Personal Information

Name and Surname: Date of Birth: Mobile Number: Email Address: Business Name (or proposed): National ID Number: Country:

Section 1 - BUSINESS BACKGROUND

1.1 Business Name and Type of Registration

Official Business Name: Legal Structure: Registration & Compliance Details:

1.2 Location

Headquarters Address: Strategic Advantages: Expansion or Relocation Plans:

1.3 Founding History

Founding Story: Key Milestones: Founders' Background & Motivations:

Section 2 - BUSINESS DESCRIPTION

2.1 Market Problem / Challenges

Explanation of the Problem: Impact on Target Audience: Evidence of the Problem:

2.2 Mission

Business Purpose: How Business Solves the Problem: Core Values:

2.3 Vision

Long-Term Aspirations: 5-10 Year Business Goals: Industry & Community Impact:

Section 3 - MARKET ANALYSIS

3.1 Size of Market

Total Addressable Market (TAM), Serviceable Available Market (SAM), and Serviceable Obtainable Market (SOM): Market Growth Trends and Projections: Target Customer Segments and Their Characteristics:

3.2 Competitors' Strengths and Weaknesses

Analysis of Direct and Indirect Competitors: Competitors' Market Share, Pricing, and Customer Base: Gaps or Weaknesses in Competitors' Offerings:

3.3 Uniqueness / Competitive Advantage

Unique Selling Proposition (USP) of the Business: Intellectual Property, Patents, or Proprietary Technology: Barriers to Entry for Competitors:

Section 4 - OPERATING PLAN

4.1 Size of Land and/or Building and Fittings and Equipment

Description of Physical Assets and Size or Capacity: Key Equipment and Technology Used in Operations: Plans for Future Infrastructure Investments:

4.2 Key Business Processes & Units

Overview of Core Operations: Key Departments or Units and Their Functions: Processes for Ensuring Quality, Efficiency, and Scalability:

4.3 Mode of Distribution

Channels Used to Deliver Products/Services: Logistics and Supply Chain Management: Partnerships with Distributors or Third-Party Providers:

Section 5 - PROMOTION & CUSTOMER ACQUISITION

5.1 Brand Identity and Reputation

Brand Values, Messaging, and Positioning: Strategies for Building Brand Awareness and Loyalty: Customer Testimonials or Case Studies (if available):

5.2 Traditional Advertising and Digital Advertising and Sales Policy/Approach

Marketing Channels (e.g., social media, TV, radio, print): Digital Marketing Strategies (e.g., SEO, PPC, Email Marketing): Sales Approach (e.g., direct sales, partnerships, e-commerce):

Section 6 - GOVERNANCE & HUMAN RESOURCE STRUCTURE

6.1 Founding Members

Names and Roles of Founders and Key Team Members: Relevant Experience, Qualifications, and Achievements of the Team: Ownership Structure and Equity Distribution:

6.2 Number of Employees, Type of Positions, and Duties

Current and Projected Staffing Needs: Organizational Chart with Key Roles and Responsibilities: Recruitment, Training, and Retention Strategies:

6.3 Board of Directors or Advisors

Names, Roles, and Expertise of Board Members or Advisors: How Their Experience Contributes to the Business's Success: Frequency of Board Meetings and Decision-Making Processes:

Section 7 - SOCIAL AND ENVIRONMENTAL IMPACT

7.1 Environmental Responsibility

Describe how your business contributes to resource efficiency, makes sustainable choices, and takes climate action (e.g., eco-friendly production, packaging, waste reduction, carbon footprint):

7.2 Social Responsibility

Describe how your business ensures employee well-being, community impact, and customer ethics (e.g., benefits or inclusivity in your workplace, supporting local community development, data security, honest marketing):

7.3 Governance Responsibility

Describe how your business facilitates ethical leadership, stakeholder engagement, and compliance & transparency (e.g., laws that your business prioritizes and ensuring accountability to meeting standards):

Section 8 - SWOT ANALYSIS

Strengths: Internal advantages (e.g., skilled team, strong brand): Weaknesses: Internal challenges (e.g., limited resources, lack of experience): Opportunities: External factors to leverage (e.g., market trends, partnerships): Threats: External risks (e.g., competition, regulatory changes):

Section 9 - KEY MILESTONES / TARGETS

Short-Term (3-12 Months) and Long-Term Goals (e.g., revenue targets, market share, infrastructure, technology, staff, etc.): Metrics for Measuring Progress (e.g., customer acquisition, profitability):

Section 10 - FINANCIAL STATEMENTS AND FORECASTS

10.1 Key Assumptions

Basis for Financial Projections (e.g., market growth rate, pricing strategy): Assumptions About Costs, Revenue, and Funding Requirements: Sensitivity Analysis for Different Scenarios:

10.2 Annexures

Annexure A: Profit and Loss or Income Statement and Balance Sheet (1-3 Years): Annexure B: Cashflow Projections for 3 Years: Monthly Cashflow Forecasts: Breakdown of Revenue, Expenses, and Net Cashflow: Annexure C: Profit and Loss Projections for 3 Years: Projected Income Projections Showing Net Profits: