a business plan cover letter should have a

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How to Write a Business Plan Cover Letter That Wins Investors

Business Plan Cover Pages

Ayush Jalan

• December 12, 2023

Writing a business plan cover letter is an important part of presenting your business plan to potential lenders and investors when seeking investment. It’s the first thing an interested investor will read, and it’s your chance to make a good first impression.

In this article, we’ll see an overview of what a business plan cover letter is, why it’s important, and how to write it. We’ll also share a template, some examples, and useful tips you can use to write a formal cover letter for your own business plan and make it stand out.

What is a business plan cover letter?

A business plan cover letter is a formal document that accompanies your business plan and serves the purpose of introducing you and your business venture to potential investors or lenders. In other words, it’s a way for you to sell your business idea and show why you believe in it.

In the same way that a job seeker presents a cover letter alongside their resume to an employer in order to get hired, you need a cover letter to go alongside your business plan in order to secure funding or a business loan.

Why is a business plan cover letter important?

Through a cover letter, you show the investor why you are a good fit, what value your business can bring to them, and why they should invest in your company instead of your competitor.

To increase your chances of getting funding, it’s wise to tailor your cover letter based on the investor reading it. This means researching the companies the investor has previously invested in, their risk tolerance, and the values they look for in a business partner.

Although your business plans already details all crucial data, the cover letter should provide a glimpse into the current financial position of your company, including its profitability, debt, projections, and more.

The idea here is to let the investor know what they are getting into and reduce uncertainties. If they like your cover letter, they will be more interested to go through the whole business plan and ask questions before investing .

How to write a business plan cover letter?

Before you start writing a cover letter, make sure you’re done preparing a business plan and that there are no errors in it. A well-written cover letter isn’t going to get you very far if the business plan itself is not properly made.

Once your business plan is ready, follow these steps to write a cover letter:

Step 1. Create a header

The header of your business plan cover letter should include your name, the name of your business, your address, and your contact information. Next, write the date. And finally, write the name of the investor, the institution they are affiliated with, and their address.

If you’re sending the document via email, there’s no need to write a header, and you can jump to addressing the recipient with a formal greeting.

Step 2. Address the recipient

Unless you don’t know the name of the recipient, don’t make the mistake of addressing them as “Dear Investor” as that may give the impression that you haven’t researched the person you’re sending your business plan to.

Addressing the name of the recipient such as “Dear Mr. Green” or “Dear Ms. Jones” sets a good tone and is preferred over a generic greeting.

Step 3. Write a strong opening

The first paragraph of your letter should immediately grab the reader’s attention. This means stating the intent of the letter, the reason you want to work with this investor, and how you will use their money to scale the business.

Explain why you think your business is a good investment opportunity, and mention details such as the type of ownership, legal formation, the structure of the business , its history, and any notable achievements.

Step 4. Support your statements

Claims made without evidence don’t mean much, so you’re going to need to provide some form of data or facts to prove that you’re worth the risk.

This is admittedly hard to do if you’re a startup, since most startups fail. That’s why it’s a good idea to track these key startup metrics to assess your financial position and the overall viability of your business idea.

Step 5. Close with an acknowledgment

The last paragraph of a cover letter should emphasize three things: your interest in working with the investor, the value of this opportunity, and the timeline of how you’re expecting things to happen.

Once done, thank the reader for their time, express your eagerness to see their response, and request a meeting to discuss things further. End the letter with a formal sign-off.

Tips for writing a business plan cover letter

Here are some tips for writing a business plan cover letter:

• Keep the letter short and descriptive, no more than one or two pages.
• Use a formal, conversational tone, and avoid using slang, jargon, and contractions. The easier it is to read your letter, the better.
• Address the reader by name, and avoid using “To Whom It May Concern.”
• Mention your professional background, the competency of the management team, and how it all benefits the business.
• If you’ve acquired funding in the past, highlight the individuals, institutions, or banks that have invested in your company.

Business plan cover letter template

[Your Name] [Your Company’s Name] [Your Address] [Your Contact Information] [Date]

[Investor’s Name] [Investor’s Company Name] [Investor’s Address] Dear [Name of Investor],

I am writing to request your investment in [Your Business Name]. We are [ brief overview of your business ] and we believe that [Your Business Name] has great potential to be a valuable addition to your portfolio.

[Provide a brief description of your current financial situation and how the funds will be used]

[Mention your unique selling proposition]

Please find attached a copy of our business plan which provides more information on our company and product offerings. We would appreciate it if you could take the time to review our plan and offer your feedback. We look forward to working with you.

Thank you for your time and consideration.

Sincerely, [Your Name].

Business plan cover letter example

William Cutler Cutler and Colors Co. 132, My Street, Kingston New York 12401 [email protected] February 17, 2023

James F. Miller Miller Industries Pvt. Ltd. 1234 NW Bobcat Lane, St. Robert, Missouri Dear Mr. Miller,

Cutler and Colors is an emerging fashion retailer in New York City specializing in men’s garments, and we’re looking to expand to six more cities in the U.S. by the end of 2023. With your financial support, we project to double our production and strengthen our supply chain efficiency.

We believe Cutler and Colors will be a valuable addition to your portfolio. We currently have $220,000 of our own funds invested in the business and are looking to raise an additional $500,000. The money will be used to hire more staff, set up new stores, purchase new equipment, and advertise online.

By streamlining our supply chain, we intend to undercut our competitors and offer high-quality garments at an affordable price.

Please find attached a copy of our business plan which provides more information on our company and product offerings. We would appreciate it if you could take the time to review our plan and provide us with your feedback. We look forward to working with you.

Sincerely, William Cutler

Lure investors with a great first impression

Writing a good cover letter is key when presenting your business plan to potential lenders and investors. Your cover letter should be well-written, professional-looking, and tailored to the interests of the investor reading your business plan.

Be mindful of the length of your cover letter; it should be short enough to retain the reader’s interest and long enough to cover the subject. If you’re sending the cover letter over email, it’s a good idea to follow up after some time in case you don’t get a response.

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Frequently Asked Questions

How long should a business plan cover letter be.

Ideally, your cover letter should not exceed one page; if there’s more to add, a maximum of two pages is considered permissible. That said, it’s usually better to write a shorter cover letter than a longer one.

Can I include statistics in a business plan cover letter?

Yes, you can mention data in your cover letter to support your claims, but don’t overdo it since your business plan already highlights your financials and future projections in great detail.

Can I skip writing a business plan cover letter?

If you’re sending a physical copy of your business plan to an investor or lender, it’s absolutely crucial that you attach a cover letter with it. However, a cover letter is not that necessary if you’re sending it via email as you can simply write a note in the body of the email.

About the Author

Ayush is a writer with an academic background in business and marketing. Being a tech-enthusiast, he likes to keep a sharp eye on the latest tech gadgets and innovations. When he's not working, you can find him writing poetry, gaming, playing the ukulele, catching up with friends, and indulging in creative philosophies.

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How to Write an Effective Business Plan Cover Letter

Written by Dave Lavinsky

Anyone who is seeking investment or a loan should have a well-written and well-researched simple business plan template . It will not only help you to make a good first impression with potential investors and lenders, but it can also provide them with all of the information they need in order to make their decision about funding your business.

Download our Ultimate Business Plan Template here

When approaching investors and lenders, you will want to make sure that you have a cover letter to introduce your business plan. In this article, you will learn what a business plan cover letter is, why it is important, and a proven template for you to use.

A business plan cover letter is a type of professional correspondence that you send with your business plan to introduce yourself and your plan to a potential investor or lender. It is important to make a good first impression with your cover letter, as it is likely the first thing the reader will see.

Why is a Business Plan Cover Letter Important?

The main purpose of the cover letter is to make a good first impression and to sell your business idea. It is also your chance to explain why your business is a good investment or business loan candidate.

Optionally, you can explain why you are approaching the potential investor or lender and what they can gain from investing in your business.

How to Write a Cover Letter Properly

In order to compose an effective cover letter, you should keep several things in mind.

First, try not to exceed a half-page for your cover letter. The person that you are sending it to is likely going through a large stack of business plans, and they don’t have time to read a long cover letter from every business owner in need of funding. It should be long enough to make a good impression, but short enough to create interest to entice the reader to read your business plan to learn more.

Second, you should make sure that your cover letter is well-written and professional-looking. It is important to take the time to draft a good cover letter, in the proper business cover letter format, as it can help to make a positive impression on the reader.

Finally, you should tailor your business plan cover letter specifically for the person or company you are sending it to. If you were sending it to a small business investor, you should mention that. If you were sending it to a bank, make sure to mention your plans for repayment of the loan. 

However, because most business plans are sent to investors or lenders via email, a formal cover letter isn’t always needed. Rather, you can simply put a note in the body of your email.

Regardless of the method of delivery, your contact information should be included, as well as any other important details that will help your reader contact you to talk through your funding options further.

    Finish Your Business Plan Today!

Growthink’s business plan cover letter template.

Below is our sample business plan cover letter template that can either be sent via email or printed:

[Your Name] [Business Name] [Street Address] [City, St Zip]

[Name of Investor/Lender] [Title] [Company] [Address] [City, St Zip]

Dear [Name of Investor/Lender]:

Attached please find the business plan for [Business Name].

I think you will find it very interesting and hopefully a fit with your investment criteria.

If you have any questions or would like to schedule a meeting to discuss further, please email me at [your email address] or call me at [your telephone number].

[Sign here if cover letter sent by mail, fax, or delivered in person]

[Your Name] [Business Name] [Title]

Other Business Plan Cover Letter Examples

Use the cover letter examples below to help inspire you to create your own cover letter for your new business venture or to grow your existing organization.   

Olivia’s Bakery

Dear Investor,

Olivia’s bakery is a family-owned and operated business that has been in operation for over five years. We are a full-service bakery that specializes in creating delicious, fresh pastries, cakes, and breads.

Our bakery has been a staple in the community and we have developed a strong following of customers who appreciate our unique products. Our goal is to continue growing our business by expanding our product offerings and reaching new customers.

We believe that our bakery has great potential and would be a valuable addition to your portfolio. We would be grateful if you could take the time to review our business plan and provide us with your feedback. We would love for you to stop by our bakery and try some of our goods.

Please feel free to call me at 555-555-1212 if you have any questions. I look forward to hearing from you soon.

The Hudson Boutique Hotel

Dear Mr. James Peterson,

The Hudson offers an upscale experience in a smaller city setting with all of the comfort and amenities of home. We offer our guests free Wi-Fi access as well as complimentary breakfast and on-site parking. Our rooms are modern and elegant, and we provide luxury bedding that helps ensure a quality night’s sleep.

Our location at 412 National Street is just two blocks from downtown and within walking distance to several popular restaurants and shops. Please refer to the attached business plan for more information on location specifics. This document also outlines our company philosophy including management team profiles, financial projections, and more.

Thank you for your time and consideration. I am eager to discuss our plans to expand the boutique hotel further with you. Please do not hesitate to contact me at 555-555-1212 should you have any questions or would like to arrange a meeting.

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ABC Widgets Inc.

To Whom It May Concern,

ABC Widgets Inc. is a widget manufacturer that has been in business for over 10 years. We specialize in the production of high-quality widgets for both commercial and residential use. We have a strong reputation for providing an excellent customer experience and our widgets are backed by a 100% satisfaction guarantee.

We are excited to announce that we will be expanding our business and are in the process of constructing a new widget factory. This facility will allow us to increase our production capacity and meet the growing demand for our widgets.

Please find attached a copy of our business plan which provides more information on our company and product offerings. We would appreciate it if you could take the time to review our plan and provide us with your feedback. We would also love to schedule a meeting so that we can discuss our expansion plans in further detail.

Thank you for your time and consideration.

My name is John Doe and I am the owner of XYZ Tours, a travel agency based in New York City. We have been in business for over 30 years and specialize in group tours to European destinations.

I am writing to request your support for our organization as we continue to expand operations and reach out to customers nationwide. Our goal is to be the leading tour operator in the Northeast by 2025 and we can achieve this with your help.

With a location just steps from Columbus Circle, XYZ Tours has easy access from Midtown Manhattan making it an ideal destination for tourists from all over the country. As one of our valued partners, you will receive preferred pricing on all of our services including transportation, lodging, and entertainment options.

Thank you for your time and consideration. I would be happy to answer any questions you may have. Please do not hesitate to contact me at 555-555-1212.

Owner, XYZ Tours LLC.

The Smith Corporation

Dear Mr. Brown,

The Smith Corporation is a leading producer of high-quality office furniture. For the past 30 years, we have been committed to providing our customers with the best products and installation services in the industry.

We are pleased to announce that we will be expanding our operations and are in the process of constructing a new production facility. This facility will allow us to increase our production capacity and meet the growing demand for our furniture.

How to Finish Your Business Plan in 1 Day!

Other helpful business plan articles & templates.

5 Steps to Writing a Business Plan Cover Letter [+ Templates!]

Every business plan needs a cover letter. Also known as an introduction, executive summary , or overview, your cover letter is your first impression.

It sets the stage for the rest of the document and tells the reader what to expect. Most importantly, it compels the reader to spend the time it will take to review the plan in full.

But how do you write a cover letter? What should it say?

There will be no guesswork here. We’re covering all of the essential deets to include. Plus, we’ve got templates to make your life easier.

What’s in this guide :

Why your business plan cover letter is important

What to include in your cover letter, how to write your business plan cover letter, 3 business plan cover letter templates.

Without a great cover letter, your business plan will lack context and urgency—making it less likely that your audience will read it.

A cover letter surfaces the most important details from the plan, allowing you to craft a cohesive story. For instance, you might focus your cover letter on your market research findings, your estimated profit margin, or how your company is preparing to achieve your business goal. Essentially, it allows you to direct readers’ attention where you want it to go .

A business plan can also motivate you . Entrepreneurs with completed business plans are 260% more likely to start their businesses. When you write a great cover letter, it can serve as a reminder of why you’re putting in the hard work and keep you on track.

What should you include? That depends on the type of business plan you’re writing. Is this a plan to launch a startup, release a new product, or improve an existing business?

Here are some essential pieces of information to include for different types of plans. (Remember that while the business plan will delve into all the details, the cover letter will summarize the most important information.)

New business plans :

Market research

Problem or opportunity statement

Outline of initial offerings (products or services)

Business and pricing models

Time to profitability

Business risks and mitigation plans

Competitive landscape

New product launches :

Product landed cost

Product price for each channel (wholesale, DTC, Amazon, etc.)

Projected profit margin for each channel

Product branding and marketing plan

Plan for product validation and prototyping

Business improvement projects :

Current state of the business

Opportunities for growth

Opportunities for expense cutting

Opportunities for process or productivity improvements

Prioritization of improvement projects

Project goals

Project timelines

Third-party service pitches :

Client goals and objectives

Service scope

Service deliverables

Project or implementation timelines

Expected outcomes

In most cases, the cover letter should fit within one page, but for very long business plans, you might need a page and a half or even two pages to fit the overarching story you want to convey.

You should address the cover letter to your intended reader. That might be a loan officer for a business loan, a potential investor, a business partner, or a client.

Business plan cover letter example

Cover letter examples can offer inspiration and provide a jumping point for your writing.

Here’s an example of a cover letter for a business consulting plan :

Notice how the example focuses heavily on the pain points of running a business: working hard, listening carefully, watching cash flow, etc. The cover letter makes the point that when you’re in the weeds of your business, it can be tough to envision the big picture and steer the ship.

Above all, a cover letter should be compelling. So make sure to include illustrative language, metaphors, clear pain points, and goals to bring the proposed plan to life.

Your cover letter is one of the most important sections of any business plan or business proposal . Follow these simple steps and writing tips to win over stakeholders.

Step 1. Write your business plan first

It’s nearly impossible to write a great cover letter without writing your business plan first. Why? Because your cover letter surfaces the key points from the plan so readers know why they should read the plan and what to focus on.

To write an excellent business plan, you must first begin with research. You might put together a small focus group, interview target customers over the phone, assess a handful of competitor products, and analyze influencers’ social media content within your industry.

Now that you’ve done your research, you can start writing your plan.

Make sure to include these sections:

Market problem

Your proposed solution

Your business model

Target customers

Marketing plan

Your competitive advantage

Financial projections

Required funding

Step 2. Write a strong introduction paragraph for your cover letter

Now it’s time to write the perfect cover letter.

While your cover letter will summarize a variety of points, the first paragraph should have a clear focus. It shouldn’t bounce all over the place, but should make a single compelling argument. You can start with the market opportunity, the unmet customer expectations, the prospective client’s key pain points, or the stellar profit margin your business plan is proposing.

And remember that a good hook makes the reader want to keep reading. So spend plenty of time coming up with a great first sentence that will creatively lead into your opening argument.

Step 3. Write your supporting paragraphs

The next step is to write the supporting paragraphs that drive home your key argument.

For example, if your opening paragraph states that your business plan will address a $1 billion dollar market opportunity, then the remaining paragraphs should clarify the market need (what do customers expect and why haven’t your business competitors risen to the challenge?), how you will address that need (what products or services will you offer?), and what you need from the reader (an investment, a loan, their experience as your co-founder, etc).

Consider using bullet points to quickly list out important details like market research findings, product launch plans, or business goals.

Step 4. Revise your cover letter

Don’t expect to knock it out of the park on the first try. Give yourself time to revise the cover letter over a couple of days. When you take a break before editing , you’re able to look at your writing more objectively—almost as if it was written by someone else. You also allow yourself the space to come up with creative, fresh ideas for hooks, key arguments, etc.

Step 5. Double check that the rest of the business plan follows suit

And lastly, you need to check that your cover letter matches your business plan (and that your business plan matches your cover letter) . This song-and-dance might take some time because whenever you add new info to your business plan, you need to consider if it’s important enough to be featured in the letter. And anything you add to your letter certainly needs to be covered in the plan.

Your reader is going to want to find more details within your business plan, so make sure you’re titling sections clearly. For instance, if you mention “market research” in your cover letter, then title the matching section the same way. Your cover letter serves as a reference point for what readers should hunt for in the plan, so keep that in mind when you’re formatting and adding the finishing touches.

A business plan is most commonly written when starting a new business. But documented plans are also useful when launching a new product, embarking on a big project, or pitching a service. These cover letter templates can be adapted for just about any use case.

1. Accounting plan cover letter template

If you’re sending your business plan to potential investors, lenders, or someone else you’re trying to convince, this template may be helpful. It’s short, to-the-point, and full of confidence.

2. Investing plan cover letter template

This cover letter template is perfect for new business plans in the investing, fintech, and financial services industries. It hones in on the core pain points of amateur investors in need of financial planning.

You can adapt the pain points shared into more of a summary of your market research and the target audience’s needs. Or, you can use this template to pitch financial services directly to potential clients, making sure to include the details of the services in the rest of the plan.

3. Business project cover letter template

This project proposal template can easily be adapted for any business plan, product launch, or operational improvement project. The cover letter is written with compelling language that clearly states the needs and challenges of the project, as well as how you will address them.

To make this template your own, start by summarizing the risks of the project, and then segway into how your business plan mitigates those—whether through hiring, training, project management, software implementation, or a combination of these and other strategies.

Send business plans and proposals that get accepted

Whether you’re sending documents to investors, partners, clients, coworkers, your boss, or other stakeholders, one thing is certain: you want your plan to be accepted.

By analyzing over a million business proposals and plans sent with our software, we found that documents are more likely to close when they include images, e-signatures, intake forms, and editable pricing tables. With Proposify , you get all of these features plus viewing analytics, so you can check when your emails and plans have been viewed. This will help you know who to follow up with to close the deal.

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How to Write a Business Plan Cover Letter

Back to Business Plans

Written by: Carolyn Young

Carolyn Young is a business writer who focuses on entrepreneurial concepts and the business formation. She has over 25 years of experience in business roles, and has authored several entrepreneurship textbooks.

Edited by: David Lepeska

David has been writing and learning about business, finance and globalization for a quarter-century, starting with a small New York consulting firm in the 1990s.

Published on February 20, 2023 Updated on December 12, 2023

Congratulations! You’ve finished your business plan , and now you’re looking to send it out to potential backers. Great work. But there is one last hurdle before you move forward, and that’s writing a cover letter to introduce yourself and your business and convince people to dig into your business plan. 

It needs to quickly capture readers’ attention and interest, which means it needs to be very well written. But don’t worry, this handy guide outlines how to craft a business plan cover letter that will give you and your venture the best chance of success. 

• Why Is a Cover Letter Important?

A cover letter is like an elevator pitch – it’s your opportunity to attract investor interest and persuade them to investigate further. Basically, you’re selling your business idea in just a few paragraphs.

But keep in mind that most investors receive hundreds of business plans every month, most of which they never read. Thus, your cover letter needs to break through the noise and grab their attention.

• What to Include in Your Business Plan Cover Letter

Your cover letter needs to be brief, just half a page or so. This means you need to quickly get to the point. 

Start with a header that includes your name, the name of your business , and contact information. Next comes the name and address of the recipient, followed by a greeting line, which should also mention the person’s name.

Grab Their Attention  

Grab their interest immediately with a sentence or two highlighting this fantastic business opportunity. If you met them while networking, briefly mention that before detailing your vision – the problem your business solves and how. Keep it brief, and make it compelling.

Why Will Your Business Be Unique?

Next, explain exactly what will make your business stand out. Do you have intellectual property?  A unique value proposition or competitive advantage ?  Choose what you think is the single most compelling point in your business plan and explain it in detail.  

Who Are You?

Briefly touch on the skills and experience that will help you execute your business plan. If you have partners, briefly mention their qualifications as well. Avoid being overly self-promotional.

Close It Out

End by thanking them for their time and proposing a follow-up, whether it’s scheduling a call or a future email. Offer to send additional information and answer any questions they may have.

• Business Plan Cover Letter Template

[Your Name] [Your Address] [City, State ZIP Code] [Your Email Address] [Your Phone Number] [Today’s Date]

[Recipient Name] [Recipient Title] [Company Name] [Address] [City, State ZIP Code]

Dear [Recipient Name],

I am writing to introduce our company, [Your Company Name], and to present to you our business plan that outlines our mission, objectives, and strategies for [specific purpose, e.g., expansion, new product launch, etc.].

Our team has worked diligently to create a comprehensive plan that we believe not only aligns with the current market trends but also capitalizes on future opportunities. We have taken into consideration the challenges that we might face and have developed strategies to navigate them.

In the enclosed business plan, you will find:

• Executive Summary : A brief overview of our company and the main objectives of this plan.
• Market Analysis: An in-depth look into our target market , its size, and growth potential.
• Products/Services: Detailed descriptions of our offerings and their unique selling points.
• Marketing Strategy: Our approach to reaching our target market and driving sales.
• Financial Projections: Expected revenues, costs, and profitability for the next [X years/months].

We are confident that our business plan provides a clear and attainable path for [Your Company Name] to achieve its objectives. We invite you to review the document and would be more than happy to address any questions or concerns you might have.

Thank you for considering our proposal. We look forward to the possibility of working with you and appreciate your time and consideration.

[Your Name] [Your Title/Position] [Your Company Name]

• Business Plan Cover Letter Example

John Doe 123 Apple Lane Los Angeles, CA 90001 [email protected] (123) 456-7890 September 13, 2023

Mr. Richard Smith Investment Manager Capital Ventures Ltd. 456 Orange Street Los Angeles, CA 90002

Dear Mr. Smith,

I am writing to introduce our company, TechGuard Solutions, and to present to you our business plan that outlines our mission, objectives, and strategies for expansion into the European market.

