A project report is essential for all entrepreneurs approaching venture fund or private equity funds for financing a project. Keeping in mind the requirements of such funds, given below is a project report template that is normally required for appraisal by the funds.
Executive Summary
Talk about your Company, products and reason for raising capital.
Mission Statement
Your Company's mission
Key to Success
Discuss your company's success in terms of marketing power, product quality, customer satisfaction, management team etc..
Company Summary
Company Ownership
Give details of current promoters.
Company History
History of incorporation and financials for the last three years. Financial and operational details such as sales, gross margin %, operating expenses, cash, accounts receivable, inventory, other short-term assets, long-term assets, equity, debt, etc should be indicated.
Company Locations
Locations of your offices & factories/ facilities.
Products
Product range and typical consumer profile.
Product Description
Details of each product manufactured by your company.
Competitive Comparison
Compare your products with your competitors
Sales Literature
Sales literature to be enclosed with the proposal
Sourcing
Details of your vendors/ suppliers
Technology
Details of the technology used by your company to manufacture your products.
Future Products
What could be the future products by your company and why?
Market Analysis Summary
Details of the market to which your company caters & the potential
Market Segmentation
The segments which your company services and the details of the future growth of such markets
Target Market Segment Strategy
Strategy to target the segments with specific discussion on market needs, market trends and growth.
Industry Analysis
Industry Participants
Describe the other players in the industry
Distribution Patterns
Describe the sales channels used
Strategy and Implementation Summary
Discuss your strategy to push your products. include promotion, marketing, pricing, distribution, etc.
Management Summary
Organizational Structure
Management Team
Financial Plan
Discuss the means of promoter contribution towards the financial requirements.
Break-even Analysis
Discuss the break-even analysis with fixed cost, variable cost etc.