Looking for an Offering Memorandum Outline for more sophisticated investors? Here is a good starting point. Offering Memorandum Outline Executive Summary • Business - Company Background - Product Overview • Market - Why Product X / Service Y? Why Now? - Market Strategy and Timeline • Management • Financials - Sources and Uses of Funds - Pro Forma Financial Results • Transaction Overview - Proposed Deal Structure - Investor Returns Investment Highlights • #1 • #2 • #3 • #4 • #5 Market • Overview and Definition • Challenges • Target Markets - Market Size and Sub-Segments - Segment #1 - Segment #2 - Segment #3 • Competing Products & Services - Competitor Analysis - Alternatives - Channels - Strengths & Weaknesses of each - Optimal Services and Features Products • Overview • High-level description of the products • How the products are integrated / work together • Trends • Future Offerings - #1 - #2 - #3 Services • Overview Got-To-Market Plan • Business Model • Packages and Pricing • Company Advantage - Product Differentiators and Benefits – User Perspective - Service Differentiators and Benefits – Value to Company • Channels • Marketing - Strategy - Media - Social Networking - Public Relations • Phasing - Define what takes place in each stage and its duration? • Timeline - Provide timeline with key milestones. Technology • Overview • Challenges • Description – Integration of Products • User Group / Market Study / Testimonials • Proprietary Approach • Process • Architecture • Patents and Copyrights • Hardware • Technology Advantages and Benefits Financials • Historical Performance - Users / Patients • Trends • Retention • Usage Frequency - Financials • Financial Performance • Audited financials • Capital Investment - Investment sources and uses by type • Use of Proceeds and Budget - Sources and Uses - Detailed Budget and Assumptions • 7-Year Financial Projections - Significant Assumptions - Income Statement - Balance Sheet - Cash Flow • Management Discussion and Analysis - Risks and Mitigating Factors - Return on Investment Management • Overview • Organizational Structure / Roles & Responsibilities • Background / Biographies [All] • Compensation • Ownership • Key Advisors and Partners - Ad Agency - Legal Firm - Accounting Firm - Board of Directors - Board of Advisors - Financial Advisors Offering • Summary of Proposed Terms and Conditions • Investor Returns • Liquidity
Posted on: Tue, 20 Aug 2013 19:41:01 +0000
Trending Topics
Recently Viewed Topics
© 2015