Investment plan

We all know that the ultimate purpose of a business plan is to convince investors, so how to write an investment plan? Let’s take a look at some sample investment plan templates I have compiled.

Investment Proposal Template 1

Table of Contents

Summary of Chapter 1

Chapter 2 Company Overview

　2.1 Basic company information

2.2 The company’s purpose, vision, mission, service standards

　2.2.1 Company purpose

2.2 .2 Company Vision

2.2.3 Company Mission

2.2.4 Service Standards

2.3 Organizational Structure

2.4 Collaboration and Publicity* **Relationship

　2.5 Historical operating conditions

Chapter 3 Project description

　3.1 Project background

　3.2 Product or service introduction

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3.3 Business model analysis

3.4 Service and support

Chapter 4 Market and market analysis

4.1 Market analysis

4.2 Market Analysis

4.3 Market Positioning

Chapter 5: Competitive Analysis

5.1 Our Advantages

5.2 Competitor Analysis

Chapter 6 Marketing and Sales

6.1 Marketing Analysis

6.2 Marketing Strategy

6.3 Customer Positioning

　6.4 Marketing Management

　6.4.1 Overview of Marketing Plan

　6.4.2 Sales Channels, Methods, Marketing Links and After-Sales Services

　6.4.3 Sales Team Situation and sales benefit distribution policy

Chapter 7 Company Management

7.1 Introduction to the core team

7.2 Employee management system, incentive mechanism and labor contract

7.3 Personnel Recruitment and Training Plan

7.3.1 Personnel Recruitment

7.3.2 Personnel Training

7.4 Salary and Benefit Plan

7.5 Employee Relationship Management

7.6 Cost Control Management

Chapter 8 Investment Description

8.1 Funding Requirements Description

8.2 Fund Use Plan

　8.2.1 Normal operation of the company

　8.2.2 Platform maintenance, promotion, upgrade and advertising

　8.2.3 Business public relations expenses

8.2.4 Other expenses

8.3 Supervision and management rights of investors

8.4 Investment return and exit

8.4.1 Investment return

8.4.2 Exit Mechanism

Chapter 9 Risk Analysis

9.1 Resource (Cooperator/Supplier) Risk

9.2 Market Uncertainty Risk

9.3 Policy risk

9.4 Financial risk

9.5 Management risk

9.6 Bankruptcy risk

Tenth Chapter avoidance or risk response measures

Investment plan template 2

1. Project overview

1. Project name

Name: Annual output of water source

2. Project construction content: Investment requirements such as: construction of a metasilicate mineral water plant with an annual production of 500,000 tons

3. Project construction location: Project development location

2. Project construction conditions and technical solutions

1. Construction conditions: water source environment, water quality, mining volume, and factory construction conditions.

2. Technical solution:

(1) Product standards: Mineral beverages adopt the latest national beverage standard "Beverage General Principles" promulgated by the People's Republic of China as the mineral beverage product standard specification.

(2) Production process: Production equipment such as: by introducing advanced and practical foreign technology and equipment, learning and drawing on foreign advanced technology and management experience, and minimizing the development cycle of new technologies and new products. , to narrow the gap between our country and the world's advanced level as soon as possible.

The production equipment of mineral water production lines can be produced in China. However, according to the survey results of mineral water manufacturers, manufacturers that use domestic production equipment have many equipment malfunctions and high maintenance costs, thus making the products The cost has increased a lot.

Therefore, in order to ensure product quality and improve enterprise economic benefits and production efficiency, this project plans to introduce key equipment from abroad.

Other auxiliary production equipment will be provided domestically, such as: water treatment production line Technology; Production technology of natural mineral water for drinking in PET bottles (barrels)

III. Market analysis and forecast

1. Product application fields

2. Products Production status

3. Product market analysis

4. Investment benefit analysis: investment amount, investment budget, financial evaluation

5. Investment environment background

1. Overview of project location

2. Overview of investment environment

3. Policy advantages

Investment plan template 3

　Contents

Objectives of project research and planning

n Master and understand the development patterns and rules of Chengdu’s commercial real estate, office buildings and serviced apartment markets

n Master Chengdu’s business The market competition pattern of real estate, office buildings and serviced apartments, and identify the market entry point of the project

n Grasp the demand characteristics of commercial real estate, office buildings and serviced apartments in Chengdu

n Master and apply national and Chengdu local policies and regulations on commercial real estate projects

n Master Chengdu’s commercial real estate development and operation model

n Identify and refine the core values ??and values ??of this project Core competitiveness

n Clarify the core concept of the project

n Clarify the project market positioning and product positioning

n Establish the project development strategy

n Establish project sales and marketing promotion strategy

Core propositions of project research and planning

n Research on land, real estate industry, finance and other policies and regulations related to commercial real estate development

　n Research on domestic commercial real estate development models

n Comparative analysis and research on typical comparable competitive projects of commercial, office buildings and serviced apartments in Chengdu

n Commercial real estate, office buildings and serviced apartments in Chengdu Research on development trends of apartment properties

n Research on consumer demand characteristics of commercial real estate, office buildings and serviced apartment properties in Chengdu

n Research on innovative development trends of commercial real estate

n Research on project regional development planning

n Analysis of project land development conditions

n Research on project development strategy

n Research on project marketing promotion strategy

Project research and planning results

amp; "Research Report on Project Development and Competitive Environment"