Our team has devoted countless hours to crafting a comprehensive plan that aligns with the technological advancements of the current age and seizes potential market opportunities in Europe. Recognizing the challenges of entering a new market, we’ve developed robust strategies to ensure our success.

• Executive Summary: A brief snapshot of TechGuard Solutions and our vision for European expansion.
• Market Analysis: An exploration of the European tech market, emphasizing its growth potential.
• Products/Services: Detailed descriptions of our cybersecurity tools and their significance in the current digital age.
• Marketing Strategy: Our blueprint for penetrating the European market and establishing a strong presence.
• Financial Projections: Forecasts of our revenues, costs, and profitability for the next 3 years in Europe.

We are optimistic that our business plan illustrates a clear and achievable route for TechGuard Solutions to thrive in Europe. We invite your insights and feedback on our proposed strategy.

Thank you for considering our proposal. We are eager to embark on this journey and hope to collaborate closely with partners like Capital Ventures Ltd.

John Doe CEO TechGuard Solutions

Even though a business plan cover letter needs to be short, it’s wise to take all the time you need to make sure it’s perfectly crafted. The future of your business could depend on it! So once you’ve written a solid draft, show it to people you trust to get their feedback and make changes as needed.

A good cover letter will convince readers that this is a business plan they simply must read. And if you’re able to do that with major investors, your business has a great shot at success.

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Business Plan Cover Letter Sample: Free & Customizable

In this article, I will guide you through a step-by-step process to write an effective business plan cover letter, peppered with insights from my personal experience. Including a customizable template.

Key Takeaways: Understand Your Audience: Tailor your cover letter to the interests and needs of the reader. Be Clear and Concise: Keep your cover letter succinct, focusing on key points. Highlight Key Aspects: Emphasize the unique selling points of your business. Personalize Your Approach: Share a bit of your entrepreneurial journey to create a connection. Follow a Structured Format: Use a template to ensure all critical elements are covered. Proofread and Edit: Ensure your cover letter is free from errors and is polished.

Step-by-Step Guide to Writing a Business Plan Cover Letter

Step 1: understand your audience.

Before you begin writing, it’s crucial to understand who will be reading your cover letter. Tailoring your message to the interests and concerns of your audience can significantly increase your chances of making a positive impression.

Step 2: Start With a Strong Opening

Begin with a compelling introduction that grabs the reader’s attention. Mention your business’s core value proposition and how it addresses a specific need or opportunity in the market.

Step 3: Outline Your Business Plan

Briefly describe what the reader can expect to find in the business plan. Highlight key sections, such as the market analysis, financial projections, and strategic direction.

Step 4: Share Your Unique Story

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Inject a personal touch by sharing a brief narrative of your entrepreneurial journey. This helps create a connection with the reader and adds a human element to your business proposal.

Step 5: Call to Action

Conclude with a clear call to action, inviting the reader to delve into your business plan for more detailed information.

Step 6: Close with a Professional Sign-off

End your cover letter with a professional closing statement and your signature.

Template for a Business Plan Cover Letter

[Your Name] [Your Position] [Your Contact Information] [Date]

[Recipient’s Name] [Recipient’s Position] [Company Name] [Company Address]

Dear [Recipient’s Name],

I am pleased to present you with the business plan for [Your Company’s Name], a venture poised to [briefly state your value proposition]. Our business addresses [specific need or opportunity] by [brief explanation of your solution].

Enclosed, you will find a comprehensive plan outlining our market analysis, product/service offerings, competitive landscape, and detailed financial projections. Our team is committed to [briefly mention your commitment or mission], and we are excited about the potential to [state the potential impact or success of your business].

My journey to this point has been [share a brief personal story or insight], and I am passionate about the opportunity we have to make a difference in [mention the industry or sector].

I invite you to review our business plan and welcome any questions or feedback you may have. I am keen to discuss how we can collaborate to turn this vision into reality.

Thank you for considering [Your Company’s Name]. I look forward to the possibility of working together.

[Your Name] [Your Position]

Personal Tips from Experience

• Be Authentic: Authenticity resonates. Share genuine insights or stories about your journey to establish trust and connection.
• Keep It Relevant: Focus on information that directly supports your business’s value proposition and goals.
• Follow Up: Don’t hesitate to follow up after sending your business plan and cover letter. It shows initiative and interest.

I hope these insights and steps help you craft a compelling business plan cover letter that resonates with your audience. I’d love to hear about your experiences and tips as well. Feel free to share your thoughts and questions in the comments below.

Frequently Asked Questions (FAQs)

Q: what is the purpose of a business plan cover letter.

Answer: The business plan cover letter serves as a formal introduction to your business proposal. It provides a brief overview of what the reader can expect inside the business plan, sets the tone for your presentation, and aims to persuade the reader to delve deeper into the document. 

Essentially, the business plan cover letter is your first opportunity to make a strong impression.

Q: How is a business plan cover letter different from a business plan executive summary?

Answer: While both the business plan cover letter and executive summary provide introductory information, they serve different purposes. The business plan cover letter is a brief letter addressed to a specific individual, introducing your business proposal and highlighting its significance. 

On the other hand, the executive summary is a section within the business plan that provides a concise overview of the entire plan, touching on key aspects like the business model, market analysis, financial projections, and strategies. 

Think of the business plan cover letter as an invitation to read the plan, while the executive summary offers a snapshot of its content.

Q: Should the business plan cover letter be attached to the business plan or sent separately?

Answer: Ideally, the business plan cover letter should be attached to the front of the business plan, especially if you’re submitting a physical copy. 

If you’re sending your business plan via email, the business plan cover letter can be written directly in the body of the email, with the business plan attached as a separate document. 

Either way, the business plan cover letter is meant to be the first thing the recipient sees, setting the stage for the detailed plan that follows.

Q: How long should a business plan cover letter be?

Answer: A business plan cover letter should be concise and to the point, typically not exceeding one page. Its primary goal is to captivate the reader’s attention and motivate them to review the entire business plan. 

It’s essential to maintain brevity while ensuring that the main points—like the purpose of the business, its potential, and the reason for reaching out—are effectively communicated.

Q: Can I use the same business plan cover letter for multiple recipients?

Answer: While the core content of your business plan cover letter might remain consistent, it’s crucial to personalize each letter for its specific recipient. 

Addressing the recipient by name, referencing their company, and mentioning any shared connections or mutual interests can make your letter stand out. A tailored approach shows that you’ve done your research and genuinely value the potential relationship, rather than sending out generic, mass-produced letters.

Q: Are there professionals who can help write a business plan cover letter?

Answer: Yes, there are many professional services and consultants who specialize in business planning and proposal writing. These experts can craft a compelling business plan cover letter tailored to your business and target audience. 

It’s worth considering their expertise, especially if you’re unfamiliar with creating such documents or want to ensure the best possible first impression.

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How to Write a Cover Letter for a Business Plan

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• Business Communications & Etiquette
• Writing a Business Letter
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How to End a Company Letter

Who reads business plans, how to add a signatory on a bank account.

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A business plan is an important document for your business. The business plan should be created before you launch your new business venture, and you should review every few months to make sure you're implementing all your plans and don't need to make alterations. When you send your business plan to banks or other financial institutions in an attempt to receive a loan for your business, include a professional cover letter with the business plan.

Type your name, the name of your business and your contact information at the top of the cover letter so the bank can get back in touch with you easily. Include your business address, office number, cell number and the email address you check most frequently.

Type the recipient's name, title, bank name, location and address after your information. It's important to include the recipient's name. If you're not sure who will receive the cover letter and business plan, call the bank and ask.

Type the date you plan to send the business plan cover letter under the recipient's information.

Include a professional greeting addressed to the recipient, such as "Dear Ms. Smith."

Explain in the first paragraph that you're sending the banker your business plan and that you hope the bank will consider providing you with a loan. Tell her that the business plan is attached and that you'd appreciate her consideration.

In the next paragraph or two, describe reasons for opening your business. You should include details about your financial plan, such as how much money you already have to invest in your business and how much you plan to profit in the first year or two. Talking about your profits and careful financial planning shows the bank that your business is a worthwhile investment.

Thank the recipient for her time and consideration in the final paragraph. Let her know that you would appreciate it if she would review your business plan. Tell her you are available to come in and discuss your business plan further.

End the letter with a professional closing, such as "Sincerely," and type your name three or four lines after the closing. Sign your name in the space between the closing and your typed name after you print out the cover letter.

• MasterPlans: Business Plan Cover Letter

J. Johnson has been completing freelance writing work since September 2009. Her work includes writing website content and small client projects. Johnson holds a degree in English from North Carolina State University.

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Discover business cover letter examples and more.

Tell hiring managers why you’re perfect for the job. Learn how to write a business cover letter with plenty of examples and a free downloadable template.

Your resume provides a high-level overview of your skills and experience — but a cover letter provides the hiring manager with more specific information about why you’re perfect for the job, both as a professional and as a person. A good cover letter can make or break any job application.

When to use a business cover letter.

A resume will only get you so far in a job hunt. Any time you submit a job application, you should include a business cover letter to accompany your resume. Think of it as a proposal to the hiring manager as to why you’re a good fit for the position.

Some clubs and organizations, especially mission-driven organizations, ask for cover letters from prospective members. They might want to see why you’d be a beneficial member who could further their mission before allowing you to join, which is the perfect time for a business cover letter.

Finally, you might want to include a cover letter if you plan to apply for a certification program. Some certifications have prerequisites. A business cover letter, along with your resume, is a great way to showcase your skills and that you’ve met all the requirements to earn the certification.

Download a free business cover letter template.

Not sure where to begin? Whether you’re looking for business cover letter examples for inspiration or want an outline to get started, you can download a free cover letter template online.

Once you download the template, you can convert the PDF to Word to customize the information to suit your skills and experience. You can also edit the PDF online to add text, leave sticky notes, and more.

To give you some ideas, here’s a quick business cover letter example of what you might want to make yours look like:

San Jose, CA | [email protected] | 123-555-4564

Dear Jane Doe, VP of Human Resources

I came across your job posting for an Account Executive on the Company website, and given my extensive business background, I believe I would be an asset to your organization.

For the past seven years, I have worked as an Account Executive for Big Business, LLC., handling dozens of accounts from businesses both domestic and abroad. I have a certification in Business Development from the ALCOP, and I am also proficient with all major project management software, including Jibberjab, Smile, and Wink.

In addition to my business background, I am a strong communicator with experience leading small teams to achieve set goals within projected timelines.

My schedule is flexible, and I would be interested in setting up a time to discuss the Account Executive position further. Thank you for your time, and I look forward to speaking to you.

Tips to write a business cover letter.

A business cover letter is a balancing act between covering as much information about yourself as possible while keeping it short, so it’s easy for hiring managers to read.

Always use professional language. In a business setting , efficiency is key. Hiring managers read through many applications and don’t have time for fluff. Keep your business cover letter short and straight to the point. Highlight your strong points as quickly as possible.

Be sure to proofread your cover letter for mistakes before sending it. Nothing comes off as more unprofessional than a typo in an important business letter.

Once you’re happy with the final result, remember to save your business cover letter as a PDF. PDFs maintain their formatting regardless of device. You can easily convert Word to PDF online to transform your cover letter into a sharable document that’s ready to send to hiring managers.

The best business cover letter format.

There are several differences between generic cover letters and business cover letters. Overall, business cover letters should be more professional, both in tone and layout. Similar to a standard business letter, professionalism and conciseness is key here. But rather than sell products or services, you’re selling your skills and experience.

To keep your cover letter on track, here’s an outline of the important information and sections to include in your business cover letter template:

• Personal information – Start your cover letter with your name, email, and telephone number at the top of the page in a block format. Address or city is optional.
• Date – Every business letter should be dated. Add the date under your contact information.
• Salutation – Greet the hiring manager. Include their name and perhaps even their job title, just to show you’ve done the research.
• Opening paragraph – Explain that you’re interested in the position and how you heard about the opening. Include the exact job title.
• Second paragraph – Provide a summary of your relevant experience and critical hard skills that make you the best person for the job.
• Third paragraph : Briefly discuss the soft skills that would make you an asset to the business and a good team player.
• Closing paragraph : Let the hiring manager know about your availability to discuss the job further. Thank the hiring manager for their time by name.
• Signature – End the letter with a professional signature.

You should also use a business cover letter format that’s clean and in a block format, with a highly legible font. Use single spacing and keep your margins consistent to maintain a business feel. The easier it is for a hiring manager to read your cover letter, the better.

Frequently asked questions.

Should i write a new cover letter for each application.

Each cover letter should be specific to the job you’re applying to. However, you can create a business cover letter template that covers basic information and quickly customize it before applying to a job to save time creating letters from scratch.

How long should a cover letter be?

Your cover letter should be three to four paragraphs, or approximately 250 to 400 words. Always try to keep it to one page.

Is a cover letter the same thing as a CV?

While they are both very similar, a cover letter isn’t quite the same as a CV. CV stands for curriculum vitae, which focuses mainly on academic achievements. Cover letters focus on professional experience. In the business world, cover letters are preferred.

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Free Cover Letter Sample for Business Plan 

Table of Contents

If your business plan cover letter is good enough, an investor may express interest in funding your business. Writing a cover letter yourself is beneficial because you can use your ideas to flesh it out.

You can use the  cover letter for business plan sample  in this guide as a template to write a winning cover letter. 

Great cover letters are vital in attracting investors to fund your business. To make a good impression on potential investors, you must write a compelling cover letter. Your cover letter should reflect your idea and the value you can bring to the investor.

You don’t have to be a writer to craft a captivating cover letter. Only edit the templates in this article to suit your needs and match your business details!

What Is A Business Plan Cover Letter?

A cover letter for business plan is a professional write-up that contains details of yourself and the business you plan on venturing into. It is a brief introduction that outlines your plans or goals . Your cover letter should intrigue an investor since that is their first read.

A professional cover letter will feature a professional tone, relevant but concise information, and an appropriate ending.

Importance of A Business Plan Cover Letter 

A business cover letter allows you to impress the Investor and display your ability to execute your plan . It gives an understanding to the Investor about what you want to do. And how you plan to implement it in the best way possible. 

You intend to sell out an idea; use the cover letter to make them see why they should invest in your plan. 

Cover Letter for Business Plan Sample 

When writing a cover letter for a business plan, keep it short. Whoever you intend to send it to; will have other things going on around them. This means they may not have the time to read a lengthy cover letter. Your goal should be to build their interest. To achieve that, you have to write professionally. 

The following are some cover letters for a business plan to guide you.

The format.

[Your name]

[Your street address], [Your city], [Your state] [Your zip code]

[Your website URL] – [Your email address]

[Investor’s title]

[Investor’s company name]

[Investor’s city], [Investor’s state], [Investor’s zip code]

Dear [Name of Investor]:

[Introduce yourself and your business].

I have attached the business plan for [business name] to this mail.

You will be intrigued by it and may consider it a fit for your investment.

If you want us to talk about it, we can schedule a meeting one of these days.

Please, you can send me an email via [your email address] or give me a call at [your phone number]

[Your signature]

[Your title]

Example 1 [Jay’s cakes]

Dear Investor,

Jay’s Cake is a business that has existed for three years. We are a baker group making all kinds of cakes for birthdays, weddings, anniversaries, and households. Our cake bakery has grown over the years, and we have a large number of following by customers who enjoy our cakes. We want to expand our business by making more cakes to reach other communities.

Our cake bakery will be an excellent addition to your portfolio. We will be glad if you can go through our business plan. You can visit our cake bakery to try out some of our customers’ favorites.

Please you can call us anytime at 432-331-5321 for further details. I await your feedback.

Jay’s cakes

Example 2: Blue Estate.

Dear Mr. Peter,

The blue estate is a modern city of well-built houses with the comfort of home. Most of our houses are taken because people love their structures and designs. We are located at 321 Blue Street in town, close to the popular marvel suites. 

Please, see the attached business plan for more details on the location. The document also has our financial projections and team profile.

Thank you for your attention. I can’t wait to further discuss my plans with you. Please, contact me at 532-123- 2214.

Blue Estate.

Example 3: The Jordan’s corporation.

Dear Mr. White,

The Jordan Corporation is a producer of quality office furniture. For the past 15 years, we have provided customers with top-notch products and installation services in the industry.

We are glad to announce that we want to expand our operations and set up a new production corporation. This will enable us to meet the high demand for our quality furniture.

Attached is a copy of our business plan for your perusal. We would appreciate it if you could take the time to review our plan. Your feedback is important to us. And if you would like a physical meeting, do let us know, so we can schedule to discuss the project.

Thank you for your time and consideration.

The Jordan Corporation.

When writing a business plan cover letter , make it short. Your cover letter should be at most two pages, but it can be less. 

From the beginning of your cover letter, you should mention your business plan and that you have attached it. State how an investor will benefit from your business if they invest. Use a conversational tone for your cover letter. Avoid the use of slang but make the introduction of your business plan interesting.

You can use the  cover letter for business plan sample  above or adjust it to fit your plans perfectly. 

Abir Ghenaiet

Abir is a data analyst and researcher. Among her interests are artificial intelligence, machine learning, and natural language processing. As a humanitarian and educator, she actively supports women in tech and promotes diversity.

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What Should You Include in Your Cover Letter? [w/ Tips for 2024]

You’ve spent weeks job hunting, and you’ve found the perfect job.

Your resume is all set, and you’re almost ready to send your application.

There’s just one thing left—you’re writing a cover letter to create a flawless job application.

The only issue? You're not sure what exactly to include in your cover letter.

There’s no need to worry! We’re here to help

In this article, we’re going to cover:

• What Is a Cover Letter
• What Elements Should Your Cover Letter Include
• What You Shouldn’t Include in Your Cover Letter

Let’s get started.

What is a Cover Letter?

A cover letter is a document that you send as part of your job application, along with your resume or CV .

The cover letter’s purpose is to introduce you and briefly summarize why your professional background makes you the right person for the job.

On average, a cover letter should be between 250 and 400 words long and fit neatly on one page.

A cover letter is one of your first forms of communication with a hiring manager. It’s your opportunity to present yourself in your own words, stand out from other candidates, and get the hiring manager interested in learning more about you.

Let’s take a look at an example of what a cover letter looks like:

Why Do Cover Letters Matter?

After you’ve spent so long making the perfect resume , you might be wondering why you should even write a cover letter.

The truth is that while not all employers request a cover letter, you should always include one with your job application.

Adding a cover letter to your job application shows the hiring manager you’re willing to go the extra mile for the job, and you’re not just randomly applying and hoping your application sticks.

A cover letter is your opportunity to give the hiring manager more information about you as a candidate. This is your chance to personalize your application and provide additional information on your skills and experiences that align with what the employer is looking for and that you didn’t have space on your resume for.

But your cover letter is also your chance to go beyond your most important skills and experience. You can use it to talk about your passion for the industry or your enthusiasm to join this specific company’s team and show the hiring manager that you’re serious about the role.

If your cover letter is good, it can complement your resume and get you that much closer to an interview.

A badly written cover letter, on the other hand, could undermine even the best resume and lead to your application getting tossed in the ‘no’ pile, so it’s crucial to get this document right.

Need help preparing for an interview? Check out our guide to the most common interview questions and how to answer them!

What Elements Should You Include in a Cover Letter?

There are a few key elements you need to include to write a successful cover letter .

Let’s take a look at them one by one:

#1. A Professional Template

Your cover letter should be easy on the eyes and even easier to navigate.

This means you have to set the right page margins, adjust the line spacing, choose an appropriate font , and set it to the correct size, all while making sure your text never spills onto page two.

But what if there’s an easier way? 

Just use one of our cover letter templates instead.

Our free resume builder comes with built-in resume templates that you can match with a cover letter template for a stylish application.

You can automatically set your font style, size, and even the dimensions of the paper you intend to print it on - standard A4 or US letter format.

#2. Neatly-Split Paragraphs

A cover letter should be easy to navigate at a glance.

If your cover letter is a huge chunk of text that fully covers the entire page, without paragraphs or ample white space, it’s going to look cramped and leave a bad impression on the hiring manager.

This is where your cover letter’s formatting comes in. You should divide the contents of your cover letter into a header with contact information, and then split the actual text into an opening paragraph, a main body, a conclusion, and a formal closing line.

Be sure to also use line breaks and bullet points to break up your paragraphs to increase your cover letter’s readability.

This can make it seem less of an overwhelming read to the hiring manager and easier for them to skim through it all to find what they’re looking for.

#3. The Date of Writing

The exact date you write your cover letter may seem like a small detail, but it can actually add an extra touch of professionalism to your job application.

This can help the hiring manager keep track of when you’ve applied for the role, and it reflects your attention to detail .

Just keep in mind that the format of the date should align with the standard in the country where you're applying. For example, in the US , the mm-dd-yyyy format (e.g., May 22, 2024 ) is the go-to, whereas most other countries prefer the dd-mm-yyyy format (e.g., 22 January 2024 ).

#4. Your Interest in the Company

It’s important to tailor your cover letter for the specific job you’re applying for to show the hiring manager that you’re a serious candidate who’s done their homework about the position.

This is why the body of your letter should always include a paragraph where you clearly explain why you’re interested in the specific company.

Start by doing some research on the employer . You have to show the hiring manager that you understand what makes the company unique and how you align with their values and needs.

Think about what you genuinely like about the company you’re applying for. Whether it’s their remote working conditions, their focus on diversity or sustainability, or something else entirely, be sure to mention it in your cover letter.

If you’ve used a product or service that the company provides, say so in your cover letter. On top of that, highlight what specific aspects of the company resonate with your career goals , such as their innovative methods or cutting-edge market strategy, that you want to be a part of.

You can also take the time to explain why you’re excited about the job itself. Talk about how your unique experience and skills make you a suitable candidate and how you’re confident you can contribute to the company’s goals.

Looking to write a cover letter for an internship ? Check out our detailed guide!

#5. A Call to Action

Every cover letter should end with a strategic call to action.

Your call to action can be a polite statement prompting the hiring manager to get in touch with you to go over your application or to discuss how you could contribute to their team.

Adding a call to action at the end of your cover letter shows that you’re proactive and eager to move forward with the hiring process. This highlights your enthusiasm for the role and makes it more likely for the hiring manager to get in touch with you after putting down your cover letter.

Here’s an example of a call to action at the end of a cover letter :

I am very enthusiastic about the opportunity to discuss how my artwork can contribute to Happy Hippo Book Publisher’s track record as the best children’s storybook provider on the market. Please feel free to contact me at the provided phone number so that we can discuss my application further.

Want to give your cover letter an extra kick? Use these tried and tested cover letter tips !

What Sections Should You Include in a Cover Letter?

When writing your cover letter, you can easily split the process into several key sections.

Let’s break them down:

• Header with contact details. The top of your cover letter should include a designated header where you can input your contact information, such as your full name, email address, phone number, address, and links to any relevant social media. Make sure these details match your resume and double-check for any typos.
• Company details. Do your research so you know exactly who to address your cover letter to. Add the hiring manager’s name, department, the company’s name, and the company’s address.
• Personalized greeting. Skip the cliche and impersonal “To Whom It May Concern” and use a more memorable greeting instead. We recommend using “Ms.” or “Mr.” followed by the hiring manager’s last name.
• Opening paragraph. Your cover letter should start with a brief and attention-grabbing paragraph . This should include a couple of your top skills, an impressive achievement, or a relevant qualification.
• Main body. Take the time to explain some of your top achievements or skills in more detail, and cover anything you didn’t have the space to address in your resume.
• Conclusion. Recap the main points in your cover letter so far, then wrap it up with a polite call to action.
• Closing line. Choose an appropriate closing line to finish your cover letter with and sign your name underneath.

