Question 1: How to write a 10-point investment analysis? The first thing is to analyze the industry analysis and understand the development status of the industry, industry scale, development trends, competition conditions, etc.

The second is your investment goals. The analysis and investment target analysis are nothing more than the following, current scale, development trends, competition, etc.

Question 2: How to write financing needs? Funding demand plan: the amount of funds required to realize the company's development plan, the timing of the funding needs, and the purpose of the funds. Financing plan: description of the investors and shares the company hopes to hold, other sources of funds, such as bank loans, etc.

Funding demand plan: the amount of funds required to realize the company's development plan, the timing of the funding needs, and the purpose of the funds (detail the purpose of the funds and list it)

Financing plan: A description of the investors the company hopes to hold and their shares, and other sources of funds, such as bank loans, etc.

For example:

In order to ensure the implementation of the project, how much new investment is required?

Among the new investments, the investor needs to invest 10,000 yuan. Borrow 10,000 yuan,

The company itself invests 10,000 yuan. If there is external borrowing, what are the mortgage or guarantee measures?

Please explain the purpose and use plan of the invested funds:

Do you want investors to participate in the company or invest in establishing a new company? Please explain the reasons:

How much equity is planned to be transferred to investors? What is the calculation basis?

What is the expected average annual return on net assets in the next three or five years?

What supervision and management rights can investors enjoy?

If the company fails to realize the project development plan, what responsibilities does the company and management bear to investors?

What are the rights of investors? How to recover investment, specific method and implementation time:

In terms of taxes and tax rates related to the company’s business, what preferential policies does the company enjoy and possible future situations (such as: market standards Preferential policies in terms of income, tax exemption, etc.):

Other circumstances that need to be explained to investors

Question 3: How to write a business financing plan? How to write a business financing plan

A financing plan is actually a certificate to convince investors. Investors get to know the entrepreneurial project through the business plan. In addition to the business plan, investors often require financiers to issue a financing plan stating the amount of funds, use of funds, profit distribution, exit method, etc. In the financing process, the financing plan is very important.

The contents of preparing a financing plan include:

1. Company introduction: Company profile, current status of the company, existing shareholder strength, credit rating, and board of directors resolutions.

2. Project analysis: basic situation of the project, project origin, project value, and project feasibility.

3. Market analysis: market capacity, target customers, competitive positioning, market forecast.

4. Management team: introduction of management personnel, organizational structure, and management advantages.

5. Financial plan: Fund requirements, fund usage, financial statements.

6. Design of financing plan:

1. Financing method

2. Financing term and price

3. Risk analysis

4. Exit mechanism

7. Summary, that is, the summary of the plan, written in front of the plan.

The content of the financing plan is similar to that of the business plan, but the focus is different. The financing plan should focus on project feasibility analysis, team strength, equity structure, amount of funds, use of funds, profit distribution and Exit method.

It is particularly important to emphasize the need to predict the demand for capital. Entrepreneurs need to clarify the use of funds, then estimate the amount of capital required, and relatively accurately predict the amount of fixed capital and working capital. An entrepreneurial financing plan is a plan for future capital operations, in which long-term and short-term interests need to be considered.

First of all, it is necessary to estimate the start-up capital. Start-up capital includes the company's most basic procurement funds, operating funds, etc., and is the most basic investment in the early stage of the company.

Secondly, forecast operating income, operating costs and profits. For new businesses, estimating operating income is the first step in customizing a financial plan and financial statements. Based on market research, estimate annual operating income. Then estimate operating costs, operating expenses, administrative expenses, etc. Once revenue and costs are estimated, pre-tax profit, after-tax profit, and net profit can be estimated.

Finally, prepare projected financial statements. The projected income statement can predict the amount of internal financing of the company, and also allows investors to see the company's profits. The projected balance sheet reflects the amount of external financing the business will require. The estimated cash flow statement reflects the operation of working capital, and new ventures often encounter problems with capital shortages or broken capital chains. The estimated cash flow statement is very important, but there are too many uncertain factors that affect the estimated cash flow, making it difficult to accurately predict the cash flow. Entrepreneurs can use various assumptions to predict the most optimistic and pessimistic situations.

