Service: Business Planning

Fuel your project's success with a rock-solid business plan! Whether you're a business or a consortium, our service is your guide.

Why a Business Plan Matters

A strong plan boosts your chances. It clarifies your direction, helps you foresee challenges, assesses viability, and guides your strategy. But the biggest win? Attracting investment. A compelling plan convinces backers your project has the potential to thrive.

Our Tailored Approach

Circular Invest caters to every stage. Need to build a plan from the ground up? We've got you covered. Refining an existing one? We'll help it shine.

Our experts provide customised training and support to craft a comprehensive plan, including the following modules:

  • Business Planning: Develop a roadmap for your project's success.
  • Unique Value Proposition Review: Sharpen your message and highlight what makes you stand out.
  • Financial Forecasts Review: Ensure your financial projections are accurate and compelling to investors. 

Benefits of a Pro Plan

A professional plan gives you a competitive edge:

  • Secure Funding: Impress investors and secure the resources you need.
  • Smarter Decisions: Gain insights to make informed choices about your project.
  • Higher Success Rate: Proactively address risks and chart a clear path forward.

Business plan development

Struggling to navigate the business plan process? We can help! Our service guides you through the core elements of a strong plan, boosting your project's chances of success.

Focus on Fundamentals:

  • Target Audience: Identify your ideal customers and their needs. Learn how to tailor your product or service to resonate with them.
  • Competition: Understand your competitive landscape. Explore strategies to differentiate yourself and stand out in the market.
  • Roadmap: Develop a concise and focused plan with key milestones outlining the steps for scaling your project.
  • Risk Management: Proactively identify potential challenges and develop plans to address them, ensuring your project stays on track.
  • Metrics for Success: Define the key performance indicators (KPIs) that will show you how your project is progressing and achieving its goals.
  • Commercial Strategy: Define your approach for generating revenue and achieving profitability (e.g. communication channels, sales tactics, and pricing strategies).
  • Management Team: Introduce the key individuals driving your project forward. Highlight their skills, expertise, and roles within the team.
  • Market Analysis: Identify your target market segments, market size, trends, and potential growth opportunities.


Expert Guidance:

Our experienced trainers will provide personalised support throughout the process, ensuring you build a business plan that is clear, concise, and strategically sound.

Unique Value Proposition Review

Does your project offer something truly unique? Our UVP Review Service helps you refine your message and ensure it resonates with your target market.

Why UVP Matters:

Your Unique Value Proposition (UVP) is your project's core differentiator. It clearly communicates the unique value you offer compared to competitors, grabbing attention and attracting customers.

Our Review Process:

  • Clarity & Focus: We'll analyse your existing UVP and ensure it is clear, concise, and easy to understand.
  • Customer Focus: We'll assess how effectively your UVP addresses your target audience's needs and pain points.
  • Competitive Advantage: We'll help you identify and highlight the unique strengths that set you apart from competitors.

Benefits of a Strong UVP:

  • Attract Investors: A compelling UVP grabs attention and convinces investors your project has the potential to thrive.
  • Stand Out in the Market: A strong UVP helps you differentiate yourself from competitors and attract your ideal customers.
  • Boost Sales & Growth: A clear UVP drives sales and fuels project growth by effectively communicating your value proposition.

Expert Insights:

Our experienced team will provide valuable feedback and suggestions to help you craft a UVP that's clear, powerful, and positions your project for success.


Financials review

Worried your financial projections might not be on point? Our Financials Review service helps you ensure your financial plan is accurate, compelling, and inspires investor confidence.

Why Strong Financials Matter:

Solid financial projections are crucial for any project. They not only guide your own decision-making, but also convince investors you have a viable and profitable business model.

Our Review Process:

  • Accuracy & Consistency: We'll meticulously analyse your financial forecasts for accuracy, ensuring your assumptions and calculations are sound.
  • Market Alignment: We'll compare your projections to industry benchmarks and identify any potential discrepancies for adjustments.
  • Clarity & Presentation: We'll ensure your financial plan is presented clearly and concisely, making it easy for investors to understand.

Benefits of a Strong Financial Plan:

  • Secure Funding: A compelling financial plan increases your chances of securing investment and the resources you need.
  • Informed Decisions: Accurate financial projections guide your strategic decisions and ensure you're on track for success.
  • Increased Confidence: A well-developed financial plan instills confidence in you and potential investors about your project's viability.

Expert Guidance:

Our team of financial professionals will provide valuable insights and recommendations to refine your financial plan, ensuring it's both realistic and persuasive