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Simple Investment Plan Format

This business investment plan summarizes details of an investment in [Business Name]. It includes the business logo, contact information, registration details, management structure, products/services, and 4-year financial forecasts. The plan also outlines the company history, growth potential, and timeline for completion of the investment. Supporting documents are included to support the viability of this investment opportunity.

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Angel Fongtong
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18K views9 pages

Simple Investment Plan Format

This business investment plan summarizes details of an investment in [Business Name]. It includes the business logo, contact information, registration details, management structure, products/services, and 4-year financial forecasts. The plan also outlines the company history, growth potential, and timeline for completion of the investment. Supporting documents are included to support the viability of this investment opportunity.

Uploaded by

Angel Fongtong
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
  • Business Logo and Branding: Covers the importance of including a logo and branding alongside company and investment details.
  • Company Information: Details company history, nature of the business, and main contact information.
  • Management & Ownership: Outlines ownership, management details, key investors, and employee information.
  • Products/Services: Provides insights into the products and services offered, along with growth potentials.
  • Finances: Discusses financial statements, forecasts, and funding sources.

Business investment plan

How to complete the Business Investment Plan

1. Business logo and branding


 The plan should include the logo and branding of the business/company in which you
will be investing/have invested.

2. Complete company and investment information


 Where indicated by highlighted text, provide the necessary details of the company,
the investment, etc.

3. Prepare Investment Plan for each actual investment.


BUKIDNON STATE
UNIVERSITY
Fortich Street, Malaybalay City, Bukidnon, 8700
Tel (088)813-5661 to 5663; TeleFax (088)813-2717
[Link] – bsupresoffice@[Link]

-----------------------------------------------------------------------------------------------------------------
College of Business
Business Administration Department

Business Investment Plan

[INSERT THE LOGO OF THE BUSINESS IN WHICH YOU INTEND TO INVEST]

[Business Name]

Name of Investors:

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

BC ____
The Business

Business details

Company history

[Provide details]

Nature of the business

[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.]

Date registered: [Date business name registered.]

Location(s) registered: [State(s) you are registered in.]

Business structure: [e.g. Sole trader, partnership, trust, company.]

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.]

Figure 1: Example Organisation Chart.

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:

[List all of the business owners or company shareholders.]

Details of management & ownership:

[Briefly outline % share of shareholders or partners and their role in the business]

Number of Significant Investors investing in the company:

[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:

[Provide details of the anticipated growth of the products/services offered by the


business. Explain what will drive this growth?]

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.]

Activities Date of expected


completion

Supporting documents
[Include any relevant supporting documents, such as market research, relevant licenses,
etc]

Page 9

Business investment plan How to complete the Business Investment Plan 1. Business logo and bra
BUKIDNON STATE U N I V E R S I T Y Fortich Street, Malaybalay City, Bukidnon, 8700
Page 3 The Business Business details Company history [Provide details] Nature of the business [Provi
Page 4 Registration details Business name: [Enter your business name as registered in your state/territory. If you have
Page 5 Management & ownership Names of owners/investors: [List all of the business owners or company shareholders.]
Page 6 Products/services Products/Services: [Provide information about the products/services offered by the business. P
Page 7 Finances Statement of the company’s assets & liabilities for the two months of operation (if the company is newl
Page 8 The financial forecast for the company for the four years of the investor’s provisional visa [provide details]
Page 9 Source of funds for investment: [provide details] Project timeline [Provide information about the time

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