For Angel Investment, the document list typically required includes:

 

1. Investment Proposal/Business Plan:

• A detailed document outlining the business idea, market analysis, revenue model, and growth potential.

 

2. Executive Summary:

• A concise summary of the business plan, highlighting key points such as the business concept, funding requirements, and expected returns.

 

3. Financial Statements (if applicable):

• Historical financial statements (if the business is already operational) including income statements, balance sheets, and cash flow statements.

• Projected financial statements for the next 3-5 years.

 

4. Valuation Report:

• A document providing the valuation of the business, explaining how the valuation was determined.

 

5. Due Diligence Documents:

• Legal documents such as incorporation papers, intellectual property registrations, contracts, and agreements.

• Any existing shareholder agreements or partnership agreements.

 

6. Pitch Deck:

• A presentation that provides an overview of the business, market opportunity, competitive landscape, and the investment opportunity.

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