211 Warren Street l Newark, NJ 07103 l 973.353.0611 l www.ifelnj.org
Preliminary Information Form
Use this form to let us know how we can help you
take your business to the next level!
Business Name
Contact Name
Title
Address
City, State Zip
Phone
Fax
Email
Website
1. Current stage of development:
select one
Conceptual
Operational, but not yet generating revenue
Generating revenue, but not profitable
Business is profitable
2. Type of ownership:
select one
LLC
S-Corporation
C-Corporation
Sole proprietorship
Partnership
Other
3. State in which your Company
is legally organized:
4. Business formation year
5. Describe the principal product/service offered by your company
and the target market that you serve.
Yes
No
6. Do you have a written business plan?
7. Select the program/service(s) of interest to you:
Press the Ctrl key to select more than one
Next Level CEO Groups
Business plan review
Business plan development
Financial model development
Action plan development
Strategic Plan Development
General Coaching/Consulting
Pitch coaching
Pitch presentation development
Quickstart
Choose Success
Accelerator
Membership
7a. How much financing do you seek?
(
For business plan, financial model and pitch presentation development only)
7b. What are the types of funding sources that you intend to use?
(For business plan, financial model and pitch presentation development only)
Press the Ctrl key to select more than one.
Debt - Secured bank loan
Debt - SBA guaranteed bank loan
Equity - Angel investor
Equity - Venture capital or institutional investor
Other
I don't know
8. Ownership interest:
Fill in the ownership percentage for all that apply.
%
%
Black
Male
Hispanic
Female
Native American
Veteran
Asian-Pacific
Asian-Indian
Disabilty
Portuguese
Spanish
Non-minority
Other
9. Certifications:
Press the Ctrl key to select more than one.
SBA 8(a)
Minority Business Enterprise (MBE)
Women-owned Business Enterprise (WBE)
Disadvantaged Business Enterprise (DBE)
Small Business Enterprise (SBE)
Hub-zone
10. Professional services needs:
Yes
No
Do you have an accountant?
Yes
No
Do you have an attorney?
11. What are your primary reasons for your interest in IFEL
programs/services?
13. How did you learn about IFEL?
14. Please list and describe other programs/resources that you
have utilized to support your business growth?
15. Comments
The Institute for Entrepreneurial Leadership