Informative Statement

This statement is required to make use of our services. By uploading this file RNKGI Angels are able to make informed decisions. Your informative statement needs to include the following:

The elevator pitch

The business plan

What is the product or service your business is selling?

Who is your customer?

How does your product/service help this customer?

What is the problem your product/service solves?

Income statement

Balance sheet

Statement of stockholders’ equity

Capital requirements

Financial statements – this includes the interest rate and the discount that you offer

Financial calculations – these include documents to show cost prediction for rolling out a new product, for example.

Sales and revenue sheets – the documents should inspect at monthly, quarterly and annual data and compare current figures with past estimations.

Cap statement

Here is a list that contains more information:

Mention your business traction. The pitch should mention the traction, as this is a powerful way to attract positive attention. This can be in terms of sales or even social media interest.

Previous business accomplishments. If you’ve history in business, don’t be afraid to mention it. Did you help a start-up to succeed? By naming your previous accomplishment, you might generate further interest. Just don’t list secondary things you’ve done – there’s time for this later.

Possible investments the business has attracted. If you already have a major investor on board, you might want to name them during your pitch. Don’t endeavor into details or talk about numbers; simply mention the investor. Remember you shouldn’t name investors unless they are committed.

Explain your reasons for approaching the investor. Finding the right investor for your business is important, as not all investors are suitable matches for the business. There should be a reason you feel the investor could, not only benefit from your business, but also add expertise for the company. Hint: the investor’s bank account isn’t a valid reason!

Call to action. The e-mail should always include a call to action. This could be a suggestion of a face-to-face meeting, a Skype call or a request for the investor to browse through your website.

Contact information. An obvious advice, but nonetheless a crucial point to make. Your contact information should be clearly present in all the documents and e-mails you send.

Furthermore, read your pitch before you hit the send button. Use the above as a checklist and ensure you use proper grammar throughout. If your investor finds your e-mail filled with typos and lazy grammar, he or she is unlikely to trust your ability to run a successful business.

Contact information. Any business-related documents you provide the investor should always include contact information.

A mission statements. What is your business set to achieve? A proper mission statement is short, but outlines business objectives clearly. Your goal should also be something realistic and tangible. For example, a mission statement calling for world domination doesn’t outline a clear or achievable goal.

Introduction to the team. While the elevator pitch won’t have much space to introduce the team behind the company, your business plan should detail the core team and each person’s background.

Addressing the problem, your business is aiming to solve. You’ve mentioned the problem your product/service tries to solve and the business plan should outline the problem in detail. Why does it matter and how can you solve it?

Introduction to the product and its benefits. You also need to discuss the product/service in detail and outline the benefits of using it. Explain the technology and methodology behind the product/service and mention any patents you might have.

Customer or distribution figures. If you’re already in business, highlight the sales figures or distribution figures.

Explain the sales strategy. Showcase how the business plans to attract customers and what will it cost.

Mention market estimations and introduce the competitive landscape. You should also provide a substantial understanding of the market for the product/service, together with the competitive landscape.

Briefly talk about finances. You shouldn’t delve into too much detail over finances at the first stage, but some financial documents and figures should be briefly mentioned. The earnings statement, both historical and forecast, is the key finance document to discuss.

Provide a short roadmap of the future. You should also explore the future and explain your future milestones to the investor.

Resumes and references of the team. Introduce the team comprehensively and provide everyone’s resume to the investor. This can help highlight the expertise behind the business idea, as well as help the investor notice any previous connections and accomplishments.

Detailed product/service information. You should also send a comprehensive document about the product and service. This includes technical and methodological details of how the product/service operates. You want the investor to understand the product/service as well as possible.

Information regarding product/service development. The importance of regular development updates increases if the development process is still at the starting blocks.

These documents can be vital to allow the investor to understand the financial documents, for example. If your business is struggling to achieve its sales figures, the investor can know this is due to problems in product development, or something similar.

Information regarding your team. Teams behind the business can be quite fluid, with new members coming in and old ones leaving for different reasons. You should keep the investor involved over these developments as well, since they can also explain certain operational aspects in detail.

Provide customer feedback. Finally, you want the investor to read on customer feedback. It’s essential to be upfront about any negative feedback, as your investor will be better equipped to help the business solve the problem. Sharing the negative feedback could even help your investor to understand the business needs additional cash for product development.

On the other hand, you don’t just want to share the negatives. When your customers are congratulating you over an issue, let the investor know about it. You want them to feel proud of the business successes.

The following information is important to include in your company’s Capability Statement(Cap):

Name and company branding, slogan(if any) 

Summary description of the company

Core Capabilities

Description of major services offered

Federal Small Business


Contract Vehicles in which you participate (Federal and State)

State Certifications

Local, Quasi, and non-government agencies you have served

Major Clients (list the most important), Commercial and Government


Partners and authorized resellers

Staff clearances and certifications

General Company information, including

Registered company name

Year of incorporation

State of incorporation

Corporation type


Contact information