What Should You Never Include in a Cover Letter?

A cover letter allows you to personalize your application and provide more details about you to the hiring manager.

But that doesn’t mean everything should make the cut.

Let’s look at what you should never include in your cover letter:

#1. Irrelevant information

Your cover letter should be concise and focus on the most relevant details that make you the right candidate for the job.

Hiring managers don’t have all day to spend on your application, and when they’re reading your cover letter, they want to get to the point quickly. If your cover letter includes too many personal anecdotes or irrelevant experiences, like how you worked as a dog walker at 15, they might get bored and stop reading it altogether.

A cover letter is, first and foremost, a professional document, not a personal essay. This means that focusing too much on yourself, as well as your wants, needs, and opinions, is not a good idea.

Your cover letter should focus on what you can do for the employer, not what they can do for you. If you miss the mark here, you’ll come off as an inattentive candidate and won’t be getting an interview.

#2. Overly Long Paragraphs

A dense, difficult-to-read text can discourage a hiring manager from going through your cover letter.

For example, if the body of your cover letter is contained in a single, thick paragraph, the hiring manager might skim over it and miss your main points.

Long paragraphs can also make your cover letter look poorly organized and make you come across as someone with bad written communication skills . Your essential qualifications and skills can get lost in that sea of words and hide the most important information you want to convey.

Overly long paragraphs also imply a lack of consideration for the hiring manager’s time. Keeping your text concise and easy to follow is just as important as the content itself. Otherwise, your cover letter might not catch the hiring manager’s attention at all.

#3. Salary Expectations

Unless the employer specifically asks you to, it’s considered taboo to include salary expectations in your cover letter, and it can even leave a bad impression on the hiring manager.

Talking about money in your cover letter can make it seem like your primary interest in the job is the paycheck. And, while there’s nothing wrong with wanting a specific salary, this can seriously undermine what you want to convey to the hiring manager about your enthusiasm for joining the company and your professionalism.

You should also keep in mind that talking about salary expectations so early on can even put you at a disadvantage in potential salary negotiations . If you mention a high number too early on, the hiring manager might reject your application before you even make it past the initial screening. But if you go too low, you could undervalue yourself.

This is why it’s recommended that you discuss salary expectations during an interview once you already understand the full scope of the role and have more context.

Are you just getting started on the job market? Check out our guide to writing an entry-level cover letter !

#4. Excessive Flattery

Writing a cover letter doesn’t mean writing a love letter to the company you’re applying for.

You don’t need to shower the employer with compliments to get the hiring manager to like you. In fact, if you use too many compliments or describe the company in the exact words they use on its website, you’re going to be severely disappointed.

For example, most companies you apply to may describe themselves as “innovative” or “ team-focused .” If that’s all you can say about them in your cover letter, it tells the hiring manager that you never researched the employer or paid much attention to what they do.

If you genuinely hold the company’s values, mission, or culture close to your heart, there’s no harm in mentioning how they inspire you. Just remember to keep it professional and related to how you can enthusiastically contribute to their work.

#5. False Information

This should go without saying but lying on your cover letter is just as bad as lying on your resume – very bad.

We get it; you want to impress the hiring manager. But exaggerating or falsifying information to make yourself look like the coolest candidate ever can easily backfire.

On one hand, the hiring manager is probably going to catch onto you while reading your cover letter. They’re going to notice the inconsistencies you didn’t pay attention to, and they simply won’t call you.

But it could be even worse. You could land an interview, only to have the hiring manager discover the truth face to face. Your professional reputation could suffer some serious damage, beyond just an awkward interaction during the interview.

Trust us – lying isn’t worth it. You’re capable of writing a standout cover letter without exaggerating anything you can’t back up.

#6. Grammatical Mistakes

You should always proofread your cover letter before submitting it with your job application.

Even when you’re absolutely sure there are no mistakes, sometimes you might miss something that the hiring manager will notice immediately.

This is why we always recommend you do several rounds of proofreading and editing before finalizing your job application.

Start by carefully reading your cover letter out loud. It might sound a little weird, but it helps you notice any awkward phrases or words that are out of place.

Then, run it through a spell-checking tool like QuillBot or Grammarly . They can help you spot any errors you might have missed.

Finally, ask a friend or family member for help. A fresh pair of eyes can read your cover letter and notice mistakes that both you and your robot sidekick might have skipped over.

#7. Complaints About Employers

As a general rule, you should never badmouth your previous place of employment.

If you were unjustly fired or passed over for a promotion for personal reasons, these are best explained during an interview.

It’s important to always maintain professionalism when your past employer or coworkers are brought up, especially in your cover letter.

For example, instead of saying you had enough of a chaotic work environment, you could say you’re “looking forward to joining a team that values structure and accountability.”

Check out these more common cover letter mistakes and keep an eye out while writing your cover letter!

29 Cover Letter Examples

Looking for inspiration? Check out these perfect cover letter examples for different professions.

#1. Customer Service Cover Letter

Check out our full guide to writing a customer service cover letter here.

#2. Marketing Executive Cover Letter

Check out our full guide to writing a marketing executive cover letter here.

#3. Medical Assistant Cover Letter

Check out our full guide to writing a medical assistant cover letter here.

#4. Consultant Cover Letter

Check out our full guide to writing a consultant cover letter here.

#5. College Student Cover Letter

Check out our full guide to writing a college student cover letter here.

#6. Retail Cover Letter

Check out our full guide to writing a retail cover letter here.

#7. Team Leader Cover Letter

Check out our full guide to writing a team leader cover letter here.

#8. Actor Cover Letter

Check out our full guide to writing an actor cover letter here.

#9. Digital Marketing Cover Letter

Check out our full guide to writing a digital marketing cover letter here.

#10. Executive Assistant Cover Letter

Check out our full guide to writing an executive assistant cover letter here.

#11. Finance Cover Letter

Check out our full guide to writing a finance cover letter here.

#12. Graphic Designer Cover Letter

Check out our full guide to writing a graphic designer cover letter here.

#13. IT Cover Letter

Check out our full guide to writing an IT cover letter here.

#14. Project Manager Cover Letter

Check out our full guide to writing a project manager cover letter here.

#15. Sales Cover Letter

Check out our full guide to writing a sales cover letter here.

#16. Accounting Cover Letter

Check out our full guide to writing an accounting cover letter here.

#17. Business Cover Letter

Check out our full guide to writing a business cover letter here.

#18. Dental Assistant Cover Letter

Check out our full guide to writing a dental assistant cover letter here.

#19. Human Resources Cover Letter

Check out our full guide to writing a human resources cover letter here.

#20. Nurse Practitioner Cover Letter

Check out our full guide to writing a nurse practitioner cover letter here.

#21. Receptionist Cover Letter

Check out our full guide to writing a receptionist cover letter here.

#22. Architect Cover Letter

Check out our full guide to writing an architect cover letter here.

#23. Management Cover Letter

Check out our full guide to writing a management cover letter here.

#24. Physician Cover Letter

Check out our full guide to writing a physician cover letter here.

#25. Substitute Teacher Cover Letter

Check out our full guide to writing a substitute teacher cover letter here.

#26. Software Engineer Cover Letter

Check out our full guide to writing a software engineer cover letter here.

#27. Administrative Assistant Cover Letter

Check out our full guide to writing an administrative assistant cover letter here.

#28. Mechanical Engineering Cover Letter

Check out our full guide to writing a mechanical engineering cover letter here.

#29. Attorney Cover Letter

Check out our full guide to writing an attorney cover letter here.

FAQs About What to Include in a Cover Letter

Do you still have some questions about what to include in a cover letter? Check out the answers to some of the most frequently asked questions on the topic!

#1. What is a good example of a cover letter?

There are plenty of great cover letter examples for different professions that you can look at.

Overall, a cover letter that’s well done starts with your contact information in a designated header at the top. Next, you have to add the hiring manager’s contact details and include a personalized greeting.

Write a strong opening paragraph that references the job you're applying for and includes a standout achievement or relevant experience that makes you a strong candidate.

Use the body of your cover letter to expand on your key skills and experiences that match what the employer is looking for. Give specific examples to illustrate your greatest accomplishments and how you gained your most impressive skills.

Wrap up your cover letter by recapping your key selling points and including a call to action that invites the hiring manager to reach out to you. Lastly, add a professional closing line and sign your name underneath.

#2. How do you start a cover letter?

The opening to your cover letter should be brief and attention-grabbing.

Your first few sentences should be something that makes the hiring manager want to learn more about you. You don’t want to give them too many details—just enough to pique their interest.

Explain why you’re writing and why you’re interested in the specific role. We recommend including keywords from the job ad , especially ones that match your most relevant skills, experiences, or impressive achievements.

#3. How do you write a unique cover letter?

Your cover letter is your chance to give the hiring manager a unique insight into you as a candidate. It’s your opportunity to stand out from the crowd using your own words.

The best way to write a unique cover letter is to start by researching the company and referencing anything you find attention-grabbing about it. You should be able to easily identify what you like about the specific employer, such as their contributions to the industry, their values, and reputation, and mention it in your cover letter.

Use a polite but conversational tone to convey both your professionalism and personality. Instead of using passive language to explain that you “managed” this or were “responsible for” that, take advantage of action verbs and power words to make your experiences stand out.

Avoid using generic phrases like how you’re a “team player” or have “ leadership skills ” alone, and instead provide concrete examples that back up the skills and experience that make you the right candidate for the job.

#4. Should a cover letter be fancy?

Since a cover letter is a formal document, you might be tempted to make it fancy.

There’s no need to go over the top with your cover letter. Adding too much decoration or creative flair can detract from the information you want to convey to the hiring manager.

Your focus should always be on writing a clear, concise, and well-organized text that gets your point across.

More traditional industries, like law or finance, should stick to minimalistic cover letter templates with a clean and simple layout.

For professionals aiming for creative industries like illustration or graphic design, a bit of color can make your application pop. Even then, it’s important to strike a balance between creativity and professionalism, so your cover letter’s text remains the hiring manager’s primary focus.

Key Takeaways

And that’s all there is to what you should include in your cover letter!

Hopefully, after reaching the end of our article, you feel confident that your cover letter covers all the necessary bases. Good luck on your job hunt!

But before we say goodbye, let’s briefly recap what we've covered so far:

• Your cover letter should be concise and avoid any irrelevant information. The hiring manager is interested in what you can do for the company, not in any personal information that doesn’t relate to the job.
• Overly long paragraphs and a messy layout can leave a bad impression. Instead of trying to format everything yourself, use an online cover letter builder.
• Our online resume builder offers resume templates and matching cover letter templates that you can use to create a stylish and professional job application in minutes.
• Dedicate a portion of your cover letter’s main body to express your genuine interest in the company and the specific role. Do some research beforehand so you can identify several things you genuinely like about the company and position you’re applying for.
• End your cover letter with a strategic call to action. This shows the hiring manager you’re eager to make it to the next step of the hiring process, and it makes it more likely for them to reach out to you.

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Everything you need to know about business plan cover pages

You have only one chance to make a good first impression with the readers of your business plan.

People do judge books—and business plans—by their covers. A quick glance at the cover can easily be enough to make up one’s mind.

So set yourself up for success with a powerful cover page that stands out and entices the reader to find out more about your business.

Here’s everything you need to know:

Definition: What is a Business Plan Cover Page?

Cover page (also known as title page or cover sheet) is the first page of a business plan that communicates what the enclosed document is about and highlights the key company information like name, logo and contact details, making a good impression with professional and attractive appearance.

Purpose: Why is Business Plan Cover Page Important?

Many businesses spend hours preparing their business plans but then do not pay enough attention to the title page. This is a huge mistake .

