How to draw up a good business plan for financing?

✅ How to Create an Effective Business Plan to Obtain Financing in Switzerland - Expert Advice from PrestaFlex

At PrestaFlex, we know how difficult it is to find financing for your business, whether you're a promising start-up or a growing SME. A well-structured business plan is your best ally in convincing investors or funding agencies.

We've helped many Swiss companies secure the funds they need to realize their projects. And today, we're sharing our expertise with you to create a business plan that will make all the difference.

Why is a business plan essential for obtaining financing?

A business plan is much more than just a document. It's the reflection of your corporate vision, the proof of your ability to manage a project strategically, realistically and profitably.

In 2025, investors and financial institutions in Switzerland will be particularly attentive to :

  • Your ability to adapt to the market.
  • Your financial strength and revenue forecasts.
  • Your strategic coherence (how will you achieve your objectives?).
  • Your transparency and ability to present reliable data.

At PrestaFlex, we understand these requirements and can help you turn your business plan into a convincing tool.

How to structure a convincing business plan?

1. Introducing your company - Showing who you are

This section is essential for presenting your company's identity.

Questions to address:

  • What is your story? How did your project come about?
  • What are your main products or services?
  • What is your legal structure (Sàrl, SA, etc.)?
  • What is your market positioning?
  • What are your short-, medium- and long-term objectives?

Example:

"Founded in 2018, GreenEnergy Solutions Sàrl develops innovative solutions for solar energy production aimed at Swiss SMEs. With a team of 12 engineers and technicians, we have already equipped more than 50 industrial buildings. Our goal: to become a leader in renewable energy in Switzerland by 2028."

2. Defining your Project - Explaining what you want to finance

Investors want to understand why you need their support and how you intend to use the funds.

Detail:

  • Precise description of the project: What does it involve?
  • Objectives to be achieved: What is the expected impact on your business?
  • Milestones: Present a detailed schedule with precise dates.

Example:

"We're looking for funding of CHF 400,000 to develop a new model of solar panels incorporating innovative energy storage technology. This project should enable us to increase our annual sales by 40% within two years."

3. Market research - Show you know your environment

A good knowledge of your market reassures investors.

Points to include:

  • Market description: Size, growth potential, expected trends.
  • Target clientele: Who are your potential customers? What are their needs?
  • Competitive analysis: Who are your competitors? What are your comparative advantages?
  • Current trends: What are the latest innovations in your sector?

Example:

"The Swiss renewable energy market is growing at an annual rate of 5%. Our main competitors are SolarPower AG and EcoSunTech, but we stand out for our patented storage technology, which offers 30% more energy autonomy than current standards."

4. Sales and marketing strategy - Demonstrate your action plan

Present how you will conquer your market and build customer loyalty.

To be detailed:

  • Distribution channels: direct sales, e-commerce, distributors, etc.
  • Communication strategy: Advertising, digital marketing, partnerships, etc.
  • Sales objectives: Specify your sales forecasts over 1, 3 and 5 years.
  • Pricing policy: Justify your prices in relation to production costs and the market.

For example:

"We will market our new solar panels via our website, specialized distributors and partnership contracts with construction companies. A digital marketing campaign focused on raising awareness of renewable energy will be launched in the first year."

5. Operational Plan - Show your capacity to produce

Detail how you plan to turn your ideas into reality.

Important information:

  • Resources required: Premises, machinery, qualified personnel.
  • Internal organization: Definition of roles and responsibilities.
  • Partners and suppliers: Strategic relationships established.

Example:

"Our production will take place in our Lausanne-based workshop, equipped with state-of-the-art machinery. We plan to hire 5 additional technicians to ensure increased production capacity."

6. Financial Forecast and Financing Plan - Show your potential profitability

It's all about proving that your project is financially viable.

Documents to include :

  • Projected income statement: Sales, costs, expected profits.
  • Cash flow plan: Expected expenses and revenues over several years.
  • Balance sheet: Assets, liabilities, equity.
  • Financing plan: Amount requested, use of funds, repayment schedule.

Example:

"Thanks to financing of CHF 400,000, we expect to generate sales of CHF 1 million by the third year. Our expected net margin is 20%, thanks to optimized production costs and strong demand for our new products."

7. Why choose PrestaFlex?

At PrestaFlex, we understand your specific needs. We know that writing a business plan can be stressful, but you're not alone.
Our consultants are here to guide you, proofread your documents, and help you structure your file to maximize your chances of obtaining financing.

Want to give your business plan a boost? Contact us today! We'll be delighted to help you bring your project to life. 😊

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