Vocabulary Part 4
Vocabulary Part 5
100

A retirement strategy, a risk management plan, a long-term investment plan, a tax reduction strategy, and an estate plan

financial plan

100

A statement that has information about your credit activity and current credit situation such as loan paying history and the status of your credit accounts

Credit report

200

The advertising strategy that a business will implement to sell its product or service

marketing plan

200

A prediction of your credit behavior, such as how likely you are to pay a loan back on time, based on information from your credit reports

Credit score

300

A forecast of your business's fiscal performance derived from its present financial data

Run rate

300

Wealthy private investors focused on financing small business ventures in exchange for equity

Angel Investor

400

Summarizes what your company does, its purpose, and what makes it unique

Company description

400

Money invested in a business, usually a start-up, that is seen as having strong growth potential

Venture capital

500

present the complete future economic projection of a company or person

pro forma financial statement

500

A way for companies and individuals to raise capital from a large group of investors who can choose from hundreds of projects  

Crowdfunding