MRCM Private Investment Fund 1 Page Business Plan

Private Investment Partnership Business Plan

MRCM Private Investment Fund 1 Page Business Plan

Overview

MRCM Private Investment Fund has a clear business objective to promote Private Investment Partnership services. These services have been developed over 11 years with a core focus on addressing the key customer problem and associated opportunities.

The Business Objectives

When as a key component of our growth strategy we consider it critical to identify and outline our business objectives, and align these objectives with clear and measurable development milestones. Our key long term business objective is to grow profitability. It is critical that we balance revenue growth with the growth in our cost base. Whilst the desire for profitable growth may constrain our growth rate, it is more important that revenue growth in isolation.

The Customer

MRCM Private Investment Fund has been created with a clear focus on the needs of our customers. Through a structured customer discovery process, we have validated the key customer problem as Poor landscape of options for private investors. Ie. High fees & low returns & poor tax treatment of outcomes.. This is a critical issue for our selected target market of Private Investors, wealthy families, etc..

The Value Proposition

MRCM Private Investment Fund is uniquely positioned to deliver value to Private Investors, wealthy families, etc.. "MRCM Private Investment Fund will Exceptional investments, performance only fees & widely diversified & low preferential tax treatment.." In order to be deliver on this value proposition, we Track record with a variety of alternatives including rental property, assisted living, oil & gas & soon metals, private equity & commercial real estate.. This capability has taken considerable time and resources to develop and forms the cornerstone of our competitive advantage.

Competitors

We have a number of competitors within the Private Investment Partnership market. We consider our key competitors to be: Big Banks & Investment houses, mutual funds, etc. Also some small private advisors.. Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with Big Banks & Investment houses, mutual funds, etc. Also some small private advisors. by Small, nimble & lots of lucrative private deals..

Key Strategies

Over the next 6 months our focus will be to Research, select & invest in a variety of private placement, illiquid investment deals in the Southern US & beyond.. This task will be undertaken in the context of our broader strategy to Monitor returns, do extensive research & pursue more private deals & diversification when beneficial.. These strategies are a tactical implementation of our overall business goal as outlined above.

Milestones

Measurement of the successful implementation of our strategies will be governed by measurable development milestones. The milestones that will be achieved over the next 2 years are: 1 million under management 5 million under management. 12 private deals completed.

About this document
Private Investment Partnership Business Plan
This document was created by Matt of MRCM Private Investment Fund using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.

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