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How to write an investment project plan

Investment project plan is divided into the following parts:

1, company summary. This part should introduce the company's main industries, products and services, the company's competitive advantages and the establishment of the location time, the stage and other basic information.  

2, the company's business description. This part of the company's objectives and goals, the company's development plans and strategies. 

3, products or services. Introduces the company's products or services, describes the uses and benefits of products and services, relevant patents, copyrights, government approvals and so on.  

4. Revenue. Describe the company's sources of revenue and project revenue growth.  

5. Competition and Marketing. Analyze existing and future competitors, their strengths and weaknesses, and accordingly the company's strengths and ways to beat the competition. Make a marketing plan for the target market.  

6, management team. An introduction to the company's important people, including their positions, work experience, education and so on. The number of full-time employees, part-time employees, and which positions are vacant in the company.  

7. Financial projections. The company's current financial statements, five-year financial statement projections. The way to exit the investment (public listing, stock buyback, sale, merger or consolidation).  

8, capital structure. The company's current and future fund-raising and use of funds, the company's financing methods, before and after the financing of the capital structure table.  

9. Appendix. Information to support the above information: management resumes, sales brochures, product drawings, etc. Other areas that need to be presented.

Expanded Information:

In the project investment plan, all the details related to the products or services of the business should be provided including all the investigations carried out by the business. These questions include: what stage of development is the product in? How unique is it? What are the methods used by the business to distribute the product? Who will use the business's product and why? What are the production costs of the product and what is its selling price? What is the enterprise's plan to develop new and modernized products? Pull the funder into the business's product or service so that the funder will be as interested as the entrepreneur. In the project investment plan, the entrepreneur should try to describe everything in simple terms - the definition of the goods and their attributes is very clear to the entrepreneur, but their meaning is not always clear to others. The purpose of developing a project investment plan is not only to convince funders that the enterprise's product will have a revolutionary impact in the world, but also to convince them that the enterprise has the arguments to prove it.

In the project investment plan, the entrepreneur should meticulously analyze the competitors. Who are the competitors? How do their products work? What are the similarities and differences between the competitor's products and the entrepreneur's products? What are the marketing strategies used by the competitors? It is important to identify the sales, gross profit, revenue, and market share of each competitor, and then discuss the competitive advantages that the firm has over each competitor. To show investors that customers prefer the firm because of the quality of the firm's products, the speed of delivery, the positioning of the firm, and the right price, etc., the project investment proposal should convince its readers that the firm is not only a strong competitor in its industry but will be in the future the standard setter in the industry. The project investment plan should convince its readers that the enterprise is not only a strong competitor in the industry, but also a leader in setting industry standards in the future. In the project investment plan, the entrepreneur should also spell out the risks posed by competitors to the enterprise and the countermeasures taken by the enterprise.

The project investment plan should provide investors with an in-depth analysis and understanding of the target market. It should carefully analyze the influence of economic, geographic, occupational, and psychological factors on the consumer's choice to purchase the company's products, and the role of each factor. The PIP should also include a major marketing plan that lists the areas in which the firm intends to conduct advertising, promotional, and public **** relations activities, and specifies the budget and benefits of each activity. The PIP should also include a brief description of the business's sales strategy: will the business use outside sales representatives or internal staff? Will the business use resellers, distributors or franchisors? What type of sales training will the business provide? In addition, the PIP should pay special attention to the details of sales.

The business's plan of action should be unambiguous. The PIP should clarify the following questions: How will the company bring the product to market? How will the production line be designed and how will the product be assembled? What raw materials does the enterprise need for production? What production resources does the enterprise have and what production

resources does it need? What are the costs of production and equipment? Does the business buy or rent equipment? Explain the fixed and variable costs associated with assembling, storing, and sending the product.

A key factor in transforming an idea into a successful venture is to have a strong management team. The members of this team must have a high level of technical expertise, managerial talent, and years of experience to give investors the sense of, "Look who's on this team! If this company were a soccer team, they'd be killing it all the way to the World Cup finals!" The function of a manager is to plan, organize, control and direct the actions of the company to achieve its goals. In the PIP, the entire management team and their responsibilities should be described first, and then each manager's special talents, characteristics and attainments should be described separately, describing in detail the contribution that each manager will make to the company. The project investment plan should also specify the management objectives and organizational chart.

The summary of the project investment plan is also very important. It must be able to keep the reader interested and eager for more information and it will leave a lasting impression on the reader. The summary will be the last part of the plan written by the entrepreneur, but it is the first thing that funders will look at, and it will extract from the plan the details that are most relevant to raising capital: a concise but vivid summary of the company's internal fundamentals, the company's capabilities and limitations, the company's competitors, its marketing and financial strategy, and the company's management team.

Reference:

Project Investment Plan_Baidu Encyclopedia