© Copyright Envision Corporation. 2002. All rights reserved.

Protected by the copyright laws of the United States & Canada and by international treaties. IT IS
ILLEGAL AND STRICTLY PROHIBITED TO DISTRIBUTE, PUBLISH, OFFER FOR SALE, LICENSE OR SUBLICENSE, GIVE OR DISCLOSE TO ANY OTHER
PARTY, THIS PRODUCT IN HARD COPY OR DIGITAL FORM. ALL OFFENDERS WILL BE SUED IN A COURT OF LAW.

INVESTMENT ANALYSIS SUMMARY

©

C 1. GENERAL
o
Company:
p Product or Service:
y Market:
r Channels/Distribution:
i Unique Contribution:
g Management Team:
Sales Potential:
h Risks:
t

E 2. INVESTMENT CRITERIA/SUMMARY
n
Qualified Entrepreneurs:
v Sound Business Fundamentals:
i Market Leadership Potential:
s Innovative Technology:
i Fit with Our Fund’s Investment:
o
n
3. PRODUCTS
C Name Stage of Development Description Cost of Goods Sold Risks
o
r
p
o 4. MARKETING/DISTRIBUTION
r
a Market/Segments Competitors Distribution Customer Applications
t
i
o
n 5. MARKETING TEAM
.
Name Prior Affiliation Age Degree Track Record
President, CEO
2 VP Marketing
0 VP Engineering
0 Chief Financial Officer
2 Other
.

A 6. FINANCIAL
l
Year 1 Year 2 Year 3 Year 4 Year 5
l Projected Sales
Projected Gross Profit %
r Projected Profit Before Taxes
i
© Copyright Envision Corporation. 2002. All rights reserved. Protected by the copyright laws of the United States & Canada and by international treaties. IT IS
ILLEGAL AND STRICTLY PROHIBITED TO DISTRIBUTE, PUBLISH, OFFER FOR SALE, LICENSE OR SUBLICENSE, GIVE OR DISCLOSE TO ANY OTHER
PARTY, THIS PRODUCT IN HARD COPY OR DIGITAL FORM. ALL OFFENDERS WILL BE SUED IN A COURT OF LAW.

7. INVESTMENT AMOUNT NEEDED

Amount:
Purposes:
Possible Other Investors:

8. RISKS

Technical/Product:
Marketing/Competitors:
Financing:
Other:

9. STAGE OF DEAL

[ ] Seed [ ] 1st round

[ ] 2nd round [ ] 3rd round

10. RECOMMENDATIONS

 Proceed to negotiate terms and conditions of investment

 Decline to invest
 Do further due diligence in the following areas: