What to Include
This section provides a detailed view of how your business functions day-to-day and how it scales. It reassures investors that you have the infrastructure, team, and processes to execute your vision.
Core Elements:
- Core Activities: What needs to happen daily/weekly/monthly to deliver your service?
- Team Structure: Who does what? Include key roles and responsibilities.
- Operational Workflow: How customers move through your service pipeline.
- Technology & Tools: Internal platforms, software, automations.
- Customer Support: How you handle inquiries, issues, satisfaction.
- Logistics (if applicable): Supply chain, inventory, scheduling.
- Scaling Plan: What changes as you grow? Hiring, automation, regional operations.
Where to Source the Information
- Internal team docs or management tools (Notion, Asana, Trello, etc.)
- Interviews with your ops leads or co-founders
- Pilot testing logs
- Existing SOPs (standard operating procedures)
How to Analyze
- Identify bottlenecks and where scale requires new hires or tech
- Ensure operational costs are mapped to financial projections
- Forecast future ops needs (e.g., X customers = Y staff)
Format and Structure
- Overview Paragraph
- Org Chart or Team Table
- Operations Workflow Diagram
- Description of Tools/Tech Stack
- Scaling Plan Table or Bullet Points
- KPIs or Metrics (optional)