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Center for Technology and Investment

Executive Summary

The Center for Technology and Investment (CTI) is a company devoted to bringing investment in technology within reach of rural small business owners. The company is founded on evidence that there are tremendous amount of underserved rural small businesses that are in need of technological consulting and experience, but that don’t have the revenue to hire large multinational firms to do the work.

Through innovative funding sources, including grants and charitable contributions made by the owner’s company and by individuals who are interested in helping rural Oregon develop economically, CTI will become an innovative new force in rural Oregon.

CTI’s management team consists of one individual, Bill Franklin. Mr. Franklin has developed technology in the Silicon Valley for over 35 years, and was one of the first Electrical Engineers to work at the Stanford Research Institute (SRI). Mr. Franklin is a leading expert in the general field of technological advancement, and has owned several businesses during his lifetime, including two that he sold for a profit.

The market for CTI’s services are not limited to rural Oregon, and if the business expands, it is likely to expand further into the rural West. There are over 45,000 rural “mom and pop” businesses operating in the Western United States, and of these, a high percentage have little or no experience with high technology and know very little about seeking alternative funding sources.

The purpose of this investment business plan is to help formalize the business strategy, as well as to provide evidence that CTI is a worthy investment for a $10,000 open line of credit from X bank. This open line of credit is designed to begin with a loan of $10,000, and to help manage cash flow after the first month CTI is a going concern.

Technology investment business plan, executive summary chart image

1.1 Objectives

The Center for Technology and Investment will serve the needs of approximately 500 clients by Month 4 of Year 1. Of these clients, at least 50% will have purchased one or more products from the organization, and 100% will have purchased services.

Financial goals are listed below:

  • Within the first year achieve a 25% contribution margin on books, software, academic materials, and other products.
  • Keep cost of revenue on service to below 20%.
  • Net revenue increase of 350% from Month 1 to Month 12.
  • Net revenue margin of 30% in Year 1, 35% by Year 2.

1.2 Mission

The Center for Technology and Investment is a nonprofit organization that was created to help rural small business owners use technology more effectively. The company’s charter is based on evidence that many rural small business owners simply don’t have the resources or connections to use technology wisely. Our mission is to bridge that gap through training and by educating the small business owner in how to utilize the resources they have, and leverage the technology available to get the most out of their businesses.

The organization will have fulfilled its mission when all of its clients have achieved growth rates above 20% combined.

1.3 Keys to Success

Here are a few important keys to success:

  • Focus on the target market: Drill down into several layers of demographics.
  • High detail planning and execution: Quarterly seminars must be thoroughly researched, costs accurately understood, and content kept both fresh and consistent.
  • Retainer consulting must remain at a low cost to the rural business owner, and must be a very small percentage of any funding the business owner receives as a result of technology grants and other SBA programs. CTI must maintain itself not as a broker for SBA or other funding, but simply as a consultant with the knowledge to help clients reach high-level technology funding.
  • Financials must be kept above the highest standards due to nonprofit status in a largely for-profit industry.