5 ways a strong cover page can help you make a positive first impression:

• Clearly indicate what the presented document is about
• Provide the necessary information for a reader to contact you
• Create a powerful first impact that sets the stage for how readers will engage with your document
• Avoid falling victim to negative preconceived notions as a result or unprofessional or unattractive cover
• Maximize the chance of the plan being read by making the document stand out from the crowd and immediately drawing your reader’s attention

Keep reading to find out which elements you need to include in the cover page, how to structure it to maximize the impact of your business plan, and to take a look at some successful examples .

Contents: What Should You Include in a Business Plan Cover Page?

Surprisingly, there are no strict rules about what to show on your business plan cover sheet, but there certainly are best practices that you should follow.

Here are 9 elements that are typically included on business plan covers, 3 of which are essential and you should not miss to include them. The remaining 6 are optional for your consideration.

1. Must-haves: 3 mandatory cover page elements

1.1. Business name: The name of the company that is the subject of the plan.

1.2. Document title: The words “ Business Plan ” in a prominent spot so that it is clear what kind of document this is.

1.3. Contact information: Name, title and contact details (e.g., phone, email, social media, website, address) of the primary contact persons presenting the plan (e.g., CEO, Founder, Owner, President) so that any interested parties know exactly to whom to direct their inquiries and can reach them quickly and easily.

2. Nice-to-haves: 6 optional cover page elements:

2.1. Company logo: The logo of the company if available and desired.

2.2. Tagline: Short, memorable summary of the business described in the plan.

2.3. Date: In order to make sure your plan does not look outdated, include only the year of the business plan completion date. If you are including both the month also, it is advisable to create a new cover sheet each time you send out the plan.

2.4. Version control: Numbering each copy of the plan enables you to more easily keep track of who you sent what version of the document to.

2.5. Disclaimer: Disclaimer can help protect you and your company from confidentiality and other legal issues resulting from the distribution of the business plan by indicating that the plan is for information only, not an offering of stock in the company, and not to be shared with third parties without your prior consent.

2.6. Visuals: Graphic elements or images to enhance the professional look and visual appeal of the document.

Let’s have a more detailed look at these cover page elements so you know what exactly to include into each of them:

Business Name

The most prominent feature on your business plan cover is the name of your company.

Instantly, the reader should notice the name of your business. In fact, if readers take away nothing else from the cover page, they should remember your company’s name.

As this is the most noticeable feature on the page, use a large font that stands out, but is easy to read, looks professional and corresponds to the typeface that you used for the rest of the document.

Company Logo

Placing a high-quality company logo on the cover page helps to make the business plan look more professional and establish a brand identity by allowing readers to connect visually to the business right from the beginning.

If your logo includes the full name of the company, you do not have to display both the company name and logo on the cover page, it is sufficient to choose one of the two.

Document Title

The readers need to know what the presented document is about – immediately and clearly.

The cover page should clearly state whether it is a Business Plan, Executive Summary, Financial Forecast, Marketing Plan, Recovery Plan, or any other kind of plan.

For example, write the words “ Business Plan ” in a prominent spot on the cover sheet to make it crystal clear what type of document this is. You may include any additional words that are part of the title, such as “Three/Five-Year Business Plan” if needed or relevant.

As a focal point on the cover page, the document title should be in a large font size .

There is no rule though about whether the Document Title or Company Name and Logo should be of the largest font size, as all are of key importance. So it is entirely your decision what feature you prefer to highlight on the cover page of the document.

Contact Information

Contact details should always be on the business plan cover page, letting the reader know who is presenting the document and how to contact them if they need more information.

It is helpful to indicate the names and titles of the company’s primary contact persons for investors and other business plan readers, such as:

• External distribution: company founder, owner, president, partner, CEO
• In-house corporate plans: head of division, departmental manager, executive officer

Next, provide the contact details that will allow the interested parties to reach these primary contact persons quickly and easily, including:

• Name and title of primary contact(s)
• Phone number
• Email address
• Social media handles
• Website address
• Postal address

The contact information is typically displayed in the smallest font on the cover page.

Company tagline, or a motto , is a catchy memorable marketing slogan that captures the essence of a business in a few short and simple words: >> What you do >> How you do it >> Why are you different from the competition

For example, you will undoubtedly recognize the following company mottos:

As such, the tagline is a useful part of the cover page as it helps the business plan readers better understand what you do straight away, and even excite them to read the business plan and study it with more interest.

When was this business plan finalized and issued ? The readers will be interested to know. Hence, it is advisable to state the document completion date on the cover page.

Strictly speaking, you do not need to denote anything more specific that the year in which you completed the business plan. (“Business Plan: 2021”) This will ensure that the plan does not appear outdated for an entire year.

Imagine that you are a potential investor who in December 2021 receives a business plan dated January 2021. It would be natural to assume that the document has been rejected many times by other investors over the last 12 months.

Alternatively, you can include both the current month and year on the cover sheet. (“Business Plan: January 2021”) Each time you update the document and send it out or present it, you will need to check if this date of completion needs updating .

The date is featured on the cover sheet less prominently and in a smaller font size than the document title and company name, and is often displayed below the plan title.

Version Control

As your business develops, you may revise your business plan any number of times and send it to multiple recipients . To keep track of the different versions of the plan that you produce and which version you sent to whom, you may decide to use a version control system.

However, it does not make the best impression when someone receives a “Version 25” of your plan.

Instead, consider devising a simple coding system . For example: “Copy D.5” would indicate it is the fifth copy of a fourth version of the document or “Version 4.5” could mean a fifth copy of a document version completed in April.

Numbering each copy of your business plan before distribution, and keeping a list of which individual has received which copy, would enable you to keep track of how many copies are in circulation, and, if needed, ask to have a copy returned, or trace the responsible party in case a copy is circulated without your permission.

Confidentiality Statement & Disclaimer

Why should your plan include a disclaimer.

Legal issues may arise as a result of circulating your business plan. 

For example, anyone who is in the possession of the document could potentially divulge the confidential information. 

Also, in some countries, offering ownership in your company in return for an investment is considered as selling of stock, which is a regulated activity. The best way to protect yourself is to consult a lawyer.

Nevertheless, including a disclaimer in the business plan helps to protect your company by indicating the plan itself is not an offering of stock for sale but rather a document for information purposes only.

The same disclaimer can also be used to help protect the confidentiality of the information disclosed in your business plan by informing the reader that the plan is confidential and not to be shared with other parties without the owner’s consent, especially when you are not adding a non-disclosure agreement.

What Should the Disclaimer Say?

These are the two most common ways how to show the disclaimer in the business plan:

1. Display a brief disclaimer , just one or two sentences, directly on the front cover , probably at the bottom of the page. Consult a lawyer for the most appropriate wording, but a standard disclaimer might look something to the effect this:

2. Write “ Confidential ” on the cover sheet and include a longer disclaimer and confidentiality statement in the main body of the business plan, perhaps on the first page after the cover sheet.

In addition, you can also include the text “Confidential” into the header or footer of the document.

Design: How Should You Format a Business Plan Cover Page?

The cover page is the first thing the readers will see when they open your business plan. Thus, your business plan cover should be neat , clean , attractive , and professional enough to draw your readers’ attention , make a good first impression and set the tone for your business plan’s content.

Cover page that is messy, dated, unattractive or in any way unprofessional can create negative preconceptions in the recipients’ minds before they even start reading the business plan.

Your design should be clean and professional, which can be accomplished by observing the following best practices:

Visual Identity

Most successful businesses have a strong association with their brand identity , including a company logo, typeface and color scheme. Visual identity helps to establish recognition, familiarity, trust and confidence in customers by evoking the right emotions and sending the right message.

As a result, companies take care to develop a brand identity and keep consistent across all marketing collateral and business materials.

Likewise, your brand identity should be integrated into all parts of your business plan, including the cover page. The best practice is to make the plan consistent with the logo, font type and color scheme as they appear across your other company’s documents.

If you do not have a brand identity created yet, keep the color scheme of the plan cover simple.

The easiest is to have a logo designed, which is inexpensive and easy to do nowadays, and then use your logo colors across the business plan. Alternatively, consider using an online color scheme generator to select colors that go well together.

To stay on the safe side, use maximum of two to three colors, one of which should be black. You can use different shades of the same color (e.g., light blue and dark blue).

First and foremost, the fonts you use in the business plan, including its cover, need to be readable .

The most important information should be displayed in a way that it stands out from the rest of the elements on the business plan cover page, for example, differentiated by font size , weight or color .

Ideally, the typefaces and their color(s) should be consistent with the brand identity used in all of the other company’s marketing materials.

Do not combine more than two typefaces. It is ok to combine a sans-serif (e.g., Times New Roman) with a sans-serif (e.g., Arial) typeface.

Again, less is definitely more here. Refrain from cluttering the business plan cover sheet with photos and graphics.

If you do use a visual element, make sure to leave enough white space around it so the page does not look too busy.

The resolution of any images, including the company logo, should be of high enough quality to not look pixelated.

There is no need for a fancy over-designed cover page, unless you are a large corporation or perhaps a design agency. Equally, beware of any templates with outdated designs that will make your cover look like it was created back in 1999.

Professional designers often combine different alignments (left / right / center) of elements on a page (text, images) to achieve a desired design effect. However, a design novice should play it safe and keep the alignment simple and consistent , especially when it comes to professional documents, such as a business plan.

You should be able to comfortably fit all of the recommended elements on the cover sheet (e.g., company name and logo, document title, contact details, date, disclaimer), and still leave enough white space on the page.

Making a great first impression does not equal to creating a cover that is graphically busy and cluttered with unimportant details. Instead, set yourself up for success by keeping the business plan cover sheet neat , clean , simple and concise .

Proofreading

Carefully proofread the cover page to avoid, at all costs, any mistakes and typos , which would do you a great disservice in the eyes of the reader. Even better, have someone else to look it over.

Finally, make sure that the cover page looks good in every format you will be distributing the business plan in, probably including a PDF electronic file and a printed hard copy.

Some common issues include:

• Photos look pixelated due to low image resolution
• Colors do not print well (e.g., dark font color on a dark background)
• White space left at the edges of a printout because and image does not stretch (i.e., “bleed” in designer terms) enough into the edges of the page

Most importantly, the cover page should look professional and stand out from the crowd so that your business plan has a better chance of being read.

Finally, remember that these aren’t rigid rules. The overall goal for a cover page is to look neat and professional so that it stands out from the crowd and your business plan has a better chance of being read. In the end, that’s the most important outcome.

The cover sheet is the first thing the readers of your business plan will see. Make a good first impression.

Examples: Sample Images

Here are some examples to further illustrate the structure and format of a business plan cover page:

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How to Write Your Business Plan Cover Page + Template

6 min. read

Updated March 4, 2024

The cover page is likely the last thing you’ll consider when writing a business plan . 

While it’s not the most vital part of your business plan, a well-formatted cover page can be a nice touch when pitching to investors , banks , or business partners. 

In this article, we’ll cover what to include and how to format your cover page so you can assemble an impressive page in just a few minutes.

• What is a business plan cover page?

The business plan cover page – or title page – is the introduction to your business plan document. It should be simple and straightforward—only providing logistical information about your business for stakeholders to reference.

Unlike your executive summary , a summarized version of your business plan, the cover page is strictly meant to provide contact information and set the tone for what they are about to read. The quality, formatting, and readability can all impact a stakeholder’s expectations for your plan and business.

Why do you need a cover page for a business plan?

To be clear, the cover page is not a required section of your business plan. 

It’s a largely decorative addition meant to grab the attention of a stakeholder. It should introduce you, your business, and the planning document and make it easy for the reader to find your contact information.

If you’re writing a business plan purely for internal purposes , you probably don’t need to spend time on a cover page.

But if you pitch to investors , apply for a loan , or approach a potential partner—a cover page can be a nice touch that makes you (and your business) look more professional.

