A business plan non-disclosure agreement protects the confidential elements of a company’s business plan, making it especially useful when planning early-stage or strategic details that you must share with third parties. It lets you share private information without worrying that the person you’re sharing with will use that information for their benefit or disclose it to your competitors.
This document is useful in many business-planning scenarios involving sensitive details that demand protection, including pitching ideas to investors, seeking bank loans for expansion, anticipating market impact, and collaborating with marketing agencies.
Execute the NDA Before Disclosing Your Business Plan
Don’t include any aspect of your business plan in the NDA. Instead, simply refer to the type of information you will share. Only disclose specifics when the receiving party signs the NDA.
What Can a Business Plan NDA Protect?
A business plan non-disclosure agreement can protect confidential information in your current or future business plan and help your business keep its competitive edge. Some of the information this document protects can include the following:
- Executive Summary Details: Planned milestones, key objectives, mission statements, unique value propositions, overall vision, expansion goals, and projected trajectory.
- Market Research & Analysis: Target market data (size, demographics, and growth potential), competitor analysis, and potential market opportunities.
- Product or Service Offerings: Detailed product or service descriptions, development statuses, unique features, planned innovations, and upcoming product expansions.
- Marketing & Sales Strategies: Sales projections, pricing models, promotional strategies, marketing channels, advertising plans, cost-cutting measures, customer acquisition plans, and customer retention plans.
- Financial Forecasts: Projections for income, revenue, expenses, profitability, and cash flow; funding requirements and use of funds.
- Operational Plans: Supply chain details, production processes, operational logistics, supplier agreements, and resource planning.
- Risk Assessment & Contingency Plans: Potential business risks and strategies to manage them, backup plans for financial or operational challenges, and regulatory or legal risks relevant to your business.
Product Development NDA
If you’re developing a new product in the early stages of your business plan and need to consult experts on its functionality and features, have them complete a product development NDA.
Sample Business Plan Non-Disclosure Agreement
Download a business plan non-disclosure agreement template in PDF or Word format below:
