Example: Position brief
Made for Sierra Lift, a sample company. Sierra Lift is not a real company.
A one-to-two-page case for a bank, an agency, a state economic development office, an investor or a large buyer: who you are, who already helps, what you are building, the gap, and what you ask. With the questions each of them usually asks, so you walk in ready.
SL
Sierra Lift Aerospace · Position brief
Rancho Cordova production line — bank meeting
Prepared for First Valley Bank · October 2026 · Confidential
Scan for our company page
$420,000
What we ask for
14 → 22
People today and planned
2021
Founded
An equipment loan for a second layup line and a curing oven.
Who we are
Sierra Lift designs and builds carbon-fiber multirotor airframes for 25 to 60 lb payloads in Rancho Cordova, California. Fourteen people, founded in 2021, selling to utilities, public safety agencies and integrators.
Where we stand
Local Small Business Development Center
Reviewed our projections and the loan package.
Committed to: Two more sessions before closing.
Sierra Foothills Utility Cooperative
Ran a six-airframe inspection pilot with us in 2025.
Committed to: A letter of intent for 20 airframes in 2027.
Our record
Sierra Foothills Utility Cooperative
Pilot, 2025 · Value: $180K
Six heavy-lift airframes for a line inspection pilot across 40 miles of rural distribution lines.
A state or local agency
Subcontract, 2024
Fire-mapping airframes with sealed electronics bays, delivered to the prime's integration team.
What we are building
A second layup line and a curing oven in the building we lease today, so frames that take six weeks now take three, and custom frames stop waiting behind standard ones.
14 people today, 22 planned; first production: Six months after funding; site: Our Rancho Cordova building, second bay
Where the gap is
$420,000 for equipment, tooling and working capital.
What we ask
An equipment loan of $420,000 over seven years, secured by the new line and the oven.
Why now
The cooperative's order and two integrator programs start in 2027, and today's single line is booked through the spring.
Ready to answer
Bank or credit union: the questions this meeting usually brings, and where we stand on each.
Question
Ready
Note
Who owns the company?
Yes
Operating agreement and the ownership table from our company file.
Can we see your tax returns and financial statements?
Yes
Tax returns for 2023 to 2025 and statements through August.
Can each owner who guarantees the loan give a personal financial statement?
Not yet
What does the company owe today?
Not yet
What do you project for the next few years?
Not yet
Updating them for the second line.
What can secure the loan?
Not yet
What exactly does the money buy?
Not yet
Who runs the company?
Not yet
What you get
One to two pages in Word (.docx) and PDF, on Letter or A4, with your page's cover photo and the amount you ask for up front, and the “Ready to answer” page when you add it.
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