Existing Investors in a Business Plan

… we already have investment of this …

The existing investors section in the business plan is a summary of investment the business has received so far. Its purpose is to provide the potential investor with brief details of the people who have invested, when and how much they invested, and an explanation of what the funding has been used for.

Business Plan Existing Investors Presentation

The example below, shows the existing investor information in a simple table format showing the investor, type of investment (seed, startup, round A etc), date and amount of the investment, together with brief details of how the money was utilized.

existing investors v 1.0

Investors will expect to see that the founders have invested personally, if the founders are not prepared to invest in their own idea, then its unlikely the investor will. Our post on 10 things investors want to know sets out the type of questions investors will be seeking answers to.

This is part of the financial projections and Contents of a Business Plan Guide, a series of posts on what each section of a simple business plan should include. The next post in this series deals with funding requirements and sets out a summary of the finance the business needs to develop and grow.

Last modified July 19th, 2019 by Michael Brown

About the Author

Chartered accountant Michael Brown is the founder and CEO of Plan Projections. He has worked as an accountant and consultant for more than 25 years and has built financial models for all types of industries. He has been the CFO or controller of both small and medium sized companies and has run small businesses of his own. He has been a manager and an auditor with Deloitte, a big 4 accountancy firm, and holds a degree from Loughborough University.

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