Investor Business Plan

Consistently voted #1 for a decade, spanning 75+ industries with over 5,000 clients.

Over $700 Million raised, top 1% Business Analysts.

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INVESTOR BUSINESS PLAN OVERVIEW

With decades of accumulated experience in a variety of industries, we have created a proven business planning system that saves you time, money and exceeds investors’ expectations. We accurately prove long-term returns that are realistic and achievable. We can help you convince investors on their ROI by setting financial benchmarks that you can be accountable for.

An investor business plan is a comprehensive document outlining a company's strategic vision, operational details, and financial forecasts. It's designed specifically to attract potential investors or lenders by highlighting the business's potential for growth, profitability, and success. This plan includes an in-depth market analysis, a clear business model, revenue projections, risk assessments, and a strategic roadmap to achieve the company's objectives. Its purpose is to persuade investors to fund the business by showcasing its viability, potential returns, and the entrepreneur's ability to execute the proposed venture. Gone are the days when a business strategy or plan written on the back of the napkin would get you the investment you seek. Creating a solid business plan is essential to your business’ future. Without it, no investor is going to give you the funding you seek.

Ventureplans™ offers customized service packages specifically tailored to develop unique and improved business models. Our world-class Investor Business Plans build a strong foundation, increase your chances of receiving investments and ensure your long-term business success. Not every successful business launches with a formal business plan, but many founders find value in taking time to step back, research their idea and the market they’re looking to enter, and understand the scope and the strategy behind their tactics. A year from now you’ll wish you had started today. Contact us at 8555-VENTURE or schedule a consultation to learn more.

INVESTOR BUSINESS PLAN

Every business plan includes a full financial pro-forma with income statements, balance sheet, financial assumptions, 3-5 year projections and cash flow statements.

What is the investor business plan writing process?

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SAMPLE INVESTOR BUSINESS PLAN

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WHY VENTURE PLANS?

1

Seasoned

With decades of cumulative experience, we are uniquely qualified across a range of industries.

2

Accredited

Ivy-league trained management consultants, seasoned legal consultants, certified valuators and analysts.

3

Data-driven Analytics

Insights and recommendations based on qualitative and quantitative metric.

4

Trusted

By top Fortune 500 CEO's nationally and globally.

FEATURED SERVICES

  • What is an investor business plan?

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Business Strategy

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Financing

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Management Consulting

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Technology

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Investor Relations Software (AI)

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Legal Advisory

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Industry Market Reports

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

Let us help you write a winning investor business plan!

5,500+ written investor business plans; delivery in 5 standard days; expedited options are available

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  • 15+ Years in Operation
  • 4750+ Projects done
  • 3 Offices
  • 650 M Capital Raised

Accredited

FINRA, CFI Institute, Harvard, Certified Valuators and Analysts.

Expedited

Custom Business Plans Delivered As Fast As 3 Days.

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OUR CLIENT’S WORDS

See how we have helped our clients achieve their business objective(s).

Venture plans is organized, efficient, and knowledgeable in the cybersecurity and data encryption sector. They helped us prepare for a 15 M capital raise.

Ajay M. - CEO. Seccom LLC

We couldn't find an experienced consulting firm in Oklahoma City at the time with the level of experience we were looking for. When we found Venture Plans, they revamped our entire software development cycles, helped us with our crowdfunding strategy, and offered new insights on our company direction.

Allan H

It is evident that Mr. Dordar and Venture Plans have great achievements on the horizon.

Frank G.

I’m an executive with global master franchising, and I have collaborated internationally with many entrepreneurs. Arleo Dordar is a critical thinker, and accomplished problem solver. He is a driven and trustworthy leader in the private and institutional sectors for financing.

Ted Van Samang - Founder, Franchisepassion

My name is Dr. C, I am a dermatologist in Mill Valley, California. I reached out to venture plans to assist me with a government project targeting a medical technology. Their consultants are very experienced in the health tech space.

Dr. C

VisionVR is the world’s first all-in-one assistive device for the visually impaired, specifically designed for watching television and improving performance on day- to-day tasks. We needed a consulting firm who had experience in the VR space. When we found venture plans they helped improve our business model and provided us with new information in the VR space that helped us remain competitive. Venture plans consultants have experience in e-commerce, Vr technology and financial due diligence.

Zack A

Very talented business analysts, helped us write a very well written tele-health business plan that helped us secure grants.

Nahid A

Excellent diverse range of consultants in multiple industries. They know their work, and provide realistic feedback.

Daniel F

Venture Plans is very experienced in capital raising services pertaining to small to mid cap organizations. They provide the corporate governance that is required for companies to grow. Working with Arleo has been a pleasure, demonstrating with ease his consultancy experience and background in a wide variety of topics including corporate finance and investor profiling. His expertise, solutions-oriented approach, and professionalism are invaluable!

