Business Plan for Angel Investors and Venture Capitalists
The SA Strategic Plan generally includes a 30-40 page expanded, custom-written Business Plan with a comprehensive market research analysis and extensive Excel formatted financial statements. The SA Strategic Plan business plan includes 5 years of Financial Statements, a detailed Investor Return section, and additional in-depth market research. This plan is designed for entrepreneurs and business owners who are seeking funds from Angel Investors, Venture Capitalists, or want a document to use for internal growth. Three FREE revisions are provided with this package.
Our financial statements are provided in two documents: an Excel spreadsheet and a Word document. The - SA Strategic Plan investor, venture capitalist, and angel-ready financial statements can be used in a variety of ways. The budget will work in business plans seeking investment funds, internal planning documents, visa applications, and much more. There is no limit to the level of funds that can be sought with the Strategic Plan statements. Investors will require a solid financial budget and the Strategic Plan will exceed their highest expectations. The document will work for any type of company structure: Corporation, LLC, Partnership, and more.
The SA Strategic Plan generally includes a 30-40 page expanded, custom-written Business Plan with a comprehensive market research analysis and extensive Excel formatted financial statements. The SA Strategic Plan business plan includes 5 years of Financial Statements, a detailed Investor Return section, and additional in-depth market research. This plan is designed for entrepreneurs and business owners who are seeking funds from Angel Investors, Venture Capitalists, or want a document to use for internal growth. Three FREE revisions are provided with this package.
Our financial statements are provided in two documents: an Excel spreadsheet and a Word document. The - SA Strategic Plan investor, venture capitalist, and angel-ready financial statements can be used in a variety of ways. The budget will work in business plans seeking investment funds, internal planning documents, visa applications, and much more. There is no limit to the level of funds that can be sought with the Strategic Plan statements. Investors will require a solid financial budget and the Strategic Plan will exceed their highest expectations. The document will work for any type of company structure: Corporation, LLC, Partnership, and more.
An average SA Strategic Plan plan will include the following 35 sections:
- Cover Page The cover page generally has your company logo, your contact information including name, address, telephone number, and e-mail address.
- Table of Contents We build our business plans with a linked table of contents that is done in a manner so that if any changes are made to the text, the page numbers can quickly be updated.
- Executive Summary A summation of the business plan and the first thing an investor will read, the executive summary entails the market need, the solution the company will bring to it, and how it will accomplish this. It includes a short description of the company's products and services, the size of the relevant market, how the company is uniquely suited to succeed, and the amount of investment being sought. Usually one or two pages in length, it is a brief yet important opportunity to persuade the reader to delve deeper into the document. This section is done by our business plan writers.
- Objectives This section generally includes bullet points of your company's goals. These goals may include market capture rate, financial profitability timelines, and new product launch dates. This section is completed by our financial consultants.
- Mission Statement A clear and concise statement defining your company's mission.
- Keys to Success A listing of the steps required to achieve the company's stated mission.
- Investor Return & Exit Strategy The Investor Return section details the investor(s) initial investment, investment multiple, investment fifth year value, investor(s) share of the company, the value of the company in the fifth year, and internal rate of return for 3 different cases.
- Financial Overview This gives the reader a quick overview of your financial projections for the 5 years.
- Company Summary This section includes information regarding where the company will be located and how the company will be structured.
- Company Ownership A summation of the principle owners and their company share.
- Pre-Operating Source and Use of Funds The pre-operating source & use of funds section details the expenses, assets, inventory, investment and debt needed to facilitate the company's business objectives. The pre-operating expenses and funding occur before the company receives revenue. This section is completed by our financial consultants.
- Products and Services This section describes the company's offering in the marketplace. It presents standard product and/or service descriptions, and how these differentiate the company from what is currently on the market. This is also the area to detail any proprietary products or processes, intellectual property, exclusive designs, patents, or other innovative offerings. If relevant, it will outline why the management is specially suited to bring the product to market, grow the company, help turn it around, etc. This section is done by our business plan writers.
