San Joaquin Angels
  • Home
  • About Us
    • History
    • By-laws
    • Officers & Directors
    • Contact Us
  • Resources
  • For Angels
    • Becoming A San Joaquin Angel >
      • Member Application & Agreement
      • New Member Survey
      • New Member Nomination Form
      • Guest Form
    • FAQs
    • SEC Regulations
  • For Entrepreneurs
    • Angel Investing Overview
    • Funding Process
    • Submission Content
    • Materials for Member Investment Meeting
    • Investment Criteria
    • FAQs
  • Meeting Schedule

SUBMISSION CONTENT (to be completed in no more than five pages)


The Company
  • Contact information
  • History, including accomplishments to date
  • Mission

Product(s)/Services

  • Description of product(s)/services
  • Ownership
  • Development stage
  • Timing of, and process to, commercialization
  • Unique attributes and opportunities

Market

  • Size and definition
  • Industry trends
  • Need for product(s)/services
  • Customers
  • Sales/distribution plan
  • Necessary partnerships and status

Competition

  • Comparative analysis, including key features and benefits
  • Competitive advantage/market differentiators
  • Barriers to entry for competitors and company

Management

  • Experience of all senior management, including previous start-ups
  • Previous experience working together
  • Needs/key vacancies
  • Board of Directors
  • Advisers

Financials

  • Founder’s investment
  • Fully-diluted capitalization table (i.e., including options, warrants, and debt)
  • Summary projected financials (one and three to five years)
  • Funding needs for this round and subsequent rounds
  • Use of funds
  • Exit strategy and timing
  • Business milestones for next six months and next two years
© 2010 San Joaquin Angels All rights reserved. |
Powered by Create your own unique website with customizable templates.