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What they really want is something that will help them understand your business quickly and without much effort.
So, we have provided a companion Excel workbook with these sample financial statements and other tables and graphs that you can copy and paste into your Word document.
The companion workbook combines many of the different spreadsheets you can find on Vertex42.com, but customized specifically for inclusion in a business plan.
These data are easily summarized in a histogram, with bars that represent age group distribution.
If your business has already been operating for some time, investors will expect a detailed report of revenues and expenses.
Use a Gantt chart (a sort of modified bar chart) to outline the major milestones and phases of your business strategy.
Try to include a multi-year plan, broken down by quarter and by project or department.Business plans need to be understandable at a glance to attract funding.Don’t rely on investors dedicating time to dig into the details of your report.One of the reasons that so many small businesses fail is that they don't do the necessary up front work to create an accurate and realistic business plan.Creating a business plan doesn't guarantee success, but the process of writing a plan is critical for any successful new business.While the SWOT matrix does have a place in the world of business communications, it’s not necessarily the best way to present your competitive landscape.The SWOT matrix doesn’t make it easy to see at a glance the key characteristics that differentiate your business from your competitors.Outline higher-level budget allocation with an organizational Investors will want to see that you have a concrete plan in place to help you reach your revenue goals.When formulating your goals, use the SMART principle to provide investors with a very clear vision of how you intend to achieve them.It was created for newer versions of Word and Excel (Office 2007 or later) so that you can easily change the fonts and color scheme and the file will be compatible with the mobile and web-based Word & Excel apps.It is best to use Excel for financial statements, data tables and charts.