Your Name *

Email address *

Which Plan Did You Purchase *

Business Information

Business Name *

Business Address (If Applicable)

Business Type *

Select or describe the nature of your business (e.g., restaurant, SaaS, retail, consulting).

Is Your Business Already Operating?

Business History

Please provide a brief history of your business, including when it was founded, major milestones, and current operations.

Business Description *

Tell us what your business does, what it offers, and what makes it unique.

Legal Entity & Registration Info

Is your business already registered as an LLC, corporation, or other legal entity? In which state?

Employee/Hiring Plans (If Applicable)

Describe how many employees you plan to hire, their roles, and your hiring timeline.

Market Research

Tell us what you know about your industry or target market. This could include competitor analysis, customer trends, or anything else you’ve observed.

Marketing Plan or Strategy

Briefly explain how you plan to reach your customers — online ads, referrals, partnerships, social media, etc. The more details, the better.

Goals or Growth Plans

Explain your short and long-term business goals (e.g., expansion, revenue milestones, scaling strategy).

Your Personal Business Experience

Share any relevant experience you have as a business owner or operator. This helps us position your background effectively in the business plan.

Funding & Financial Info

Estimated Startup and/or Operating Costs

Provide an estimate of your expected startup and/or monthly operating costs. This helps us structure your financial projections realistically.

Investment Amount (If applicable)

If you’re seeking funding (e.g., E-2 Visa, SBA loan, or investment), please tell us how much you plan to invest or raise. If not applicable, you may leave this blank.

Planned Use of Funds (If Applicable)

Please describe how the funds will be used. For example: inventory, equipment, marketing, staffing, lease deposits, etc.

Have You Already Invested Any Funds?

How Much Have You Invested?

How Were Those Funds Used

Please describe how the invested funds were spent (e.g., equipment purchases, legal fees, lease deposits, branding, product development, etc.).

E-2 Visa Compliance

Country Of Citizenship

Please provide your current country of citizenship. Only nationals from U.S. treaty countries are eligible for the E-2 visa.

U.S. Immigration Status

Let us know your current or intended immigration status in the U.S. if applicable. This helps us align your plan with your immigration path.

Ownership Percentage

How much of the business will you own? E-2 applicants must own at least 50% of the U.S. business.

Source of Investment Funds

Please explain where your investment funds are coming from — for example: personal savings, sale of property, business income, etc. This helps demonstrate the legality and control of your funds.

Investment Transfer Details

Have you already transferred or committed the investment funds to the U.S.? If so, please describe how and when the funds were transferred (e.g., to a U.S. business account, for lease payments, purchases, etc.).

Visa Applicant’s Role in the Business

Describe what role you will have in the day-to-day operations of the business. USCIS expects you to be actively involved — not just a passive investor.

Job Creation Plans (for U.S. Workers)

Please describe how many jobs you plan to create for U.S. workers and the types of roles you expect to hire. Include estimated timelines if known.

U.S. Office or Lease (If applicable)

Have you secured a U.S. business address or commercial lease? If yes, please provide details or upload a copy of your lease or letter of intent in the attachments section if available.

Anything Else You’d Like to Share?

Attachments

Choose file(s) or drag here

Supported format: PDF, CSV, DOC, XLS, ZIP, JPG, JPEG, PNG, SVG.

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You may upload any relevant documents such as a business summary, pitch deck, financial projections, pro forma, or research. PDF, Word, Excel, and image files are supported.

I understand that a representative may reach out if additional information is needed. *

Thank You!

We’ve received your information and may follow up with additional questions as we build your business plan.

Have a great day!

Thank You!

We’ve received your information and may follow up with additional questions as we build your business plan.

Have a great day!

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