The Pain of Preparing Various Documents such as Business Plans and Investment Proposals
If you are a solo entrepreneur or corporate executive, you will likely relate to the situations described below.
Have you ever worked on a business plan late into the night but found yourself repeatedly revising it, unable to pinpoint the key elements investors are looking for?
Have you ever tossed and turned at night due to the pressure of having to create a more compelling bid proposal than your competitors, with the deadline looming?
Have you ever felt stressed because your investment proposal presentation is tomorrow, yet your financial forecasts and market analysis are still incomplete?
A significant number of entrepreneurs consider preparing business plans as the 'most tedious and challenging task,' with responses indicating it typically takes more than three weeks to complete. This means precious time that should be used for core business development is being wasted on document preparation.
In this piece, we reveal how using InlineAI can cut the time it takes to draft business plans, investment proposals, and bid proposals by 10 times, and how to utilize InlineAI to 100% of its potential with practical prompts.
From now on, entrust your document preparation to InlineAI and focus more on your core business.
Challenges When Drafting Key Documents such as Business Plans and Bid Proposals
While different types of proposals have their unique challenges, the common problems faced include the following:
1. Complexity of Structure and Format
In the case of business plans: Different institutions prefer different structures, with varied sections and length requirements for each support program. Typically, the following structure is necessary:
Business Overview and Vision
Market Analysis and Opportunities
Product/Service Details
Business Model and Revenue Structure
Marketing and Sales Strategies
Financial and Investment Plans
Introduction of Management and Team, Operational Plans
For investment proposals: The content is similar to business plans but requires a more concise and impactful structure, typically drafted based on visual data (PPT). It is usually important to keep it within 15-20 pages.
For bid proposals: It is crucial to precisely meet the specific requirements of the issuer, and systematically present technical capabilities, past performances, and project execution plans.
2. Data Analysis and Visualization
To write a persuasive proposal, it is essential to include the following data-driven analyses:
Market Size and Growth Outlook: TAM, SAM, SOM Analysis
Competitive Analysis: Direct and indirect competitor comparison and differentiation points
Financial Projections: Break-even Analysis
Return on Investment: Calculations for ROI, IRR, Payback Period
Risk Analysis: Sensitivity Analysis and Scenario Planning
3. Storytelling and Logical Structure
It's not just about listing information; compelling storytelling that can 'persuade' the reader is necessary.
Problem Definition: Importance and urgency of the problem to be solved
Solution Presentation: Innovative and feasible solutions to the problem
Feasibility: Team capabilities and specifics of the implementation plan
Scalability: Potential for future growth and expansion strategy
4. Time and Resource Constraints
Most entrepreneurs and business owners must prepare multiple versions of documents within limited time frames.
Responses to Multiple Investors: Customized proposals tailored to each investor's document format
Government Support Programs: Various versions for simultaneous applications to numerous programs
Bid Competition: High-quality diverse proposals prepared in a short preparation period
Inline AI Solving These Problems
Inline AI addresses these issues, speeding up tedious documentation by 10 times.
Distinctive Features of Inline AI
Drafting document templates tailored to specific formats with flawless quality
Easy editing and side-by-side comparison
A data-driven AI that learns from materials on your computer including Word, Hangul, PDF, and web pages
Retain usage of familiar Hangul screen and previous files
Expected Benefits When Utilizing Inline AI
Time Saving: Reduction from 3-4 weeks to 2-3 days (90% time saving)
Quality Enhancement: Logical structure and data analysis at expert level
Increased Success Rates: Improved success and contract rates with structured and compelling content
Cost Reduction: Significant savings on external consulting costs (5 million - 20 million KRW)
Guide to Writing Business Plans and Using Inline AI
Effective Structure of a Business Plan
A successful business plan should follow this structure:
1. Business Overview and Vision
Business Overview and Core Value Proposition
Target Market and Business Model
Financial Highlights and Investment Requirements
Team Introduction and Key Achievements
2. Company and Product/Service Introduction
Company Vision, Mission, Core Values
Detailed Product/Service Description
Core Technology and Intellectual Property
Development Roadmap and Milestones
3. Market Analysis
Industry Overview and Trend Analysis
TAM, SAM, SOM Market Size Analysis
Target Customer Segments and Personas
Market Entry Strategy
4. Competitive Analysis
Analysis of Direct/Indirect Competitors
Competitive Advantage and Differentiation Points
SWOT Analysis
Competitive Response Strategy
5. Marketing and Sales Strategy
Customer Acquisition Strategy and Channels
Pricing Strategy and Revenue Model
Partnerships and Distribution Strategy
Marketing and Promotion Plans
6. Operational Plan
Organizational Structure and Staffing Plan
Operational Processes and Quality Management
Supply Chain and Production Plan
Technical Infrastructure and Facilities
7. Financial Plan
Past Financial Performance (for existing businesses)
3-5 Year Financial Forecasts (Income Statement, Cash Flow Statement, Balance Sheet)
Break-even Analysis
Funding Plan and Uses
Return on Investment and Exit Strategy
8. Risks and Mitigation Plans
Identification of Major Business Risks
Risk Mitigation Plans and Strategy
Sensitivity Analysis and Scenario Planning
Business Plan Writing Process Using Inline AI
🔗 Go Write a Business Plan with Free InlineAI Trial
Step 1: Preparing Basic Materials
Please upload the following materials to InlineAI.