What to include in your business plan cover page

It’s best to keep your cover page simple. The page should only include:

• Company logo
• Business name
• Value proposition (optional)
• Business plan title
• Completion and/or update date
• Address and contact information
• Confidentiality statement

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How to create your business plan cover page

Creating a cover page shouldn’t take too long. Gather all the information listed above, and then fine-tune the formatting. Here’s how we recommend you organize the information:

1. Start with your logo

Including your logo should help your business be more memorable. Just be sure it’s memorable for the right reasons.

That means adding a reasonably sized, high-resolution image at the top of your cover page. Just don’t make it so large that it takes attention away from other information on the page.

2. Add your business name 

You want readers to connect your business name to your logo. So, add some space (2-3 lines) and drop your name front and center. Consider using a large and bold font option to ensure it’s easy to read and immediately noticeable.

3. Include your value proposition (optional)

While optional, including your value proposition can be useful if it effectively describes your business purpose. 

4. Craft a title

Now you need to describe the document’s purpose. Don’t overthink it – start by adding “Business Plan” to the center of the page. Keep the bold font, but apply a slightly smaller font size than with your business name. 

From there, you can apply a title that frames the type of business plan you’re creating: “ One-page ,” “ 5-year ,” “Merger,” “ Growth plan ,” etc. 

Expanding the title is optional and should only be done if you believe it will benefit the reader.

5. Add the completion date

Including the completion date shows how fresh and up-to-date your plan is. Ideally, you’re revisiting your plan regularly (especially the financial projections in your plan). So the date should be relatively recent.

This information alone can show how focused and dedicated you are to running a successful business. 

As far as formatting is concerned, keep it simple. Include the month, day, and year – either numerically (9/15/2023) or spelled out (September 15, 2023).

6. List your contact information

This is the true purpose of your cover page. The last thing you want is for an investor or lender to love your pitch only to have to scrounge around for your email or phone number.

Add a header that states “Contact Information” centered near the bottom of the page. Then, on separate lines, add your name (or other points of contact for your business), email address, phone number, business website, and physical address. 

Tip: If you’re sending your plan digitally, add links to your email address and website so they can reach you quickly.

7. Include a confidentiality statement

The confidentiality statement is meant to help legally protect your information and ensure that no one shares or copies portions of your business plan. 

You can include a simple “Confidential” watermark near the top of the page or write a more thorough statement to sit at the bottom.

Here’s an example:

“This document contains confidential and proprietary information created by [your business]. It is exclusively designed for informational purposes and should not be disclosed, shared, or copied without the consent of [your business].”

Don’t worry too much about emphasizing this information. It can sit as smaller text in the footer of your cover page. 

• Tips to make your cover page memorable

Adding the information should be quick. Now, spend some time on these best practices to get your business plan title page ready to share.

Apply consistent formatting

Inconsistent formatting looks unprofessional and can make a document more difficult to read. So check that your character and line spacing, font choices, and text alignment are consistent to ensure they are identical. 

You should also print out the document (as a Word Document and PDF) to check if the format changes.

Use your brand color scheme

Adding your brand colors to text, borders, and other design elements can strengthen the presence of your brand identity in your business plan. It also better connects non-visual elements to your logo. 

Just don’t force adding color to your plan. If it takes away from the text or takes too much time to get right, it’s best to avoid it.

Check your cover page from top to bottom for spelling errors and mistakes (you should do this for your entire business plan). If possible, have someone else proofread it to ensure you didn’t miss anything.

Business plan cover page examples

To help you visualize your cover page design, here is an example from our free business plan template :

We recommend you avoid creating an overly designed business plan. However, if you believe a more visual cover page will grab your reader’s attention—check out these other examples.

Spend more time on the rest of your business plan

We’ve already emphasized that you shouldn’t spend too much time creating a business plan cover page. While it can be a nice addition, it’s often quickly skipped over and only referenced again if the reader needs your contact information. 

And it’s unnecessary altogether if you’re not planning to share your plan with anyone. If that’s the case, focus your time and effort on writing the rest of your business plan. 

Check out our full plan writing guide for step-by-step walkthroughs for every section. 

You can also download a free business plan template (that includes a cover page) to ensure you cover everything about your business.

Kody Wirth is a content writer and SEO specialist for Palo Alto Software—the creator's of Bplans and LivePlan. He has 3+ years experience covering small business topics and runs a part-time content writing service in his spare time.

Table of Contents

• Why do you need a cover page?
• What to include
• How to create a cover page
• Cover page examples
• Focus on the rest of your business plan

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How to write your business plan cover page

When you think of putting together your business plan , the business plan cover page may not be the first thing that comes to mind. While it’s traditionally one of the last sections you create in a business plan, it’s one of the most important.

Definition: What is a business plan cover page?

The cover page of a business plan is used to give an overview of all the key information of your business. This includes your company name, logo, address, and any other information that may define your business. It's the first page of your plan, so it should look professional, visually pleasing, and informative.

When potential investors or banks read a business plan, their first impression is the cover page—but don’t overthink it. A business plan cover page is meant to be simple and straightforward, with some important contact information and, more importantly, your logo.

Use this breakdown to find out what the purpose of your cover page is, which elements you need to include, and how to structure it to maximize your impact:

What is the purpose of a cover page?

Your cover page exists to communicate what the enclosed document is and to provide the necessary information for a reader to contact you about your business.

The appearance and quality of a business plan cover page will set the tone for your business plan’s content, so make sure it’s visually appealing, free of errors, and concise.“ Simple, clean and powerful are the three goals of a strong business plan cover,” suggest the experts at Growthink . Don’t clutter your cover page with details about how your business will operate—save those important details for the executive summary .

What should you include on a business plan cover page?

To keep it simple, your business plan cover page should include:

Company logo

• Document title
• Business name
• Business address and contact information
• Business plan completion date
• Confidentiality statement

How should you format a business plan cover page?

Once you know what information belongs in this section, all that remains now is to organize it. If you need some further guidance, these downloadable templates can streamline the process of drafting a cover page—and the rest of your business plan, too.

1. Company logo

Add a high-resolution thumbnail of your logo at the top of the cover page. This will help establish a brand identity and allow readers to connect visually to the business right from the start.

Hot tip: people are 89% more likely to remember your logo if you put it in the top left corner.

Give the logo some space and then include the words “Business Plan” in a large, bold font. You can also frame the title as “Three–” or “Five–Year Business Plan,” if you intend to make those kinds of financial projections in the document.

3. Business name

Beneath the title, write your company name in a bold font. This should be the most noticeable and prominent feature on the page, so choose a large typeface.

4. Tagline (optional)

This part is optional, but you can also include a catchy slogan or motto that describes your company and what you do.

5. Address and contact information

Under the company name, include your business’s physical address and website if you have one. Provide the details necessary for interested parties to contact you, such as a phone number and email address.

It’s also helpful to include your name as the business owner and the names of any partners or executive officers so that potential investors know where to direct their inquiries.

6. Date of completion

Below the contact information, write the year (or year and month) in which this business plan was finalized and issued. If you’re including the month, it’s a good idea to update it throughout the year as you send out your business plan so readers don’t assume it’s outdated.

7. Confidentiality Statement

At the bottom of the page, include a sentence to the effect of:

“This document contains confidential and proprietary information created by [business name]. This document is issued exclusively for informational purposes and should not be reproduced without the consent of [business name].”

Adding this confidentiality statement offers a protective measure against the disclosure of your business idea , according to this cover page guide .

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Cover page design

Now it’s time for the finishing touches: the actual design of your cover page. Your business plan’s cover page gives the first impression of your business, so your company logo, fonts, and brand colors should all work together to make people want to read more.

Brand colors

90% of a customer’s impression of your business comes from the brand colors you choose, so it’s important to choose colors that represent your business’s personality and elicit the right emotions from your readers.

Don’t know where to start? Grab a pen and paperand write down three emotions you want your customers to feel when they think of your brand. Now you can brainstorm some colors that represent those emotions. For example, you might choose blue if your product is associated with reliability, or yellow if your product is supposed to make your clients feel happy. It’s safer to only choose 2-3 colors , including black, for your color scheme.

You can also analyze the competition and choose colors that help you stand out. Canva has more detailed instructions on how to create your brand color palette .

When it comes to fonts, it’s best practice to stick to one type of typeface, such as serif or sans serif . It’s also important to choose fonts that are simple, easy to read, and represent your brand.

Serif fonts give off the impression that your brand is trustworthy and dependable, and work great for more traditional businesses, like law practices. “Serif fonts have been widely used in books, newspapers, and magazines, which is why they remind us of more classical, formal and sophisticated themes—think of Old English and Roman scripture,” Robyn Young, founder of branding agency robyn young & co, told Canva .

But if you’re going for a more contemporary and youthful feel, then sans serif is the way to go. “Brands that want a modern aesthetic that scales well at different sizes and is easy to read on screens are going to choose sans serif for their main branding elements,” said Young .

When it comes to choosing a logo, simplicity is key. Try to create something that represents your brand and speaks to your audience without being too busy (in other words: white space is your friend).

It’s also important to remember to be practical: your logo should look good in any medium, size, color, and even time period. Beyond your business plan cover page, you’ll need it for your social media, marketing material, or labels.

Business plan cover page examples

To further illustrate the structure and format of a business plan cover page, we’ve compiled a few cover page template examples. The first example from officetemplatesonline is simple but attractive and effectively emphasizes pertinent information. The next cover page example is from a fictional clothing store . They usea pop of color to instantly tell you about their brand personality.

Keep your business plan cover page simple

As you prepare to write your business plan , remember to keep your cover page simple and concise. With your logo, business name, and contact information, you’ll introduce the reader into your business plan quickly and easily—and set yourself up for success as a result.

Just don’t forget to proofread and keep an eye out for typos!

Business plan cover page FAQs

How can businesses make sure their business plan cover pages stand out to investors or lenders.

You can spice up your business plan cover page by including elements that’ll grab the attention of investors or lenders. Beyond basic contact information and a logo, you could include compelling visuals, like graphics or images that represent your business or industry. You could also highlight key achievements or milestones to showcase your potential for success

Are there any specific rules or tips for designing a business plan cover page that make sure it matches a business’s brand?

When designing a business plan cover page, it's key to align it with your business's brand identity. This means choosing colors, fonts, and imagery that reflect your brand's personality and values. Following industry standards for design and layout can help ensure professionalism while still allowing for creativity that helps your business stand out.

How can a business use their cover page to show their business strategy?

Your cover page can serve as an opportunity to convey important aspects of your business strategy or unique value proposition. Beyond listing basic details, you could include a brief mission statement or tagline that summarizes your business’s purpose or competitive advantage. Additionally, incorporating visual elements or a brief narrative about your business's story can help show off its identity and vision.

Related Posts

Let our How to Start a Business Playbook guide the way.

The information and tips shared on this blog are meant to be used as learning and personal development tools as you launch, run and grow your business. While a good place to start, these articles should not take the place of personalized advice from professionals. As our lawyers would say: “All content on Wave’s blog is intended for informational purposes only. It should not be considered legal or financial advice.” Additionally, Wave is the legal copyright holder of all materials on the blog, and others cannot re-use or publish it without our written consent.

The Top 6 Tips for Writing a Powerful Cover Letter

A cover letter is a written, one-page document expressing your interest in a job opening. It should specifically address your interest in both the role and the company, and what skills and relevant experiences make you a great fit for the position. As importantly, it’s a chance to let your personality shine through and show off your communication skills.

Even when an employer is convinced that you meet all the qualifications based on your resume, a cover letter gives that extra spark that can greenlight your application to move through the hiring process and land you an interview. 

In this article, we’ll share the top 6 tips for writing a powerful cover letter and hopefully help you land the job you want.

1. Do Your Research

Start off your cover letter by addressing it to a specific person and not using the dreaded phrase of “To Whom it May Concern.” This shows that you took the extra time to do research on their website or Linkedin to identify the hiring manager’s name.