- Market Needs/Solutions Simply put, what is the need and how will the company solve it? Why will this specific product or service succeed in the market now and in the future? It could include a brief narrative of the market and how it is not being effectively served or maybe a new need is about to be created in the market. For example, the U.S. is currently experiencing what could be the next baby boom. If the company has something that every new mother will need to buy, then that should definitively be outlined so as to make the potential of the company crystal clear. This section is done by our business plan writers.
- Market Analysis Here, potential investors are provided with a general overview of the market, specifically the size of the market relevant to the company's operations. This could be on a national or international level for, say, a software company, or in a specific geographic region for a brick-and-mortar or other locally focused establishment. For a software company, this may describe the recent spike in the market for Software as a Service or business intelligence tools, for example. Other stats could detail e-commerce growth pertinent to the company or growth in particular market sectors. Included will be annual sales figures, market trends, major competitors, and projected future market size. This section is done by our business plan writers.
- Market Segmentation This section profiles potential customers on a business-to-consumer (B2C) and/or business-to-business (B2B) basis. It takes the size of the market and breaks it down specifically for the company with details such as demographics and psychographics for B2C, and the number and size of companies targeted for B2B. This section is done by our business plan writers.
- Competitive Landscape Research is done to find information on competitors. Competitor information may include their strengths and weaknesses, yearly sales, and number of employees. This section is done by our business plan writers.
- Industry Summary Industry information for the entire U.S. is compiled to list sales volume, number of businesses, and employees. Additionally, the number of businesses operating in each state is listed in a table. This section is done by our business plan writers.
- SWOT Analysis The SWOT analysis is included to provide an honest assessment of a company's strengths, weaknesses, opportunities, and threats. It explains internal and external factors, and positive and negative forces affecting your company. This helps investors see the current state of a company and it also is an excellent tool for self- assessment.
- Milestones This section includes milestones that your company has set. This section is done by our business plan writers.
- Management Summary The history of the company and its owners is explored, including how they will use their experience to implement successful business strategies. For larger operations, this will include a summary of management gaps as well. This section is done by our business plan writers.
- Management Gaps A break-down of important information about executive and staff your company will need to hire. This section is done by our business plan writers.
- Financial Summary Provides an overview of your financial situation and financial projections. This section is completed by our financial consultants.
- Revenue Forecast The revenue forecast section details the revenue that the company will receive, and the direct costs. Comprehensive graphs illustrate the amount of revenue and gross margin each line item contributes. This section is completed by our financial consultants.
- Personnel Forecast The personnel forecast breaks down the payroll expense line on the income statement, and provides total headcount, average salary per category and total pay per category. This section is completed by our financial consultants.
- Income Statement The income statement is also known as a profit & loss statement. This table breaks down revenue, cost of revenue, operating expenses, depreciation, interest, taxes, and bottom-line earnings for the first five years. This section is completed by our financial consultants.
- Statement of Cash Flow The statement of cash flow illustrates the company's cash received and cash spent for a five year period. The table is broken down into three main categories: operating, investing, and financing. The operating activities report the company's business operations. Investing activities detail the company's property, plant, and equipment transactions. Financing activities account for the company's paid-in capital and debt. This section is completed by our financial consultants.
- Balance Sheet The balance sheet includes the company's assets, liabilities, and shareholders' equity for a given time-period. This section is completed by our financial consultants.
- Break-Even Analysis The break-even analysis details two different break-even points. The operating break-even accounts for the company's revenue and expenses on the income statement. The investment cash flow break-even takes the operating break-even one step further by including the inflows and outflows of the cash flow. The investment cash flow break-even looks at all transfers of money, except investments. This section is completed by our financial consultants.
- Best and Worse Case The best and worse case analysis illustrates what the company's financial statements might look like with an increase or decrease in revenue. This section is completed by our financial consultants.
- Appendix - Year 1 Financials Year 1 monthly forecast illustrates the company's first 12 months, after the pre-operating stage. This section is completed by our financial consultants