- Company Introduction Materials and Business Registration Certificate
- Detailed Product/Service Description
- Market Research Reports and Related News Materials
- Existing Financial Statements (if any)
- Team Profiles and Career Details
- Patents, Certifications, and Other Intellectual Property Documents
Step 2: Entering Custom Prompts
Please write a business plan meeting the following requirements.
Business Overview:
- Industry: AI-based healthcare platform
- Business Name: Personalized Health Management App "HealthGuide"
- Investment Objective: Series A round 5 billion KRW
- Target Investors: Venture Capital and Strategic Investors
Business Plan Requirements:
- Total Length: 40-50 pages
- Format: Apply professional investor presentation template
- Special Requirements:
* Emphasize expertise in the B2C healthcare market
* Highlight AI technical prowess and medical network differentiation points
* Appeal IPO possibility within 3 years
* Include detailed measures for regulatory risk response
Based on the uploaded materials, create market analysis, competitor comparison, and financial model,
and construct a storyline attractive from the investor's perspective.
Step 3: Reviewing and Optimizing AI-Generated Results
Review the draft generated by InlineAI and enhance the quality with the following additional requests.
Please supplement the generated business plan with the following perspectives.
1. Refining Financial Models:
- Add Customer Acquisition Cost (CAC) and LifeTime Value (LTV) Analysis
- Include Unit Economics and Cohort Analysis
- Present the influence of core variables through Sensitivity Analysis
2. Specifying Market Entry Strategy:
- Detail Go-to-Market strategy as quarterly execution plans
- Specific marketing channels and budget for acquiring initial customers
- Partnership roadmap and strategy
3. Strengthening Technical Differentiation:
- Elaborate on the originality and competitive advantage of AI algorithms
- Responses to medical data security and privacy protection
- Technology development roadmap and patent strategy
Reorganize the plan focusing on the points of greatest interest to investors.
Investment Proposal Writing Tips
Key Components of an Investment Proposal
An investment proposal should be crafted more concisely and impactfully than a business plan. Generally, it consists of about 15-20 pages and follows this structure:
1. Cover Slide & Management Summary
Cover design that leaves a strong first impression
Compress the core value proposition into one sentence
Investment highlights (amount, use, expected effects)
2. Problem Definition & Solution
Magnitude and importance of the problem to be solved
Limitations of existing solutions
Our unique solution
3. Market Opportunity
Market size and growth outlook
Target market and customers
Appropriateness of the market entry timing
4. Product/Service & Differentiation
Key features of the product/service
Differentiation points compared to competitors
Technical advantages and entry barriers
5. Business Model & Traction
Revenue model and pricing strategy
Existing performance and growth indicators
Key customers and partners
6. Financial Plan & Investment Use
Key financial metrics and forecasts
Investment utilization plan
Return on Investment and Exit Scenarios
7. Team Introduction & Next Steps
Introduction and career of key team members
Upcoming milestones and execution plans
Inline AI Investment Proposal Prompt Example
🔗 Go Write an Investment Proposal for Free with Inline AI
Please write an investment proposal (pitch deck) for venture capital fundraising.
Company Information:
- Business Name: Food Tech Startup "FreshDelivery"
- Business Area: AI-based Fresh Food Delivery Platform
- Investment Round: Seed Round 3 billion KRW
- Start-up Duration: 6 months, MVP launch complete
Investment Proposal Requirements:
- Length: 15-18 slides
- Target: Early-stage specialized VCs (Smart Venture Capital, BonAngels, etc.)
