YDC - E- Challenge How To Write An Investment Proposal 8th March 2008 Roger T. Marshall Managing Director Persimmon Capital Limited firstname.lastname@example.org (852) 3105-1580
What Is An Investment Proposal? A sum of the parts: Summaries and a Business Plan Summaries: Executive Summary and Investment Teaser Purpose: To communicate and market a business idea Objective: - Seeking business partner - Seeking financing - Seeking approval for a project - Winning a business plan competition
What Is A Business Plan? • Marketing document • Targeted to a particular audience – so need to know your reader • Anticipate questions / concerns of target reader • Comprehensive analysis of the business and the market opportunity
What Is An Executive Summary? • A concise version of the business idea • 3 pages long • Usually first part of the business plan- the business concept - outline business strategy - people - objective • Can be read as a standalone section • Allow busy readers to: • get a good general idea of the business plan • be interested enough to spend time to want to read a full business plan
What Is An Investment Teaser? • A more developed summary of the investment thesis behind an investment idea • 5 pages • Includes the outline of the business model • Includes summarised financials • Will demonstrate that the proposal is more than just an idea
General Principles Of Writing • Importance of: • Conciseness • Clarity • Being convincing • Visual impact • Use simple words • Use subheadings and numbers
General Principles Of Presentation Example #1 A business plan is a piece of writing to communicate and to market a business idea. Most of the time, the objective is to generate enough interest for the reader to consider entering into a business arrangement with you as a supplier, customer, strategic investor, partner or joint developer; providing funding to the plan or the project, such as seeking a bank loan, equity, university or government grant; or granting approval of a license application, internal approval, etc. In your case, the objective is to sell the business idea to win the business plan competition.
General Principles Of Presentation Example #2 A business plan is a piece of writing to communicate and to market a business idea. Most of the time, the objective is to generate enough interest for the reader to consider: • entering into a business arrangement with you (eg. as a supplier, customer, strategic investor, partner or joint developer); • providing funding to the plan or the project (eg. Bank loan, equity, university or government grant); or • granting approval (eg. License application, internal approval, etc.) In your case, the objective is to sell the business idea to win the business plan competition.
NexWave Use of summary Use of subheadings
Microsulis Colour? Rather dense text Good use of highlighting
Leisure Capital Use of Index probably superfluous Use of numbering for clarity
China Heart Group Summarised financial information Some financial analysis Operating metrics