A funding request to a lender or investor should include the following:
- Introduction
- Business plan including financial projections
- Capital requirements (total needed)
- One-time costs (or capital expenditure budget if the one-time costs will be spread out over time)
- Recurring costs (also called operating expenses)
- Capital available (what you already have)
- Financing plan (what you plan to seek from different sources)
- The funding request (what you’re seeking from this lender or investor, and how it fits into the plan)
- Use of funds (how you will use the capital you raise)
Compass
Return to create a business plan