Letter of Confidentiality
Whenever you send a business plan to prospective businesses, financial institutions, or staff there is often an issue of confidentiality. There are several common ways of dealing with this:
Get your recipients to sign a confidentiality agreement
Insert a paragraph at the begining of the plan that binds the reader to secrecy
Try to not include sensitive information
The last option is not always practical since prospective investors - especially banks - will want to see key financial information. Sometimes it may be possible to openly hold back this confidential information and let your prospective investors know they will have access to it later once trust or preliminary agreements have been reached.
Whenever you send a business plan to prospective businesses, financial institutions, or staff there is often an issue of confidentiality. There are several common ways of dealing with this:
Get your recipients to sign a confidentiality agreement
Insert a paragraph at the begining of the plan that binds the reader to secrecy
Try to not include sensitive information
The last option is not always practical since prospective investors - especially banks - will want to see key financial information. Sometimes it may be possible to openly hold back this confidential information and let your prospective investors know they will have access to it later once trust or preliminary agreements have been reached.
