Hedge Fund Business Plan Template [Updated 2024]

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II. Company Overview


You can download our business plan template (including a full, customizable financial model) to your computer here.

Who is [Company Name]?

[Company Name] offers hedge fund investment services to high net worth individuals in the area. With a mix of investment strategies, [Company Name] can provide options for all risk appetites. Generating superior, risk-adjusted investment returns is the main driving factor for the success of [Company Name]. Through advanced technology, [Company Name] can provide greater investment flexibility and maximize returns.

[Company Name]’s History

[Founder’s Name] has been an investment manager for [x] years, with one of the largest investment firms in the US. In [year], his success at the investment firm led him to start his own hedge fund company. His lawyer has advised [Founder’s Name] that [Company Name] should be incorporated as an S-Corporation on [date of incorporation].

[Founder’s Name] has identified the neighborhood and building [Company Name] will be located. He has begun lease negotiations and pricing out construction to transform the building into a comfortable office suitable for receiving wealthy clients.

Since incorporation, the company has achieved the following milestones:

  • Found location and signed Letter of Intent to lease it
  • Decided on the company name, and developed the logo and website located at www…
  • Finalized services the company will provide
  • Began recruiting key employees

[Company Name]’s Products/Services

[Company Name] has over $X in Assets Under Management. Each investment is closely monitored to ensure clients realize maximum return.

[Company Name] will seek to make high returns, using the following techniques:

  • Rapid price discovery
  • Mathematical and statistical processing
  • Risk measurement and control
  • Active trading
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