- Presentation Time: 10-minute presentation + 5-minute Q&A
Key Appeal Points:
1. Explosive growth of the food tech market (rapid growth in online food markets post-COVID-19)
2. AI-based demand forecasting and inventory optimization capabilities
3. Start-up team's expertise in e-commerce and logistics (former Coupang, Market Kurly employees)
4. Achieving 5,000 DAU and 2 billion KRW monthly transaction amount within 6 months
Utilize uploaded market research data and early performance data to construct a storyline that captures the interest of investors.
Propose the core message and visualization direction for each slide.
Precautions when Writing an Investment Proposal
The First 3 Minutes are Crucial: Investors decide on their interest within the first 3 minutes. Start with a powerful problem definition and solution.
Specific Numbers and Data: Enhance trust with concrete figures and data rather than abstract terms.
Balanced Competitor Analysis: Do not underestimate competitors, and present differentiation points within a realistic competitive landscape.
Emphasize Team Capabilities: A good idea is not enough. Clearly demonstrate the capabilities of the team to execute the plan.
Bidding Proposal Writing Tips
The Specificity of Bidding Proposals
Unlike other proposals, bidding proposals must precisely meet the specific requirements (RFP: Request for Proposal) of the issuer. With clear evaluation criteria and scoring, a strategic approach is required.
General Bidding Evaluation Criteria
Technical Capability (40-50%)
Excellence and suitability of the proposed technology
Past performance on similar projects
Expertise and career of key personnel
Business Execution Plan (30-40%)
Project execution methodology
Schedule plan and milestones
Quality and risk management plans
Price Competitiveness (10-20%)
Appropriateness of proposed price
Reasonableness of cost calculation
Value for Money (VFM) compared to price
Bid Proposal Optimization Strategy Using Inline AI
🔗 Go Write a Bid Proposal with Inline AI
Step 1: RFP Analysis and Extraction of Key Requirements
Analyze the uploaded RFP documents and provide the following summary:
1. Key Requirement Summary:
- Core technologies and functionalities desired by the issuer
- Distinguish between essential conditions vs. preferred conditions
- Submission document and format requirements
2. Evaluation Criteria Analysis:
- Scoring and importance for each evaluation item
- Identify selling points for each evaluation criterion
- Areas where competitive advantage can be secured against competitors
3. Suggestion for Differentiation Strategy:
- Proposals offering additional value that surpass RFP requirements
- Solutions that address potential needs of the issuer
- Suggestions for long-term partnership-oriented proposal elements
Present a proposal direction that can increase the winning rate based on these insights.
Step 2: Drafting the Technical Proposal
Prepare a technical proposal that meets the following requirements.
Project Overview:
- Project Name: Smart City Integrated Platform Establishment Project
- Issuer: OO City Hall
- Project Scale: 10 billion KRW, 24 months
- Key Technologies: IoT, Big Data, AI Analysis
Our Company Strengths:
- 15 years of experience in building smart city platforms in Korea
- Successful completion of 50+ government and municipal projects
- Proprietary IoT platform (3 patents)
- Infrastructure capable of 24-hour operational support
Proposal Structure Requirements:
1. Understanding of the Project and Implementation Strategy (based on RFP analysis)
2. Technical Proposal (Architecture, Key Features, Differentiation Points)
3. Project Execution Plan (WBS, Schedule, Manpower Deployment Plan)
4. Quality and Risk Management Plans
5. Post-Operation and Maintenance Plans
Using past project performance and technical materials uploaded, please write a proposal optimized for the issuer’s requirements.
Step 3: Optimizing the Pricing Proposal
Write a competitive pricing proposal linked to the technical proposal.
Cost Components:
- Labor Costs: Project Manager, Senior Developer, Junior Developer, etc.
- Material Costs: Hardware, Software Licenses, Cloud Costs
- Expenses: Travel, Meeting Expenses, Other Operational Costs
- General Management Costs and Profit
Pricing Strategy:
- Target a 5-10% advantage over competitors
- Propose cost-saving measures through VE (Value Engineering)
- Price differentiation strategy through alternative proposals
Based on past project cost data and market price information uploaded, propose a reasonable yet competitive pricing structure.
Industry-Specific Proposal Writing Prompts
IT/Software Startups
Please prepare a business plan for an IT startup.
Basic Information:
- Industry: SaaS-based B2B Solution
- Product: Integrated Business Management Platform for SMEs
- Investment Size: Seed Round 2 billion KRW
- Startup Stage: Beta service launch complete
Special Requirements:
1. Emphasize technical differentiation points (AI-based business automation, cloud-native architecture)
2. Financial model based on SaaS metrics (MRR, ARR, Churn Rate, LTV/CAC)
3. B2B sales strategy and customer success management system
4. Global expansion potential and multilingual support plans
5. Data security and compliance response plans
Using uploaded beta service usage data and customer feedback, compose it with a focus on growth indicators and expandability that investors will be interested in.
