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Business / Company Information

Business Information

Entity Type Individual Person Corporation Limited Liability Company (LLC) Partnership Sole Proprietorship Trust Non-Profit Organization Government Entity

Select the type of entity

Full Legal Name

As it should appear on the document

Doing Business As (DBA)

Optional trade name

State of Formation Select state... Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming District of Columbia

Where the entity was formed

Authorized Representative

Person authorized to sign

Representative Title

Title or position

Address

Street Address

Full street address including suite or unit number.

City

City of business residence or business.

State Select... Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming District of Columbia

State where this address is located.

ZIP Code

5-digit ZIP code.

Email Address

Used for correspondence and notices.

Phone Number

Best number for direct contact.

Primary Owner / Founder Information

Owner / Founder Information

Entity Type Individual Person Corporation Limited Liability Company (LLC) Partnership Sole Proprietorship Trust Non-Profit Organization Government Entity

Select the type of entity

Full Legal Name

As it should appear on the document

Doing Business As (DBA)

Optional trade name

State of Formation Select state... Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming District of Columbia

Where the entity was formed

Authorized Representative

Person authorized to sign

Representative Title

Title or position

Address

Street Address

Full street address including suite or unit number.

City

City of owner / founder residence or business.

State Select... Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming District of Columbia

State where this address is located.

ZIP Code

5-digit ZIP code.

Email Address

Used for correspondence and notices.

Phone Number

Best number for direct contact.

Key Personnel

CEO / President Name

Full legal name of the chief executive responsible for day-to-day decisions.

CEO Email

Used for executive communications and official correspondence.

CFO / Financial Officer Name

Person responsible for financial reporting, projections, and investor communications.

CFO Email

Used for financial notices and official correspondence directed to the CFO.

COO / Operations Manager Name

Oversees day-to-day operations. Defining this role prevents overlap and confusion between founders.

Legal Counsel / Attorney Name

Designating legal counsel in the plan streamlines responses to legal matters and investor due diligence.

Law Firm Name

Name of the law firm representing the business for legal matters.

Registered Agent Name

Accepts legal documents on behalf of the company. Must have a physical address in the state of incorporation.

Registered Agent Address

Physical street address (no P.O. box) in the state of incorporation where legal documents can be served.

Business Details

Company Mission Statement

A concise statement (1–3 sentences) describing why the company exists and what it does today. Investors and partners read this first.

Company Vision Statement

A forward-looking statement (1–2 sentences) describing where the company wants to be in 5–10 years. Distinct from the mission — this is about aspiration, not current activity.

Core Business Values

3–6 principles that guide decisions and culture (e.g., Integrity, Innovation, Customer First). These are referenced in employment agreements and operating agreements.

Primary Products/Services Offered *

Describe what the business sells or provides. Be specific — include key features, pricing tiers, or service categories that distinguish your offerings.

Target Market / Customer Demographics

Define who you serve: age, income, geography, industry, or behaviors. A well-defined target market strengthens investor confidence and marketing strategy.

Unique Value Proposition / Competitive Advantage

What makes you different from competitors? Investors want to see a clear, defensible advantage — technology, pricing, access, brand, or network effects.

Number of Employees Select... 1 (sole owner) 2-5 6-10 11-25 26-50 51-100 101-250 251-500 500+

Include full-time, part-time, and contractors. Headcount affects employment law obligations, benefits requirements, and investor valuation.

Projected/Current Annual Revenue Select... Under $100K $100K-$500K $500K-$1M $1M-$5M $5M-$10M $10M-$50M $50M+

Used for context in financial projections. For startups, use projected first-year revenue. Investors use this range to benchmark valuation and funding needs.

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Not Legal Advice: This automated form assistance tool provides general information and document templates. It is not a substitute for legal advice from a qualified attorney. Laws vary by jurisdiction and change over time. Consult with a licensed attorney for advice specific to your situation.
Last updated: January 2026