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Free VC Directory

With any B-Plan Purchase
425 Page Capital Directory
Through Nov. 30

Business Plan Writer
$425 Flat Rate
No Templates Used
7 Day Turnaround

All Purchased Plans
Are Updated for 2020

Business Startup Guides
Checkout our new sister site!

Free Investing Club Business Plan

For Raising Capital from Investors, Banks, or Grant Companies!

Please note that the financials in this complete free business plan are completely fictitious and may not match the text of the business plan below. This free business plan demonstration purposes only. If you are interested in purchasing the completed editable MS Word and Excel documents for this business plan, please click the button below! Also, the text of the business plan is formatted with a fully automated table of contents.

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It should be noted that there is no special software required to use these templates. All business plans come in Microsoft Word and Microsoft Excel format. Each business plan features:

  • Excecutive Summary
  • Company and Financing Summary
  • Products and Services Overview
  • Strategic Analysis with current research!
  • Marketing Plan
  • Personnel Plan
  • 3 Year Advanced Financial Plan
  • Expanded Financial Plan with Monthly Financials
  • Loan Amortization and ROI Tools
  • FREE PowerPoint Presentation for Banks, Investors, or Grant Companies!

1.0 Executive Summary

The purpose of this business plan is to raise $550,000 for the development of an investment club while showcasing the expected financials and operations over the next three years. Investment Club, Inc. (“the Company”) is a New York based corporation that will provide investments into marketable securities along with other members of the investment club. The Company was founded by John Doe.

1.1 Products and Services

The Investing Club will specialize in working with its members to provide strong investments into marketable securities that are freely traded among the major exchanges. The Investing Club will maintain an aggregate account portfolio of these investments.


The Investing Club, from time to time, will make divestitures of these investments as they become profitable and will produce tax friendly returns for people that are vested in the club. Management is currently working with an attorney to determine the most appropriate structure of the club.


The third section of the business plan will further describe the services offered by the Investing Club.

1.2 The Financing

Mr. Doe is seeking to raise $550,000 from a number of investors via a specialized offering that will be used to make investments into third party companies that are traded on the major exchanges.. Primarily the financing will be used for the following:


  • Financing for the first six months of operation.

  • Financing for the investments to be made by the Investing Club.

Again, an attorney has been retained in order to make sure that the structure of the Investing Club is in line with SEC regulations.

1.3 Mission Statement

The Investing Club’s mission is to provide its members with group based financial advice so that appropriate long term investments can be made. The Investing Club, at all times, will make sure that the marketing and investment strategies used by the organization are in line with SEC regulations

1.4 Mangement Team

The Company was founded by John Doe. Mr. Doe has more than 10 years of experience in the investing club industry. Through his expertise, he will be able to bring the operations of the business to profitability within its first year of operations.

1.5 Sales Forecasts

Mr. Doe expects a strong rate of growth at the start of operations. Below are the expected financials over the next three years.

1.6 Expansion Plan

The Founder expects that the business will aggressively expand during the first three years of operation. Mr. Doe intends to implement marketing campaigns that will effectively target investors that want to be part of an investing club.



2.0 Company and Financing Summary

2.1 Registered Name and Corporate Structure

Investing Club, Inc. The business is registered as a for profit company in the State of New York.

2.2 Required Funds

At this time, the Investing Club requires $550,000 of investment funds. Below is a breakdown of how these funds will be used:

2.3 Investor Equity

This will be discussed during negotiations among members.

2.4 Management Equity

This will be further discussed in the Company’s investment offering.

2.5 Exit Strategy

This will be discussed during negotiations among members.

3.0 Products and Services

As stated in the executive summary, the Investing Club will focus heavily on working with its members to engage in marketing securities trading and investing so that an ongoing amount of income is produced from dividends and capital appreciation. At this time, the structure of the Investment Club is being formulated so that all rules and regulations regarding aggregated fund investments are made in accordance with all applicable state and federal securities laws. The Investment Club will stay away from making illiquid investments into small businesses of which there is no secondary market from which to trade shares.

