The financial plan must be based on decisions and facts. Investors want to know whether your business plan is realistic.
Provide a written overview of the plan assumptions and key financials based on the information contained in your business plan and your Business Plan Financials Excel Template.
Use headings (bold) to address each required topic.
Be sure to include:
Specific Worksheet in the Business Plan Financials Excel Template where the information can be found
Sales Projections worksheet
Setup and Staff Budgeting worksheets
Financing to Date and Funds you plan to raise from investors
Capital Investments worksheet
Use of Funds
Capital Expenditures worksheet
Income Statement worksheet
1. Do not copy tables from the Excel document in your discussion response. This is an overview of the key financials.
2. Start your response with a brief description of your business (no more than 3 sentences). Specify your company name, what business you are in, and the specific product or service you plan to sell.
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