FinTech Business Plan

Business Plan Articles

Financial technology is expected to grow substantially over the next decade, providing many entrepreneurs the ability to acquire support from investors and demand in the market. Pro Business Plans has worked with many financial technology startups and growing companies to prepare business plans for financing and expansion. It works directly with entrepreneurs to scope out the market potential, perform financial modeling to arrive at a valuation, and develop marketing strategies moving forward. There are many factors that the company considers to be unique elements for FinTech business plans.

fintech business plan

FinTech Industry

The FinTech sector covers software companies that operate within the financial services sector. The many companies in this industry typically operate as financial institutions, or improve the financial process in some way. Mobile banking, for instance, is an emerging trend in the Asia-Pacific. The advantage of financial technology for corporations provides them the opportunity to essentially outsource their research and development process. By acquiring startups, financial intuitions can purchase or incubate technology when it is ready for commercialization. In contrast, consumer banking technologies may work directly for the customer as an intermediary or compete directly with established companies.

Financial Model

Financial technology companies that wish to successfully enter the market should have a feasible financial model. This means having a financial model that is both scalable and with a budget that makes sense. Some financial technology companies have subscription based revenue model, while others have a pay per use model. The financial model applied to FinTech companies should be justified when speaking with investors, even if the amount needs to be subsidized in order to acquire initial users.




Business Strategy

Companies in the financial technology sector must have a strategy for entering the market. An initial approach is to have broad marketing plan, in addition to quarterly objectives. A good business plan for FinTech will justify the financial model and outline a good approach for entering the market. Pro Business Plans has worked with many companies in the financial technology sector to develop and implement strategies for entering the market.




Financial Projections

Financial technology companies that wish to successfully enter the market should have a feasible financial model. This means having a financial model that is both scalable and with a budget that makes sense. Some financial technology companies have subscription based revenue model, while others have a pay per use model. The financial model applied to FinTech companies should be justified when speaking with investors, even if the amount needs to be subsidized in order to acquire initial users.




What is Included in Our Custom FinTech Business Plan?


  • Marketing Plan
  • SWOT Analysis
  • Competitive Analysis
  • Profitability Analysis
  • Personnel Plan
  • Organizational Chart
  • Company Valuation
  • Executive Summary
  • Company Description
  • Keys to Success
  • Three Year Objectives
  • Product or Service Description
  • Market Research
  • Fundraising Support
  • 12 Month & 3 Year Profit & Loss
  • 3 Year Balance Sheet
  • 12 Month & 3 Year Sales Forecast
  • 12 Month & 3 Year Cash Flows
  • Break-Even Analysis
  • Financial Ratio Analysis
  • Management Team

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