Hedge Fund Business Plan Template [Updated 2024]

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VII. Operations Plan

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

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:

DateMilestone
[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

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