What types of investments should I analyze?

Cover equities, fixed income, real estate, private equity, venture capital, commodities, and alternative assets; assess risk-return profiles and diversification benefits in your plan.

How do I forecast portfolio performance?

Use historical return data, Monte Carlo simulations, stress tests for market downturns, scenario analysis for interest-rate shifts, and set conservative vs aggressive projections.

What fee structures and costs should be disclosed?

Detail management fees (AUM percentage), performance fees (carry), transaction costs, fund expenses, custodian fees, and tax implications for investors to ensure transparency.

How can I demonstrate alignment with investor goals?

Define clear investment policy statements (IPS), target return and volatility ranges, ESG or impact criteria if applicable, communication cadences, and governance structures.

Get Your Investment Business Plan Fast

Investment Business Plan Template

First steps: Sharpen a concise Investment strategy without the fluff — start here: A lean, actionable format for year one. Provided: channel plan and indicative CAC; basic legal setup and registration guidance; first‑year roadmap with actions and outcomes. Edit to fit your case and start executing today.

50K+

users worldwide

600+

buisness plans created in 2025

$15M+

saved to small businesses

<3 minutes

time to make a buisness plan

How it works

01. Share your business idea

Briefly tell us about your business — what you’re building, your industry, and target audience.

02. AI creates your business plan

Our algorithm instantly generates a structured, tailored business plan with key insights.

03. Review your plan

Done! Download and review your plan. Make changes if needed.

Everything Your Investor-Ready
Investment Business Plan Needs

Audience Segments

Small Business Owners, Startups Entering Foreign Markets, Freelancers and Solopreneurs. Solves: Comprehensive guidance and templates for drafting an international business plan.

Market Analysis

Total Addressable Market: $120 000; Serviceable Addressable Market: $35 000; Serviceable Obtainable Market: $7 000. Competitors: LivePlan. Price $19–$40/item

Marketing Strategy

LinkedIn Ads, industry webinars, SEO, partnerships with SME consultancies, Google Ads, professional networks, industry conferences,

Operating Model

Market Research, Product Sourcing or Manufacturing. Payroll $46 679/mo

Financial Model

Revenue: $19 250; ~203 customers; Break-even on Month 1; Marketing budget $10 000

Legal Aspects

Form LLC; required licenses/permits; get EIN, sales tax/seller’s permit; import/export rules; business/ liability insurance.

Launch Plan

Register for multi-jurisdiction compliance, build multilingual plan templates, run LinkedIn ads in target regions, host global market webinars, and sign your first overseas expansion clients.

Establish Your Brand Today

Name Your Business

AI-generated names tailored to your niche

Build a Website

Launch your brand online with an AI-built site

Design a Logo

Get a custom logo to match your new business name

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FAQ

Find answers to frequently asked questions about Codesi, from setup and customization to publishing and support.