Remove Document Remove Forecast Remove Merger Remove Sales
article thumbnail

The Key Elements of the Financial Plan

Up and Running

Sales forecast. Major corporations use pro forma statements to illustrate projected numbers, like in the case of a merger or acquisition, or to emphasize certain current figures. A typical profit and loss statement should include: your revenue (also called sales), followed by. Cash flow statement. Balance sheet.

article thumbnail

18 Ways to Make Your Financial Model Stand Out to Investors

David Teten

The official Standards are more granular, and are the equivalent of programming style: a set of standard methods which help you create an easy-to-use and self-documenting model. HOW TO MAKE THE ENTIRE DOCUMENT READABLE. 6) Title your file in a format like [Company Name] [Forecast] [yyyymmdd], e.g., “[Company Name] Forecast 20150524″.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

These 10 Key Elements Make a Business Plan Fundable

Startup Professionals Musings

Marketing, sales, and partners. Describe your market penetration strategy, sales channels, pricing, and strategic partnerships. Convince investors that you have lined up sales channels, strategic partners, and a viable marketing strategy. Financial forecast and metrics. See where your cashflow bottoms out.

article thumbnail

Investors Expect Ten Essentials in a Business Plan

Startup Professionals Musings

Marketing, sales, and partners. Describe your market penetration strategy, sales channels, pricing, and strategic partnerships. Convince investors that you have lined up sales channels, strategic partners, and a viable marketing strategy. Financial forecast and metrics. See where your cashflow bottoms out.

article thumbnail

These 10 Key Elements Make a Business Plan Fundable

Gust

Marketing, sales, and partners. Describe your market penetration strategy, sales channels, pricing, and strategic partnerships. Convince investors that you have lined up sales channels, strategic partners, and a viable marketing strategy. Financial forecast and metrics. See where your cashflow bottoms out.

article thumbnail

Ten Tips for an Investment-Grade Business Plan

Startup Professionals Musings

Marketing, sales, and partners. Describe your market penetration strategy, sales channels, pricing, and strategic partnerships. Convince investors that you have lined up sales channels, strategic partners, and a viable marketing strategy. Financial forecast and metrics. See where your cashflow bottoms out.

article thumbnail

On Going Public: SPACs, Direct Listings, Public Offerings, and Access to Private Markets

Ben's Blog

These costs are much higher than those for IPOs, even accounting for IPO Pops; SPAC shares tend to drop by one third of their value or more within a year following a merger, leaving investors who hold shares post de-SPAC most vulnerable to price declines; and SPAC investors typically differ from de-SPAC investors.

SEC 36