An investment company business plan is crucial for any new or existing investment company to evaluate opportunities, manage operations, and attract investors. By outlining the company’s offerings, strategy, financial projections and more, a comprehensive business plan allows investment companies to map their path to profitability and growth. When structured effectively, these plans cover key information across sections like executive summary, products and services, market analysis, management team, financial plan, etc. Besides MS Word or PDF documents, github repositories can also be leveraged to store and track versions of an evolving plan.
Core products/services that bring value to customers
A key section of an investment company business plan is the products and services offered to clients. This should outline the specific investment vehicles, account types, tools and guidance provided to investors. Details on minimum account sizes, fees structures and anything that differentiates your offerings is essential.
Market opportunity and competitive advantage
The market analysis section should evaluate the demand for your products and services, major customer segments to target, and the competitive landscape. This guides strategic decisions on how to penetrate the market and carve out an advantage versus rivals through factors like pricing, customization and accessibility.
Management team credentials and experience
An experienced leadership team with the necessary credentials to manage investments and operations is highly valued by investors. The plan should profile key executives across areas like investments, finance, marketing, technology, operations – detailing their track records of success.
Financial history and forecasts supporting viability
The financial plan projecting profitability, cash flows and growth prospects is critical for investment companies to value the business and its funding needs. Backing this with historical financial statements offers transparency into current performance.
An investment company business plan covering the key elements of products, market strategy, team credentials and financials allows critical evaluation of the opportunity. Hosting on github enables real-time tracking as the plans evolve.