Business Plan Packaging for Growth Capital Raises: MORE THAN A BUSINESS PLAN - a proprietARy package of INSTITUTIONAL INVESTOR-QUALITY DOCUMENTS

There are a lot of ways for a business owner to create a business plan when seeking growth capital. You can write it yourself – although the U.S. Small Business Administration estimates that it will take you 400 hours. You can have your attorney and accountant assist you. You can hire any of a number of companies who prepare professionally written business plans at relatively low costs. But will the business plan bring you success in your growth capital raise?

As business analysts and investors, we want you to know that more than 90% of those plans do not make it past the investor’s first-pass, when a decision is often made in less than a minute. Why? Because virtually all of those business plans lack an investor’s perspective – essential for a successful growth capital raise.

“The sad truth is that a lot of great business ideas are lost in incomplete or incomprehensible business plans. Global’s investor documents are much more effective when analyzing an investment opportunity.”

Global Business Funding Group (Global BFG) Champion Building process starts with the development of a unique Business Plan Package specifically designed to deliver what investment analysts need to see, the way they need to see it. Investors have responded enthusiastically to the GBFG approach. In fact, they have called Global BFG’s Business Plan Packages the “best they’ve ever seen”.

Why do Global BFG’s Business Plans resonate with Investors?

It's a combination of:

  • Global BFG's reputation
  • Independent analysis
  • Form and format

Global BFG’s reputation among investors sets the stage – with investors expecting a top- shelf investment opportunity even before they open a plan. Also, we do not just pass along your work or cut and paste it onto new letterhead (as many other firms do). Global BFG does its own deep-dive due diligence, independently verifies the market size, and builds the financials from scratch. We even engage a third party to do an independent equity research report. Finally, our institutional roots from decades on Wall Street – plus decades of marketing experience – combine to create the unique form and format of our Plans: institutional quality work that graphically "pops" and jumps off the investor's desk, begging to be read.

  Thermal Plan Interior

Global’s Business Plan Packages include:(click on any element of the package to read more)

  1. Investment Snapshot: a one-page salient fact sheet of the investment opportunity that lets an investor determine first-pass interest in 30 seconds
  2. Investment Brief: like a revved-up Executive Summary, with the key details that illuminate your big idea and how it will provide ROI for investors
  3. Investor Presentation: the popular “investor deck,” the PowerPoint presentation lets you convey the main points in a dozen quick but pointed slides
  4. Business Plan: the core of the Package, the Business Plan is a 35-60 page document designed to provide the potential investor with a more effective way to analyze your investment opportunity
  5. Independent Financials: dynamic financial projections with the independent, realistic view investors seek
  6. Equity Research Report: an independent analysis of your industry, your growth potential, your financials, marketing plan, and valuation of your company
  7. Investor Documents: everything required to make the deal happen, including a base Private Placement Memorandum if your opportunity requires it. Find out more about how a Global Business Plan Packaging can help you attract investor attention and growth capital.

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Sample Business Plans

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