Our “Integrated Document Solutions” is an alternative to the standard business plan, every detail of the business is clearly spelled out in plain language so that an investor can quickly read the Project Plan and determine if the project is a wise investment. Investors look for concrete facts to base their investment decision. Therefore, in our “Integrated Document Solutions”, we are factual, logical and convincing. The following presents our “Integrated Document Solutions”, our Strategic Plan for finance, planning and development.
1. (PROJECT NAME)
- (Project Name) Summary
- Frequently asked Questions about (Project)
- (Project Name) Plan
- (Project Name) Goals
2. FEASIBILITY STUDY
- Market & Demographic Feasibility Study – (Project Location)
3. (PROJECT NAME) FINANCIALS
- Proforma Financials of (Project Name)
- Proforma Statement of Operations
- Start-Up Requirements
- Start-Up Funding
- Sources and Uses
- Sales Revenue Forecast
- (Project Name) Personnel Requirements
- Profit and Loss
- Cash Flow
- Balance Sheet
- Long-Term Operations
- Ratio Analysis
4. MANAGEMENT
- Chart of (Company Name) & Subsidiaries
- Resume of Ability of (Name of Person), President/CEO of (Company Name)
- Board of Advisors
5. LEGAL COUNSEL
- (Name and brief description of Attorneys for Project)
6. PROJECT FINANCE
- (Project Name) – Project Summary and Overview Requirements
- Planned Project Capitalization – Schedule of Events
- Project Development Budget
- Project Budget Schedule
- Financial Sequence of Operations
- (Project) Offering Summary
- (Project) Offering Disbursements
- Confidential Offering PPM (If Required)
7. ARCHITECTURAL
- (Project) Architectural Rendering
- (Project) Floor Plans, Project Schedules
- (Name of Architect) – Architectural & Design Firm
8. CONSTRUCTION
- (Name of Builder & Summary) – Builders & Developers
- Typical Integrated Project Milestone Schedule
- Planned Project Capitalization – Use of Proceeds
- Project Construction Cost Allocations for (Project Name)
9. SITE PLANNING
- (Name of Real Estate and Summary)
10. MARKETING
- (Name of Marketing Company and Summary)
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