4.0 Strategic and Market Analysis

4.1 Economic Outlook

This section of the analysis will detail the economic climate, the investing club industry, the customer profile, and the competition that the business will face as it progresses through its business operations.

Currently, the economic market condition in the United States is moderate. Unemployment rates have declined while asset prices have increased substantially. However, the Investing Club will be able to remain profitable despite the current economic climate as the club intends only to make investments into organizations that have an extensive operating history and companies that provide substantial dividends.  

4.2 Industry Analysis

According to the US Economic Census, there are approximately 7,000 investment clubs within the United States. The industry, from profits and capital appreciation, generates $12 billion per year and provides jobs to more than 35,000 people. Annual payrolls are approximately $4 billion per year. Investment Clubs fall under the industry category of miscellaneous intermediation.

Due to the continually changing nature of SEC regulations, Investment Clubs may need to alter their structures as many scandals lately have tightened regulations regarding aggregated funding pools that invest in marketable securities.

4.3 Customer Profile

The Investing Club will not directly have customers. After an attorney determines the appropriate structure of the club, Management will solicit people to become members of the Investment Club. Below is a profile of individuals that are expected to become members of the club:

  • Lives within 15 miles of the Company’s location.

  • Has $5,000 to $50,000 to invest with the club.

  • Annual household income of $50,000+

  • Has a strong interest in finance.

4.4 Competitive Analysis

This is one of the sections of the business plan that you must write completely on your own. The key to writing a strong competitive analysis is that you do your research on the local competition. Find out who your competitors are by searching online directories and searching in your local Yellow Pages. If there are a number of competitors in the same industry (meaning that it is not feasible to describe each one) then showcase the number of businesses that compete with you, and why your business will provide customers with service/products that are of better quality or less expensive than your competition.

5.0 Marketing Plan

Investment Club intends to develop a marketing campaign that will attract both investors and potential investment companies to the brand name of the firm. Below is an overview of these strategies.

5.1 Marketing Objectives

  • Develop relationships with financial planners throughout the United States.

  • Develop a strong presence among other investment clubs that will work with the firm on an ongoing basis.

  • Remain within the letter of law regarding the advertisements and marketing campaigns carried out by the Investing Club.

5.2 Marketing Strategies

Marketing for the Investing Club will be limited as there are limits as to what can be printed when it comes to private investment clubs. However, with the assistance of the Company’s law firm, the business will become prominent in industry circulations that focus on aggregated pools of investments by non-accredited investors.

The Investment Club will also maintain an interactive website that showcases the operations of the firm, its principals, its investments, and the site will feature a login system where investors can view their accounts and other information that is limited to members of the club.

5.3 Pricing

In this section, describe the pricing of your services and products. You should provide as much information as possible about your pricing as possible in this section. However, if you have hundreds of items, condense your product list categorically. This section of the business plan should not span more than 1 page.more than 1 page.o:p>


6.0 Organizational Plan and Personnel Summary

6.1 Corporate Organization

6.2 Organizational Budget

6.3 Management Biographies

In this section of the business plan, you should write a two to four paragraph biography about your work experience, your education, and your skill set. For each owner or key employee, you should provide a brief biography in this section.

77.0 Financial Plan

7.1 Underlying Assumptions

The Company has based its proforma financial statements on the following:

  • The Investing Club will have an annual revenue growth rate of 16% per year.

  • The Founder will acquire $550,000 of equity funds.

  • The business will generate annual returns of approximately 10% compounded in unrealized gains.

7.2 Sensitivity Analysis

As the Investing Club will have many investments, economic risks will be spread out among a number of publicly traded businesses. As such, any type of economic recession will not have an impact on the Company’s profitability or cash flow.

7.3 Source of Funds /b>

7.4 General Assumptions

7.5 Profit and Loss Statements 

7.6 Cash Flow Analysis


7.7 Balance Sheet


7.8 General Assumptions

7.9 Business Ratios

Expanded Profit and Loss Statements

Expanded Cash Flow Analysis