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Investment Company

Company Summary

Content has been omitted from this sample plan topic, and following sub-topics.  This sample plan has an abbreviated plan outline.  With the exception of the Executive Summary, only those topics linked to key tables have been used.

The focus of this sample plan is to show the financials for this type of company.  Brief descriptions can be found in the topics associated with key tables.

2.1 Start-up Summary

This hypothetical Venture Capital firm starts with $20 million as an initial investment fund.  The venture capital partners invest $100,000 as working capital needed to balance the cash flow from quarter to quarter. 

Investment company business plan, company summary chart image

Start-up Expenses
Legal $0
Stationery etc. $0
Brochures $0
Consultants $0
Insurance $0
Rent $0
Research and Development $0
Expensed Equipment $0
Other $0
Total Start-up Expenses $0
Start-up Assets
Cash Required $20,100,000
Other Current Assets $0
Long-term Assets $0
Total Assets $20,100,000
Total Requirements $20,100,000
Start-up Funding
Start-up Expenses to Fund $0
Start-up Assets to Fund $20,100,000
Total Funding Required $20,100,000
Non-cash Assets from Start-up $0
Cash Requirements from Start-up $20,100,000
Additional Cash Raised $0
Cash Balance on Starting Date $20,100,000
Total Assets $20,100,000
Liabilities and Capital
Current Borrowing $0
Long-term Liabilities $0
Accounts Payable (Outstanding Bills) $0
Other Current Liabilities (interest-free) $0
Total Liabilities $0
Planned Investment
Investor 1 $20,000,000
Investor 2 $100,000
Other $0
Additional Investment Requirement $0
Total Planned Investment $20,100,000
Loss at Start-up (Start-up Expenses) $0
Total Capital $20,100,000
Total Capital and Liabilities $20,100,000
Total Funding $20,100,000