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You have a business idea that has your friends and family impressed. You have taken the time to research the market and prepare yourself for the opportunity. But before you take the next step, you are going to need one critical tool: a properly developed investment business plan to turn your vision into reality.
In this guide, we answer the biggest questions surrounding investment business plans. Whether you are a start-up, an experienced business owner, or a professional searching for guidance, you have come to the right place.
What is an Investment Business Plan?
An investment business plan clearly articulates a business concept, growth strategy, key personnel, marketing strategy, risk management, and financial projections.
Its primary purpose is to provide an accurate, compelling summary of your company’s objectives to entice an audience—most often an investor—to capitalize on the opportunity by exchanging funding for equity. While every business plan is formatted uniquely, a professional plan should cover these ten key sections:

• 0.0 Cover Page & Table of Contents
• 1.0 Executive Summary (Mission, Vision, Objectives)
• 2.0 Company Summary (Milestones, Critical Success Factors, The “Why”)
• 3.0 Business Opportunity (Problem and Solution)
• 4.0 Industry Analysis (Growth Rate, Concentration, Target Audience, Competitors, Trends)
• 5.0 Business Model (Unique Selling Point, Revenue Streams, KPIs, Pricing, Pipeline)
• 6.0 Marketing Strategy (SWOT Analysis, Key Channels, Market Segmentation)
• 7.0 Investment Proposal (Capital Requirements, Exit Strategy)
• 8.0 Financial Projections (Income Statement, Balance Sheet, Risk Mitigation)
• 9.0 Management Team (Key Personnel, Compensation)
• 10.0 References & Final Page

Writing the Executive Summary
When writing a business plan, the best place to start is your executive summary. While some prefer to write this last since it summarizes the entire document, we recommend doing it first. It acts as the synopsis of your story and gives you a guiding star to reflect on as you build the rest of the plan.
Investors are a highly analytical and critical audience. The best mantra for writing for investors is: “Do not waste time.” There is no benefit to playing around with baseless statistics or vague ideas. Every statement and metric must be backed by clear, concise research.
At Ortonus Inc, we call this a “back and forth” process. You may revise your executive summary ten times before you get it right, and that is completely normal. Vet your idea from every angle so your final copy is bulletproof.
Should My Business Plan Include Graphics?
There is no definitive right answer, but remember this: to investors, the presentation of your business plan is often just as important as the written content.
Partnering with a professional business consulting firm like Ortonus Inc to create a custom-tailored plan with graphic design is a no-brainer if you are seeking serious investment. Presenting a sleek, visually appealing plan shows investors that you and your business take yourselves seriously. However, keep in mind the golden rule of business plan graphics: “Less is more.”
What Do Investors Look For?
Investment 101: The bigger the risk, the bigger the perceived reward. By taking on the inherent risk of a startup, investors expect the opportunity for a substantial return on investment (ROI).
While tech companies often attract funding because of their massive scalability, non-tech businesses secure capital every day by presenting polished, concise, and highly accurate business opportunities. Double down on what makes your model sustainable and profitable, regardless of your industry.
What Types of Investors Will Fund My Business?
Think carefully before deciding which type of investor to approach:

• Personal Investors (“Love Money”): Friends and family. This is often the easiest capital to raise but can come with emotional baggage. Additionally, personal investors may lack the business acumen needed to help scale your company.
• Angel Investors: Typically investing between $10,000 and $100,000 in early-stage companies, angels bear extreme risk and often expect a 10x return within five years. They frequently act as mentors, but require a clear exit strategy.
• Venture Capitalists (VCs): VC firms manage pooled money and usually focus on tech-based startups that have moved past the initial launch phase. They typically require a minimum investment of $1,000,000, voting shares, and board seats.

How Do I Value My Business?
Valuation is highly subjective—ultimately, your business is worth what someone is willing to pay for it. When defending your valuation, be prepared to answer:

• Do you own any intellectual property (IP) or patents?
• How much personal capital have you invested so far?
• What is your current revenue and projected earnings growth?
• How is your management team uniquely qualified?

At Ortonus Inc, we have seen great success with startups offering smaller blocks of equity to angel investors (e.g., valuing a company at $1,000,000 and seeking a $100,000 total investment by offering ten 1% blocks at $10,000 each).
How Long Should the Plan Be?
A strong investment business plan should be around 15 to 20 pages of pure content. If you include graphic design and page dividers, that number will rise to about 30 to 40 pages. Remember: more content is not always better. Keep it concise, clean, and entirely free of fluff.
Questions Investors Will Ask You
Prepare to answer these key questions both in your business plan and during live pitches:

• Is the company scalable? (Explain your 5-to-10-year growth strategy).
• How long until I get my investment back? (Highlight your financial projections and exit strategy).
• Is your Unique Selling Point (USP) defendable? (Explain how you will maintain your competitive edge).
• Are your Customer Acquisition Costs (CAC) lower than the Lifetime Value (LTV)? (Show your market research on customer loyalty and repeat purchasing).
• What are three things you have learned so far? (Be honest about past challenges and how you adapted).
• Will the company require further rounds of financing? (Be transparent about future capital needs and expected valuations).

The Pros and Cons of Investment Capital
The Benefits:
Unlike a bank loan, equity investment does not require monthly cash repayments, which preserves your cash flow. Furthermore, a good investor brings invaluable industry networks, mentorship, and operational expertise that a bank simply cannot provide.
The Downsides:
Taking on investors means giving up a portion of your equity and sharing decision-making power. To minimize equity loss, ensure your financial records are pristine, highlight your innovative edge, and emphasize the unique qualifications of your management team to drive your valuation higher.
Let’s Build Your Plan Today
Securing strategic investment can be daunting, but it starts with getting the basics right: solving a market problem, defining a strong USP, and building the right team.
If you are ready to secure the capital you need, get in touch today to have Ortonus Inc build a business plan that gets you funded.
Ortonus Inc Business Plan Development Pricing

Feature	Basic ($1,950)	Standard ($2,250)	Premium ($2,500)	Elite ($4,950)
Business Description	Yes	Yes	Yes	Yes
Unique Selling Point	Yes	Yes	Yes	Yes
Market Analysis	Yes	Yes	Yes	Yes
Marketing Strategy	Yes	Yes	Yes	Yes
Management Team	Yes	Yes	Yes	Yes
Business Sustainability	Yes	Yes	Yes	Yes
Capital Requirements	Yes	Yes	Yes	Yes
Operational Strategy	Yes	Yes	Yes	Yes
Mission Statement	–	Yes	Yes	Yes
Vision Statement	–	Yes	Yes	Yes
Landscape Deck	–	–	Yes	Yes
Company Culture	–	–	Yes	Yes
Core Values	–	–	Yes	Yes
Independent Plan Review	–	–	–	Yes