Business Plan Template For Investment & Loans

Business Plan Template

Everything You Need To Start Your Business & Grow

In the business plan template package you will get everything you need to get funding, start and grow your business.


Business Plan Template For Business Loans and Investment

Investor Pitch Deck

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 Template

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 contents of the toolkit have been tried and tested with successful businesses.


What You'll Get

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.

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

The same template we use to create investor pitch decks for our clients.

Business Interruption Action Plan

Due to the COVID-19 virus outbreak many businesses will need to change their operations to cope with the business interruption.  To do this effectively you will need an action plan.

An action plan is a checklist for the steps or tasks you need to complete in order to achieve the goals you have set.

Investment Database

We have compiled a database of over one thousand Business Angels, Investment Platform, 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

Business Model Canvas is a strategic management and lean startup template for developing new or documenting existing business models. Its 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

Business Plan Guidance

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.