Business Plan Template

Fundraising Business Plan Template
This template provides guidelines on the key areas that need to be covered in a
business plan. The flow of the content may be amended as required by the
entrepreneur but should still capture the essence of the information.
The following structure may be followed:
1. Company Background
- This covers the name of the company, when it was established
- The nature of business
- The Founder/s of the company
2. Purpose of the Business Plan

- What are you looking for? i.e Debt (loan to be repaid) or Investor Capital where the
investor will take an Equity stake in the company?
- How much are you looking for?
- Why do you need the funds? What are they going to be used for?
- If the business is a start-up, how much is the owner contributing?
3. Mission and Vision

- The mission statement will explain briefly the purpose of the company. What is the
culture and values?
- The vision will state where the company aspires to be? Where do you see the
company in the future?
4. Products and services

- What products or services does the company provide to its clients?
- What is the need that you fulfil in the market. In other words what is the problem that
you have identified in your target market? What is the solution to this problem? This
is particularly important for start-ups.
- Your products or services should be solving a specific problem for your customers.
5. Target Market
- Who are your clients? Where are they based – your clients might be local or
international or both.
- What is the profile of your clients?
6. Market Analysis
- What creates the demand for your products or services?
- What are the customer requirements and preferences?
- How is the market demand performing? Is it growing or declining? by how much in
terms of percentage?. What is driving that growth or decline?
- Market research is important in this section to fully understand your target clients.
7. Industry Analysis
- How big is the industry in terms of its contribution to the country’s economy?
- What is the profile of the industry players? Is it a few big companies or is it widely
spread?
- Is the industry growing or declining? What is driving this growth? Are there new
entrants in the industry? What are the barriers to entry? Is it fairly easy to enter this
industry?
8. Competitor Analysis
- Within your target market, who are your competitors? What is their market share?
- What are your competitors’ strengths and weaknesses?
9. Competitive Advantage
- How does your product or service differ from your competitors?
- What will make customers choose your product or service rather than the competitors’
products or service?
10. Marketing Strategy

- How are you going to market your products or services to your clients? Basically how
are you going to reach your target market? How are you going to create visibility and
awareness for your products or services?
- How does your marketing strategy differ from that of your competitors?
11. Business Model

- How are you going to deliver your products or services to your clients?
- This is the process of who does what, how and when? For instance how are you going
to generate leads? Does the process include sending quotations to potential clients
before you deliver your service?
- How does your delivery process differ from your competitors? Are there areas where
your business is or can be more efficient?
12. Management Team

- The details of the management team are very important in terms of their background
and experience.
- An organogram that covers the whole team and reflects who does what is important.
13. SWOT Analysis

- This covers your strengths, weaknesses, opportunities and threats.
- The strengths and weaknesses will talk to your internal factors. The opportunities and
threats will be external factors.
14. Regulatory Environment

- Some industries are highly regulated such as the financial services,
telecommunications, health, waste management and other sectors.
- Any licences required for your business must be covered and the various legal
requirements that must be met. The timeline involved to comply with legal and
regulatory requirements needs to be addressed as it has an impact on the business.
15. Risks
- Any risks specific to your business that have not been covered above need to be
addressed. These may include:
➢ Technological risks
➢ Environmental Risks
➢ Management Risks - if for instance there is reliance on one key person in the
business this would pose a risk. There will have to be a succession plan that
is proposed to mitigate this risk.
➢ Legal and Compliance Risk – this would talk to the company’s ability to fully
comply with all legal and regulatory requirements.
➢ Operational Risks
➢ Reputational Risks if any.
16. General Information
- Ownership Structure
- Registration Details – company and tax registrations where applicable.
17. Financial Analysis

- Depending on whether the business is existing or new, the financial section will
provide historical, current financial performance of the business and the projections.
- For start-ups with no financial history the financial analysis will be based on
projections.
- The financial analysis should contain 3 key statements i.e. the Cashflow Statement,
Income and Expenditure Statement and the Assets and Liabilities Statement.
- The starting point for start-ups will be to have a list of all products and different
services they provide and their pricing, as well as a complete list of all operational
expenses and capital expenditure.
- To calculate projections, all assumptions used in the calculations for instance the
growth rates for revenue, pricing and the inflation rate or growth rates used to project
expenses need to be provided and the basis for those assumptions.
17.1 Casflow Statement

➢ The cashflow statement reflects all cash inflows which will include any loan of
capital injection from lenders / investors and then the cashflow from sales. It is
advisable to reflect the cashflow statement for Year 1 on a monthly basis, with
the Annual Total.
➢ The Cashflow Statement provides a clear picture of the net cash position at the
end of each month and for the year.
17.2 Income and Expenditure Statement

➢ This statement reflects all income and expenditure including non-cash items
such as depreciation and provisions.
➢ The Income and Expenditure Statement reflects the profitability of the business.
For start-ups, the business will most likely operate at a loss, but the projections
will clearly indicate when the business is likely to become profitable.
➢ It is important to also reflect the ratios here such as the Gross Margin, Profit
Margin and Cost to Income ratios. This information provides clarity on how the
business is performing financially.
17.3 Assets and Liabilities Statement

➢ This statement reflects all Assets such as your Equipment used in the
business, Trade Debtors, Cash etc. The Liabilities will show all Trade
Creditors, Loan, Tax Liabilities if any.
➢ The Equity section will reflect Shareholders Equity including External
Shareholders and the Current and Accumulated Earnings or Loss.

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Fundraising Business Plan Template

2. Purpose of the Business Plan

3. Mission and Vision

4. Products and services

10. Marketing Strategy

11. Business Model

12. Management Team

13. SWOT Analysis

14. Regulatory Environment

17. Financial Analysis

17.1 Casflow Statement

17.2 Income and Expenditure Statement

17.3 Assets and Liabilities Statement

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