There are several documents that are essential for a successful equity crowdfunding campaign. These include a business plan, executive summary, pro forma income statement, and pitch deck. Below you’ll find a brief summary of each necessary component.
Business plan. A comprehensive business plan is a 20-50 page document that goes over each and every detail of a business. This includes the problem your company solves or addresses, the solution you provide, your target market size, team background, etc.
Executive summary. An executive summary is a one page document that details the most important aspects of your business plan, including problem, market size, solution, and a brief team background. Brevity and concise writing are crucial when writing an executive summary, because it's a document meant for quick reference and to pique initial interest.
Pro forma income statement. A pro forma income statement lists business assets, costs, revenue, as well as projected assets/liabilities. It should give a detailed picture of your company’s current and projected financial status.
Pitch deck. A pitch deck is generally a PowerPoint presentation that walks potential investors through the key components of your startup. Traditionally, a pitch deck is used as a presentation tool when speaking to investors during a meeting. In a crowdfunding campaign, your pitch deck will need to be slightly more informational since you won’t be there personally to deliver the information to potential investors.
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