Make sure you have these items in order before you start the application.

  • Company Name
  • Company Start Date
  • Number of part & full-time employees
  • A list of your management team names and titles
  • A list of advisors and their expertise (who are actively engaged with your company)
  • TAM (Total Available Market potential on an annual basis) today and in 5 years
  • SAM (Served Available Market on an annual basis) today and in 5 years
  • Total Revenues Generated To-Date (If the company already has product or service on the market)
  • Date of First Sale
  • Revenue for the last 12 months
  • Projected Number of Employees over the next 5 years
  • Projected Capital needed over the next 5 years
  • Associated numbers of patents filed or issued
  • Short bios for each member of the venture’s management team
  • Company organizational chart
  • Financials/Pro Forma (Including current and projected revenue, cost of goods sold, and operating expenses over the next 5 years)
  • Additional financial statements (optional)
  • CAP Table (optional)