[Boutique] investment planning book

Part 1: Investment Planning

Some people want to interview directly with venture capitalists. Unless you have a background, experience, a record of success, or someone to recommend, venture capitalists still want to see the text first. Since you want to get the money from venture capitalists, complying with the rules of investors is a prerequisite.

A good investment plan not only helps to logicalize and structure the ideas and ideas in the minds of entrepreneurs, but in many cases, it is also a “knock-and-step” for interviewing investors with opportunities.

No more than 10 pages of PPT investment plan

The investment plan book is a tool for investors to understand the business plan and the logic of the entrepreneur's thinking when planning a new venture. Further, it should be implemented as an entrepreneur's action plan.

In the face of investors, good investment plans don't need to be long, but you have to write "something". In my opinion, a PPT of 10 pages or less is enough. It should include the following parts -

Product description

This part is the most important. It is used to open up the righteousness: What product did you make and what problem did it solve?

Many products only solve one problem. In the investment plan, simply select the core features and advantages of the product and write it clearly. The specific content can include: what the product looks like, how it is used, and how its customer value.

The key is the customer value of the product. For example, the social significance of web search tools is great, but for users, it is convenient to find the information they want. What value a user will get from the product is the basis for the product's existence.

Business prospects

Maybe the entrepreneur does not know how the product will make money when defining a product, but that doesn't matter. You just have to prove that this product is "useful" and everyone can use it.

The idea of ​​investors is this. For a "useful" product, even if it is impossible to make money today, it is not difficult to find more people with business experience in the future to plan how to make money. In the investment decision-making stage, the business prospects of the product need to be considered whether the customer value of the product is sufficient to drive the use of a larger population.

Competitor description

You will always encounter competitors, directly or indirectly. They are close to your business model. Have you studied them? Have you analyzed the strengths and weaknesses of each other? This determines the environment for entrepreneurship and the possibility of growth. It is an important indicator for predicting the success of entrepreneurship.

team

Introduce your team and prove why you can make this happen.

Don't just paint a big blueprint in your investment plan. The more important thing is to prove that entrepreneurs can make things successful.

The above four points are the core content and basic framework of an investment plan.

Common mistakes in investment plan books

Entrepreneurs often hope that their plans are perfect and take advantage of their enthusiasm for investment. In fact, this is impossible, but it will lead investors to doubt.

Product into a panacea

Some people are always worried that their products are not convincing enough, so they write a lot of characteristics, and package the products into a panacea for all diseases. This weakens the core features and advantages of the product, which makes people not impressed.

Don't talk about product meaning

Complexity, generality, and illusion are common problems in many programs. A lot of space is not about quantitatively and logically describing ideas, but rather to build up a reputation for these ideas. Some people come up to talk about the social significance of their products, talk about industrial development, talk about the international and domestic situation, and talk about dozens of pages of paper in the past, investors still do not understand what you want to recommend. For investors, this is not only useless but also objectionable. Entrepreneurs only need to make their own things clear, and whether or not they are worthy is judged by investors.

But I am alone in the well.

When presenting the advantages and prospects of the product, we must be very cautious about the statement of “first creation” and “original creation”. Entrepreneurs must let investors establish a perception that the other party knows that the entrepreneur has an understanding of the industry and the industries he wants to enter. After all, there are too many entrepreneurs and smart people in the Internet field, and there are too many people who have heard of it and interviewed. It's easy to say that your product will be the only one in the world. Investors either doubt that you are lying, or that you are too ignorant of the industry. You live in your own small world and people can't trust you.

Entrepreneurs can rest assured that whether the product is first or original is not the most important reason for investors to decide whether to invest or not.

a plan that will run through the entire entrepreneurial process

A good investment plan is certainly not just a tool to attract the attention of venture capitalists. This will be a necessary process for sorting out your own ideas.