Khong Z

Venture plans is very experienced in SBA financing, we had previously applied for an SBA loan and was unsuccessful. Venture plans helped us prepare carefully and assisted us developing our financials for the raise and to finally obtain financing.

Abdul Z

We have a breakthrough technological product that focuses on packaging and delivery safety. We had no idea that the right way to raise money and draw paying subscribers was by crowdfunding. Venture Plans wrote a particular digital marketing crowdfunding strategy for us that outlined a proper campaign model for us to implement, resulting in a 6-month increase of 2.5 M in combined funding and subscriptions

Bob R. - CEO Big Boring Box

We featured Arleo Dordar on the Beverly Hills House Wives on Bravo to provide direction on our business strategy and deal structure live. Arleo Dordar is experienced in the fashion and Artificial Intelligence space. Venture Plans helped prepare a comprehensive business plan, and guided me and my husband, Mauricio Umansky, on the best possible outcomes to scaling our retail fashion line with our offshore partners Shahida Clayton. Arleo integrated artificial intelligence, cognitive computing, and an eco-friendly model so we can maximize our potential in this highly competitive industry. Grant approvals in the U.S. have been highly competitive, Covid had reduced our income by 50 %, and we needed urgent assistance from an experienced team to advise and provide grant application support.

Kyle Richards, Mauricio Unmansky, and Shahida Clayton

Secure funding with confidence.

INVESTOR BUSINESS PLAN PROCESS

A concise document designed to attract accredited investors.

Discovery & Analysis
1

Discovery & Analysis

We gather information about your business objectives and perform market research to understand the business model, sales model, target audience, competitive landscape, and financial data. Through in-depth analysis and research, we identify key strengths, weaknesses, opportunities, and threats to inform the development of your business plan.

Drafting an Investor Business Plan
2

Drafting an Investor Business Plan

Our team of writing experts draft an investor business plan that is simple, clear and precise. Each investor business plan is written with the intent of persuading accredited investors about your significant and well-thought-out business strategy and the capability to achieve your desired business objective(s).

Review & Submission
3

Review & Submission

Reviewing and submitting an investor business plan overview involves several steps to ensure its accuracy, completeness, and effectiveness in conveying your business's potential to accredited investors.

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OUR TEAM

We write winning business plans for investors.

Arleo Dordar

Founder & President

Arleo Dordar is the Founder/CEO, investor, and product architect of Ventureplans™. Arleo is a visionary with a strong leadership background. He has assisted various Fortune 500 companies in scaling, restructuring, organizing, and developing sustainability plans for 4500+ businesses across 150 industries globally, resulting over $100 million dollars in investments. Arleo's expertise is in the implementation of revenue growth, execution, financing and digital transformation. Arleo engages in high-level discussions with startups, small businesses, and enterprise level organizations to gather and analyze big data, understand trends, and proactively deliver insights, recommendations, and drive improvements based on qualitative and quantitative metrics in to enhance operational efficiency, sales, marketing, and branding to achieve financing goals. Arleo is fluent in English and Farsi.

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Amaris Olguin

Senior Business Analyst & Lawyer

Harvard and Yale Alumna, Fulbright Scholar, Fluent Spanish speaker, Proficient in Mandarin and in Hindi. Amaris has 8+ years of business experience. She brings deep expertise in business consulting, strategic planning and financial forecasting. As a lawyer, her primary focus is corporate law. Amaris works closely with clients on the development and execution of business strategy. She specializes in writing business plans that have resulted in large investment accomplishments.

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John Varley

Corporate Legal Counsel

John Varley is admitted to practice law in California, Including the California Supreme Court, Ninth Circuit Court of Appeals, United States Tax Court, and the US District Courts- Southern, Central, Eastern and Northern Districts of California. In the area of Corporate and Bankruptcy Law, John has personally filed more 2,500 successful cases through the Federal Bankruptcy Court System. John is one of the few attorneys to have trained and certified in the three separate training trips to North Carolina under the preeminent bankruptcy litigator, Oliver Max Gardner. He received his Juris Doctor from Thomas Jefferson School Of Law In 2007. John Varley is a Certified Public Accountant (Delaware) and earned an MBA with emphasis In Finance from San Diego State University In 1989. He received his Bachelor of Arts Degree In Economics from UCLA In 1984. He is a member of Mensa High IQ Society.

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FAQS

Do you have any questions about the investor business planning process or the investor business plan?

How does the investor business plan development process work?

Can the investor business plan be customized to suit my industry and specific business model?

What kind of information or data will be required from my end to create the business plan?

How will the financial projections be formulated, and how realistic will they be?

Is there room for revisions or iterations in the business plan development process?

How will my business information be safeguarded and kept confidential during the planning process?

How long will it take to create a comprehensive investor business plan?

Will there be any support or guidance provided after the delivery of the business plan, especially in dealing with investor inquiries or presentations?

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