Free Startup Financial Needs Assessment Form Template

Startup Financial Needs Assessment Form

Company Information

Field

Information

Company Name

[Your Company Name]

Industry Sector

[Industry Sector]

Contact Person

[Contact Person]

Email

[Your Company Email]

Phone Number

[Your Company Number]

Address

[Your Company Address]

Website

[Your Company Website]

Social Media Handles

[Your Company Social Media]

Financial Needs Assessment

Category

Estimated Cost (USD)

Funding Source (if any)

Startup Costs

$50,000

Bootstrap funding

Product Development

$20,000

Angel investor

Technology Infrastructure

$15,000

Personal savings

Legal and Compliance

$10,000

Venture capital

Marketing and Branding

$30,000

Crowdfunding

Initial Inventory

$5,000

Loan from family

Operating Expenses

Rent and Utilities

$12,000

Revenue from sales

Personnel Costs

$40,000

Grant funding

Marketing Expenses

$25,000

Administrative Expenses

$8,000

Research and Development

$15,000

Other (Specify)

$0

Total Financial Needs

$220,000

Comments/Notes:

Declaration

I confirm that the information provided above is accurate to the best of my knowledge.

Signature:

Date:

[Your Company Name] assures confidentiality of the provided information and will only use it for the purpose of assessing financial needs and providing relevant assistance.

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