Download as pdf or txt
Download as pdf or txt
You are on page 1of 3

INVESTMENT PLAN

 Financial Goals
 Determine Starting Capital
 Risk Tolerance Assessments
 Determine the investment timeline

1. Financial goals

- Achieve a 30% Year-Over-Year Revenue Growth.

Situation:
- The hollow block company wants to raise its yearly income by 30% over the next
three years. The objective is to reach P74,880,000 in the second year and
P97,264,000in the third, building on a baseline income of P57,600,000 in the first
year.

2. Determine Starting Capital

Expenses
With an 11 million peso initial capital infusion, our company is well-positioned to face and
overcome a wide range of expenses. This financial base gives us the ability to overcome obstacles, use
resources wisely, and grow a successful business. Our goals are to reduce expenses, increase efficiency,
and create a solid business model that can survive changes in the economy through wise financial
management. Every dollar helps to ensure our long-term success because of our dedication to financial
discipline. As a result, we choose to start with a 13 million peso capital.
Starting Capital = 13M pesos

3. Risk Tolerance Assessments


- The hollow block company demonstrates a moderate degree of fear about risk. We
value a balanced approach above all else, yet we are open to investigating new markets and product
breakthroughs that encourage growth. To reduce any dangers, we are prepared to make investments in
specific marketing campaigns and operational upgrades. However, we continue to take a cautious
approach in order to guarantee both operational and financial stability in the face of market uncertainty. In
order to preserve the long-term sustainability of the company, we want to attain sustainable growth while
closely monitoring and reducing risks.
4. Determine the investment timeline
Investment Timeline for Hollow Block Business
Year 1: Establishment and Market Entry
Month 1-3 : Organizing and studying consumer trends
- Determine demand, competitors, and regulatory needs, conduct market research.
- Create a thorough business strategy and obtain start-up capital.

Month 4-6 : Configuration and Infrastructure


- Obtain the required licenses and authorization.
- Establish the manufacturing plant and buy equipment.
Month 7-9 : First Manufacturing and Inspection
- Test procedures and quality control methods; start manufacturing on a smaller scale.
- Start establishing connections with regional distributors and suppliers.
Month 10-12 : Promotion and Labeling
- Create a credible online presence by launching a website.
- Launch first advertising initiatives to raise awareness of your brand.

Year 2 : Optimization and Expansion


Month 1-3 : Scaling Up Production
- Expand manufacturing capacity in light of the first phase's learning.
- Enhance production procedures to maximize effectiveness.
Month 4-6 : Market Growth
- Look at ways to get into nearby markets or areas.
- Develop your connections with current clients and get input.
Month 7-9 : Integration of Technology
- Evaluate technological advancements for increased productivity.
- As needed, make investments in technological advancements.
Month 10-12 : Evaluation and Planning of Finances
- Perform an extensive financial analysis.
- If more financing is required for continued expansion, budget for it.

Year 3 : Integration and Upcoming Development


Month 1-3 : Strategic Alliances
- Improve your market presence, look into joint ventures with suppliers or
construction companies.
- Assess possible joint ventures for reciprocal development.
Month 4-6 : Initiatives for Sustainability
- Evaluate and incorporate sustainable practices into production procedures.
- Make use of sustainability initiatives in your marketing.
Month 7-9 : Constant Enhancement
- Review and improve processes frequently in light of customer feedback and industry
developments.
- Think about introducing additional product lines or diversifying your business.
Month 10-12 : Future Scheduling and Amount
- Analyse long-term objectives and make plans for additional scalability.
- Think about branching out into other areas or verticals.

You might also like