Investor Ready Business & Marketing Plan

Showcase your business to investors. Impress them with a solid business & marketing plan

Raising funds to support your business may be one of the first and most daunting hurdles you face. At ProStrategix, we custom craft Investor Ready Business & Marketing Plans to showcase your business, or expansion project to investors. Our combined business & marketing plans can help you raise capital through venture capitalists (VCs), angel investors, or private investors. Each investor audience looks at their potential investments differently. We have had experience with all three, and can help you navigate that process.

Every plan includes: Document in Microsoft Word or PDF, Microsoft Excel spreadsheet containing the financial information.  Each plan is approximately ~45-60 pages in length, including color charts and graphs, and consists of the following sections:

  • 1-2 page summary of the plan
  • Objective(s)
  • Mission
  • Keys to Success

The company summary includes the following subsections:

  • Ownership
  • Structure (LLC, Corporation, etc.)
  • History (if an existing business)
  • Start-up Plan (if new)

The services and/or products section includes the following subsections:

  • Summary of Products and/or Services
  • How They Are Made and/or Delivered
  • Patents, Copyrights, Trademarks, etc.
  • Specifications (if relevant or unique)

The market analysis section includes the following subsections:

  • Segmentation
  • Size and Growth
  • Target Segments
  • Market Drivers and Inhibitors

The strategic analysis section includes the following subsections:

  • SWOT
  • Competitive Edge
  • Barriers to Entry
  • Legal and/or Regulatory Environment

The business strategies section includes the following subsections:

  • Marketing Strategies
  • Sales Strategies
  • Digital Strategies
  • Distribution/Delivery Strategies
  • Manufacturing Strategies (if appropriate)
  • Other (as appropriate for the business/market dynamics)

The marketing plan section includes the following subsections:

  • Target Definition
  • Competitive Analysis
  • Positioning
  • Message
  • Delivery
  • Budget

The management team section includes the following subsections:

  • Leadership Team
  • Staffing Plan
  • Compensation Plans

The financial & milestone section includes the following subsections:

  • Revenue forecast
  • Break-even analysis
  • Income statement
  • Cash flow statement
  • Balance sheet
  • Financial assumptions
  • 5 Year ProForma Statements

The investor document section includes the following subsections:

  • Sensitivity analysis
  • Financial Ratio Analysis
  • Shareholder description
  • Use and allocation of funds
  • Return on investment (ROI)
  • Company exit strategy
  • Business valuation & reference multipliers

A PowerPoint or Google Slides Pitch Deck and an Executive Summary are optional services. The pitch deck summarizes the plan and highlights the points you most want to emphasize when presenting to potential funding sources. The Executive Summary is a professionally designed 1 page (front & back) document, which can be the perfect leave behind.

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