Investment plan

How much funding does the startup need, and from whom does it attract capital?

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.

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.

Remember the Investment 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: 

Phase 1: Pre Seed - Idea Concept, Prototype

Phase 2: Seed Stage – invest in idea validation and founding teams

Phase 3: Early Stage – support MVP development and initial market entry

Phase 4: Growth Stage – fund scaling operations and customer acquisition

Phase 5: Expansion Stage – back international growth or product diversification

Phase 6: Exit Strategy– prepare for IPO, acquisition, or secondary sale.

APPENDIX

Investment plan

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