Professional Documents
Culture Documents
Simple Investment Plan Format
Simple Investment Plan Format
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College of Business
Business Administration Department
[Business Name]
Name of Investors:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
BC ____
The Business
Business details
Company history
[Provide details]
[Provide details of what the company does. If newly established, what does the company
plan to do]
Contact person in the business: [provide name, title, email and phone number]
Page 3
Registration details
Business name: [Enter your business name as registered in your state/territory. If you
have not registered your business name, add your proposed business name.]
Business premises
Business location: [Describe the location. Which city or town?]
Buy/lease: [If you have purchased a business premises or are currently leasing, briefly
outline the arrangements. If you are still looking for a lease, outline your commercial
lease requirements and any utilities/facilities required.]
Organisation chart
[Outline your business structure in an organisation chart. An example organisation chart
appears below.]
Mr X
Owner/Manager
Ms Y Mrs Z
Marketing Operations
Manager Manager
Mr A Mr B Ms C
Salesperson Receptionist Events Coordinator
Page 4
Management & ownership
Names of owners/investors:
[Briefly outline % share of shareholders or partners and their role in the business]
[Provide list of all significant investors, % share in the company and their role in the
business]
Employees
Number of current full time equivalent (FTE) staff:
[Provide detail]
Page 5
Products/services
Products/Services:
[Provide information about the products/services offered by the business. Provide details
of the demand – and anticipated demand]
Growth potential:
The Future
[Provide information about the future plan for the business, including overall goals]
Page 6
Finances
Statement of the company’s assets & liabilities for the two months of operation
(if the company is newly established):
[provide details]
Page 7
The financial forecast for the company for the four years of the investor’s
provisional visa
[provide details]
Page 8
Source of funds for investment:
[provide details]
Project timeline
[Provide information about the timeframe for completion of the actual investment.]
Supporting documents
[Include any relevant supporting documents, such as market research, relevant licenses,
etc]
Page 9