Texas Investment Network

Business Plan Tips

What Investors Are Looking For In A Plan

Investors, whether angels or VC's, are looking for the same things when reading a business plan. They want to know how big the opportunity is, whether this is the right team to exploit the opportunity, who the competition is, what the risks are, and why they can expect this team to implement successfully. Your job in writing the business plan is to address these questions convincingly and clearly.

Emphasize Your Real Strengths

Highlight what your team brings to the table. If your business hinges on a particular competency (for example, understanding the procurement process), your plan will be more persuasive if one of your team members knows something about it and that is brought out in your plan. Rather than including generic resumes of team members, tailor the resumes to draw out the experience each member has that will make him or her a valuable contributor.

Get To The Point And Make It Clear And Comprehensive

Investors see many business plans. A 20-page plan which clearly lays out your business is far more likely to be read than a 100 page plan. Today, some entrepreneurs are using a 15 slide Powerpoint presentation. If your text is short and punchy, you won't need to repeat yourself, because the reader won't be bogged down keeping ten chapters in their head. Reading the same thing over and over, even if it's in different words, can get really tiring. The more you use brevity and give each concept a single home in your document, the more people will want to read it.

Write In Plain English

If you can't explain your idea in English, either you don't understand what you're talking about (What is a transaction enabled atomic journaling database server, anyway?) or you haven't simplified the idea enough. Think, revise, and try again.

Get Rid Of The Hype

Yes, we know you will be the "premier insert product category here of the Internet, achieving 99% market penetration with 60% customer retention in 3 months". Your product will reach "new heights in customer experience through the use of personalization and one-to-one profiling and customization". It will be "user friendly" because you will be creating a truly "ecstatic customer experience". It is a "quantum leap forward" in the marketplace for product category here. Um, yeah. Believe me, we've read it before. About a dozen times today, in fact. (And by the way, the phrase "quantum leap" really doesn't mean anything.) Stick to a tight, simple explanation of your idea. Convince your reader you'll be the best because your idea is the best, not because you can string a dozen buzzwords together.

Use Quantifiable Information

In each section, back up your assertions with solid facts. Even if you are a new venture and cannot give specific figures on the performance of your business, quote figures for the industry or your competitors. These real figures carry more weight than your assumed projections and give more reality to your plan.

Choose A Huge Market

Especially in the internet world, investors are looking more at the market than at the detailed specifics of your financials. Choose a market that is big enough to be an obvious good opportunity. A business which targets teenage girls who listen to music and has a reasonable chance of capturing 90% of the girls that are online is a huge opportunity. A business which targets net-savvy SAAB mechanics who need prosthetic limbs is not.

Texas Investors

Texas > San Antonio

39 yrs old, married 15+ years, located in San Antonio Texas. Engineer for the United States Air Force. BS Degree in Information Technology. Hands-on, Advisory, Silent. Individual investor currently.

$0 to $1,000,000

Texas > Houston

I am an MD who works at an investment company in Houston, Texas. I combine my experience and interest in science/healthcare with our partners extensive experience in finance, oil and energy, and investment banking to assist companies in their expansion or capital raise needs. We have extensive contacts in family offices, private equity, institutional investors, and private high net worth individuals. Our president been Chairman of Board, Managing Director and has an extensive history in finance, investment banking, and oil and energy.

$50,000,000 to $300,000,000

Texas > Houston

Served 10 years in the United States Navy where I led multiple projects and learned various facets of supply chain management. As a Logistics Specialist, I've gained useful experience in operations management, accounting, finance, purchasing, and hazardous material transportation, control and management. Located in south Texas.

$0 to $50,000

Texas > Conroe

We only work with the most reputable private investors and investment groups in the country who offer very creative short-term and long-term financing secured by commercial real estate and non-recourse stock loans. With our experience and knowledge, we have the capacity to orchestrate and facilitate creative solutions for even the most difficult transaction. $50,000 to $20,000,000. We would love to assist you in financing your small business.

$0 to $0

Texas > Flower Mound

I am a young investor currently living in Dallas, TX. I work in sales at a tech company. I graduated with a Bachelors of Business Administration with a major in Marketing from the University of Oklahoma. I have invested in stocks and mutual bonds. I am trying to get started in investing to make more money and help entrepreneurs grow their businesses. My experience in sales and marketing could be beneficial for newer companies that do not necessarily have experience in those areas. I view those as the 2 most important skills to have in order to grow a business. Currently I am anticipating being a silent investor, but if I were to find a business that I too am passionate about I am not against having some involvement in helping them grow their company. I am an individual investor.

$1,000 to $25,000

Texas > El Paso

Personal - I am married, with 3 kids living in El Paso Tx Professional - I have over 25 years of experience in running companies and startup up situations. I was a Senior VP running 4 divisions for a Fortune 150 company. My divisions had sales of over $2B and 30K employees. Education - I have a Bachelors in Business Finance and Accounting Investment Experience - I have started two companies growing both from nothing to profitable businesses. The last venture was in the music business. I took on managing very famous latin singer's. The business went from the red into the black in just 1 years. Other - Every position or company I have worked with has improved financial because of my involvement. I am hands on and will only invest if I believe I can add more value than just financial resources

$100,000 to $1,000,000

Texas > Kyle

US citizen, age 34, married, working IT Job. Beginner investor intending to be silent investor.

$0 to $25,000

Texas > Austin

A technology executive with more than 20 years of experience in strategic planning, enterprise architecture, information security, infrastructure design, and cloud computing, software development, and infrastructure management. Honored in 2023 as a Colorado CIO of the Year finalist and in 2016 with the Austin IT Executive of the Year Award, I offer a proven record of innovation and creative leadership. By building high-performance teams composed of individuals with diverse backgrounds and skill sets, I have built a track record of coaching teams in meeting changing business priorities, transforming operations through IT solutions, and keeping a forward-thinking approach to planning. While I embrace change, I don’t do it for the sake of change, and as a result, I have helped companies create enablement cultures that transformed millions in revenue to billions.

$1,000 to $50,000