Investment plan

The Investment Plan translates the company's growth roadmap into a staged funding strategy, defining how much capital is required, when it is required, what milestone it finances, and what type of investor is appropriate at each phase.

What is the investment plan for gaining financial sustainability and independence?

You have probably already done the job; copy the figures from your Business Plan and Business Forecast, created in Excel. The Investment Forecast Sheet has calculated your total investment need and the requirements to fulfil your plan. Calculate it otherwise if it suits your purpose better.

Remember: the investment planning as a stairway

Planning across six-phases allows you to manage risk, support innovation, and maximise long-term returns. For example, instead of Year, you can use the stages as the table below:

An six-phase startup investment planning structure helps you navigate the startup journey from early validation to potential exit by aligning your capital with each critical growth stage.

PHASE

1. Ideation/ Pre-Seed

FUNDING PURPOSE

Concept, prototype, founding team

TYPICAL INVESTOR

Founder, FFF, angels

2. Seed

MVP, validation, initial traction

Angels, seed funds

3. Series A

Proven model, scalable growth

4. Series B

Scaling and market expansion

Growth VC

5. Series C+ / Growth

International expansion, maturity

PE / growth capital

6. Exit

IPO, acquisition, secondary

Public/strategic buyers