A description of your business, service, product, etc.
We are an investment company. We only deal with stocks that have been traded for at least 50 years. This way we could identify stocks that have durable competitive advantages. Facts are the key to our success. We have a track record of 19.8% annualized return since 1957.

Information about when your business was established and the progress you have made since.
Founded: July 2009

A short biography of all the key team members (e.g. background, companies worked for, industry experience, expertise, qualifications, role in the company, etc.)
Management: To be appointed.
Employee: none

An analysis of the market (e.g. target market, segments, trends, size, growth, influences, etc.)
Industry: Financial Services
Sector: Pension
Trends: In 2007, 11% of the world’s population is above 60. By 2050, it will reach 22%.
Market size: US$20 trillion, the largest among investment funds, insurance companies, currency reserves, sovereign wealth funds, hedge funds or private equity.
Growth: 6.4% over the last 5 years
Influences: Online pension fund are available to anyone from anywhere around the world

An analysis of the current & potential direct & indirect competitors.
Current direct competitors are Standard Life and Legal & General. Potential indirect competitors would be government pension fund among the world.

A description of your business’ strengths and USP’s (e.g. business model, contacts, client base, experience, partnerships, patents, etc.)
Competitive advantage: To produce consistent return based on solid facts.

A breakdown of company’s turnover and profit for the previous 3 years and next 3 years.
Projected customer growth: 10,000 per month
Profit next 3 years: £1.4 million
Existing debt: None
Turnover Forecast for the First Year: £10 million based on 100,000 transactions

A description of your short-term & long-term goals and your strategy to achieve them.

Short-term goal: To build a strong customer base by 2010Q2
Long-term goal: List on FTSE AIM All Share Index by 2012Q2

A breakdown of what the investment is going to be spent on.
Fixed and variable costs: Mainly on Search Engine Optimisations

Information about what you’re offering the investor in return for the investment (e.g. equity stake, loan arrangement, security, etc.)

Minimum investment: £100 in 2010Q1 in return of 2% of equity
Required amount: £10,000

A breakdown of what return the investors can expect (e.g. return on investment, time frame, exit strategy, etc.)
Return on Investment: 19.8% per annum excludes fees
Exit strategy: To sell company’s equity to potential buyers