Investor Business Plan Template

Create a winning strategy for your business with our Investor Business Plan Template!
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Investor Business Plan Template

What is an Investor Business Plan?

An Investor Business Plan outlines a company's strategy for obtaining investment funding and growing their business. It includes a detailed overview of the company's operations, including financials, marketing, and goals for the future. The plan outlines the objectives, actions, and measurements that are necessary for the company to meet their goals and objectives. It is an essential step in the process of convincing investors to provide capital to help the company succeed.

What's included in this Investor Business Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Investor Business Plan template for?

This Investor Business Plan template is designed for businesses seeking investment to create a plan to present to potential investors. The template provides a comprehensive framework for outlining the company's objectives, actions, and measurements in order to secure funding and grow the business. It is an essential tool for any entrepreneur seeking to bring their business to the next level.

1. Define clear examples of your focus areas

Focus areas are the broad topics or areas of focus outlined in your strategy. Some example focus areas may include securing funding, increasing brand awareness, and increasing customer satisfaction. These focus areas provide a basis for the objectives, actions, and measurements that are necessary to achieve your goals.

2. Think about the objectives that could fall under that focus area

Objectives are the specific goals that you have within each focus area. For example, under the Focus Area of 'Secure Funding', you may have an objective of 'Secure Seed Investment'. This objective can be broken down into actions, measurements, initial values, target values, and units that together form a strategy for achieving the goal.

3. Set measurable targets (KPIs) to tackle the objective

KPIs, or Key Performance Indicators, are measurable targets that you set in order to track your progress towards achieving an objective. They are the measurable goals that you set in order to assess the success of your strategy. For example, under the Objective of 'Secure Seed Investment', you may have a KPI of 'Raise $750k' with an Initial Value of 0, Target Value of $750k, and Unit of '$'.

4. Implement related projects to achieve the KPIs

The projects, or actions, are the steps that need to be taken in order to achieve the KPI. For example, under the Objective of 'Secure Seed Investment', you may have an Action of 'Pitch to Investors'. This action is necessary in order to achieve the KPI of 'Raise $750k'.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade the leading strategy execution platform designed to help you create, track, and measure your strategic plans. Cascade provides an easy-to-use interface for creating and tracking your strategy, as well as visualizing your progress towards achieving your goals. Use Cascade to take your strategy to the next level and see faster results.

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Investor Business Plan Template
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