Private Investment & Wealth ManagementEnquiries: info@caas.com.au

Entrepreneurs

A well-prepared business plan is evidence that the founder has researched the opportunity, tested key assumptions and understands the capital required to execute.

Your business plan is your road map.

Before CAAS considers an early-stage investment, we want a concise written summary of the venture, its market, operating model, financial plan, team and funding requirements. There are no shortcuts to this work; the purpose of the plan is to demonstrate the quality of the thinking behind the opportunity.

Your plan should address

  • Executive summary
  • Company history and business profile
  • Business and product strategy
  • Products or services
  • Market and customer strategy
  • Competitor analysis
  • Founders, officers and key management
  • Operating plan
  • Financial plan and assumptions
  • Funding requirements and use of proceeds
  • Implementation timetable and milestones
  • Potential investor exit pathways

Founder enquiry

Send a short, non-confidential introduction. If there is initial alignment, we will request your business plan or executive summary.

Do not include trade secrets, passwords, tax file numbers or other highly sensitive information in this initial form.