Business Plan Submission
River Cities' guidelines for submitting your business plan for review are as follows:
1. Create a Written Plan. We require a written business plan (<50 pages in total) to fully evaluate an investment prospect. The plan should include the following sections:
- Executive Summary
- Brief Company History
- Description of Products / Services
- Market Description & Analysis
- Overview and Analysis of Competition
- Marketing / Sales Strategy § Organizational Structure
- Detailed Resumes for Key Management
- Historical Financials and Five-Year Projections
- Financing Requirements and Use of Funds
- Capitalization Table Showing Current Ownership Percentages
The plan should clearly indicate what factors lead to a sustainable competitive advantage that differentiates the business, including the fundamental value proposition for the customer and any channel partners.
2. Include an Executive Summary. The first few pages of the business plan should summarize the entire plan. The executive summary should contain summary financial information. An executive summary is sufficient to begin a dialogue with us, but a complete plan is required for an investment to occur.
3. Obtain an Introduction / Referral if Possible. There is no substitute for a personal introduction or referral to one of our portfolio managers from someone who knows both you and that manager.
4. Send the Plan to Us. E-mail the plan if possible, or send a hardcopy if more appropriate. E-mail the plan to:  Our mailing address is: River Cities Capital Funds, 221 East Fourth Street, Suite 2400, Cincinnati, OH 45202 Attn: Proposal.
5. Be Patient, Follow-up via E-mail. We typically review a plan within 10 business days of receipt, but sometimes it takes longer; feel free to follow-up via e-mail. |
