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A complete business plan is not required for preliminary discussions but is generally a prerequisite for funding. To evaluate a potential investment, the following information should be included:

Contact Information:

Via USPS :
Fifth Floor
1012 Kanawha Boulevard, East
Charleston, WV 25301

Via Phone:
(304) 345-6200
fax (304) 345-6262

EXECUTIVE SUMMARY
A brief outline of the company’s history and current position.

MANAGEMENT
Resumes of principals and key personnel, as well as the number of employees and the ownership of the company.

EMPLOYEES
Estimate the number of jobs to be created and potential opportunities for employment.

PRODUCT DESCRIPTION
Description of proprietary aspects of the product or service and an analysis of how the company will maintain a sustainable competitive advantage.

MARKET ANALYSIS
Outline of the marketing and distribution strategies, market size and growth estimates, customer profile and in-depth competitive analysis.

FINANCIAL SUMMARY
Historical financial statements, preferably audited, including income statements, balance sheets and cash-flow statements. Projected financial statements, projected financial requirements and a description of how the JIT proceeds will be used.

GENERAL INFORMATION

  1. Names and addresses of the principals and board of directors or the business
  2. Location(s) of the projects
  3. Purpose of the investment
  4. Amount of investment requested
  5. Maturity, interest rate and other pertinent terms of the investment being requested
  6. Fixed assets which serve as security for the investment
  7. Names and addresses of all persons, directly or indirectly, holding twenty-five percent or more of the equity receiving investment assistance

West Virginia Jobs
Investment Trust Board
Fifth Floor, 1012 Kanawha Boulevard, East Charleston, West Virginia 25301