Based on feedback throughout our long-term relationships with bank loan officers, investors, and venture capital groups, Optimus Business Plans has developed a reliable product that provides funding sources with the key information and level of detail necessary to make well-informed decisions. Every one of our plans is an original document created for you after an initial meeting during which we get to know you, your business, and your goals. A strong executive summary and a set of financial projections that includes five years of pro formas and cash flow statements are key components.   Your plan will also include all relevant details about your qualifications, business model, industry, market, and competition.

In addition to the original content that we provide, we encourage you to provide us with supporting documentation that can be integrated into your business plan. Businesses already in operation can include income and cash flow statements, as well as information on existing accounts. Even if you have not launched operations, there are a number of documents that can greatly increase your chance of securing funding. These include letters of intent from suppliers or customers, contracts, proposed lease agreements, personal financial statements, and resumes for you and your management team. Insurance documentation, such as your declaration page, containing coverage information, policy forms, and deductibles, can also be helpful. By organizing your business plan and key documentation into one cohesive presentation, you will create the most appealing and accessible reference for your potential lenders or investors.