Investment & Growth Plan
Private investment proposal · Six-month plan

Investment Support to Help Scale Our Software as a Service Business

A focused investment to acquire paying clients, grow recurring revenue and build a business that funds its own operations.

£6,000Initial investment sought
Month 3Target to cover running costs
3/weekBaseline new clients per week
£4,566Month 7 cash after planned payments
01 · The business

Software that saves service businesses time.

We help established service businesses organise their work, reduce manual administration and manage daily operations. Clients pay once to get started, then a monthly subscription.

One-time setup payment
£297

Paid when a new client joins.

Monthly subscription
£97

Begins in the month after joining.

One client contributes £1,364 over the first 12 months: £297 setup plus 11 monthly subscriptions of £97.
02 · The opportunity

The software exists. The next step is acquiring clients.

The initial investment prioritises attracting new clients and delivering a good service, rather than increasing permanent overheads.

STEP 1Generate enquiries

Paid Ads, direct outreach and referrals reach business owners with relevant needs.

STEP 2Turn interest into sales

Sales conversations, product demonstrations and timely follow-up.

STEP 3Onboard and retain

Client support, project management and technical assistance as required.

03 · The investment

£6,000, available in two instalments.

The funding helps launch client acquisition. Early setup fees and subscriptions contribute towards the first three months of operating expenditure.

Proposed funding schedule
Month 1£3,000
Month 2£3,000
£6,000

Total initial investment sought

Where the money goes

Three-month running costs£8,690
Initial investment£6,000
Balance covered by early client income£2,690

Client payments also help build working capital for the months ahead.

First three months: itemised spending

Operating expenseMonth 1Month 2Month 3
Paid Ads£900£900£600
Advertising management£300£300£300
Business development£500£500£500
Client support / project manager£0£300£400
Software£600£600£600
Contract developer£0£0£250
Other running costs£380£380£380
Total monthly spending£2,680£2,980£3,030
The first two months give more room to Paid Ads while client support starts in Month 2.
04 · Finding clients

Reach three new clients a week by Month 3.

Our baseline increases client acquisition gradually as marketing and follow-up improve.

Month 1 · Learn
4

1 new client a week

Month 2 · Improve
8

2 new clients a week

Month 3 onwards · Repeat
12

3 new clients a week

How conversations become clients

60
Qualified conversations
→
20%
Conversion to sales
→
12
New clients
Target calculation: 60 qualified conversations × 20% conversion = 12 new paying clients per month. We review the steps weekly to improve results.
05 · The turning point

By Month 3, client income covers running costs.

This is the first milestone: new client payments and subscriptions pay that month's operating expenses.

Where Month 3 income comes from

12 new clients × £297£3,564
14 subscriptions × £97£1,358
Total client income£4,922
Month 3 operating costs−£3,030
Money left after running costs
£1,892

Client income is sufficient to cover the month's planned operating expenditure.

From here, additional cash can contribute to future operating costs and planned commitments.

06 · Explore the financial plan

See how client growth changes the financial outcome.

Choose an acquisition scenario. Every figure recalculates from client counts, setup fees, subscriptions and monthly spending.

CLIENT ACQUISITION SCENARIO
Month 3 client income£4,922£1,892 above running costs
Month 7 subscriptions£6,01462 paying subscribers
Month 7 cash remaining£4,566After planned visa payments
New clients by Month 772Plus 2 existing subscribers
Cash remaining at the end of each month

Every month's income and payments

MonthClient incomeRunning costsSponsorship / visa paymentsCash remaining

The cash figures include £3,000 funding in Month 1 and £3,000 in Month 2. Client subscriptions begin the month after joining.

Show how the client income is calculated each month
MonthNew clients × £297Existing subscribers × £97Total income
07 · Planned commitments

Business income funds the payments in stages.

These payments fall at different points in the process, allowing cash generated from clients to accumulate as trading continues.

£1,811Month 4 · Sponsorship licence applicationLicence application and initial professional costs
£3,165Month 6 · Certificate of SponsorshipFurther sponsorship and professional costs
£14,638Month 7 · Visa applicationsApplication fees and Immigration Health Surcharge
Total planned payments
£19,614

Paid across three stages rather than upfront.

Cash remaining after Month 7
£4,566

The baseline covers the payments and retains working capital.

08 · Managing performance

We measure what works and adjust early.

The plan is built around weekly sales reviews and flexible contracted support, so we can direct spending towards activities that generate clients.

MEASURETrack the sales process

Enquiries, qualified conversations, demonstrations, new clients and recurring revenue.

IMPROVEFocus on conversion

Refine targeting, follow-up and demonstrations before increasing expenditure.

CONTROLKeep costs flexible

Match contractor support and technical work to the volume of paying clients.

Test a different sales outcome

Move the slider to see how many clients per week are needed from Month 3 onwards.

From Month 3; Months 1–2 retain their original targets
3 per week
Added monthly from Month 3 as demand increases
£0 extra
Projected cash after Month 7 payments£4,566
Month 3 income minus costs£1,892

Our weekly review

Qualified sales conversations60/month target
Sales conversion20% target
New paying clients12/month target
Client acquisition spend£1,400 in Month 3

At 12 clients a month, acquisition spending is approximately £117 per client. Costs include Paid Ads, management and business development.

09 · Milestones

From initial investment to self-funded growth.

Months 1–2

Build client acquisition

Launch Paid Ads and outreach, improve follow-up and begin onboarding.

Month 3

Cover monthly running costs

Baseline income of £4,922 against £3,030 of operating expenses.

Month 4

Apply for sponsorship licence

Meet the first £1,811 application and professional costs.

Months 5–6

Grow subscription income

Continue acquisition and meet the next £3,165 sponsorship stage.

Month 7

Meet planned visa costs

Pay £14,638 in application and health surcharge costs.

Following approval

Strengthen operations

Introduce the planned full-time role while retaining flexible contractors.

The investment proposition

A focused £6,000 investment to build recurring client revenue.

The investment establishes client acquisition and delivery. Setup payments and growing subscriptions then fund operations and planned commitments, supporting continued business growth.

£6,000Initial funding
Month 3Self-funding milestone
3/weekBaseline acquisition
£4,566Cash after Month 7