Hedge Fund Business Plan Template [Updated 2024]

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V. Competitive Analysis


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

Direct & Indirect Competitors

Capital Group

Established in 1972, Capital Group is a privately held venture capital business focused on energy, financial, enterprise, healthcare, internet, and mobile startups based within its metro area. Capital Group-backed companies account for more than 25% of NASDAQ’s total value and has invested on behalf of non-profits and schools like the Ford Foundation, Mayo Clinic and MIT. Capital Group has invested in 1,664 companies (with 675 Exits) with a current Portfolio of 369. The firm has more than $38 billion in assets under management.

Vestavia Venture Partners

Established in 1911, Vestavia Venture Partners is a privately held venture capital business focused on locally-based consumer, enterprise, and healthcare startups. Currently, the company has more than $4B in assets that it manages. Vestavia Venture Partners primarily offer seed and Series A investments. VVP funded the early stages of well-known technology companies, and has helped build 120 IPOs in the last 50 years, including some of the largest technology companies. Vestavia Venture Partners has 16 investing partners operating from offices in Silicon Valley, San Francisco, New York City, Boston, Israel, and India. VVP has invested into 1,407 companies (with 551 Exits) with a current Portfolio of 262.

Accelerate
Established in 1983, Accelerate is a privately held venture capital business focused on commercial products, healthcare, mobile, and infrastructure sectors based out of Palo Alto, CA. Accelerate has some $9.6 billion under management, makes early-stage investments mostly in software and networking companies. Accelerate has invested into 1,954 companies (with 433 Exits) with a current Portfolio of 598 companies.

Competitive Advantage

[Company Name] enjoys several advantages over its competitors. These advantages include:

  • Location: [Company Name]’s business is not limited to its location because it primarily operates online.
  • Client-oriented service: [Company Name] will have a full-time customer service manager to keep in contact with clients and answer their everyday questions.
  • Management: [Founder’s Name] has been extremely successful working in the industry and will use his expertise to ensure maximum returns for his clients. His unique qualifications will serve customers in a much more sophisticated manner than [Company Name’s] competitors.
  • Relationships: [Founder’s Name] knows many of the local leaders, high net worth individuals and other influencers within [location]. With his [x] years of experience and good relationships with these demographics, he will be able to develop an initial client base.
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