Hedge Fund Business Plan Template [Updated 2024]

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VIII. Management Team

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

Management Team Members

[Company Name] is headed by its founder, [Founder’s Name] who graduated from [University] with a degree in Business Administration. Prior to starting [Company Name], [Founder’s Name] worked as an investment manager for [x] years at an investment firm where he was able to learn the ins and outs of the investment industry. This experience will be the company’s most valuable asset.

Hiring Plan

[Founder] will serve as the Manager of [Company Name]. In order to launch, it needs to hire the following personnel:

  • Administrative assistants: 2 full-time employees to manage the day to day operations and customer service
  • Investment professionals: 2 experienced professionals
  • Marketing: Skilled, creative marketer who has experience serving the finance industry
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