VII. Operations Plan
This Section's Contents
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Functional Roles
[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:
Service Functions
- Assistant Manager
- Investment professionals
- Marketing professionals
- Customer service representatives
Administrative Functions
- General & administrative functions including marketing, bookkeeping, etc.
- Compliance and reporting
Milestones
[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 | Milestone |
---|---|
[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 |