Business Plan Template For Investment & Loans

Business Plan Template UK

Everything You Need To Start Your Business & Grow

Whether you're looking for funding, starting a company, or looking for ideas, you'll find everything in our business plan template package.


Business Plan Template For Business Loans and Investment

Investor Pitch Deck

Business Plan Examples

5 Year Financial Projections For Business Loans and Investment

UK Investor Database with Business Grants and Loan Providers

Business Interruption Action Plan

Business Startup Advice & Tools


Why You Need A Professional Business Plan Template

All businesses should have a business plan.

A business plan documents the roadmap to start a new business or grow how an existing one. A business plan outlines the business goals and details how the business will achieve them. This includes what market you are going after, as well as how much funding it's going to take for your company to survive until it can become profitable. 

While a business plan is primarily for internal purposes, it may also be presented to investors and lenders to help raise funding for your business.

At its most basic, your business plan should explain what you intend to do and how you will do it. It would help if you outlined your strategies across the business, including financial projections, marketing and operational plans.

It's not easy to build a successful business. You need the right advice and tools to make it happen. That's why we created the Business Startup Toolkit. It contains industry-standard business-building tools, business advice and professional templates to help you do it for yourself.

Whatever stage you are in your business development, the Business Startup Toolkit can help you reach your goals. All of the toolkit contents have been tried and tested with successful businesses.


What Is In The Startup Toolkit

Business Plan Template

The same business plan template and starting point we use with our clients.  This template has helped us create hundreds of business plans and has raised millions in funding.

The business plan template will help you create a clear and concise business plan that will outline your business goals, strategies, and operations. It is important to have a well-written business plan to secure funding, attract investors, and keep your business on track.

Business Plan Examples

We've got you covered if you want help writing your business plan. Included in the business plan template package are example business plans that we curated to help with all stages of business planning—select which best fits your needs.

Financial Model

The financial projections spreadsheet we use for our clients.  It contains a Full 5 Year P&L, Cashflow and Balance sheet.  Everything an investor or loan company needs.

Investor Pitch Deck

Looking for a perfect investor pitch deck? Save work hours with our template that includes everything you need to get funding and start growing your business.

Investment Database

We have compiled a database of over one thousand Business Angels, Investment Platforms, Venture Capital Companies and Loan Providers.

Growth Tools

We have compiled a list of all the tools you need to start your business and grow it.  It's a live file, so it's updated regularly.

Business Plan Canvas Template

Business Model Canvas is a strategic management and lean startup template for developing new or documenting existing business models. It's also known as a one-page business plan. It is an excellent way of evaluating your business idea.


Successful Businesses Who Have Used The Business Plan Template & Toolkit

Bioturm - Used our Business Plan Template

Yellobox - We wrote a successful business plan

TDS - Used our Business Model Canvas Sucessfully

The Charge EV - Grew their business with the business development toolkit

Key Sections Of The Business Plan Template

Everything you need to create a business plan is in the Business Startup Toolkit.  Download the files and use the guidance below to write your business plan.

Executive Summary

It's best to write this last after you've prepared the rest of your plan because this is simply a summary of the whole plan. It should ideally be one page, but two pages are equally acceptable.

Business Strategy

We tend to use a MOST analysis structure in this section.

This area covers:

(M) - Mission statement - The purpose of your business
(O) - Objectives - What you plan to achieve over the next few years
(S) - Strategy - How you will achieve your goals
(T) - Tactics - How you will implement your strategy

You can also add in other critical aspects of your business, for instance, your business philosophy, the industry you're in and legal ownership and key employees.

Products and Services

Describe your products and services, benefits for your customers, pricing and margins.

Marketing Plan

You need to explain how big your market size is and demonstrate whether it is growing, declining or evolving.
Explain your marketing activities including market research, market trends and size, external market economics, barriers to entry.

Describe your target market.

Provide detailed information about your competitors and why your target market will choose your company instead of them.

Information about your promotional activities to reach out and entice your potential customers to purchase your products and services.

Operations Plan

How you're going to produce your products and any distribution issues to get products to your customers and your key suppliers.

Management and Staff

Include the key people and advisors.

Financial Plan

Your financial plans should contain enough detail (i.e., monthly) for the first year then quarterly or yearly for the following two years.

Include a profit and loss account, a cash flow forecast and Balance Sheet and a break-even analysis.

Start-up Costs Budget

Detail the costs you'll incur to start or grow the business.


Now that you have a business plan template, it's time to write your own business plan. Keep in mind that a business plan is a living document, and you should revisit and update it regularly as your business grows and changes. Use your business plan to guide your decisions and keep you on track as you move forward.

If you need more help, try our business plan writing service.