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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.

"Education is learning from teachers and books.
Experience is learning from your mistakes."

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