Five steps for writing a financing plan:

1. Demonstration of the financing project. Mainly refers to the feasibility of the project and the rate of return of the project.

2. Selection of financing channels. As a financier, you should choose a financing method that is low-cost and fast.

For example, issue stocks and securities, obtain bank loans, and accept investments from tenants. If your project is consistent with current industrial policies, you can request *** financial support.

3. Allocation of financing. The funds raised should be earmarked for specific purposes to ensure the continuity of project implementation.

4. Return of financing. There is always a time limit for the implementation of the project. Once the implementation of the project begins to recover the principal, the funds raised should be repaid reasonably.

5. Distribution of financing profits.

Part 2: Entrepreneurship Financing Plan Template

1. Project Company Summary

The summary of the Entrepreneurship Plan is the core of all plans.

*Other situations or data that need to be highlighted (can be repeated below, this summary will be viewed by investors as a project summary)

2. Business description

*The purpose of the enterprise (about 200 words)

*Main development strategic goals and stage goals

*The uniqueness of the project technology (please compare with similar technologies)

Introduce the personnel and funding plans invested in research and development and the goals to be achieved, mainly including:

1. Research funding investment

2. R&D personnel

3. R&D equipment

4. Technical advancement and development trends of R&D products

3. Products and services

*Entrepreneurs must market their products Or introduce service ideas.

The main contents include the following:

1. The name, characteristics and performance uses of the product; *Introduction to the company's products or services and their value to customers

2. The product development process,* Is the same product not yet on the market? Why?

3. Which stage of the life cycle is the product in?

4. Product...gt;gt;

Question 4: Company investment analysis report How to write a 10-point project overview

Project market and sales - industry background and pattern trends, market competition, competition analysis, market segmentation and positioning, competition strategy, market forecast

Project research and development Technology - advancement, uniqueness, uniformity, barriers

Project team - introduction to main members, evaluation, management mechanism, etc.

Project operation - production organization arrangement etc.

Benefit analysis - net present value, payback period, internal rate of return, break-even, sensitivity analysis

Risk control - risk factors, control measures

Summary of project investment

Question 5: How to write a financing plan? Finally found a complete copy of the traffic on the "President Learning Network", I hope it can solve your problem.

Month and year

(Company information)

Address

Postal code

Contact person and title

Telephone

Fax

Website/E-mail

Report Table of Contents

Summary of Part One

(Summary of the entire plan) (Text within 2-3 pages)

1. Brief description of the company

2. The company’s purpose and goals (market goals and financial goals)

3. The company’s current equity structure

4. Funds invested and their uses

5. Introduction to the company’s current main products or services

6. Market overview and marketing strategy

7. Introduction to main business departments and performance

8. Core management team

9. Description of company advantages

10. The company’s current capital increase needs to achieve its goals: reasons, quantity, method, purpose, repayment

11. Financing plan (fund raising and investment methods and exit plan)

12. Financial analysis

1. Financial historical data (sales summary, profit, growth in the first 3-5 years)

2. Financial projections (the next 3-5 years)

3. Assets and liabilities

Overview of Part 2

Chapter 1 Company Introduction

1. The purpose of the company (company mission (expression)

2. Company profile information

3. Functions and business objectives of each department

4. Company management

1. Board of Directors

2. Management Team

3. External Support (External Personnel/Accounting Firm/Law Firm/Consulting Company/Technical Support/Industry Association, etc.)

