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1. INVESTMENT BANKING
BUSINESS PLAN
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2. CONTENTS OF THIS TEMPLATE
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3. TABLE OF CONTENTS
01
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the section here
04
You can describe the topic of
the section here
05
You can describe the topic of
the section here
02
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the section here
OVERVIEW ANALYSIS
MANAGEMENT OPERATE
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the section here
03
You can describe the topic of
the section here
06
MARKETING
FINANCIAL

4. MISSION
STATEMENT
You can describe here the company’s
mission. A clear message is a good way to
get down to business

5. OUR COMPANY
Mercury is the closest planet to the Sun and the smallest one in the Solar System.
This planet’s name has nothing to do with the liquid metal

6. BUSINESS OVERVIEW
You can enter a subtitle here if you need it
01

7. MARKET TRENDS
Follow the link in the graph to modify its data and then paste the new one here. For more info, click here
Mercury is the closest
planet to the Sun
MERCURY
MARS
Despite being red,
Mars is a cold place
SATURN
Saturn is composed of
hydrogen and helium
35%
20%
45%

8. Mercury is the closest planet to the
Sun and the smallest one in the
Solar System—it’s only a bit larger
than the Moon. The planet’s name
has nothing to do with the liquid
metal, since Mercury was named
after the Roman messenger god
Venus has a beautiful name and is
the second planet from the Sun. It’s
terribly hot—even hotter than
Mercury—and its atmosphere is
extremely poisonous. It’s the
second-brightest natural object in
the night sky after the Moon
PROBLEM SOLUTION

9. COMPETITORS
Mercury is the closest
planet to the Sun
It’s composed of
hydrogen and helium
It’s the biggest planet in
the Solar System
Despite being red, Mars
is a cold place
MERCURY SATURN
JUPITER MARS

10. Venus has a beautiful name and is the
second planet from the Sun. It’s
terribly hot—even hotter than
Mercury—and its atmosphere is
extremely poisonous. It’s the second-
brightest natural object in the night sky
after the Moon
Mercury is the closest planet to the
Sun and the smallest one in the Solar
System—it’s only a bit larger than the
Moon. This planet’s name has nothing
to do with the liquid metal, since
Mercury was named after the Roman
messenger god
THEM US

11. MARKET ANALYSIS
AND COMPETITION
You can enter a subtitle here if you need it
02

12. TARGET
JUPITER
MARS
EARTH
40%
20%
AVERAGE SPENDING
$5,000
GENDER & AGE
40%
20 - 40
25 - 35
25 - 35
SKILLS
15%
25%
60%

13. MARKET SIZE
Venus is the second
planet from the Sun
It’s the farthest
planet from the Sun
NEPTUNE VENUS
20% 35%
Jupiter is big
Mars is cold
MARS JUPITER

14. MARKET SHARE
Follow the link in the graph to modify its data and then paste the new one here. For more info, click here
Mercury is the closest
planet to the Sun
MERCURY
MARS
Despite being red,
Mars is a cold place
SATURN
Saturn is composed of
hydrogen and helium

15. COMPETITOR ANALYSIS
JUPITER VENUS MOON
MERCURY
MARS
SATURN

16. SALES AND
MARKETING PLAN
You can enter a subtitle here if you need it
03

17. OUR SERVICES
Despite being red, Mars is
actually a cold place
It’s a gas giant and the biggest
planet in the Solar System
It’s a gastly planet, composed
mostly of hydrogen and helium
MARS
JUPITER
SATURN

18. BREAK-EVEN ANALYSIS
BIG LOSS
Jupiter is the biggest planet
in the Solar System
LOSS
Saturn is composed of
hydrogen and helium
Mercury is the closest
planet to the Sun
PROFIT
BREAK-EVEN
Despite being red, Mars is a
very cold place
Earth is the third planet
from the Sun
HIGH PROFIT
-35% -10% 0% 40% 65%

19. OUR PLANS
Mercury is the closest planet
to the Sun and the smallest in
the Solar System
Venus has a beautiful name
and is the second planet from
the Sun
BASIC PREMIUM
$30 $100
Despite being red, Mars is
actually a cold place. It’s full of
iron oxide dust
PRO
$50

20. SALES AND DISTRIBUTION
CHANNEL 1
CHANNEL 2
CHANNEL 3
CHANNEL 4
Mercury is the closest
planet to the Sun
The Moon is Earth’s
only natural satellite
Despite being red,
Mars is a cold place
Saturn is a gas giant
and has several rings

21. ADVERTISING AND PROMOTION
Mercury is the closest
planet to the Sun
Venus is the second
planet from the Sun
Despite being red, Mars
is a cold place
It’s the biggest planet in
the Solar System
Saturn is a gas giant and
has several rings
It’s the farthest planet
from the Sun
MERCURY VENUS MARS
JUPITER SATURN NEPTUNE

22. AN IMAGE
REINFORCES
THE CONCEPT
Images reveal large amounts of data, so
remember: use an image instead of a long
text. Your audience will appreciate it

23. MANAGEMENT
PLAN
You can enter a subtitle here if you need it
04

24. OUR TEAM
You can replace the image
on the screen with your own
You can replace the image
on the screen with your own
ELENA JAMES JOHN DOE

25. ORGANIZATIONAL CHART
ORGANIZATION
Mercury is the closest
planet to the Sun
TEAM 1
The Moon is Earth’s
only natural satellite
MOON
Despite being red, Mars
is a cold place
TEAM 2
It’s the biggest planet
in the Solar System
JUPITER
Saturn is a gas giant
and has several rings
SATURN
It’s the farthest planet
from the Sun
NEPTUNE

26. OUR PARTNERS
Saturn is a gas giant and
has several rings
Mercury is the closest
planet to the Sun
Despite being red, Mars is
a cold place
Venus is the second
planet from the Sun
It’s the biggest planet in
the Solar System
SATURN MERCURY MARS
VENUS JUPITER

27. OPERATING PLAN
You can enter a subtitle here if you need it
05

28. OUR PROCESS
JUPITER
Jupiter is the biggest
planet of them all
SATURN
Saturn was named
after a Roman god
Mercury is the closest
planet to the Sun
MERCURY
MARS
Despite being red,
Mars is a cold place
1 2 3 4

29. FINANCIAL
PLAN
You can enter a subtitle here if you need it
06

30. 2030
PREDICTED GROWTH
Despite being red, Mars
is actually a cold place.
It’s full of iron oxide dust
MARS
Mercury is the closest
planet to the Sun and the
smallest of them all
MERCURY
Follow the link in the graph to modify its data and then paste the new one here. For more info, click here
2040 2050

31. BALANCE SHEET
What the company owns
The difference between both
What the company owes
ASSETS
LIABILITIES
EQUITY
4M
2M
2M

32. POSSIBILITIES
Do you know what helps you make your point
clear? Lists like this one:
● They’re simple
● You can organize your ideas clearly
● You’ll never forget to buy milk!
And the most important thing: the audience won’t
miss the point of your presentation

33. AWESOME
WORDS

34. —SOMEONE FAMOUS
“This is a quote, words
full of wisdom that
someone important
said and can make the
reader get inspired.”

35. A PICTURE IS WORTH A
THOUSAND WORDS

36. 10,000,000
Big numbers catch your audience’s attention

37. DESKTOP
SOFTWARE
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41. RESOURCES
PHOTOS
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