Company particulars: Name, address, legal entity (corporation, sub-chapter S corporation, limited liability company, and so forth), phone, fax, e-mail, web site.

Officers and stockholders: names, addresses, positions.

Brief description of the firm (for example, Acme Corporation is a consulting firm for midsize organizations, specializing in succession planning, benefits, and compensation.

History: When founded, under what circumstances, results to date, if any.

Core values: What the company stands for and its purpose (for example, respect for employees, integrity of financial systems, assisting in corporate growth through greater productivity of individuals, and so forth).

Vision/mission: What you are trying to accomplish (for example, to provide more productive workforces through intelligent pay-for-performance systems that benefit both employer and employee).

Market analysis: What value do you provide, who is likely to buy it, how do you plan to reach them, who is the competition, why are you superior to other approaches, what uniqueness do you bring to the market?

Projected revenues and expenses for the next five years: What are the sources of income, what is the probability of each source, what compensation will be paid to whom, what other expenses will be incurred, is there any other debt, is there any other source of income (for example, royalties, interest, and so forth)?

Other assets/uniqueness of the venture: Is there a large and assured contract with a former employer? Are you publishing a book? Do you speak before large audiences? Do you use a proprietary model? Is there a favorable collaboration in place? Will you have passive income from products?

What you are seeking: How much investment are you seeking, under what conditions, with what type of reimbursement/equity/ownership, at what time, with what frequency?

References/credentials: Testimonials, character references, awards, public acknowledgments, basis of credibility, degrees, publications, appearances, interviews, and so forth.