How to write the investment plan

The 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, the place and time of establishment, the stage and other basic information.

2. Company business description. This part introduces the company's purpose and goal, the company's development plan and strategy.

3. Products or services. Introduce the company's products or services, describe the uses and advantages of products and services, related patents, copyrights, government approvals, etc.

4. Income. Introduce the company's revenue sources and predict revenue growth.

5. Competition and marketing. Analyze the existing and future competitors, their advantages and disadvantages, and the corresponding advantages of our company and the methods to beat competitors. Make a marketing plan for the target market.

6. Manage the team. Introduce important people in the company, including their positions, work experience, education level, etc. The number of full-time employees and part-time employees in the company, and what positions are available.

7. Financial forecast. The company's current financial statements and five-year financial statements forecast. Investment exit mode (public listing, stock repurchase, sale, merger or merger).

8. Capital structure. The company's current and future fund raising and use, the company's financing mode, and the capital structure table before and after financing.

9. Appendix. Materials supporting the above information: management resume, sales manual, product drawings, etc. Other places that need to be introduced.

Extended data:

In the project investment plan, all details related to the products or services of the enterprise should be provided, including all surveys conducted by the enterprise. These questions include: What stage of development is the product in? What is its uniqueness? What is the method for enterprises to distribute products? Who will use the products of the enterprise and why? What is the production cost and price of the product? What is the enterprise's plan to develop modern new products? Bring investors into the products or services of the enterprise, so that investors will be as interested as entrepreneurs. In the project investment plan, entrepreneurs should try to describe everything in simple words-the definition and attributes of goods. Entrepreneurs are very clear, but others may not know its meaning. The purpose of making a project investment plan is not only to convince investors that the products of the enterprise will have a revolutionary impact in the world, but also to convince them that the enterprise has arguments to prove.

In the project investment plan, entrepreneurs should carefully analyze the situation of competitors. Who are the competitors? How do their products work? What are the similarities and differences between competitors' products and our own products? What are the marketing strategies adopted by competitors? It is necessary to clarify the sales, gross profit, income and market share of each competitor, and then discuss the competitive advantage of this enterprise relative to each competitor. It is necessary to show investors that customers prefer this enterprise because its products are of good quality, fast delivery, moderate positioning and appropriate price. The project investment plan should convince its readers that this enterprise is not only a strong competitor in the industry, but also a leader in determining industry standards in the future. In the project investment plan, entrepreneurs should also be clear about the risks brought by competitors and the countermeasures taken by enterprises.

The project investment plan should provide investors with in-depth analysis and understanding of the target market. It is necessary to carefully analyze the influence of economic, geographical, occupational and psychological factors on consumers' choice to buy the products of this enterprise, and the role of each factor. The project investment plan should also include a major marketing plan, which should list the areas where the enterprise intends to carry out advertising, promotion and public relations activities, and clarify the budget and income of each activity. The project investment plan should also briefly describe the sales strategy of the enterprise: does the enterprise use external sales representatives or internal employees? Does the enterprise use distributors, distributors or franchisees? What kind of sales training will the enterprise provide? In addition, the project investment plan should also pay special attention to the details of sales.

The enterprise's action plan should be unsolvable. The following questions should be made clear in the project investment plan: How do enterprises push products to the market? How to design production lines and assemble products? What raw materials do enterprises need for production? What kind of production do enterprises need with those production resources?

Resources? What is the cost of production and equipment? Does the enterprise buy equipment or rent equipment? Explain the fixed and variable costs associated with product assembly, storage and delivery.

The key factor to turn an idea into a successful venture enterprise is to have a strong management team. The members of this team must have high professional and technical knowledge, management ability and many years of work experience, so as to give investors the feeling: "Look, who are these people in this team! If this company is a football team, they will always reach the World Cup finals! " The function of managers is to plan, organize, control and guide the company's actions to achieve its goals. In the project investment plan, the whole management team and its responsibilities should be described first, then the special talents, characteristics and achievements of each manager should be introduced respectively, and the contribution that each manager will make to the company should be described in detail. The project investment plan should also specify the management objectives and organization chart.

The plan summary in the project investment plan is also very important. It must make readers interested and eager to get more information, and it will leave a lasting impression on readers. The plan summary will be the last part written by entrepreneurs, but it is the content that investors should read first. It will extract the most relevant details from the plan, including a concise and vivid summary of the company's internal basic situation, the company's capabilities and limitations, the company's competitors, marketing and financial strategies and the company's management team.

References:

Project investment plan _ Baidu Encyclopedia