Beluga Executive Project Summary Form

Project Executive Summary

DEAR MEMBER AND PROJECT INITIATOR,

We herewith invite you, on a voluntary basis, to complete this questionnaire as the basis for the initiation of a preliminary White Paper designed to provide an overview of the project portfolio.

* Required

* Member ID

* Email (Bitrix)

Personal Business Corporate / Legal Entity

Prior Project Submittals (*Optional)
If you have submitted previous Executive Project Summaries, you can list their Catalogue ID(s) here for cross-reference.

ECONOMIC SECTOR ~ Please select Key Subsector Classification

Beluga Projects Map(click)

ONLY WHEN PRIMARY SECTOR (I)
Can you indicate Key Subsector Classification ~ (*Optional, If Applicable)?

Open Sector Guide(click)

ONLY WHEN QUATERNARY SECTOR (IV)
Can you indicate Key Subsector Classification ~ (*Optional, If Applicable)?

Open Sector Guide(click)

IT - Information Technology, Software Development, Data Management, Cloud Computing, Cybersecurity, AI Applications & Services

R&D – Research & Development / Scientific, Industrial & Academic Research / Innovation Labs

Education & Knowledge / Universities, Schools, e-Learning Platforms, Academic Publishing, Professional and Other Training Programs

Consulting & Strategic Analysis (Virtual Business, Legal, Financial, and Technical Advisory Services and Applications)

Media & Mass Communication (Journalism, Broadcasting, Digital Content Creation, Publishing, Hosting, Web-Services & Applications)

Design & Creative Services (UX/UI Design, Architecture, Product Design, Branding, and Digital Arts)

Data Science & Analytics (Big Data, Machine Learning, AI Modeling, Statistical Analysis)

Intellectual Property & Legal Tech (Patent Law, Copyright Services, Legal Informatics) Other

* PROJECT SCALABILITY & REPLICABILITY
Does your project have the ability to grow by means of duplication or replication?

Single Project Multiple Projects Duplicable Project (identical copy, national scale) Replicable Project (variations, for international expansion) Other

* GEOGRAPHICAL LOCATION (MAIN COUNTRY FOR DEVELOPMENT)
In which country will your project be realized?

DEVELOPMENT LOCATION (*Optional)
Can you disclose exact location (State/Location) where your project will be realized?

* PROJECT CATEGORIZATION (CATEGORIES LISTED BY SIZE & INVESTMENT)
How would you categorize your project?

MICRO PROJECT – Investment <US$100,000 / Duration: 1 Week to 6 Months / Team Size: 1-5 SMALL PROJECT – US$100,000+ to US$500,000 / 1 Month to 12 Months / Team: 3-10 MEDIUM PROJECT – US$500,000 to US$5,000,000 / 6 Months to 24 Months / Team: 10-50 LARGE PROJECT – US$5,000,000 to US$50,000,000 / 1-5 Years / Team: 50-200+ MEGA PROJECT – US$50,000,000 to US$1 Billion / 5-20 Years / Team: 200+ to thousands GIGA OR GLOBAL PROJECTS – US$1+ Billion / 10-30+ Years / Thousands across countries

* TOTAL EXPECTED PROJECT INVESTMENT (100% EXPECTED PROJECT COST)
What is the total investment amount for your project?

* EXPECTED ALLOCATION OF FUNDS DURING DEVELOPMENT (100%)
How and in what tranches will you allocate funds?
* To deselect or reset your answer, simply click anywhere in the area of that box.

	5%	10%	15%	20%	50%	60%	70%
Planning & Feasibility
Design & Development
Pre-Implementation Setup
Core Implementation
Monitoring & Control

DIFFERENT CAPITAL ALLOCATION PLAN (*Optional, If Applicable)
Can you state a different capital allocation plan?

CAPITAL AMOUNT SPENT (*Optional, If Applicable)
Did you already invest funds into your project (US$ and in %)?

CAPITAL CONTRIBUTION AMOUNT (US$ AND IN %)
Will you finance totally the project or accept co-financing / investment?

I will secure myself the total financing for my project (100% Ownership / Equity) I am ready to accept co-financing / investment in my project (Condition is that I may retain majority of at least 51% Ownership / Equity or more.) I may be ready to consider the (BAA) Beluga Aequitas Association Project Fund Participation (Member / Initiator 60% & 40% BAA Fund Ownership / Equity Ratio). I am ready to consider any co-financing & investment (Ownership / Equity Participation to be negotiated) as long as my project can be implemented to grow. Ownership / Equity Participation, can be freely negotiated, while fixed or floating debt financing or other structured financing may also be considered. I will consider Ownership / Equity Buy-in for Employees / Workforce (Participation in the range of 5% to 25%) as an essential part of a successful strategy). Nothing has been decided, and any potential alternative suitable proposal is welcomed. I would be interested to consider the involvement of (VC) Venture Capital Investors. Other

INVESTMENT PERIOD / DURATION (MONTHS / YEARS)
Can you provide the expected time required to implement the project?

MEMBER'S / INITIATOR'S VISION & MISSION
What are the reasons behind the decision for the specific project/s?

GENERAL PROJECT DESCRIPTION (NO PROPRIETARY INFORMATION NEEDED)
Can you describe your project?

EXPECTED GEOGRAPHICAL IMPACT OF YOUR PROJECT
Can you briefly describe what is the expected impact of your project?

PROPOSITION UNIQUENESS OF YOUR PROJECT
What is the outstanding uniqueness of your project?

COMPETITIVE ADVANTAGE OR SPECIAL PURPOSE OF YOUR PROJECT
Can you describe the project competitiveness or purpose?

RELEVANT HISTORY (*Optional)
Can you provide a historical background, if there is any, in relation to your project?

INTELLECTUAL PROPERTY POSITION OR SPECIFIC KNOWLEDGE
What is the situation and position in respect of intellectual property?

I / We have specific sector knowledge I / We own the full intellectual property rights necessary for the project I / We own only partially the intellectual property rights and have to make specific agreements with third-parties I / We require full intellectual property rights from third-parties with the need to enter into specific agreements I / We require full technologic-transfer from third-parties Other

CORPORATE STRUCTURE & LEGAL FORM (*Optional)
Is there an existing corporate structure or the legal form must be decided?

MARKET OPPORTUNITY OF PROJECT
Explain the market opportunity or distinctive aspect/s of the project?

IMPORTANT DOCUMENTS (NOT EXHAUSTIVE)
Have any of these tasks been performed and executed and documents prepared?

Do you have anything to state in this conclusion or would you address us specific questions?

Attachments

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	YES	NO
MARKET STUDY
COMPETITION ANALYSIS
BUSINESS PLAN
FINANCIALS
BUDGET / COST ESTIMATE
FUNDING & LIQUIDITY PLAN