Chapter 2 Technology and Products

1. Technology description and technology holdings

2. Product status

1. Main product catalog (category, Name, specification, model, price, etc.)

2. Product characteristics

3. Introduction to products under development/to be developed

4. R&D plan and timetable

5. Intellectual Property Strategy

6. Intangible Assets (Trademarks/Intellectual Property/Patents, etc.)

3. Product Production

1. Supply of resources and raw materials

2. Existing production conditions and production capacity

3. Expansion facilities, requirements and costs, and expanded production capacity

4 . Original main equipment and additional equipment to be purchased

5. Product standards, quality inspection and production cost control

6. Packaging, storage and transportation

Chapter 3 Market analysis

1. Market size, market structure and division

2. Target market setting

3. Product consumer groups, consumption patterns, and consumption habits And analysis of the main factors affecting the market

4. The current market situation of the company's products, the market development stage of the product (blank/new development/high growth/mature/saturated), product ranking and brand status

5. Market Trend Forecast and Market Opportunities

6. Industry Policies

Chapter 4 Competition Analysis

1. Is there any industry monopoly?

2. Competitor market share from market segmentation

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3. Main competitors: company strength, product situation (type, price, features, packaging, marketing, market share, etc.)

4. Analysis of potential competitors and market changes

5. Competitive advantages of the company's products

Chapter 5 Marketing

1. Overview of marketing plan (region, method, channel, estimated target, share)

2. Formulation of sales policies (past/current/planned)

3. Sales channels, methods, marketing links and after-sales services

4. Main business Relationship status (agents/distributors/direct sellers/retailers/franchisees, etc.), qualification standard policies at all levels (sales volume/repayment period/payment method/accounts receivable/freight method/discount policy, etc.)

......gt;gt;

Question 6: How to write an investment report? 1. The main progress in the construction of investment environment in our district this year. Under the mobilization and promotion of the first district committee and district president, the whole district has set off a new round of comprehensive construction of investment environment, and has achieved a series of breakthrough progress, mainly reflected in: (1) Investment hard environment construction has achieved Significant progress The investment hard environment directly affects investment returns. Only a hard environment with complete functions can be conducive to the development of investment. This year, our district has focused on the construction of a hard investment environment and achieved certain results. 1. Significant progress has been made in the construction of water circuit infrastructure: In terms of highway construction: the completion and opening of Shuiguan Expressway has shortened the distance from Longgang to Shenzhen urban area by nearly half an hour, which to a certain extent has alleviated the problems that have plagued the socio-economic development of our region. Problems such as "difficulty entering the customs and difficulty traveling". The start of construction of the Shuiguan Expressway connection section will completely solve the problems of traffic congestion on the Shenzhen-Huizhou Highway and blockage at the Buji checkpoint. It will only take 15 minutes to drive from Longgang Central City to Nigang Road. The completion and opening of the Kuiyong to Shuitou Village section of the Pingxi Highway has greatly shortened the driving distance from Shenzhen city to the three towns on the Dapeng Peninsula in the east of our district, and will play a stimulating role in the economic development of the towns in the eastern part of our district. Baohe Highway has completed 85% of the engineering work. Its completion and opening to traffic will effectively improve the traffic conditions between Baolong Industrial City in our district and the outside world. In terms of water supply facility construction: our district is stepping up the construction of the "five major water diversion projects", namely: "Xiangche Reservoir-Dapeng" water diversion project, Tongluojing water diversion project, "Shahu-Dashanpi" water diversion project, "Nianfeng" water diversion project - Pingdi Water Plant" water diversion project and "Egongling-Miaokeng" water diversion project. After completion, these "five major water diversion projects" will form a "double insurance" together with local reservoirs to ensure the normal water supply of our district, thus making our district's water supply The shortage problem has basically been solved. The construction of Tianxin Water Plant, a large water plant in Pingshan Town, has started, which will provide water supply to Shenzhen Industrial Zone, Omron Company and the surrounding areas of the water plant. In terms of power supply facilities: the official commissioning of Unit 1 of Ling'ao Nuclear Power Plant has alleviated the power supply tension in our region to a certain extent; the expansion of Buji Dafen Substation, Henggang Liuyue Substation and Pingshan Substation with a 180,000 KVA transformer has been put into operation. To a certain extent, it has solved the power shortage problem in Buji, Henggang and Pingshan towns; the substations currently under construction include Longcheng Station, Huawei Station and Pinghu Station, which will effectively improve the investment environment in power supply areas. 2. The construction of industrial parks has entered a new stage: In order to further improve the investment environment, this year our district has increased investment in the infrastructure of various industrial parks, especially the high-tech industrial belts, so that the construction of basic and supporting facilities for various industrial parks in our district Entered a new stage. Baolong Biling Industrial City: The internal road facilities of the industrial city such as Baolong No. 7 Road, Baolong Jinlong Avenue, and Baolong No. 9 Road have been basically completed and opened to traffic; the construction of Baohe Road to dredge traffic in Baolong Biling Industrial City The progress is rapid,

