Instead of passively waiting for investors’ appreciation, it is advised to take the initiative to seek funds through a well-written investment plan. Whether applying for government funding, pitching an investor, or getting a bank loan, you need an investment proposal that describes your business’ unique growth potential and expected returns.

Knowing your business well, and understanding the market situations of your target customers and related industries are crucial to preparing an investment proposal. If a company plans to start a new business, or acquire or merge other companies, a concise investment proposal is a core that turns ideas to practical structures, facts and figures.

A comprehensive investment proposal should include:

Team introduction (introduce the background, experience and ability of the team members, as well as the organizational chart)

Industry and market analysis (explain the past, present and future situations of the business environment; the interaction mechanism and competition among market competitors, etc.)

Analysis of customers’ pain points (this is the cornerstone of the company, also the source of profit and growth momentum)

Product/service introduction (through key points, pictures and videos, explain how the product/service can correspond to and solve the above-mentioned customers’ pain points)

Competitive analysis (compare the business performance, includes market share, customer base, etc. with competitors based on data analysis in an objective manner; through SWOT analysis to find out the strengths and weaknesses of the company’s products/services, core competitiveness, then propose countermeasures competitive strategy)

Business model (based on business forecasts, stating the profit-making tactics; articulate the revenue streams, cost structure, and the breakeven point)