Investment Club Profile (Format) - For Investment Clubs in Zambia

 

 

1)   Philosophy

About Us: Our name, legal entity, year of formation, and address.

Vision & Mission: The final place we want to take members; and the main action to reach us there.

Goals: Our targets in respect to membership numbers, investment amounts, and other activities.

Company Competitive Advantage: Any special feature that gives us potential to achieve our goals faster.

Corporate Social Responsibility (CSR): Our free services to community, e.g. visiting children homes, etc.

2)   Partners (Suppliers)

Product Suppliers: name, address and contact persons of suppliers of goods and services.

Utility Service Providers: name, contact persons and addresses of rental, water, electricity, and garbage collection suppliers.

Professional Service Providers & Advisors: name, contact persons, and addresses of lawyers, bankers, insurance agents, brokerage companies, training consultants, wealth advisors, etc.

3)   People (Staff)

Company Ownership Structure: Members names, ownership percentages, and other interests.

Board of Directors: names, profiles, and position of board members.

Management: names, profiles, and positions of senior managers.

Staff: names, profiles, and positions of staff.

4)   Product

Product Description: list of products, investments, savings, loans, etc.

Product Benefits: list of benefits of every product, the unique selling proposition.

5)   Profitability (3Cs)

Clients/Customers: Our members, clients, or customers list, with contact details, etc.

Cashflow: current status of income and expenditure report, or cashflow summary.

Capital: current balance sheet, listing all assets and liabilities.

6)   Process (Company Operational Strategy)

Entry Strategy: how do we intend to start operations, a step by step plan, implementation matrix.

HR Strategy: how do we intend to get the best talent to manage, and work for our organisation?

Marketing Strategy: how do we intend to promote, price, and distribute our products.

Selling Strategy: how do we intend to sell? strategy of pricing, sales tools, etc.

Customer Retention Strategy: how we intend to retain our current customers, i.e., database, contacts, discounts, etc.

Financial Strategy (Sources & Uses of Funds): our planned sources, and uses of funds.

Risks & Risk Reduction Strategies: list of risks that we are likely to face, the strategies to address them.

7)   Plan

Growth Plan: How we intend to increase sales, profits, and investments. includes sales projections, profitability projections, and cashflow projections.  

Harvest & Exit Strategies: what do we do when we are big enough? will we become a bank, or investment company? acquire other companies? move to new geographical regions? create new products? or close shop?

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ZANAICA is promoted and hosted by Twende, an on-demand platform and Zambia’s first superapp, that also offers motorcycles (bodabodas) and tricycles (tuktuks), on lease to own, hire purchase model. Twende promotes investment clubs as an initiative to promote savings and investment culture in Zambia. To get free investment club training, do not hesitate to contact us on facebook at https://wa.me/+254103242604, or https://chat.whatsapp.com/HNosGG0OmdWHvXnFHVSLoh or email us at zanaica@twende.store or visit Twende offices at Manda Hill, Plot 271/C.

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