1. Urban Macroeconomic Research

1.1 Chengdu's overall urban positioning

1.2 Chengdu’s GDP growth over the years

1.3 Chengdu’s industrial structure development

1.4 Chengdu’s utilization of foreign capital in the past two years

1.5 Research on the employment status of the tertiary industry in Chengdu in the past two years

1.6 Future economic growth trend

2. Urban form and planning of Chengdu urban area

2.1 Chengdu Nature of the city

2.2 Main urban area land layout planning

2.3 Urban municipal planning survey

2.4 Regional planning and development prospect analysis

III , Special Research on Chengdu Real Estate Market

3.1 Development of Chengdu Real Estate Market

Overview of the current situation

3.2 Analysis of the impact of the New Deal and the earthquake on Chengdu’s real estate development

3.3 Analysis of Chengdu’s real estate market trends

4. Commercial and office buildings in Chengdu , hotel and serviced apartment market special research

4.1 Overview of the property development of commercial, office buildings, hotels and serviced apartments in Chengdu

4.2 Commercial, office buildings, hotels and serviced apartments in Chengdu Analysis of market characteristics

4.3 Analysis of product characteristics of commercial, office buildings, hotels and serviced apartments in Chengdu

4.4 Forecast of future development of commercial, office buildings, hotels and serviced apartments in Chengdu

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5. Research on the future development planning of Chengnan New District

5.1 Research on the industrial development planning of Chengnan New District

5.2 Land layout planning of Chengnan New District

5.3 Chengnan New area municipal planning research (including important roads; subway and other transportation plans; parks, large-scale cultural, sports and entertainment facilities, etc. and their corresponding timetables)

　5.4 Analysis of the future development prospects of Chengnan New District

6. Special research on commercial real estate (commercial complex)

6.1 Research on land, real estate industry, finance and other policies and regulations related to the development of commercial real estate (commercial complex)

6.2 Domestic commercial real estate Research and reference on (commercial complex) real estate development models and successful experiences

6.2.1 Commercial real estate (commercial complex) product composition

6.2.2 Commercial real estate (commercial complex) Functional composition

6.2.3 Operation mechanism (planning and construction model, entrepreneurial service system, investment and financing service system, industrial development model, sales investment model, commercial operation model)

6.3 Chengdu Business , office buildings, hotels and serviced apartments. Comparative analysis of typical comparable competitive projects

6.4 Research on innovative development trends of commercial real estate (commercial complexes)

6.4.1 Theme concept innovation

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　6.4.2 Innovation in architectural form

　6.4.3 Innovation in quality supporting facilities

amp; "Research Report on Customer Demand for Commercial, Office Buildings, Hotels and Serviced Apartment Properties in Chengdu"

Customer background characteristics analysis (industry, region, age, income status, education, preferences)

Customer satisfaction analysis (satisfaction with existing properties, most satisfactory aspects and The most dissatisfactory aspect)

Analysis of customer demand characteristics (select the area, select the property area, select the grade, entry method and price affordability, select the issues that the property is most concerned about, select the supporting facilities that the property values ??most)

Research on project-related needs (research on the level of the project, customers suitable for settling in the project, supporting facilities necessary for the project, specific requirements for commercial, business, and residential supporting facilities, and intention to settle in the project)

amp; "Research Report on Project Positioning and Development Strategy"

Overall image concept positioning

Scale positioning

Target customer group positioning

Functional positioning

Product positioning (unit type, architectural style, number of floors, floor height, configuration)

Price positioning

Project development strategy Suggestions

amp; "Project Planning and Architectural Concept Design Suggestion Report"

Creative Generation of Planning and Design

Project Functional Composition

Overall Planning (planning principles, planning basis, regional division)

Architectural design (design basis, design principles,

Architectural style and color, structural form, plane layout, floor height, number of floors, construction equipment configuration)

amp; "Project Investment Benefit Analysis"

Financial evaluation basic data and parameter selection

Project output value estimation

Cost estimation

Financial evaluation indicators

Risk analysis and avoidance strategies