YOUR COMPANY NAME
     Financing Proposal for 
     [Financier Name]
     Date: 
             Executive summary
             [Company] is seeking [$X,000]
             •  Funds to be used to [reason: e.g., provide working near-term working capital / cash flow support to ensure continuation of business 
                operations etc.]
             •  [Company] confident repayment can be made [on X terms e.g., monthly instalment amount for 12 months] using [X e.g., proceeds from 
                forecast revenue and savings from restructured business operations (i.e., funding sources)]
             •  [Company] is [(include as appropriate) eligible for the Government Wage Subsidy Scheme and [insert scheme], and is actively exploring 
                these avenues of assistance among others
             [Company] is a [producer of X, provider of X services etc.]
             •  Was established in [XXXX] and employs [X] team members
             •  Revenue/Turnover of [$X] in [XXXX] and EBITDA of [$X] in [XXXX]
             •  Main products / services include [x, y, z] with key customers such as [x, y, z]
             •  Competitive advantage of [Company Name] is [unique product line, key relationships]
             [Company] values your time and consideration of this proposal. 
             We can be contacted at your convenience to answer any queries:
             •  [Key Contact Name and Position]
             •  [Key Contact email and phone number]
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     Business highlights
             [Strong and Defensible Market Position] (e.g., #1 player in X market and voted leading provider for X 
              years running)
             [Unique [Product/Service] Offering (e.g., first product to solve X problem with X patents secured and 
              “first-mover” advantage)
             [Track Record of Robust Financial Performance] (e.g., consistent revenue growth with 3-year CAGR of X% 
              and forecast growth of X% per year) 
             [Clearly Identifiable Growth Opportunities] (e.g., addressable market of $X to be reached 
              in X years or $X investment made will allow to reach X,XXX customers in X market]
              [Proven and Experienced Management Team] (e.g., X years collective industry experience gained at x, y, 
             z companies)
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      Corporate history: Our story
      • [Company Name] was established in [XXXX] by x, y, z who developed the idea while on a working holiday
      • Upon return to New Zealand, they opened their first store in x,y,z and with the assistance of investors were able to 
       open [x] stores across the country
      • After a subsequent capital raise, they expended to Australia and have an ambition to open X stores in the United 
       States
      • We now employ X team members across the globe
              [Date]:                      [Date]:                      [Date]:
         [Insert Description of       [Insert Description of       [Insert Description of 
          Milestone / event]           Milestone / event]           Milestone / event]
                                   [Company Name] Timeline
                             [Date]:                      [Date]:
                        [Insert Description of       [Insert Description of 
                          Milestone / event]          Milestone / event]
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     Corporate history: What makes us unique? 
                                   Our unique selling        Our research and 
          Our vision is to         proposition (USP) /      development team 
          develop the best        advantage is that we     continually refine our 
          products for our         have filled a gap in       products and 
         customers. This is         the market not           through X patents 
         shown in our slogan       served by larger         filed we believe we 
           “be the best”           players with x, y, z     are the leader in our 
                                   brand / product /          niche market 
                                      service
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