Introduction:  Including a description of the company, its industry, and its business context.

Organizational analysis:  Including the company’s leadership, market, operations, finances, performance, and regulatory environment.

Critical incidents:  Including any stories of the organization’s challenges or achievements. How did it overcome the challenges? How did it accomplish its

achievements?

Investment potential:  Including any of its current issues that need to be addressed or its potential goals for growth.

Recommendation:  Including how the investment might help the organization to address its current issues or realize its potential for growth.