Investment Case and Business Plan

Delivered by Bronwen Hundley, Brand and Innovation Consultant for Beau Creative Collective

Your organization’s growth is dependent on its crystal-clear roadmap. Our Investment Case and Business Plan package equips you with the insights, strategies and financials needed to secure investment funding, global scalability, and deliver sustained revenue through strategic opportunities and value creation.

Package Overview

Every venture from startups to established expansions require a complete blueprint that covers market sizing, business model design, phase gated KPIs and investment asks. Investment Cases and Business Plans are not only for securing external funding but also invaluable for founders, who as primary investors benefit from a clear, strategic roadmap to guide their own investment decisions. Bronwen Hundley will partner with you to translate your vision into a compelling case that investors and stakeholders can’t ignore.

We will produce the content, data, financials and complete presentation assets.

Project Timeline Complete in 14 days, subject to timely client feedback and approval milestones. Includes a 60-minute handover and review session via video call

The Investment Case & Business Plan includes

Executive Summary
Offering overview, purpose, market opportunity and expansion roadmap, methodology, sales channels, revenue streams, strategic approach and a closing thought

Business Model
Detailed description of how you create, deliver and capture value including logistical and customer connection aspects

Global Market Value
Data driven, vetted sizing of your addressable international opportunity

Local Market Value
Analysis of your immediate market, with regional nuances and forecasts showing how big the market is and how much market-share you are poised to capture

Case Studies (up to 5)
Global and regional case studies that offer exploration, validate your approach and build credibility across various sectors that have relevant learnings to your unique business

Market Problems and Solutions
Clear articulation of customer pain points and your innovative solutions

Brand Value Proposition
The unique promise that sets you apart in a competitive landscape

Founder / Market / Product Fit
Evidence of why your team, market timing and solution align for success

Purpose Concept & Denominator Strategy
Crystal clear statements to anchor your purpose and long-term direction, capturing your positive impact for your customers with a factor of your position for market dominance

Vision, Mission & Values
The guiding principles that inform every decision and behaviour

Brand Philosophy
Commitment to creating sustainable value for customers, shareholders and employees

Engagement Framework
Your customer connection strategy for acquisition, retention and advocacy

Intellectual Property Monetization Strategy
Roadmap to capture and commercialize your proprietary assets and creation of new IP concepts (up to 3)

Strategic Initiatives
Key projects and innovation sprints that will drive growth (up to 5)

Founders
Bios and relevant track records to build investor confidence

Corporate Structure
Current and future organizational chart showing roles and reporting lines and recruitment phasing

Proof of Concept (if applicable)
Validated pilot results or beta metrics

Minimum Requirements / Investment Ask
Clear break down of funding needs, use of proceeds and timing

Phasing
Milestone roadmap with phase gated deliverables

Value Creation
Economic, produced, intellectual, human and social capital return metrics.

Financial Business Plan
5-year Financial Business Plan including GMV / Revenue, Margin, EBIT, IRR and KPI forecasts

Enablers for Success
Technology, partnerships, talent and other critical dependencies

Closing Statement and Summary
A compelling closing statement and summary that calls investors and leaders to action

Additional Benefits of Beau Creative Collective

• Investor Ready Deliverables: Professionally formatted and data-backed to instil confidence
• Unique Aesthetic: We create presentation templates from scratch, no templates and nothing generic
• Sector Agnostic Expertise: Applied across industries, from fashion, retail, events fintech and AI to F&B and government
• Scalable Framework: Your plan grows with you, supporting follow on funding rounds
• Ongoing Partnership: Optional retainer available for board-level reporting and investor requirements
• Security & Confidentiality: All work protected by NDA before kick-off
• Benefits Quantified and Qualified: Every recommendation comes with clear metrics and qualitative impact narratives, ensuring measurable IRR, ROI and strategic alignment
• Turnkey Asset Creation: For any gaps in your data, we’ll produce complete presentation assets, detailed financial models, valuation analyses, IRR and ROI projections, and polished slide decks included in the package

Process and Timeline

1.     Purchase and Scheduling

After you buy a Beau Creative Collective service, you’ll book your Introductory Briefing Call with our Brand and Innovations Consultant.

2.     Pre-Call Preparation

Upon booking, we’ll email you a Welcome Deck and Questionnaire, outlining the information and materials we need from your side to hit the ground running

3.     Kick-off and Collaboration

On our call, we’ll review your responses, align on objectives and re-confirm the project timeline. Work then begins immediately

4.     Approval Workflow

Throughout the project we’ll share drafts and key deliverables for your review. Please aim for 24 hour approval turnaround as any longer may impact the overall timeline

5.     Handover and Presentation

Once final deliverables are approved, we’ll host a Handover Meeting (in person in Dubai may be arranged or via video call) to walk you and your team through the entire project. If you’d like us to present to a broader audience, we’re happy to do so.

This streamlined process ensures clarity, speed and accountability across all our services