slide1 l.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
YDC - E- Challenge How To Write An Investment Proposal 8th March 2008 PowerPoint Presentation
Download Presentation
YDC - E- Challenge How To Write An Investment Proposal 8th March 2008

Loading in 2 Seconds...

play fullscreen
1 / 14

YDC - E- Challenge How To Write An Investment Proposal 8th March 2008 - PowerPoint PPT Presentation


  • 190 Views
  • Uploaded on

YDC - E- Challenge How To Write An Investment Proposal 8th March 2008. Roger T. Marshall Managing Director Persimmon Capital Limited roger.marshall@persimmoncapital.com.hk (852) 3105-1580. What Is An Investment Proposal?. A sum of the parts: Summaries and a Business Plan

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'YDC - E- Challenge How To Write An Investment Proposal 8th March 2008' - zack


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
slide1

YDC - E- Challenge

How To Write An Investment Proposal

8th March 2008

Roger T. Marshall

Managing Director

Persimmon Capital Limited

roger.marshall@persimmoncapital.com.hk

(852) 3105-1580

what is an investment proposal
What Is An Investment Proposal?

A sum of

the parts: Summaries and a Business Plan

Summaries: Executive Summary and Investment Teaser

Purpose: To communicate and market a business idea

Objective: - Seeking business partner

- Seeking financing

- Seeking approval for a project

- Winning a business plan competition

what is a business plan
What Is A Business Plan?
  • Marketing document
  • Targeted to a particular audience – so need to know your reader
  • Anticipate questions / concerns of target reader
  • Comprehensive analysis of the business and the market opportunity
what is an executive summary
What Is An Executive Summary?
  • A concise version of the business idea
  • 3 pages long
  • Usually first part of the business plan- the business concept

- outline business strategy

- people

- objective

  • Can be read as a standalone section
  • Allow busy readers to:
    • get a good general idea of the business plan
    • be interested enough to spend time to want to read a full business plan
what is an investment teaser
What Is An Investment Teaser?
  • A more developed summary of the investment thesis behind an investment idea
  • 5 pages
  • Includes the outline of the business model
  • Includes summarised financials
  • Will demonstrate that the proposal is more than just an idea
general principles of writing
General Principles Of Writing
  • Importance of:
    • Conciseness
    • Clarity
    • Being convincing
  • Visual impact
  • Use simple words
  • Use subheadings and numbers
general principles of presentation
General Principles Of Presentation

Example #1

A business plan is a piece of writing to communicate and to market a business idea. Most of the time, the objective is to generate enough interest for the reader to consider entering into a business arrangement with you as a supplier, customer, strategic investor, partner or joint developer; providing funding to the plan or the project, such as seeking a bank loan, equity, university or government grant; or granting approval of a license application, internal approval, etc. In your case, the objective is to sell the business idea to win the business plan competition.

general principles of presentation9
General Principles Of Presentation

Example #2

A business plan is a piece of writing to communicate and to market a business idea.

Most of the time, the objective is to generate enough interest for the reader to consider:

  • entering into a business arrangement with you (eg. as a supplier, customer, strategic investor, partner or joint developer);
  • providing funding to the plan or the project (eg. Bank loan, equity, university or government grant); or
  • granting approval (eg. License application, internal approval, etc.)

In your case, the objective is to sell the business idea to win the business plan competition.

slide10

NexWave

Use of summary

Use of subheadings

slide11

Microsulis

Colour?

Rather dense

text

Good use of highlighting

slide12

Leisure Capital

Use of Index probably

superfluous

Use of numbering for clarity

slide13

China Heart Group

Summarised financial

information

Some financial analysis

Operating metrics

slide14
IMQ

Boring….