Business Plan & Capabilities Statement Questionnaire

Overview

Business Name *

Phone *

Email *

Layout

Website / URL

DUNS

Business EIN

List the NAICS code(s) for your industry *

https://www.naics.com/search/

List the CAGE code for your business (if applicable)

Is this Business currently in operation *

What is your business Entity Type? *

If other, please list

What is the mission of the business? *

A mission statement defines what line of business a company is in, and why it exists or what purpose it serves.

What is the vision of the business? *

A vision statement describes what a company desires to achieve in the long-run, generally in a time frame of five to ten years, or sometimes even longer.

Address

Address Line 1

Address Line 2

City

State

Zip Code

Personal Info

Founders Name *

Describe Qualifications and Experience: *

Does your Business have a Leadership/Management team? *

(Optional) Describe the leadership/management team (Titles, Qualifications, and Experience)

Does your business have employees? *

(Optional) List the positions and number of employees for each position:

Business Offering

What is the primary industry of your Business? *

What does your business offer? *

Describe the products you offer: *

What is your product(s) and how does it differentiate from other product(s)?

Describe the services you offer: *

What is your service(s) and how does it differentiate from other service(s)?

Company Financing

Is the Business fundraising? *

Select the fundraising method(s): *

Business Loans
Equity Investment
Business Grants

Layout

What is the expected loan amout? *

What is the expected investment amount? *

How much are you seeking in grant funding? *

Describe in detail how the business plans to use the funding received: *

Example: $10,000 grant will be used as follows: $5,000 for staffing $1,000 for marketing $4,000 for equipment. Be specific when describing each area.

How many months do you expect to take to repay the loan? *

What is the percentage of equity allocated to this investment? *

Marketing

What is the Target Market? *

What are the characteristics (geographic, demographic/socioeconomic, and/or pyschographic) of your target customers and why will they buy from your business?

Layout

Number of potential customers in the Target Market?

Estimated customer spending in the Target Market (per year):

What are the trends you have noticed in the Target Market?

Describe your Business marketing/promotion plan:

include online advertising, direct mailings, word of mouth, print ads, etc.

Major Business Goals

Layout

Describe your short-term business goals (1 year or less)

How will you distribute your product?

Describe your long-term business goals (more than 1 year away)

Describe your pricing strategy:

consider methods such as penetrating pricing, discount pricing, price-match, etc.

SWOT Analysis

Layout

Business Strengths

What sets the Business apart

Business Weaknesses

Areas to improve

Business Opportunities

External factors that you can capitalize on

Business Threats

External factors that may inhibit your business success

Describe the level of competition in the industry and list any major competitors that you can identify:

How will you set yourself apart from the competition?

List the Certifications your business has:

List the Permits your business has:

List any Key Partnerships that you want to highlight:

Upload your Financial Statements

Click or drag files to this area to upload. You can upload up to 3 files.

Balance Sheet, Profit & Loss (Income Statement), and Statement of Cash Flows (Year-to-Date)

Upload your operating budget

Click or drag a file to this area to upload.

Upload your Cash Flow Projections

Click or drag a file to this area to upload.

What is your target gross profit (%)

Additional Information

Upload your Business Logo

Click or drag a file to this area to upload.

If there is anything additional you would like us to note, please enter that information here:

Please upload any additional information you want us to use in your plan

Click or drag files to this area to upload. You can upload up to 3 files.

Select the items you want to purchase: *

Lucrative Simple Business Plan - $ 200.00
Lucrative Comprehensive Business Plan - $ 350.00
Capabilities Statement - $ 50.00

Enter the email you want the invoice to be sent to: *