Tool or Template

Food and Beverage producers should always work backwards from the selling price to determine the wholesale price. Sometimes both retailer and distributor margins can be lower in certain competitive product categories and in large scale conventional distributors and retailer. However, it is difficult to sustain at a Gross Margin Contribution of less than 35%.

These helpful templates help you build your financial projections, including, your sales and distribution forecast; cost of goods sold (COGS) and other expenses forecasts; capital expenditures forecasts; and your accounts receivable (AR), accounts payable (AP) and inventory forecasts. These projections can help inform your proforma financial statements.

Cash is not the same thing as net income, and most food companies burn up more of their cash on their balance sheet than on their income statement. This template helps model projected cash flow to help businesses properly manage cash.

This deck provides the standard outline of topics that any food, beverage or value-added farm business would need to pitch investors on their business model. The main goal of the presentation is to communicate the vision, strategy, and business model enough to capture the investor attention and interest.

poSaNa organics is a manufacturer of best-in-class gluten-free cooking and baking mixes wholesaling to grocers and retailing directly online. This pitch deck is an example of an optimized pitch deck template to successfully raise money and communicate the company's business model.

While the sections of this document are similar to a business plan, this is NOT a business plan. Think of all of the contents of a drop box or other online file sharing service as the full business plan. This is a specific ask for money for a specific project. It is important that all of the numbers are the same as the ones in the accompanying Proforma financial statements.

The focus of the narrative request for funding is to substantiatehow much of what kind of money the company needs and for what purpose. This should be done after other documentation and should be relatively brief to make it easy for lenders/investors to read. It should supplement other materials present in the financial package, like the pitch deck.

Much of the difficult part of raising money is putting together the requested documentation for lenders and investors. This includes everything from tax documents to sell sheets to simulated proforma financial statements with realistic assumptions about the company's growth.