Scenario: Craig's business is growing, and he would like to expand to another location. He thinks he needs some outside money to help him to do it. He met an investor who would like to see some numbers and have an initial conversation. The investor has asked for the Balance Sheet, P&L statements for this year compared to last year, and an Inventory Valuation Summary report. Craig would like to include a cover letter and have everything packaged together in one PDF to send off to the investor.