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Company Logo
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Business Plan
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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 -
  • [Customer segment addressed]
  • [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
  • [Key Feature 1]
  • [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:
 Team member 1

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[Name]
[Designation]
[Brief including past experience, expert area that makes him/her right fit for the company]
 Team member 2

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[Name]
[Designation]
[Brief including past experience, expert area that makes him/her right fit for the company]
 Team member 3

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[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]
Feature icon 1

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Feature icon 2

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[Explain the feature]
[Explain the feature]
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[Feature 3]
[Feature 4]
Feature icon 3

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Feature icon 4

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[Explain the feature]
[Explain the feature]
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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 -
  • [Value 1]
  • [Value 2]
  • [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]
[Competitor 2]
[Feature 1]
[Yes]
[No]
[No]
[Feature 2]
[Yes]
[No]
[Yes]
[Feature 3]
[Yes]
[Yes]
[No]
[Feature 4]
[No]
[Yes]
[Yes]

4. Revenue Model

[Product] aims at [subscription/one time/Freemium/ads] approach to generate revenue -
Pricing model
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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:

  • [Social media]
  • [Approach]
  • [Type of content]
  • [Key results]
  • [Google Ads]
  • [Strategy]
  • [Expected results]
  • [Blogs]
  • [Type of content]
  • [Focused user group]
  • [Key results]
  • [Offline and online events]
  • [Geography]
  • [User group]
  • [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:
Year
Milestone
[Year 1]
[Milestone acheived, Key results obtained]
[Year 2]
[Milestone acheived, Key results obtained] 
[Year 3]
[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]
[Goal expected to acheive, quantitative and qualitative]
[Year 3]
[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]
$[0.00]
[Infrastructure]
$[0.00]
[Operations]
$[0.00]
[Miscellaneous]
$[0.00]
Total
$[0.00]

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].
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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
Assign signer 1
Date
Assign signer 1
Signature
Assign signer 2
Name
Assign signer 2
Date
Assign signer 2

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]
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THANK YOU

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DISCLAIMER: The content provided herein is for general information purposes only, and shall not constitute legal advice. Revv and its partners make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information mentioned hereunder. The use or reliance of any information contained herein is solely at your own risk. You are advised to obtain independent legal advice before taking or refraining from any action on the basis of the content provided here.



Free Business Plan Templates

We understand how difficult it is to curate a perfect business plan that gets you the funds from investors. Here’s our business plan sample that will assist you in pitching well.