Your Business Plan Profile is a private, protected portion of your profile that you control access to. This section is set to private by default, and only investors you grant access to will be able to view it. It typically includes the following components:
1. Executive Summary
Your Executive Summary is a high-level overview of your business, including:
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What your business does
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How your product works
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Your strategic plan for growth
The goal is to engage potential investors by providing enough information to spark interest, but not to be overly detailed. Think of it as the hook that makes investors want to learn more.
Crafting an executive summary is as good as making an elevator pitch. Concisely convey your business's value proposition to potential investors. You may find this article helpful: The Secret to an Irresistible Elevator Pitch.
2. Financials
Investors want to see clear financial information, including:
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Use of funds
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Financial projections
While not mandatory, providing this information as a downloadable file before launching your fundraise is highly recommended. Serious investors will request this information before making a commitment, so having it readily available is critical.
For guidance on preparing financial slides, you may find this article helpful: Pitch Deck Financials Slide.
3. The Ask
After presenting your product idea, explain:
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How much capital you are raising
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What the funds will be used for
Be clear about how the funds will help achieve specific milestones. Investors need to see a logical connection between their support and your business’s growth.
4. Additional Documents
Once your fundraise closes, you’ll need to provide specific documents, such as:
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Subscription Agreements – Detailing the terms of the investment for all committed investors.
It's helpful to have these documents prepared in draft form before your fundraise closes, but they can also be created after verbal commitments are made.
Your Business Plan Profile is a crucial part of your fundraising journey. Ensuring it's clear, comprehensive, and well-prepared will make it easier for investors to understand and engage with your business.