Company Name:

Investor Classification:

Contact Info

Street Address:

City / State / Zip:

Phone #:

E-mail:

Fax:

Business Overview

Source of Deal:

Description:

Business Model:

# 0f Employees:

Date Founded:

Current Stage:

Competitive Advantages:

Product / Service Description

Product / Service:

Technology Base:

Proprietary Technology:

3P Technology:

% Product Completion:

Revenue Info

Trailing Revenue (Last YR):

Plan. Revenue (Next YR):

Gross Margin:

Revenue Model:

Main Source of Revenue:

2nd Source of Revenue:

Capital Requirements / History

Current Capital Required:

Mgmt Value - PreMoney:

Last Round Capital:

Last Round PreMoney Val:

Noteworthy Investors:

Management - % Owned:

Target Market

Market Description:

Size in $:

Size # of Buyers:

Market Growth Rate:

Demand Drivers:

Key Trends:

Competitors:

Comparables:

Sales Approach

Marketing / Promotions:

Preferred Target Prospect:

Buying Centers:

Geo Coverage:

Direct / Indirect:

Avg. Size of Initial Trans:

Avg. Size of Upsell Trans:

Max Potential $ per Cust:

Sales Cycle:

Customer Status

Total # of Customers:

Noteworthy Customers:

Strategic Partners:

Service Providers

Legal Counsel:

Auditors:

Banking:

Mgmt Team

CEO:

COO:

CFO:

VP Sales:

CTO:

Differing Customer Implementations: (if applicable)

1)

2)

3)