Remember to adopt it

Question 7: How to write a fundamental investment analysis report? It can be written from four aspects. Reflected using various indicator data.

1. Profitability

2. Repayment ability

3. Development ability

4. Operational ability

Question 8: How to write an investment plan? You need to do the following analysis in advance to make an investment plan.

1: Fully understand your product

Including: What stage of development is the product at? How unique is it? What is the company's method of distributing its products? Who will use the company? products, why? What is the production cost and selling price of the product? What is the company’s plan to develop new modern products? Pull investors into the company’s products or services, so that the investors will interact with venture entrepreneurs Still interested in the product. In the business plan, entrepreneurs should try to use simple words to describe everything. The definitions of goods and their attributes are very clear to entrepreneurs, but others may not necessarily know their meanings.

2: In market competition

Venture entrepreneurs should carefully analyze the situation of competitors. Who are the competitors? How do their products work? What are the similarities and differences between competitors' products and our company's products? What are the marketing strategies adopted by competitors? It is necessary to identify each competitor sales, gross profit, revenue and market share, and then discuss the competitive advantages of the company relative to each competitor, and show investors the reasons why customers prefer the company

3 , Understand the market more fully

4. Guidelines for action

5. What kind of management team do you have

6. Excellent plan summary

The plan summary is listed at the front of the business plan. It is the essence of the condensed business plan. The plan summary covers the key points of the plan to make it clear at a glance so that readers can review the plan and make judgments in the shortest possible time.

The plan summary generally includes the following content: company introduction; main products and business scope; market overview; marketing strategy; sales plan; production management plan; managers and their organization; financial plan; capital demand status wait.

In the plan summary, the company must also answer the following questions: (1) The industry in which the company is located, the nature and scope of the company's operations; (2) The content of the company's main products; (3) The company's Where is the market? Who are the customers of the company and what are their needs? (4) Who are the partners and investors of the company? (5) Who are the competitors of the company and what impact the competitors have on the development of the company.

7. Market forecast and marketing strategy

When a company wants to develop a new product or expand into a new market, it must first conduct market forecast. If the forecast results are not optimistic, or the credibility of the forecast is doubtful, then investors will have to take greater risks, which is unacceptable to most venture capitalists.

Market forecasting must first predict demand: Is there a demand for this product in the market? Can the degree of demand bring the expected benefits to the company? How big is the new market size? What is the future of demand development? What is the trend and its status? What factors affect demand. Secondly, the market forecast also includes an analysis of the market competition situation and the competitive landscape faced by the company: who are the main competitors in the market? Are there market gaps that are beneficial to the company's products? What is the company's expected market share? What is the rate? What kind of reactions will competitors have when this company enters the market? What impact will these reactions have on the company? And so on.

In the business plan, the market forecast should include the following content: a summary of the current market situation; an overview of competitive manufacturers; target customers and target markets; the market position of the company's products; market segmentation and characteristics, etc.

Marketing is the most challenging aspect of business operations. The main factors that affect marketing strategies are: (1) Consumer characteristics; (2) Product characteristics; (3) The company's own situation; (4) Market environment factors.

What ultimately affects marketing strategy are marketing cost and marketing efficiency factors.

8: Financial planning

Projected balance sheet; projected profit and loss statement; analysis of cash receipts and expenditures; sources and use of funds.

The company's financial plan should be consistent with the assumptions in the business plan. In fact, financial planning is inseparable from an enterprise's production plan, human resources plan, marketing plan, etc.