When planning a corporate strategy, you actually have to write a business plan to help you figure out how to plan your product further. In addition to what has been considered in the investment planning stage, such as "what problem is solved by this product" and "what value is created for users", the business plan book will be further considered and planned: what kind of users will use this Products, what kind of market segment, how to operate the most advantage, how to compete with competitors. You will find that writing a business plan is a concept that runs through the entire enterprise life cycle.

Article 2: Investment Planning

Chapter 1 Overview

Investor company's current situation

Provide company business license or personal information

Chapter II Basic Conditions of the Project

1. Organizational form of project establishment

2. The investment scale, business scope and operation period of the project

3, the process

Including process flow, product catalog and production process.

4. Land and factory buildings

Explain the land area, the total area of ​​the building and so on.

5. Number of employees

6, product sales

Introduce the main product name and product market sales, domestic and foreign sales ratio.

7. Project site selection requirements or existing site selection

Chapter III Production of Raw Materials

1, the main raw materials

Explain the demand for major raw materials and supply channels.

2. Main energy consumption of water, electricity and fuel

Explain the annual consumption and solution.

3. Major equipment production capacity and purchase plan

Chapter IV Safety and Environmental Protection

It should be implemented in accordance with China's Environmental Protection Law and relevant safety regulations and industrial hygiene standards.

1. Treatment of pollutants

Explain whether the production of this product produces waste water, waste gas, smoke and noise, as well as treatment measures and reference standards.

2. Labor safety protection measures

Occupational hazards and hazards that may arise during production; safety and health procedures and standards to be followed; labor safety and industrial hygiene measures considered in the design.

Chapter 5: Technical rationality and achievability

The production history, technical strength and credibility of the investors in the same industry, the level of production and quality that can be achieved after the project is established.

Chapter VI Funding Plan

Explain the amount, time and method of each investment.

Chapter VII Implementation Plan

Specifically, the time for completing a series of major projects such as completing the feasibility study report, handling the business license, starting the preparatory work for civil works, delivering the production plant, commissioning the equipment, and putting into production.

Chapter VIII Economic Benefit Analysis

1. Analysis of economic benefits

Product sales revenue:

Reduce sales costs:

Direct labor:

production cost:

gross profit:

Less administrative expenses:

depreciation:

Amortization of land use rights:

profit before tax:

Income tax:

Net profit:

2. After the project is put into production, the tax payment is expected.

Including VAT, consumption tax, business tax, income tax, embankment fees and other taxes and fees.

Project investor:

year month day

Contact:

phone:

mailbox:

Part 3: Investment Planning

A company introduction and investment background.

····Protection Products Co., Ltd. is a combination of production, processing, distribution, wholesale and export trade. It mainly produces and operates products including cup masks, duckbill masks, folding masks, flat masks, 3M masks. , 3-layer flat mask, FFP2 mask, N95 mask, non-woven mask, activated carbon mask, disposable incontinence

Products, disposable protective clothing, round rubber bands, crocheted ribs, flat elastics, etc., at the same time acting as a heparin cap, three-way valve, to achieve diversified operations.

Founded in 2000, the company has always adhered to the business philosophy of “excellent quality and serving the society” since its establishment. It is committed to the development of protective equipment market at home and abroad. With the joint efforts of all employees, the company's scale has been continuously expanded and its strength has been continuously enhanced. Management science, business performance continues to rise, the output value exceeded 10 million in 2007, the output value of 12 million in 2008, the output value of 15 million in 2019, achieving rapid, healthy and sustainable development, showing vitality and vitality, becoming a national protective equipment A star in the industry that is leaping.

The company adheres to the people-oriented management philosophy, respects the choice of employees, respects the material and cultural needs of employees, carries out rich and colorful cultural and recreational activities, and actively carries out enterprise construction, attracting a large number of people with lofty ideals to join. The company is committed to creating excellent material living conditions for employees, the salary and welfare level is constantly improving, staff education and training are in full swing, creating a platform for employees to use their ingenuity and display capabilities, and motivating employees to do their utmost enthusiasm and initiative for the company. An honest, responsible, innovative, efficient and pragmatic corporate team.

