Table of Contents
1.0 Executive Summary .............................................................................................
1
1.1 Proposal ....................................................................................................
2
1.2 Objectives ................................................................................................ 2
1.3 Mission
...................................................................................................... 2
1.4 Goals ........................................................................................................ 2
2.0 Business and Industry
Description .....................................................................
3
2.1 The Three
P's ..............................................................................................
3
3.0 Market Analysis Summary ...................................................................................
4
3.1 Industry
Participants .................................................................................. 5
3.2 The Investment Industry
............................................................................ 5
3.3 Target
Market Segment Strategy ................................................................. 5
4.0 Product Differentiation ....................................................................................... 6
5.0 Organization
......................................................................................................... 6
5.1 Portfolio
Management Team ........................................................................ 7
5.1.1 Positions Being
Hired ........................................................................ 8
5.2 Operations/Services to be Outsourced
........................................................... 8
6.0 Investment Philosophy .......................................................................................
8
6.1 Equity
Harvesting/Exit Strategy ...................................................................
9
6.2 Risks/Contingencies .................................................................................... 9
7.0 Strategy and Implementation Summary .............................................................
1 0
7.1 Sales Strategy .......................................................................................... 10
7.2 Database
....................................................................................................
11
7.3 Turnover .................................................................................................... 11
8.0 Financial Plan .....................................................................................................
1 2
8.1 Important Assumptions .............................................................................. 12
8.2 Break-even Analysis .................................................................................. 13
8.3 Projected
Profit and
Loss ............................................................................ 14
8.4 Projected Cash Flow .................................................................................. 14
8.5 Balance Sheet ............................................................................................
16
8.6 Business Ratios
..........................................................................................
16