Description
Business Plan
Prepared for:
[Investor Name]
Prepared by:
[Company]
Business Plan
Executive Summary
[Company] is one of the leading [Industry specific] company headquartered in [Location], founded in the [Year] by [Founder Name] to address [Problem].
With [Industry] growing rapidly with CAGR of [0.00]%, the scope for [Industry] has increased by [0.00]%. Our product [Product name] strives to enable [Targket Market] by helping them [USP]. This has led to the growth of [Company] at the rate of [0.00]% YOY with the backing of [Number of customers] customers across [Customer geography].
We at [Company] aim to build on our momentum by targeting [Target market for the future]. We are looking for [Mention the amount you are looking to raise from investor] for [Round] to support Marketing, Manpower, Sales, Product development initiatives all geared toward making [Company] the market leader.
Problem – [One line regarding the problem]
[Existing practice] has been there in the market for a long time. Though [Market size] have been using the same method, there has been no significant player who has addressed the following gaps –
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[Customer segment addressed]
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[Technology ]
-
[Availability]
-
[Pricing]
This has created an opportunity of [Market size] for [Company] leading to potential revenue of [Amount] by addressing [0.00]% of the market size.
Solution
[Company] is a [one liner descripton]. With [Product Name] we aim to address [Painpoint] by helping the users to
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[Key Feature 1]
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[Key Feature 2]
-
[Key Feature 3]
About the Company
Vision
[Vision is a longterm goal of your company]
Mission
[Mission is a roadmap to achieve your company’s vision]
Our Team
[Company] is guided by a team of [Number of people in core team] with more than [Number of years] combined experience in [Expert areas covering the core areas of your buisness].
Meet our team of experts behind the success of our business:
[Name]
[Designation]
[Brief including past experience, expert area that makes him/her right fit for the company]
[Name]
[Designation]
[Brief including past experience, expert area that makes him/her right fit for the company]
[Name]
[Designation]
[Brief including past experience, expert area that makes him/her right fit for the company]
About [Product/Service]
With growing [painpoint], there was a rise in demand for a better solution in the [target industry]. That’s where [Product] was innovated, where it is a [one liner].
In the span of [Number of years in the market], [Product] has been able to serve [Number of customers] across [Customer geography].
Why [Product/Service]?
Our [Company] has been able to serve our customers by providing them [USPs] in one place.
Defining features of [Company] include –
[Feature 1]
[Feature 2]
[Explain the feature]
[Explain the feature]
[Feature 3]
[Feature 4]
[Explain the feature]
[Explain the feature]
Business Model
Our business model is driven by factors like [core factors] which is achieved by the following model-
1. Value Proposition
[Product] as a [tool/service] is mainly offering following values to the users –
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[Value 1]
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[Value 2]
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[Value 3[
2. Target Market
[Industry] is $[0.00] billion worth and has [number] potential users. We aim to specifically address [Target Market] who are keen [trait of a potential user].
[Add a chart specifying market size, potential customer segment in the market, demographics, geography, age etc]
3. Competitors
With the increase in demand in [Industry], there are other players like [Competitor company names]. Below is the snapshot on how we are different from the others who exist in the market:
|
Feature
|
[Company]
|
[Competitor 1]
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[Competitor 2]
|
|
[Feature 1]
|
[Yes]
|
[No]
|
[No]
|
|
[Feature 2]
|
[Yes]
|
[No]
|
[Yes]
|
|
[Feature 3]
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[Yes]
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[Yes]
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[No]
|
|
[Feature 4]
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[No]
|
[Yes]
|
[Yes]
|
4. Revenue Model
[Product] aims at [subscription/one time/Freemium/ads] approach to generate revenue –
5. Go-to-Market-Strategy
Our marketing strategies involves effective implementation that provides maximum customer engagement. With our team of professionals, we aim to build your business with our analytics tool and provide you a detailed report on the same.
Our marketing strategy is as follows:
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[Social media]
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[Approach]
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[Type of content]
-
[Key results]
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[Google Ads]
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[Strategy]
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[Expected results]
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[Blogs]
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[Type of content]
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[Focused user group]
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[Key results]
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[Offline and online events]
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[Geography]
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[User group]
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[Expected results]
Market Feedback
Milestones
Our [Company] has successfully rendered services to [Number of Customers] and also achieved the target of setting up an effective business model that fulfills customer needs.
Our key milestones include:
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Year
|
Milestone
|
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[Year 1]
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[Milestone acheived, Key results obtained]
|
|
[Year 2]
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[Milestone acheived, Key results obtained]
|
|
[Year 3]
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[Milestone acheived, Key results obtained]
|
Customer Testimonials
Here’s what our Customer has to say about us:
[Customer Testimonial 1]
[Customer Testimonial 2]
[Customer Testimonial 3]
Roadmap
Currently, our [Company] has rendered services at [Location]. We are now aiming to expand in different locations and increase our services to a larger target audience.
Our roadmap is as follows:
|
Year
|
Goal
|
|
[Year 1]
|
[Goal expected to acheive, quantitative and qualitative]
|
|
[Year 2]
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[Goal expected to acheive, quantitative and qualitative]
|
|
[Year 3]
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[Goal expected to acheive, quantitative and qualitative]
|
Financial Aspects
Financial Projection
We have made steady growth of [0.00]% from the [Mention the Quarter] to [Mention the Quarter], and have gathered wisdom along the way.
Our financial growth for the PY [Mention the Year] is as follows:
[Include details of Investment, Revenue and Projection for next 5 years].
[Tip: Connect your google sheet and edit directly. Visit this link to know more: https://help.revvsales.com/docs/how-do-i-link-a-google-sheet-to-a-document]
Financial Snapshot
Here is the financial statement for the PY [Mention the Year] :
[Include details of Assets, Liabilities, Cash Flow, P&L]
[Tip: Connect your google sheet and edit directly. Visit this link to know more: https://help.revvsales.com/docs/how-do-i-link-a-google-sheet-to-a-document]
Funding Requirements
[Company] is looking to raise funds for a projected amount of $[0.00] in order to acheive [Mention the reason for raising funds]
Utilization of Funds
The funds raised will be utilized mainly for [Mention fields/areas in which funds will be utilized].
|
Description
|
Amount
|
|
[Engineering]
|
$[0.00]
|
|
[Marketing]
|
$[0.00]
|
|
[Sales]
|
$[0.00]
|
|
[Human Resources]
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$[0.00]
|
|
[Infrastructure]
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$[0.00]
|
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[Operations]
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$[0.00]
|
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[Miscellaneous]
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$[0.00]
|
|
Total
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$[0.00]
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Next Steps
We would be looking forward to a meeting with you to discuss this proposal further.
If you have any questions or need any clarification, please write to us at [Email ID].
Acceptance and Signature
If you would like to consider our proposal, please provide your acceptance by signing below:
[Company]
[Investor Name]
Signature
Assign signer 1
Name
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Date
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Signature
Assign signer 2
Name
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Date
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Confidentiality
Information contained in this proposal is very confidential and shall not be disclosed to any third party.
Annexures
Please find our Company’s P&L and Audit Statement for your reference below:
[Attach related files with this document using Attachment Icon on the right pane to upload files]
THANK YOU
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