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Financial - Skeleton Guide

 

Financial

Financial Statements or Review

End Date of Financial Review

Most Recent Fiscal year-end / Prior fiscal year-end:

Total Assets

Cash & Cash Equivalents

Accounts Receivable

Short-term debt

Long-term debt

Revenues / Sales

Costs of Goods Sold

Taxes Paid

Net Income

Results of Operation

Financial Milestones

Liquidity and Capital Resources

Related Party Transactions

Indebtedness

Use of Proceeds

Irregular Use of Proceeds

Balance Sheet (upload)

Income Statements (upload)

Statement of Cash Flow (upload)

Statement of Changes in Equity for Past 2 Years

Anticipated Business Plan

Any Related Party Transaction

Description of Intended Use of Proceeds

Ownership and Capital Structure

Material Terms of any Indebtedness

Financial Conditions

Background of Directors and Officers

Independent Accountant's Review

Any Events Triggering Disqualification

Exempt Offerings (optional)

Footnotes (optional)

Additional Financial Documents