Investment Company Business Plan Template [Updated 2024]

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II. Company Overview

You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Who is [Company Name]?

[Company Name], located in [insert location here] is a newly established investment company that will provide a variety of investment management services. The company will operate in a professional setting, conveniently located in the center of a busy financial district.

[Company Name] is headed by [Founder’s Name], a graduate from [School Name] with a finance degree and over 20 years of experience working as an investment manager for individual and corporate investors. After a long tenure with a large investment firm, [Founder] transitioned to working for a small firm so he could play a larger role in helping clients choose sound investment strategies. Over a five year period, he doubled the small firm’s client base. This success sparked his desire to start his own investment company.

[Founder] began researching what it would take to create his own investment company and did a thorough analysis on the costs, market, demographics, and competition. [Founder] has now compiled enough information to develop his business plan in order to approach investors.

[Company Name]’s History

Once his market analysis was complete, [Founder’s Name] began surveying the local vacant office space and located an ideal location for his investment firm’s headquarters. [Founder’s Name] incorporated [Company Name] as a Limited Liability Corporation on [date of incorporation].

Once the lease is finalized on the office space, [Founder] can start remodeling the interior to best serve his clients that will come into the office to meet with the investment managers.

Since incorporation, the Company has achieved the following milestones:

  • Found office space and signed a letter of intent to lease it
  • Developed the company’s name, logo and website located at [website]
  • Hired an interior designer for the decor and furniture layout
  • Determined equipment and fixture requirements
  • Began recruiting key employees

[Company Name]’s Products/Services

Below are [Company Name]’s product and service offerings:

[Company Name] will provide the following services:

  • Portfolio management
  • Recordkeeping
  • Legal consulting
  • Accounting services
  • Tax management services
  • Investment strategies
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