[Company Name]
       Financing 
       Proposal for 
       [Financier Name]
       [Date]
           Insert Company Logo
              Executive summary
              [Company] is seeking [$X,000]
              •   Funds to be used to [reason: e.g. provide working near-term working capital / cash flow support to ensure continuation of business 
                  operations etc.]
              •   [Company] confident repayment can be made [on X terms e.g. monthly instalment amount for 12 months] using [X e.g. proceeds 
                  from forecast revenue post COVID-19 and savings from restructured business operations (i.e. funding sources)]
              •   [Company] is [(include as appropriate) eligible for the Government Wage Subsidy Scheme and [insert scheme], and is actively 
                  exploring these avenues of assistance among others
              [Company] is a [producer of X, provider of X services etc.]
              •   Was established in [XXXX] and employs [X] team members
              •   Revenue/Turnover of [$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]
                                                                                                                                                                                                  3
     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)
                                                               4
              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
                           [Jan-2020]:                                                     [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]
                                                                                                                                                                                                  5
         Corporate history: What makes us unique? 
                                                       Our unique selling                   Our research and 
               Our vision is to develop               proposition (USP) /                   development team 
                the best products for                advantage is that we                  continually refine our 
               our customers. This is                have filled a gap in the            products and through X 
              shown in our slogan “be                market not served by                patents filed we believe 
                      the best”                     larger players with x, y,            we are the leader in our 
                                                       z brand / product /                    niche market 
                                                            service
                                                                                                                            6