Draft example | Fictional business
Harbor Street Bakery & Cafe
Draft example | Fictional business. The business, its owners, and its financial figures are invented for illustration. Market statistics and competitor facts are cited to public sources in the full file.
A full SBA 7(a) style plan for a fictional Charleston bakery-cafe opening a second location. Look for how repayment is explained in plain numbers, both for the combined business and for the new store on its own, and how the downside case is shown rather than hidden.
Section 1.2, Repayment Summary. Bracketed numbers are sources listed in the full file.
“Repayment comes from the combined operating cash flow of both locations. Global DSCR is 2.01x in Year 1, rising to 3.01x and 4.38x. Measured on its own, the new location covers its debt service 0.77x in Year 1 while sales ramp, then 2.31x in Year 2 and 4.44x in Year 3.”
Section 10.9, Sensitivity Analysis (Lender Stress Case). Bracketed numbers are sources listed in the full file.
“The lender stress case (downside) is a stress test, not a forecast. It applies three changes to the new location at once: volume and revenue 10% lower in every month, a ramp to capacity about 50% slower, and cost of goods sold 2 percentage points higher on every line.”
The complete plan in 12 sections (PDF), and the Excel financial model with sources and uses, loan payments, DSCR, break-even, and the stress case. Those files are not available for download on this site.
See the Lender-Ready PlanDraft example | Fictional business
TallyRoute
Draft example | Fictional business. The business, its owners, and its financial figures are invented for illustration. Market statistics and competitor facts are cited to public sources in the full file.
An investor plan and matching pitch deck for a fictional pre-revenue route-planning software company. Look for market sizing you can check, problem evidence that's labeled for what it is, and plain statements about stage and traction.
Section 1, Executive Summary. Bracketed numbers are sources listed in the full file.
“The problem is measurable. A vendor-produced dataset of 300 HVAC companies, which should be treated as indicative, found that only 65% of technician paid time was billable, with about 1.13 hours a day of unrecovered driving [2].”
Section 1, Executive Summary. Bracketed numbers are sources listed in the full file.
“These figures are estimates based on stated assumptions, not guarantees; TallyRoute has no customers or revenue today.”
Pitch deck slide 4 headline. Bracketed numbers are sources listed in the full file.
“A $90M core market (derived), sized bottom-up from Census firm counts and published prices”
The investor plan (PDF), the PowerPoint pitch deck, and the Excel model with scenarios, unit economics, and use of funds. Those files are not available for download on this site.
See the Investor PlanDraft example | Fictional business
Pawsome Mobile Grooming
Draft example | Fictional business. The business, its owners, and its financial figures are invented for illustration. Market statistics and competitor facts are cited to public sources in the full file.
A one-page plan for a fictional Tampa grooming business adding a second van. Look for how much fits on one page: market, competition with published prices, costs, the ask, and a 3-year snapshot, all cited.
Competition block. Bracketed numbers are sources listed in the full file.
“Tampa mobile groomers post full-groom starting prices of $99+ (Woofie’s), $110–$130 for small dogs (Solly’s) and $120+ (Puptown) [1][8][9]. Pawsome competes on same-groomer recurring visits.”
Financial snapshot note. Bracketed numbers are sources listed in the full file.
“Van 2 alone covers Year 1 payments 1.06x excluding $6,000 of one-time pre-opening costs (0.86x including them), below the 1.25x many lenders look for; the $20,424 reserve carries the ramp (low $11,799, Month 6) with no further Van 1 cash.”
The one-page plan (PDF) with its cited sources, and the summary Excel model. Those files are not available for download on this site.
See the One-Page PlanHow these samples were made
Each sample was produced with our standard process: a completed questionnaire for the fictional business, cited market research, a formula-driven Excel model, a plan draft, and a checklist QA review (each sample went through several QA rounds).