Consult CA Live helps businesses and entrepreneurs with a comprehensive investor plan which can be used to showcase the investment opportunity to your investors. The investment plan includes a well-crafted business plan, relevant executive summary, investor presentation and robust financial projections along with valuations and investment analysis. A well-documented investor plan can definitely help you in approaching investors.
Investment collated in the research phase, our team of analysts analyzes your business feasibility through an opportunity analysis. The methodology used for this phase includes market attractiveness, SWOT analysis, risks measurement and competitive positioning. The comprehensive feasibility study is then prepared in the form of a feasibility report by our team of consultants.
Investment plan is ideally prepared once the business plan is completed. Depending on the investment required, the investment plan is customized, keeping the target audience in mind. The team at CONSULT CA LIVE STARTUP provides guidance to businesses to create a substantiated investment proposition, which can be shown to investors in order to seek funding. Investment plan streamline the funding process and acts as a baseline for equity dilution negotiations.
The constituents of an investment plan are as follows:
An executive summary gives a snap shot of a business plan. In essence, it is a brief description of the venture along with its key elements. This segment highlight’s the rational of the business, the management team, the industry in which it will operate and a brief financial statement. To get a quick over view of the overall business plan, the executive summary is often considered a good starting point.
The company overview segment is usually dedicated for describing the principle organization along with its vision, mission and objectives for the business. The reasons for setting up the business i.e. market demand, in-house expertise etc, and its phased roll out approach also form part of this segment. A brief description of the founder/management team, their expertise and experience of similar or complimentary activities form part of this overview.
Products & Services
Every business serves a market need, be it through manufacturing of a product or by providing a service to fulfill market demands. This segment defines the exact nature of the business and its related activities, which will be undertaken. Every product and service will be explained and detailed to ensure that there is no ambiguity around what the organization is offerings to its customers.
A business model is a “hands-on” description of how a business runs. It looks at the inputs that help drive a business and outcomes in the form of products or services. Simply put, it demonstrates how an organization creates and delivers value for all its stakeholders. The inputs to a business model include technology, supply chain, partners and collaborators, while outcomes cover products, services, new processes and technology, market capitalization etc.
In this segment the overall market is analyzed, where factors like business trends, growth potential, etc are looked into. Typically, the research conducted is done either through secondary sources i.e. via the internet, articles and publications that are available in the public domain or a primary research is conducted. (Secondary research is a standard offering for all business plans. Primary research can be conducted as additional services at an extra cost.) A well researched and analysed business venture gives an investor a clear understanding of the potential market size and scope of the opportunity.
As an additional segment of the overall market research, the industry analysis provides a sharp focus on the core business segment being undertaken. For example, in an internet based e-commerce venture selling consumer electronics, or applications, while growth of on- line users and internet penetration form part of the overall research, demand for specific electronic products or types of applications bought on-line and their market potential will be included in the industry analysis segment.
Strengths, Weakness, Opportunities and Threats, also known as SWOT analysis helps a business understand its position in the market place and devise strategies to increase market share. In building a SWOT analysis, both internal and external issues need to be factored. While strengths and weaknesses are internal organizational factors, opportunities and threats are market driven and dependent on the overall environment. Some of the internal factors that a SWOT looks at include organizational culture, team, product, IP, market share and financial capability. The external factors include customers, competitors, regulatory requirements, change in technology etc.
The marketing strategy is a vehicle through which a company’s product or services are made visible to customers. While a marketing strategy does contain models like 4P’s etc, customization based on product or service specifications, demography, segmentation of customers and buying patterns are some of the critical components that are factored in while mapping the overall picture. The ability to demonstrate application of on-line models is as important as using high visibility print media models. Clearly defined activities with measurable outcomes form part of our best practice marketing methodology. Representation with diagrams and charts form part of the deliverables for this segment
Very often businesses choose to take a phased approach while launching their products and services, or while entering new markets. A big bang approach is often not the most desirable model, especially for smaller businesses. This segment of the business plan identifies the phased roll out approach and the fundamental thinking behind it for a business. This model is helpful from an investment perspective also, as measuring outcomes against smaller milestones reduces risks and allows for relatively low impact change in direction, should there be a need to do so.
Our methodology provides a basic financial structure for each business plan covering profit & loss, balance sheet and cash flows statements covering a 5 year period.
Considering all the above analysis the business plan will have a conclusion about the viability of the Project