Guidance notes Short form financing proposal

Transcript:Guidance notes Short form financing proposal:
Guidance notes Short form financing proposal template – for small business This proposal has been prepared from the perspective of a small business who is applying for financing from a financier they do not have an existing relationship with. If a relationship already exists with the financier, then less detail might be provided (for example the corporate history, business overview, business model (unless materially changed), market opportunity and market positioning slides could be removed) as the financier would have an understanding of the applicant Financiers are likely to ask for additional information from the applicant to support a proposal – this proposal template does not claim to include all the information a financier might require to approve an application. This additional information requested might include a copy of the company’s financial model and financial accounts prepared by an accountant, among other items. Please customise this presentation to suit your company’s design, branding and colours; take out unnecessary or irrelevant sections or take aspects for your own presentation. Financing Proposal for [Financier Name] Date: YOUR COMPANY NAME Executive summary [Company] is seeking [$X,000] Funds to be used to [reason: e.g., provide working near-term working capital / cash flow support to ensure continuation of business operations etc.] [Company] confident repayment can be made [on X terms e.g., monthly instalment amount for 12 months] using [X e.g., proceeds from forecast revenue and savings from restructured business operations (i.e., funding sources)] [Company] is [(include as appropriate) eligible for the Government Wage Subsidy Scheme and [insert scheme], and is actively exploring these avenues of assistance among others [Company] is a [producer of X, provider of X services etc.] Was established in [XXXX] and employs [X] team members Revenue/Turnover of [$X] in [XXXX] and EBITDA of [$X] in [XXXX] Main products / services include [x, y, z] with key customers such as [x, y, z] Competitive advantage of [Company Name] is [unique product line, key relationships] [Company] values your time and consideration of this proposal. We can be contacted at your convenience to answer any queries: [Key Contact Name and Position] [Key Contact email and phone number] Business highlights      Corporate history: Our story [Company Name] was established in [XXXX] by x, y, z who developed the idea while on a working holiday Upon return to New Zealand, they opened their first store in x,y,z and with the assistance of investors were