How to Write an Investor Business Plan That Raises Capital
Table of Contents
Introduction
Raising capital isn’t about convincing people you have a good idea—it’s about proving you have a great business. Your investor business plan should combine storytelling with data to show your business can grow, scale, and deliver returns.
Follow this step-by-step approach to write a plan that gets noticed.
Step 1: Clarify Your Value Proposition
Clearly state:
- The problem you’re solving.
- Who your customer is.
- Why your solution is the best available.
Step 2: Know Your Market
Back up your pitch with:
- Market size and growth rate (TAM, SAM, SOM).
- Trends and timing—why now is the right time to enter.
- Competitor analysis that shows your unique edge.
Step 3: Prove Your Model
Explain:
- How you make money (pricing, margins).
- How you can scale efficiently.
- Your cost structure and key growth drivers.
Step 4: Outline the Team
Highlight the founders, key hires, and advisors, with experience that directly supports your business goals.
Step 5: Define the Ask
Investors want clarity:
- How much you’re raising.
- How you’ll use the funds.
- What equity you’re offering.
Step 6: Present Financials
Include:
- 3–5 year projections.
- Break-even point.
- Multiple valuation scenarios (conservative, base case, aggressive).
Pro Tip: Include a 1-page pitch summary—many investors decide whether to read more based on the first page.
Wise Edge: Our investor business plans pair perfectly with your pitch deck and due diligence package, making the fundraising process smoother.
Need your plan reviewed—or written from scratch? Book a free call today.