Welcome to our online business plan submission. Before you begin, we suggest that you take a look at our Investment Parameters and Evaluation Process information on this site so that you understand our interests and process. You may also want to take a look at our Privacy Policy. Once you get started below, if any of the required (*) fields do not apply to your business, simply type in "N/A" or "not applicable." We look forward to your submission. * Required Fields Date 02/05/12 Contact First Name* Contact Last Name* Position* -- Please Select -- Chief Executive Officer Chief Financial Officer Chief Operating Officer Consultant Controller Fundraiser Investment Banker President Vice-President Vice-President of Finance Vice-President of Operations Vice-President of Sales and Marketing Other Phone* Fax* Company Email* Company Name* Company Address* Address Line 2 City* State* AK AL AR AZ CA CO CT CZ DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV WY Zip* County (CA only) Alameda County Alpine County Amador County Big Sur Region Butte County Calaveras County Central Coast Central Valley Colusa County Contra Costa County Del Norte County El Dorado County Fresno County Glenn County Humboldt County Imperial County Inyo County Kern County Kings County Lake County Lake Tahoe Lassen County Los Angeles County Madera County Marin County Mariposa County Mendocino County Merced County Modoc County Mono County Monterey County Napa County Nevada County Northern California Orange County Placer County Plumas County Riverside County Sacramento County San Benito County San Bernardino County San Diego County San Francisco County San Joaquin County San Luis Obispo County San Mateo County Santa Barbara County Santa Clara County Santa Cruz County Shasta County Sierra County Sierra Nevada Silicon Valley Siskiyou County Solano County Sonoma County Southern California Stanislaus County Sutter County Tehama County Trinity County Tulare County Tuolumne County Ventura County Wine Country Yolo County Yuba County Company Web Site* Stage of Development * -- Please Select -- Start-up Product Development Pre-Revenue Early Stage Growing Established Turnaround Years in Business -- Please Select -- Zero Less than one One to three Three to five Five to ten Ten or more Primary Industry * -- Please Select -- Broadcasting Business Services Educational Services Fabricated Metal Products Food Manufacturing Health Services Heavy Manufacturing Internet Personal Services Restaurant Retail Telecommunications Transportation Waste/Environmental Services Wholesale Distribution Other Light Manufacturing Industries Other Services Other Est. Current Employees -- Please Select -- <10 10 to 20 20 to 50 50 to 100 >100 Invested Capital to Date -- Please Select -- Zero Less than $500,000 $1 Million $2 - 3 Million $4 - 5 Million $6 - 10 Million More than $10 Million Total Financing Sought * -- Please Select -- Less than $1 Million $1 Million $1.5 Million $2 Million $2.5 Million $3 Million $4 Million $5 Million $6 - 10 Million $11 - 20 Million More than $20 Million Unknown Total Financing Type -- Please Select -- Subordinate Debt Preferred Equity Either Both Primary Use of Funds * -- Please Select -- Working Capital or Inventory Purchase Product Expansion Geographic Expansion Plant Modernization or Leasehold Improvement Acquisition of an Existing Business Consolidation of Existing Debt Obligations New Building or Plant Construction Acquisition of Machinery and Equipment Marketing Activities Research and Development Other Comments Secondary Use of Funds -- Please Select -- Working Capital or Inventory Purchase Product Expansion Geographic Expansion Plant Modernization or Leasehold Improvement Acquisition of an Existing Business Consolidation of Existing Debt Obligations New Building or Plant Construction Acquisition of Machinery and Equipment Marketing Activities Research and Development Other Comments Tertiary Use of Funds -- Please Select -- Working Capital or Inventory Purchase Product Expansion Geographic Expansion Plant Modernization or Leasehold Improvement Acquisition of an Existing Business Consolidation of Existing Debt Obligations New Building or Plant Construction Acquisition of Machinery and Equipment Marketing Activities Research and Development Other Comments Likely Exit - Primary -- Please Select -- Sale to Strategic Buyer Sale to Financial Buyer Recapitalization Self-Liquidating Subdebt Initial Public Offering Employee Stock Ownership Plan Likely Exit - Secondary -- Please Select -- Sale to Strategic Buyer Sale to Financial Buyer Recapitalization Self-Liquidating Subdebt Initial Public Offering Employee Stock Ownership Plan Likely Exit - Tertiary -- Please Select -- Sale to Strategic Buyer Sale to Financial Buyer Recapitalization Self-Liquidating Subdebt Initial Public Offering Employee Stock Ownership Plan Referral Source * -- Please Select -- Commercial Banker Accountant Attorney Investment Banker Another Private Equity Fund Government Agency (e.g. SBA, etc.) Community Organization Another Business Owner Fulcrum Portfolio Company Press Conference Web Site Private Equity Directory Other Indiv/Org name, if any Product or Services Primary Competitors Name Location Estimated Revenues Primary Customers (type) Management Team Name Position -- Please Select -- Chief Executive Officer Chief Financial Officer Chief Operating Officer Consultant Controller Fundraiser Investment Banker President Vice-President Vice-President of Finance Vice-President of Operations Vice-President of Sales and Marketing Other -- Please Select -- Chief Executive Officer Chief Financial Officer Chief Operating Officer Consultant Controller Fundraiser Investment Banker President Vice-President Vice-President of Finance Vice-President of Operations Vice-President of Sales and Marketing Other -- Please Select -- Chief Executive Officer Chief Financial Officer Chief Operating Officer Consultant Controller Fundraiser Investment Banker President Vice-President Vice-President of Finance Vice-President of Operations Vice-President of Sales and Marketing Other Relevant Experience Prior Title/Position Financial Data ($000) Prior past year (2010) Past year (2011) Current Year (2012) Year 1 Projected (2013) Year 2 Projected (2013) Revenue* Gross Margin SG&A Net Pretax Earnings EBITDA (cash flow) Net Equity Balance Optional Attachments: Executive Summary (preferred) Business Plan Other (PowerPoint, etc.) Please tell us how your company meets Fulcrum's "Dual Niche" Investment Strategy as articulated below:* Fulcrum targets businesses owned and/or managed by minority entrepreneurs; and Fulcrum targets businesses located in, employing from or serving Southern California's under-served urban communities Back to Top
Welcome to our online business plan submission. Before you begin, we suggest that you take a look at our Investment Parameters and Evaluation Process information on this site so that you understand our interests and process. You may also want to take a look at our Privacy Policy. Once you get started below, if any of the required (*) fields do not apply to your business, simply type in "N/A" or "not applicable." We look forward to your submission.
