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8 Tips for Writing a Successful Investment Plan – BOSS Magazine

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A professionally crafted plan is more likely to attract investors

You have a vision and you are certain your investment idea is bound to succeed. You’ve decided to invest money in it and make it happen. However, investing your money wisely requires putting together a detailed investment plan, to ensure you’ve got the whole picture. Also, it will help you make a profit and secure your investment was wise.

Therefore, writing a successful investment plan is a necessity you can’t skip. There are steps you need to follow to ensure you’re making the right moves. In case you’re not sure how to write a good investment plan and need help with it, don’t worry.

Just keep reading to see the guide with 8 steps to help you write a successful investment plan.

1.      Research

Before you take any action, you need to perform detailed research of the occurrences you plan to invest your money in.

Analyze all the details and segments of your investment idea:

  • the market
  • the product or service
  • the industry
  • the competition

You need to be certain that you’ve got all the information necessary to understand the current state of affairs and make the decision that it’s the right time to invest.

Once you finish with this initial step, you can move to the next one.

2.      Goals & Objectives

The next step you need to make will require you to take a deep look into your idea and define where you want to go with it.

“Defining the goal of your investment plan is crucial. Make sure you have a crystal clear idea of what you want to achieve and how,” says Tonia Kelsey, a financial manager, and writer at Studicus writing company.

Therefore, you need to define the following:

  • what you wish to achieve
  • what kind of a profit do you expect
  • how long will it take for you to realize this project

Be certain that you know what you want and will strive towards clear goals.

3.      Your Profile & Portfolio

Investors will want to know exactly who you are, what your company does and why should they trust you with their money.

Therefore, you need to provide all the essential information about your company history, and yourself.

Collect the documentation about:

  • company history
  • products or services you currently offer
  • your target audience
  • cash flow
  • expenses
  • departments
  • teams
  • financial report

Make everything transparent to help future investors understand who you are and how you function in the business world.

4.      Marketing & Sales Plan

Your investment plan needs to have a separate section covering your plans for advertising and selling your product.

A marketing strategy is vital for the success of any project, which is why you need to invest your time and energy into writing one.

Make sure your investment plan covers:

  • marketing strategies you plan on using
  • taking over the market lead
  • price ranges
  • sales methods
  • placing new products
  • reaching new audiences
  • content marketing strategy

Defining these key elements of an effective and productive marketing strategy will show you the numbers and help your investors get the general idea of your plan.

5.      Project Financing

Another inevitable part of your investment plan is the project financing section.

This part will cover the journey of the investors’ money and will be crucial in inspiring them to make the final decision.

Project financing covers the following:

  • cash flow for repayment
  • liability
  • overall cost
  • assets
  • risks

Your investors need to be sure they won’t lose their money if they invest in your project. A detailed, properly written project financing will encourage them to trust you and invest their money.

Without it, you won’t be able to find investors willing to take huge risks.

6.      Time Frame

Another majorly important element of a quality investment plan is the time frame for the entire project. A time frame will benefit both you and your investors, so make sure you have this step covered. Create a timetable for each of the steps your business venture consists of:

  • specify the time necessary for the realization of each step
  • define deadlines
  • predict potential delays and how you plan on handling them
  • create a start to finish time frame for the entire project

Define the length of the project and set a timetable for your business goals.

7.      Dedication & Passion

Although you are writing for professional business people, you till need to put a bit of emotion into your investment plan.

Write a short section to cover:

  • why you care about the project
  • why you believe in it
  • how passionate for it you are
  • why they should go for it

Play the emotional card in a brief section to ensure they feel more closely connected to you.

8.      Style & Accuracy

Finally, while this step may not affect the realization of your plan it’s still extremely important that you take care of it. Regardless of who the plan you’re writing for is, or how serious the investment might be, you need to ensure it’s properly written.

This means that there are two things you need to cover:

Make sure you stick to professional, business vocabulary and you write in a formal style of writing. Don’t use any idioms, colloquial phrases, or informal jargon.

You also have to pay special attention not to let any grammatical or spelling errors stay in your final draft. Use online services and tools such as BestEssayEducation or Grammarly to check the accuracy and make the necessary changes.

Only once you’re certain both style and accuracy are polished can you declare your investment plan to be finished.

Final Thoughts

Writing an investment plan is like creating a map for you to follow and ensure you reach what you strive for. Without it, you’ll be wondering around not knowing which direction to take or where to head next. With a good investment plan, you’ll have the whole process figured out and you won’t be wasting time finding answers on the go.



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