Submit a Plan

To begin our review process we prefer to see an executive summary which includes a summarized five year financial Proforma. The summary should introduce the concept, target customer, value proposition, management team, and funding status. Please email your summary to plan@mm-vp.com

Process:

  • We will review your business plan concept within five business days and communicate our initial conclusions.
  • We'll next review your complete business plan.
  • If our review is favorable, we will contact you to schedule a conference call or presentation to take the discussions to the next level.

Plan Review:

If we ask to review a complete business plan, it should have the following components:

  1. A summary introducing: the product or service; your vision and objectives; the path to achieve these goals; and a summary of the financial opportunity.
  2. Detailed discussions on:
    1. The target market together with a quantification of target customers and market revenue
    2. The problem or need your plan will address
    3. The product or service
    4. The value proposition for customers of this product or service including the unique features of your plan
    5. A clear statement of your long-term vision for how a business can be developed to continually build on this core value.
    6. A summary of the management team and discussion of their relevant industry experience and credentials
    7. Summary of your current development status and time line for planned future development including
      1. existing sales if any
      2. use of funds
    8. Pro forma financial statements including:
      1. Summary of revenue, gross margin, & net income for 5 years
      2. A detailed five year P&L, cash flow statement, and balance sheet
      3. Supporting schedules showing your market penetration
    9. Identification of existing or potential competitors
    10. Barriers to Entry for your product or service such as patents, copyrights, or proprietary technology, a new innovative concept (a "first mover"), founders with unique industry knowledge or exclusive access to information, and/or exclusive vendor or joint venture relationships and endorsements.
    11. A discussion of Exit Strategy including the rationale for an IPO or the identification of potential acquirers.
  • Submitting your plan
    1. Acceptable formats (electronic copies preferred)
      1. Adobe Acrobat
      2. PowerPoint
      3. MS Word/Excel
      4. Bound hard copy

    • If you have what it takes, please submit an executive summary to initiate our review: plan@mm-vp.com