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Business Plans (Bank‑Ready)

structure

Structure

Executive summary, company & team, market & competition, products/services, operations, marketing & sales, risk & mitigation, implementation timeline.

evidence-and-data

Evidence & Data

TAM/SAM/SOM logic, competitor snapshots, pricing tests, early traction.

appendices

Appendices

Resumes, licenses/permits, quotes/SOWs, letters of intent, references.

Financial Projections (3–5 Years)

model

Model

Monthly P&L, cash flow, and balance sheet; unit economics; seasonality toggles.
assumptions

Assumptions

Pricing, volumes, COGS, payroll, CAC/LTV, capex, financing terms, tax.
outputs

Outputs

DSCR, gross margin, net margin, break‑even, runway, covenant checks.
scenarios

Scenarios

Base / conservative / aggressive; sensitivity tables.

Lender Packages

snapshot

Snapshot

Use of funds, security/collateral, sources & uses, covenants, repayment schedule.
ratios

Ratios

DSCR, leverage, coverage, and working capital explained in plain language.
formatting

Formatting

PDF + spreadsheet pack; submission checklist.

Non‑profit Grant Writing

case-for-support

Case for Support

Need, objectives, outcomes, and evaluation plan (logic model).

budget

Budget

Eligible costs, in‑kind/leveraged funds, cash flow by milestone.
attachments

Attachments

Letters of support, governance and financial statements.

Process & QA

01

Discovery

02

Data Room Setup

03

Draft v1

04

Review Workshop

05

Final v2

06

Submission Support