Writing a Business Plan for a Private Equity Group
Private equity firms source capital from investors including wealthy individuals, other financial solutions, banks, pension funds, and other entities in order to aggregate these funds into highly lucrative portfolio companies. The most common structure that is used when developing a private equity firm is that the management company is an LLC that serves as a general partner within a limited partnership.
The fees that are generated from successful investments typically include a 20% cut of the profits coupled with a 1% to 2% fee on a per annum basis for the amount of money that is managed by the private equity firm. Over the past 14 years, Deutsch and Thomas has worked with a number of private equity firms as well as other related private investment vehicles to develop a business plan that showcases the types of investments we made, anticipated returns on investment, and varying revenue streams that are generated by private equity firms. We are familiar with all aspects of the marketing as it relates to targeting accredited investors.
As with all business plans we develop a Deutsch and Thomas, a private equity firm business plan that we can develop for you will feature a five year profit and loss statement, cash flow analysis, balance sheet, breakeven analysis, and all relevant business metrics. In each business plan we complete, we always provide you with all the relevant industry research, market trends as it relates to private investment vehicles, and related information regarding the private equity firm industry. We always worked closely with each of our clients to develop the business plan specific to their exact purposes. We've also developed a number of business plans for private equity groups that focus on not only portfolio companies but also new technology investments and real estate.
If you're interested in having Deutsch and Thomas develop your business plan for a private equity firm, please feel free to contact us anytime at 646-216-9844 or through the contact us form on this website.