How detailed should financial projections be?

Include 3-5 years of projections: revenue, costs, profit, cash flow. Show your assumptions (pricing, conversion rates, growth rates). Investors will challenge your numbers, so be ready to explain how you arrived at each figure. Conservative projections are more credible than aggressive ones.

Free LinkDuka tool

Investor Business Plan

A business plan for investors outlines a company operations, strategy, and financial projections, aiming to attract investment by demonstrating viability and profitability.

What is an investor business plan?

A business plan for investors is a document that outlines a company's operations, strategy, and financial projections. It details the business model, market analysis, competitive landscape, revenue streams, and growth potential, aiming to attract investment by demonstrating the company's viability and profitability. A business plan for investors is essential for investors seeking capital for expansion, product launches, or market entry.

Focus on ROI and growth

A Business plan for investors emphasises return on investment (ROI) and potential growth, showing how investors will benefit. It includes detailed financial statements, market opportunities, and competitive advantages. The business plan is written in a persuasive and data-driven style, aiming to instil confidence in potential investors. It aims to communicate the company's vision, strategy, and financial potential.

How to write an investor plan

An investor's business plan is backed by thorough research and realistic projections, ideally with financial advisors. Start with a compelling executive summary that hooks the reader. Show the market opportunity with real numbers. Demonstrate traction (revenue, users, partnerships). Present clear financial projections with stated assumptions. End with a specific ask, use of funds, and exit strategy.

What investors read first

Investors typically read: (1) the executive summary, (2) the financial projections, (3) the market size and opportunity, and (4) the team. If these four sections are weak, the rest does not matter. Focus your best writing on these sections. Show that you understand your unit economics, customer acquisition cost, and lifetime value.

For LinkDuka sellers

Plan today, sell tomorrow

LinkDuka sellers can support a business plan with real numbers: forecast cash flow for the financial snapshot, and use the break-even calculator to set an honest sales target for the plan.

Forecast my cash flow Calculate my break-even

Frequently asked questions

Investors want to see: a large market opportunity, a clear business model, evidence of traction or early revenue, a strong team, realistic financial projections, a clear use of funds, and a viable exit strategy. They invest in people as much as ideas.

All business plan types

Choose the right plan for your goal

Startup Business Plan SBA Business Plan Bank Loan Business Plan Strategic Business Plan Recovery Business Plan Continuity Business Plan Nonprofit Business Plan International Business Plan Internal Business Plan Immigration Business Plan Partnership Business Plan Investor Business Plan Pre-Seed Business Plan Seed Business Plan Business Plan for Funding Grant Business Plan Marketing Business Plan

Keep building momentum

View all tools

Delivery fee calculatorWork out a fair delivery charge from your real cost. Average order value calculatorSee what the average customer spends per order. Break-even sales calculatorSet the monthly sales target that covers your costs. Start selling online in KenyaUse the result from this tool inside a real catalogue and order workflow.