Supporting Documents All of the materials a venture capital funder is likely to require during a detailed due diligence　中文

Main Idea

Keep your business plan brief—no more than 15 to 19 pages. Everything else you might need can then be inserted into the supporting documents.

Supporting Ideas

Ideally, you want to have everything in your supporting documents which might be required during a detailed due diligence process. That way, if you get in a situation where there is serious interest on the part of a potential investor, you're ready to proceed with due diligence right away.

Items to include in your kindle-cn-toc

• Resumes and references for your key executives.
• Resumes and references for all your key employees.
• CVs and backgrounders on your board of directors and all strategic advisors you plan on using.
• A list of the contact information for all your professional service providers.
• More detailed financial information including a monthly cash flow projection and pro form as for the next five years.
• Any financial statements which have been professionally prepared and audited.
• Information about your suppliers and subcontractors including contracts, if any.
• Your articles of incorporation and a copy of your certificate of incorporation.
• Minutes of board meetings and copies of any bylaws which have been approved.
• Letters of intent from potential customers.
• Detailed information about your products including brochures, pictures and diagrams.
• Copies of any patents or patent pending information.
• Copies of any contractual arrangements the company has already entered into.
• Tax returns for the previous three years.
• Market studies and draft marketing materials.
• Results of market research carried out.
• Price lists.
• Data sheets for competing products.
• Copies of any articles which have already been published about your company.
• Production and manufacturing details.
• Any white papers which have been published by your company's executives or scientists.
• Any investment agreements with earlier investors.
• Employment contracts.
• Any stock option agreements.
• Insurance documents—product liability, general liability, director's insurance.
• Any non-compete agreements signed by the management team or other key employees.
• An organizational chart showing current and projected employees.
• Regulatory forms—EPA reports, SEC reports, etc.
• Any property or equipment lease documents.

It's actually a good idea to put together a checklist of all the supporting documents you have available. You can then ask any potential investor to indicate which documents they will need.This not only demonstrates you understand the venture capital process but also serves as an indicator of their actual level of interest.