Bio/Healthcare Startups
Prepare an investment proposal for a bio-healthcare startup.
Business Overview:
- Field: Precision Medicine-Based Personalized Therapeutics Development
- Core Technology: AI-based Genetic Analysis and New Drug Candidate Discovery
- Development Stage: Preclinical Complete, Preparing for Phase 1 Clinical Trials
- Investment Purpose: Series A 8 billion KRW (Clinical Trials and FDA Approval)
Healthcare Specific Requirements:
1. Regulatory Agency Approval Process and Schedule (FDA, MFDS)
2. Clinical Trial Design and Expected Outcomes
3. Intellectual Property Portfolio and Patent Strategy
4. Medical Advisory Board and KOL (Key Opinion Leader) Network
5. Exit Strategy (IPO vs M&A, Similar Case Analysis)
Please write professionally focusing on technical validation, market entry strategy, and regulatory risk response, which are important to bio investors.
Manufacturing/Hardware Startups
Prepare a business plan for a hardware manufacturing startup.
Product Information:
- Field: Smart Home IoT Devices
- Product: AI Voice Recognition-Based Home Automation Hub
- Development Status: Prototype complete, preparing for mass production
- Investment Purpose: Series A 5 billion KRW (Mass production facilities and global expansion)
Manufacturing Industry Specific Considerations:
1. Hardware development and mass production roadmap
2. Supply chain management and manufacturing partnerships
3. Quality control system and certification acquisition plans
4. Inventory management and working capital requirements
5. Global distribution channels and sales strategy
Using uploaded product specifications, manufacturing cost analysis, and market research data, write a realistic business plan reflecting the particularities of the hardware business.
Investment Proposal Prompts by Investment Round
Seed Investment Round
Please compose an investment proposal to attract seed round investors.
Investment Information:
- Investment Size: 1 billion KRW
- Desired Pre-money Valuation: 4-5 billion KRW
- Post-money Valuation: 5-6 billion KRW
- Desired Equity: 15-20%
- Target Investors: Angel Investors, Accelerators, Early-stage Specialized VCs
- Fund Use: MVP Enhancement (40%), Initial Team Building (35%), Market Validation (25%)
Basis for Enterprise Value Estimation:
- Benchmarking Seed Round Valuations in Related Industries
- Premium for Past Experience and Domain Expertise of Founding Team
- Positive signal through MVP validation of early market response
- Potential value of secured core technology/IP
- Reasonable valuation multiple compared to target market size
Seed Round Focus Points:
1. Emphasize the domain expertise and execution capabilities of the founding team
- Industry experience and achievements for each team member
- Successful cases of past startups/projects
2. Clarity and urgency of the problem to be solved
- Verified pain points through customer interviews
- Analysis of limitations of existing solutions in the market
3. Initial market response and hypothesis validation through MVP
- Key Metrics: DAU, MAU, Customer Satisfaction, NPS Score
- Initial customer feedback and improvement directions
4. Clear milestones achievable with minimum investment
- 6 months: Achieving Product-Market Fit and improving key metrics
- 12 months: Achieving initial sales and preparing for Series A
5. Possibility of follow-up investment connections and growth scenarios
- Series A Target: 8-12 billion KRW (after 18 months)
- Expected Company Valuation at Series A: 30-50 billion KRW
Grounds for Valuation Rationalization:
- Comparative analysis of seed round valuations for similar startups
- Application of industry-standard indicators like Revenue Multiple, User Multiple
- Simple DCF estimate based on projected growth rate over the next 3 years
Using uploaded MVP performance data and customer feedback, compose the document focusing on elements early-stage investors prioritize.
Series A
Write a professional business plan for Series A funding.
