VII. Operations Plan
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[Company Name] will carry out its operations at its headquarters in [Location]. The business location will be used for sales, customer service and client meetings. It will house [x] full-time staff.
[Founder’s Name] will work as the primary fund manager for the company, although additional experienced professionals may be trained in the company’s investment activities over time.
The Company intends to employ [x] admin staff, and will initially outsource legal and audit needs. In order to execute on [Company Name]’s business model, the Company’s employees will fill the following roles:
- Assistant Manager
- Investment professionals
- Marketing professionals
- Customer service representatives
- General & administrative functions including marketing, bookkeeping, etc.
- Compliance and reporting
[Company name]’s long term goal is to become a respected and trusted hedge fund company. We seek to be the standard by which other local investment firms are judged.
The following are a series of steps that lead to our vision of long-term success. [Company Name] expects to achieve the following milestones in the following [xyz] months:
|[Date 1]||Finalize lease agreement|
|[Date 2]||Design and build out [Company Name]|
|[Date 3]||Hire and train initial staff|
|[Date 4]||Kickoff of promotional campaign|
|[Date 5]||Launch [Company Name]|
|[Date 6]||Reach break-even|