The Monthly Report for a new venture is an important part of communications within a new venture.

Monthly Report Components

A one (1) page Monthly Report for an emerging revenue stream includes the following bullet style components.  Please adapt this list to match your situation.

• Title – Unit Name, location, contact information
• Executive Summary
• “Department” reports when appropriate for:
  • Mission
  • Strategy – This information may be included with the Business Model
  • Market Pain
  • Overview of offering/product; your Solution to the Market Pain
  • Market Opportunity
  • Go To Market Strategy
  • Management Team
  • Boards and Advisers
  • Achievements and Assets
  • Customers
  • Partners
  • Competition
  • Technology
  • IP
  • Business Model
  • Financial Projections – includes burn rate and runway
  • Fund Raising
  • Risks
  • Other Information
• Attachments – Usually only a one page financial spreadsheet of shipments and actual expenses by month for the last few -12 months

Please See Also

• The page on this website titled Business Plans
• Monthly Plan
• Business Plan

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