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How to write your Technology Business Plan

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Technology Business Plan SampleView Technology Business Plan Sample

This sample proposal is based on the same layout as this template and is included in every Proposal Pack. The visual design of the templates will match whichever Proposal Pack design you purchase. To get this template in a different design theme than shown in the sample, purchase any other Proposal Pack design theme and this template will be included.

You can create an editable Word version of this sample in any design theme of your choice including branded to your logo.

The Technology Business Plan is an example of a software related business requiring startup funding from a lender. This is a good example to follow for any technology related businesses looking for funding from a bank or investor.

You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters.
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Components of a Technology Business Plan

There is no one-size-fits-all template for a technology business plan. Proposal Kit templates can be customized as needed to fit any situation using the extensive chapter template library. Here are some key chapters typically included in this type of template. Use this template as your starting point and customize it as needed using the software included with each Proposal Pack or the Professional bundle.

Executive Summary

This chapter provides a concise overview of the entire Technology Business Plan, summarizing key points such as the business concept, objectives, and the amount of funding needed. It aims to capture the interest of lenders or investors quickly.

Competitive Analysis

In this section, you will analyze the competition within the technology industry. This includes identifying major competitors, their strengths and weaknesses, and explaining how your business will differentiate itself in the marketplace.

Industry Trends

This chapter explores the current trends within the technology sector. It highlights emerging technologies, market growth areas, and shifts in consumer behavior that can impact your business.

Market and Audience

Here, you define your target market and audience. This includes demographic information, customer needs, and an analysis of market size, helping to show potential investors the demand for your product or service.

Sales Plan

This part outlines your strategy for generating sales, including sales tactics, projected sales volumes, and sales targets. It helps investors understand how you plan to achieve revenue growth.

Marketing Plan

In this section, you detail your marketing strategies, including advertising, social media, and promotional activities. It demonstrates how you plan to attract and retain customers.

Income Projection

This chapter offers a forecast of your business's income, including expected revenue streams and profit margins. It provides a financial outlook to reassure lenders about the return on their investment.

Breakeven Analysis

Here, you calculate the point at which your business will become profitable. This analysis shows how much revenue is needed to cover startup costs and ongoing expenses.

Balance Sheet

This section provides a snapshot of your company's financial health, detailing assets, liabilities, and equity. It helps lenders assess the financial stability of your business.

Sources of Funds

This chapter describes where the initial funding for the business will come from, such as personal savings, loans, or investments. It assures investors of the financial backing supporting your venture.

Uses of Funds

In this section, you explain how the obtained funds will be allocated within the business. It demonstrates to lenders that you have a clear plan for using the capital effectively.

Funding Request

This chapter explicitly states the amount of funding you are seeking and the terms of repayment. It provides clarity on how much financial support is needed and how it will be returned.


Here, you outline your business's budget, detailing expected expenses and income. It shows investors that you have a solid financial plan to manage your resources.

Company History

This section gives a brief history of your company, including its founding, key milestones, and achievements. It helps build credibility by showcasing past successes.

Services Provided

In this chapter, you describe the services your technology business offers. It helps investors understand what you are selling and how it benefits your customers.


Here, you detail the products your company will develop or sell. It provides information on product features, benefits, and how they meet market demand.

Company Operations

This section outlines the day-to-day operations of your business, including production processes, logistics, and workflow. It shows how efficiently your business will run.


This chapter lists the assets your company owns or plans to acquire, such as equipment, software, and patents. It helps lenders assess the value and resources of your business.


In this section, you mention any partnerships with other companies or organizations. It highlights collaborative efforts that can enhance your business's growth.


Here, you describe the key personnel in your company, including their roles, qualifications, and experience. It reassures investors that you have the right team in place.

Strategic Position

This chapter explains your company's position in the market and your competitive advantage. It highlights how your business stands out in the technology sector.

Legal Structure

This section details the legal structure of your business, such as whether it is a corporation, LLC, or partnership. It provides clarity on the legal framework governing your company.

Officers and Board

Here, you list the officers and board members of your company, including their backgrounds and expertise. It helps build confidence in the leadership of your business.

Mission Statement

This chapter states your company's mission and core values. It provides insight into the purpose and guiding principles of your business.

Examples of projects a Technology Business Plan may be used for

This document can be used in many contexts and has various uses depending on the needs. Depending on your situation, customize the chapter list as needed using a Proposal Pack or the Professional bundle.

  • Seeking startup funding for a new technology venture
  • Developing a business plan for a software company
  • Presenting to potential investors in the tech industry
  • Applying for a business loan from a bank
  • Creating a comprehensive financial plan for a tech startup
  • Outlining a marketing strategy for a new tech product
  • Conducting a competitive analysis for a tech company
  • Preparing for a pitch to venture capitalists
  • Setting sales targets and strategies for a technology business
  • Showcasing company assets to secure funding
  • Detailing the operational plan for a tech business
  • Building credibility through company history and achievements
  • Highlighting partnerships in the tech sector
  • Providing a detailed budget plan for a technology startup
  • Explaining the legal structure and governance of a tech company
  • Demonstrating market demand for your technology products
  • Planning for income projections and financial forecasting
  • Identifying industry trends to guide business strategy
  • Describing the roles and expertise of key personnel
  • Presenting a clear funding request to potential investors


Also Known As

The Technology Business Plan may also be referred to in different ways or be used in more specialized situations, such as:

  • Tech Startup Plan
  • Software Business Proposal
  • IT Funding Request
  • Tech Company Financial Plan
  • Technology Marketing Strategy
  • Tech Industry Competitive Analysis
  • Tech Business Operations Plan
  • Technology Market Analysis
  • Tech Company Budget Plan



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Chapter Templates Used in the Technology Business Plan

Title Page, Table of Contents, Executive Summary, Competitive Analysis, Industry Trends, Market and Audience, Sales Plan, Marketing Plan, Income Projection, Breakeven Analysis, Balance Sheet, Sources of Funds, Uses of Funds, Funding Request, Budget, Company History, Services Provided, Products, Company Operations, Assets, Partnerships, Personnel, Strategic Position, Legal Structure, Officers and Board, Mission Statement, Back Page

You use this this proposal for

  • Technical proposal
  • Product sales proposal
  • Service sales proposal
  • Business plan, loan, investor funding proposal
  • Business opportunity, partnership proposal

How to create the Technology Business Plan with Proposal Pack Wizard

You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business is the pack with no extra added logos or colors - designed to be used plain or for you to customize with your logos and graphics.

The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme. Names and stories in examples are fictional; however, the templates are from real client use cases.

We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed Proposal Pack so you can customize the documents to suit your needs.

You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.

You create this template using the Wizard software with an entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software.

You can also edit Word document templates in other office software such as Word for Mac. We will assist Mac users in assembling this template - Technology Business Plan - for their first project if they do not have the required platform to run the Wizard software.

We typically include more chapters in the templates than most people will need to give everyone more variety in the chapters they may need. You can trim down a long template by removing pages you do not need or combining multiple chapter topics into one page.

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Many people find the Proposal Kit website after searching for a specific proposal. Once you've purchased and installed the software, how do you build that template you found in the first place? This video shows you how to build any proposal you see on the Proposal Kit website.

Key Takeaways

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