Banking & Insurance

Syndication & Funding


Business Plan Preparation:

A business plan is a written document that describes a business. It covers objectives, strategies, sales, marketing and financial forecasts. A business plan has many functions, from securing external funding, to measuring success within your business.

Although the written business plan of a start-up venture must be tailored to the particular business and industry, the essential items in a written business plan include the following:

Cover Page

The cover page should include the following:

Company Name
Contact Person
Address and Phone Number
Date and the State of Incorporation
Confidentiality and Nondisclosure Statement

Table of Contents and Table of Appendices

The table of contents and table of appendices should refer the reader to the sections and subsections of the business plan.

Executive Summary

The executive summary is the first part of the business plan to be read by potential lenders and investors. In the case of a poorly written executive summary, the executive summary is often the only part of the business plan that gets read. Accordingly, you should take the time necessary to prepare a dynamic executive summary that describes the business, identifies the stage of the company and its strategic direction, describes the company's market and marketing plan, briefly discusses the background of management, and states the company's revenue and profit expectations. Remember, you only get one chance to make a good first impression.

The body of a Business Plan

A business plan should include detailed discussions of the following subjects:

Background and Purpose

Market Analysis

Product or Service Development


Financial Data

Organization Structure and Management


Risk Factors



Before preparing a business plan ourfinancial professional will work with you to understand your business proposed plans and capital requirement.

Business proposal preparation

A business plan contains information about the business in a presentable and understandable format. Business plan is used for investment decision by private equity investors and angel investors.

Business proposal finalization

Once the proposal is completed you can provide your comments or inputs to finalizes and prepare the final business proposal and inverter pinch.



Business proposal

A business proposal contain information about the the business in a precentable and understanble format


Financial Except

A well-drafted trade plan will ensure easy access to equity funding. So an experienced Financial Professional with good writing, appearance.


Capital Flow can help

A company is an artificial judicial person, which can acquire its own, enjoy and sell, property in its name. No Partner can eventually make claim upon the property of the company - so long as the company is a going concern.


Capital Syndication

Business proposal plays an important role in the syndication of capital from inverters .a well-completed business plan has the all information that a bank is a financial institution requires for making a certification. are investment decision.


Well completed business plan

A Well drafted business arrangement will contain information pertaining to the Entrepreneur background, Infrastructure, Human Capital, Business Model, Operational Information, Industry Outlook, SWOT Analysis and Financial Performance.