A capital investment business plan is probably the most common sort of document written by existing businesses and entrepreneurs who need a significant amount of capital than a standard bank loan or line of credit would not enable. These plans generally have a structured funding request based off of projected net profit and the earnings multiples common for the industry; they typically seek $2M to $10M and offer a share between 15% to 50%, though specific deal terms vary greatly by industry, investor involvement, and business maturity. Regardless of your capital request, the business plan must:
• Show your intended product or service in detail
• List and examine your market segment
• Qualify and measure your target customers
• Provide data about the industry and upcoming trends
• Offer an assessment of competitive comparables
A capital investment business plan should also include a complete marketing strategy and implementation section with milestones and timelines for your various initiatives. The management team should be profiled along with key advisors or board members, and the plan needs a personnel forecast for all near-term hires. The full model will include a careful use of funds, reasonable break-even, and a solid P&L with underlying balance sheets for each year. MasterPlans has worked on thousands of capital investment business plans since 2002. Let our team guide your work, or take over the creation process. Drafts available in as little as 10 days! (877) 453-2011.
