company?
    • Which direction are you heading and why?
  1. Market analysis
    • What is the size of your customer base?
    • How much money are they going to spend on services that you provide?
  1. Customers
    • Who is buying from you now?
    • What do they want?
    • What do they need?
    • What do they expect?
    • What is the nature of the agreements you have with the customers you currently have?
  1. Analysis of the competition
    • Who else is targeting your customers?
    • What other technologies satisfy the same need?
    • What are your customers doing today to satisfy the need you are targeting?
  1. Full resumes of key management
    • Emphasis on the industry and market experience
  1. Current financial statements and projections
    • Cash flow
    • Balance sheet
    • Capitalization table
    • Previous rounds of funding