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.

We offer business document assistance through Fundable. If you're looking for help getting started, email