Investment Information:
- Investment Size: 10 billion KRW
- Desired Pre-money Valuation: 30-40 billion KRW
- Post-money Valuation: 40-50 billion KRW
- Desired Equity: 20-25%
- Target Investors: Growth Stage Specialized VCs (Tier 1 VCs included)
- Fund Use: Marketing/Customer Acquisition (45%), Workforce Expansion (30%), Product Development (15%), Operating Capital (10%)
Basis for Enterprise Value Estimation:
- Revenue Multiple: Based on ARR 15-20 times (Premium compared to industry average)
- Comparable company analysis of Series A rounds in similar industries
- Rational valuation based on secured traction and growth rate
- Premium due to market-leading position and competitive advantage
- Reverse-calculated value based on future exit scenarios (IPO/M&A)
Current Traction-based Valuation Indicators:
- Current ARR: 2 billion KRW → Target Valuation 40 billion KRW (20x Multiple)
- Monthly Growth Rate (MoM): Maintaining 15-20%
- LTV/CAC Ratio: Achieved over 3:1
- Net Revenue Retention: Over 120%
Series A Special Requirements:
1. Proof of Clear Product-Market Fit
- Quantitative Metrics: Retention Rate 40%+, NPS 50+
- Qualitative Evidence: Customer Success Cases, Testimonials
2. Scalable Business Model and Unit Economics
- Trend of Improving LTV/CAC Ratio
- Achieving over 70% Gross Margin and Healthy Unit Economics
3. Specific Growth Strategies and Market Share Expansion Plans
- Goal to achieve 1% share of TAM in 3 years
- Expansion Strategy by Customer Segment
4. Sustainability of Competitive Advantage and Building Entry Barriers
- Network Effects, Data Advantage, Technical Differentiation
- Patent Portfolio and IP Strategy
5. Plans for Hiring Professional Executives and Organizational Expansion
- C-level Hiring Plans (CTO, CMO, CFO)
- Organization Size: Current 25 members → 80 members in 24 months
Exit Scenarios and Investor Returns:
- IPO Scenario: In 5-7 years, corporate value of 300-500 billion KRW
- M&A Scenario: In 3-5 years, corporate value of 150-300 billion KRW
- Expected Investor IRR: 25-35% (Superior to industry average)
Follow-up Investment Plans:
- Series B: In 24-30 months, 20-30 billion KRW
- Expected Company Valuation at Series B: 100-150 billion KRW
Verification of Valuation:
- Analysis of Series A deals in the related industry within the last 6 months
- Applying appropriate discount rates compared to public comparable companies
- Comparison of intrinsic value vs market value based on DCF model
Using uploaded traction data, financial statements, and market analysis materials, prepare a professional and detailed business plan meeting VC expectations.
Deliver clear evidence of the reasonableness of the proposed valuation from an investor's perspective.
Series B
Prepare a growth-stage business plan for Series B funding.
Investment Information:
- Investment Size: 30 billion KRW
- Desired Pre-money Valuation: 120-150 billion KRW
- Post-money Valuation: 150-180 billion KRW
- Desired Equity: 17-20%
- Target Investors: Global VCs, Growth-Stage Specialized Funds, Strategic Investors
- Fund Use: Overseas Expansion (40%), New Business Expansion (25%), M&A (20%), Organizational Expansion (15%)
Basis for Enterprise Value Estimation:
- Revenue Multiple: Based on ARR 12-15 times (Appropriate multiple for the growth stage)
- Apply global market entry premium
- Value of a portfolio of multiple business areas
- Market domination status and platform value
- Rational value considering pre-IPO discount
Current Performance Indicators:
- Current ARR: 10 billion KRW (300% growth compared to last year)
- Domestic Market Share: 15% (Number one firm)
- Global Expansion Ready (USA, Southeast Asia)
- Achieved 25% EBITDA Margin
Series B Special Requirements:
1. Global Market Entry Strategy and Proof of Scalability
- Entry strategy and localization plans by target market
- Possibility of expanding share based on global TAM
2. Platformization and Ecosystem Building Strategy
- Establishment of a diverse revenue source portfolio
- Expansion of partnership and API business
3. Vertical/Horizontal Integration Plans through M&A
- Target acquisition candidates and synergy effects
- Post-acquisition integration plans and expected effects
4. IPO Preparation and Governance System Establishment
- IPO promotion plan within 18-24 months
- Strengthening internal control and compliance for public offering
Exit Strategy:
- IPO Timing: In 2-3 years
- Target corporate value at listing: 800-1,200 billion KRW
- Listing anticipated exchange: Reviewing simultaneous listing on Kosdaq/Nasdaq
Using uploaded global market analysis, M&A target list, IPO roadmap, prepare a plan demonstrating both scalability and profitability desired by growth-stage investors.
Try Document Preparation with Inline AI Now
Stop wasting time preparing business plans or investment proposals.
Experience the free trial of InlineAI now, and see how much file processing efficiency improves.
'Time' is the Most Precious Resource for Entrepreneurs and Business Owners.
Stop spending weeks on document preparation.
Inline AI completes your ideas and visions into the most attractive and compelling proposals.
Take the first step towards successful fundraising and business growth now.
