
Investment
Proposal
This proposal was prepared for [Client Name]


About [Your Company]
Simplifying small business
Founded in 2010, [Your Company] is a global provider of small business invoicing software. With more than 800,000 subscribers, we’re used by small businesses in more than 180+ countries.
Since our early days, we’ve grown from our two founders working in their garage to more than 600 staff across 4 offices, have grown revenue from naught to $400 million a year and established ourselves as one of the premier technology companies in Australia.
Our mission is to help small business owners manage their operations, get paid faster and get on with doing what they love. We believe that the future of small business is online, where data flows freely and automation is part of daily workflows.
Product

Cloud-based small business software
Purely cloud-based, [Your Company] is a complete invoicing and accounting software solution for small business owners and their accountants.

Work in real-time with your adviser
The software syncs with bank feeds, letting business owners and accountants track data across devices, invoice, track payments, and gain real-time insights.

Open API framework with hundreds of app partners
We’ve partnered with Microsoft, Google, and Apple to connect your everyday tools. Our app store offers payroll, workflow, and time tracking solutions.
Market
→ Making small businesses count
It's estimated there are about 115 million small businesses around the world. Collectively, they’re the largest employers, job creators and GDP generators. Their contribution to the global economy cannot be understated.
However, these enterprises have for such a long time been underserved when it comes to technology. Solutions in the past have been either too expensive, too complicated or both. Of those small businesses around the world, only a small portion has transitioned to the cloud so the opportunity is wide open. We believe this is the largest monetisable opportunity in tech right now. [Your Company] aims to provide simple financial software to help these enterprises get online and thrive. Because if small business wins, we all win.
→ Competitive landscape
With several incumbents in the market, they’ve been slow to make the move to the cloud. But now the opportunity has been clearly defined and small business owners are starting to switch from their clunky desktop software, these well-funded slow movers are indeed on the move and shouldn't be underestimated.
Our advantage is that we've been all-in on the cloud from day one. We have no legacy software issues to contend with or old, costly versions to support.
Business Model
How we make this work
[Your Company] business model is based on the traditional Software as a Service concept. With a starting price of about $30 a month, we are a subscription-based technology company which harnesses the power of recurring revenue. We also offer several add-on services for an additional cost including accounting advice. And, through our ecosystem of more than 500 technology and financial partners, our subscribers benefit from the power of the network where they can apply for a loan or find an employee right within the [Your Company] software.

Funding Requirements
We are seeking an investment of $110 million to fund further innovation efforts as we move our platform to the AWS environment and look to invest heavily in big data, automation and artificial intelligence. The funds would be used to make potential acquisitions, fund engineering efforts and help identify solid technology partners to help propel us into hyper-growth.
We see this as necessary for our business as being all-in on the cloud was just stage one of the small business software journey, now we need to bring the benefits of big data and automation to these enterprises to not only stay ahead of the curve but also help these businesses leverage technology that was once only available to their enterprise-level counterparts.
With several incumbents in the market, they’ve been slow to make the move to the cloud. As a high margin business that’s performing well, we see ourselves as a prime M&A target for these enterprises. This is a win-win situation as we can save resources by combining. It’s also a more efficient way for these companies to grow their cloud customer base and solidify revenue in what will be key market going forward.
We expect this exit strategy would deliver 10X multiple on earnings. Time to this exit would be in the medium term of 3-5 years.

[Your Company] helped me get on top of my accounts so I could get paid faster and sleep better knowing I wouldn't have to spend my Saturday chasing unpaid invoices.
— [Name Surname], Blue Base Building Co, London
Our Team

[Name Surname]
CEO / Founder
[Name Surname], Founder & CEO of [Your Company], created the company in 2010 to provide software for small businesses, and as a champion for SMBs, has been key to [Your Company]'s global success.

[Name Surname]
COO
[Name Surname] looks after everything in operations, partnerships, sales and support. He's a former Googler so gets how tech companies should be run and knows a thing or two about scale.

[Name Surname]
CFO
[Name Surname], [Your Company]'s original developer and [Name Surname]'s high school friend, built version 1.0 and his design passion still shapes [Your Company]'s user experience.