This template provides a complete, step-by-step structure for preparing an investor- and stakeholder-ready business plan, starting with a confidentiality agreement and then guiding the writer through all core sections: an Executive Summary that highlights the purpose, opportunity, team, projections, and funding needs; a Company Description covering promoters/shareholders, advisors, offerings, long-term aims, objectives, and a SWOT; a Market Analysis that documents target segments, market size/value, competitors, trends, competitive advantage, and customer benefits; and a Marketing/Sales Strategy that details positioning, revenue sources, pricing, promotion, and sales channels. It also includes sections for Research and Development (technology roadmap, IP, partners), Staffing and Operations (organization charts, staffing and training plans, operational requirements), Financial Projections (assumptions, P&L, balance sheet, cashflow, and projection preparation requirements), plus Sales Pipeline, Funding Requirements, and Appendices for supporting evidence, making it a practical checklist to ensure the plan is comprehensive, evidence-based, and finance-ready.
Table of Contents
- Confidentiality Agreement
- Executive Summary
- Company Description
o Promoters, Shareholders and Board
o Advisors
o Products and Services
o Long Term Aim of Business
o Objectives
o S.W.O.T. Analysis
- Market Analysis
o Target Market
o Total Market Valuation
o Targeted Share / Target Company Revenue
o Market Trends
o Profile of Competitors
o Competitive Advantage
o Benefits to Clients
- Marketing/Sales Strategy
o Income/Revenue Sources
o Marketing Strategy
o Pricing
o Advertising and Promotion / Marketing & Communications Strategy
o Sales Strategy
- Research & Development
o Technology Roadmap
o Technical Partners
o IP, Patents, Copyrights, Brands
- Staffing and Operations
o Management Organisation Charts
o Staffing
o Training Plans
o Operations
- Financial Projections
o Key Assumptions
o Profit & Loss Accounts
o Balance Sheets
o Cashflow Projections
o Requirements for Preparation of Projections
- Sales Pipeline
- Funding Requirements
- Appendices
