It receives a management fee of two percent (2%) of the fund value, paid quarterly. BUSINESS PLAN SAMPLE. The business plan is a detailed road map to your venture and how you plan to grow it into a successful business. The company is a start-up business venture developed by two individuals for the sole purpose of investing in residential real estate. Sample Client December 10, 2012 INVESTMENT PLAN Prepared by: Sample Advisor For Financial Consultant sadvisor@loringward.com Materials provided to approved advisors by LWI Financial Inc. ('Loring Ward'). The purpose of this plan is to secure additional funding from an … this business plan, other than information that is in the public domain, may cause serious harm or damage to Casper Real Estate Investments LLC and will be kept in the strictest confidence. Introduction. It’s a crucial document for anyone seeking capital, and is typically developed with two audiences in mind: 1) angel investors– wealthy individuals who personally invest their money, expertise and experience in your venture; or 2) venture capitalists (VCs)– partnerships with funds of pooled investment …
Loring Ward is an investment adviser registered with the … In this sample, the hypothetical Venture Capital firm starts with $20 million as an initial investment fund. This sample plan was created for a hypothetical investment company that buys other companies as investments. This business plan lays out a simple strategy for developing a long-term real estate investment company by leveraging an initial investment of $43,000. Upon request, this document is to be immediately returned to Casper Real Estate Investments In its early months of existence, it invests $5 million each in four companies. This business plan will show how a total investment of only $101,500 could yield cumulative net profits in excess of $600,000 over a five-year period, and average monthly sales of $72,000, while maintaining adequate levels of liquidity.