With the market tenet of “long-term cooperation, mutual benefit and honesty service”, the company introduces advanced technology and equipment, develops various varieties, and vigorously enters the high-end market at home and abroad, and has won wide acclaim from domestic and foreign customers. At present, the company has established a perfect sales network in 196 large and medium-sized cities in more than 30 provinces and autonomous regions. At the same time, it has actively expanded its foreign markets and established long-term good cooperative relations with customers such as the United States, France, Japan, Germany and Australia. The land has promoted the expansion and development of the company.

Wuhan Zhongyi New Protective Products Co., Ltd. has strong strength, excellent service, and the production orders are unstoppable. The domestic and international market potential is unlimited. Objectively, it is necessary to adjust the business strategy, expand the production scale, create well-known brands and achieve sustainable development. In order to adapt to the new situation of continuous development, the company plans to expand the scale of investment, and enrolled 15 acres of land in 1304 in Jianghan North Road, Wuhan City, and specially formulated this investment plan.

Two investment plan summary.

The company will adhere to the investment philosophy of “creating profits for investors, benefiting employees and serving the society”. In the attitude of being extremely responsible for every investor, we will continue to maintain the excellent style of hard work, diligence and thrift, and continue to develop. Innovative, united and forge ahead, and strive for the spirit of hard work, spend every penny on the cutting edge, strive for the greatest benefit with the smallest investment, create rich social wealth and corporate profits, make investors satisfied, and let consumers rest assured, Let employees benefit and serve the harmonious development of enterprises and society.

According to the company's current development needs, it needs 15 acres of land, and the address is located in Jiuyun, Jianghan North Road, Wuhan, 1304; according to Wuhan's land, equipment, salary and other market prices, it is estimated that the investment scale will be 30 million, of which, the machine 8 million equipment, 15 million infrastructure investment, 7 million working capital.

Due to the broad market prospects of masks, cotton swabs and wipes, our company has mature market channels and management experience. Therefore, new enterprises still take products as the main direction. After successful production, they can be based on market needs and social development. Adjust the strategic direction of product management so as to keep pace with the times and achieve sustainable management and sustainable development.

The project mainly introduces investment prospects including market acquisition, infrastructure construction, equipment investment, staffing, and operation methods, as well as market analysis and risk assessment.

Three investment operation mode.

The principle of economics believes that under the conditions of market economy, faced with this fierce market competition and the ever-changing internal and external market environment, we must adhere to the principle of maximizing the benefits of minimum investment, thereby avoiding risks and effectively controlling capital security. That is to say, in the case of maintaining normal operation of the enterprise and healthy capital turnover, the smaller the investment, the safer the fund; the greater the profit, the greater the benefit; the more the capital is saved, the less risk. Based on this understanding, it is proposed to adopt the following investment operation mode.

According to the price of Wuhan land market, it is planned to invest 15 million yuan to purchase 15 mu of land; after handling the land use certificate and the certificate of ownership, the land will be mortgaged to the bank. The bank loan is mainly used to build the foundation of plant, workshop, office, paving and greening. Facility construction; then mortgage the plant and other assets, bank loans are used to purchase machinery and equipment; finally, the fixed assets equipment mortgage, used to purchase raw materials, recruiters, develop markets, etc., on this basis to achieve normal production and capital turnover.

In this way, it is only necessary to inject sufficient funds in advance, and mortgage at the same level, and finally achieve normal operation, one investment, realize chain reaction, and promote benign development. It is conducive to saving money, increasing the utilization of limited funds, and effectively avoiding risks. If land, plant, equipment, human resources, raw materials, etc. are separately injected from the outside, not only increases the operating costs of the enterprise, but also causes excessive financing pressure and increases risks, which is not conducive to the long-term development of the enterprise. Therefore, the initial land investment is the key in the key, the key points in the key points, to solve this problem, other problems will be solved, and it is necessary to increase investment management to ensure the safety of funds.

Four market analysis.

The company plans to use various types of masks and cotton swabs.