If you know any individuals from the company, ask them if you may “name drop” them in your introduction. To further demonstrate that you’ve done your homework on the organization, reference specific initiatives and programs. You could also cite other facts that prompted you to apply, such as a recent article or announcement.

The above recommendations showcase to the employer that you put in the extra effort to research them, which in turn, demonstrates your genuine interest in working for them.

2. Tailor Everything

Tailor each cover letter to both the organization you are applying to and the specific role. Make the case as to why you would be good at that particular job and an asset within the larger organization.

You should incorporate keywords and phrases from the job description into your cover letter. Make sure to tailor them to your specific experiences and accomplishments. It’s always helpful to reiterate job description language with data-driven details. 

Here’s an example from NYFA Classifieds Sales Manager, Mary-kate Grohoski, back when she applied to her current role:

The Sales Manager’s job description detailed the responsibility of “Managing the sales process from prospect identification, close of sales, and follow-up.” In her cover letter, she rephrased the above language and incorporated her experience with the following line: “By managing the sales process of over 10 Fine Books and Manuscripts auctions per year in the New York showroom, I oversee all client communications and portfolios, as well as the management of over 2,400 auctions lots per year, and develop and maintain long-term corporate relations.”

3. Be Authentic

In a sea of often standardized cover letters, being authentic could make you stand out. Sincere interest comes through in your writing, so take the time to truly reflect on what genuinely excites you about this opportunity. Speak to why you want the position and be specific about the aspects of the role that intrigue you and are aligned with the vision you have for yourself professionally.

When reviewing your cover letter, consider how the language you’ve chosen could inspire the hiring manager to look forward to what you could achieve together.

4. Solve a Problem for the Employer

Don’t make the cover letter all about you; it’s as much about the employer as it is about you. Connect how your previous experience would be an asset to this particular organization based on what they want to achieve. (Quick tip: Usually, their goals for the role are outlined in the job description.)

How can your skills benefit the organization and help them grow? Do you have ideas as to how you’d contribute to their specific programs and take them to the next level? Reference specific skills, experiences, and projects to demonstrate the value you would be bringing to the role.

Employers are always looking to bring new skills into their teams, to not only fill gaps, but to elevate their teams and organizations’ performance. By relating your experience back to the organization, you are helping them draw clear connections between your background and their goals for the role.

5. Keep it short

A good rule of thumb is to keep your cover letter under a page long, but even shorter is better. It’s a challenge to do so, since there is a lot you may want to cover, but there are some tricks to help you stay succinct.

Something to keep in mind is to not repeat what is in your resume, but instead, provide supplementary information and context to your resume’s content. Another tip is to focus on the 3-4 most relevant transferable skills you can bring to the role, instead of trying to cover every qualification and skill mentioned in the job description. Lastly, it’s always a good idea to have a friend or mentor review your resume and make recommendations on what you could cut.

At the end of the day, remember that the hiring manager is reading countless cover letters so try to make it as seamless for them as possible and make every word count.

6. Use a template, but mainly for formatting purposes

It’s a great time saver when you have a perfectly formatted cover letter template ready to be filled out so that you don’t have to deal with time consuming adjustments to margins, fonts, spacing, and alignment. 

A cover letter format pretty much follows the standard business letter format which contains a header with yours and the hiring manager’s contact information, a salutation, an opening paragraph, one or two body paragraphs, a closing paragraph and a sign off. Quick tip: Include your email address in your contact information, in case the cover letter gets separated from your resume.

Apart from that, you can standardize some aspects of the content just to have a visual filler in place or even use the text as a starting point, but always plan to customize them further for each application.

Overall, as you are writing your cover letter, try to keep a fine balance between talking about yourself, the employer, and what you can achieve together. Always aim to be answering the question of “Why should we hire you?” and back up everything you say with specific examples from your background. 

– Katerina Nicolaou, Account Manager

Put these tips to use by finding your next job on NYFA Classifieds , the go-to listings site for artists, arts administrators, and museum professionals. Follow us @nyfa_classifieds on TikTok for more creative career tips.

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General election latest: Keir Starmer faces more questions on Diane Abbott's future as he sets out party's clean energy plans

Labour leader Sir Keir Starmer sets out more details of his party's plans for clean energy if it wins the general election on 4 July, but faces more questions from the media on the future of Diane Abbott.

Friday 31 May 2024 13:11, UK

• General Election 2024

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Election news

• Starmer sets out Labour's plans for clean power across the UK
• He says party is 'not turning off taps' on oil and gas, but transition is coming
• 'You don't deliver energy security with a logo': PM dismisses Labour's plan
• Lib Dems announce plans for universal free school meals for primary school kids
• Ex-Tory to run as independent after 'having been forced out of party' 
• Politics at Jack and Sam's podcast : The Day... Trump altered British politics
• Be in the audience for our general election leaders event
• Live reporting by Ben Bloch

Expert analysis

• Jon Craig: Latest Tory defector not an obvious fit for Labour
• Gurpreet Narwan: Reform unfussed by impact of 'immigration tax'
• Darren McCaffrey: Partygate clearly still an issue for Tories
• Beth Rigby: Massive distraction gives Starmer questions to answer

Election essentials

• Trackers: Who's leading polls? | Is PM keeping promises?
• Campaign Heritage: Memorable moments from elections gone by
• Follow Sky's politics podcasts: Electoral Dysfunction | Politics At Jack And Sam's
• Read more: What happens next? | Who is standing down? | Key seats to watch | How to register to vote | What counts as voter ID? | Check if your constituency's changing | Your essential guide to election lingo | Sky's election night plans

Earlier today, SNP leader John Swinney addressed party activists in Glasgow as they try to stave off a push from Labour to regain seats across Scotland.

After praising SNP candidates standing for re-election, he said the election "takes place at a time of a acute difficulty and challenge for people in our communities in Scotland, and particularly here in the city of Glasgow".

He hit out at the "damage" of the Tory government through austerity, the cost of living crisis, and Brexit, and said they have tried to "withstand that".

"For all of these reasons, the Tory government deserves to be removed from office, and the best way to do that is to vote SNP," he declared.

Looking forward, the first minister said that "people in Scotland are likely to be disappointed by the Labour Party that is likely to come into office" because their offer does not differ significantly.

He called on the Labour Party to have an emergency budget if it wins the election that "brings to an end, to a grinding halt, the austerity that is damaged our public services and commit to invest in the National Health Service and in education".

By contrast, he said the SNP government in Scotland - which is not up for election currently - has kept children out o poverty, is committed to net zero, and attracts foreign investment.

"We've got to get rid of the Tories," he said. "But at this election, we've got to be careful about what replaces them, because in that choice, people will have to decide whether they want MPs like my colleagues here who will campaign against the rape clause and the two child limit, or Labour MPs who are quite happy to lift the cap on bankers bonuses."

Mr Swinney concluded by saying that SNP MPs "will protect the interests of the people of Scotland and put those interests first in the House of Commons", calling on people to vote for his party on 4 July.

By Faye Brown , political reporter

The Liberal Democrats have announced plans for free school meals for all primary school children funded by a new share buyback tax.

In a policy announcement that could put pressure on Labour, the Lib Dems said the plan would begin with an immediate extension of free school meals to all 900,000 children living in poverty who currently miss out.

The second phase would see all primary school children receiving free school meals as the public finances stabilise.

The pledge, to be included in the Lib Dem's manifesto, would be funded by a 4% levy on the share buybacks of FTSE 100 listed corporations.

This is similar to the excise tax on buybacks implemented by President Biden in the US and could raise around £1.4bn a year, the party said.

A share buyback is when companies buy back their own shares from the market to increase their price - essentially so they can return excess cash to their shareholders.

Critics have warned this can come at the expense of productive investment in the economy.

Read more about the plans here:

Former Tory MP Aaron Bell, who represented Newcastle-under-Lyme until parliament was dissolved yesterday, has announced he will not be standing at this general election.

In an open letter posted on Facebook, Mr Bell said: "It is with a very heavy heart that I have decided not to contest the forthcoming general election, for personal and family reasons.

"Being an MP has taken a considerable toll on me."

Mr Bell went on to say he was proud to have served under Rishi Sunak's government, and thanked his wife and three children for their support and "sacrifices".

Mr Bell has served as an MP since December 2019 and has been an assistant whip since November 2023.

Julian Knight, the former MP for Solihull, has announced he will stand as an independent candidate at this general election.

Mr Knight, 51, was suspended as a Conservative in December 2022 after a serious sexual assault allegation was made against him.

He has always maintained his innocence and on 2 April,  the Metropolitan Police dropped the investigation  without questioning Mr Knight.

But he remained suspended from the Tory party as the chief whip, who organises the party's MPs, said "further complaints" had been made against him - allegations he rejects ( more here ).

He announced late last month he would be standing down at this general election - but has now changed his mind.

Mr Knight wrote in a post on X: "After discussions with family, Conservative members and constituents I have decided to run as an independent in the forthcoming election.

"Solihull deserves more than a whips appointed candidate who doesn't get the issues."

He went on to say he has been "forced out of the party after an entirely false allegation", which, he added, is "now being investigated by police for perversion of the course of justice".

"It's important to make a stand. People should not lose their position because of a false allegation."

He concluded by saying that Rishi Sunak is "a disastrous campaigner" and Solihull would be "best served by an independent" while a Labour government is in power.

By Tom Parmenter , national correspondent

Prioritising older voters while forcing teenagers into national service has been described as "outright wrong" in Sky News' Target Towns.

The early stages of the campaign have seen the Conservatives offering a pensions "triple lock plus" while also promising to force 18-year-olds to dedicate time to the military or community service.

Labour has vowed to maintain the pensions triple lock for the duration of the next Parliament, if elected.

Inside a boxing fitness class laid on for elderly residents of a care home in Grimsby, Sky News heard concerns about an emerging generational divide.

Sydney Ballard, 18, has just started a student work placement at the care home. She said she wanted to see fewer dividing lines in politics.

Read more here:

On 12 June, Sky News will be hosting an election leaders event in Grimsby - a key marginal seat and one of our Target Towns this election year.

The Labour leader Sir Keir Starmer and the Conservative leader Rishi Sunak have been invited to attend, and we are looking for a live audience to join us on the night.

If you would like to be part of this studio audience, and be given the opportunity to ask a question to one of the party leaders, please complete the short questionnaire in this link .

By Tomos Evans , Wales reporter

The Welsh Conservatives have focused on Labour's record in Wales as they launched their general election campaign on Friday.

Wales Secretary David TC Davies and the Conservatives' Senedd leader Andrew RT Davies launched the campaign at a farm in Chepstow, Monmouthshire.

They said they were the only party who had a "clear, bold plan to deliver a secure future for Wales".

Recently-announced Conservative policies including national service for 18-year-olds were at the forefront of the Welsh launch.

Mr TC Davies said a Conservative UK government would "get Wales moving" by boosting rail connections between North West England and North Wales.

They also pledged to deliver "nuclear power back to North Wales" and "ensuring personal security for pensioners".

"We will give our young people the best start in life with the national service scheme which will support communities and keep our country safe," he added.

Senedd Tory leader Mr RT Davies said Labour "cannot be trusted to run Wales, so they cannot be trusted to run the United Kingdom".

The other candidates so far announced to be standing in Monmouthshire are:

• Catherine Fookes (Labour Party)
• William Powell (Liberal Democrats)
• Ian Chandler (Green Party)
• June Davies (True and Fair Party)

Yesterday saw Welsh Labour launch its general election campaign, also in Monmouthsire, as Sir Keir Starmer joined Wales's first minister Vaughan Gething in Abergavenny.

Sir Keir pledged there would be "no more conflict" between the Welsh first minister and UK prime minister were Labour to win the election.

Meanwhile, Plaid Cymru launched their campaign in Bangor, Gwynedd, with leader Rhun ap Iorwerth saying "no more to ignoring Wales at Westminster".

The Welsh Liberal Democrats launched their campaign in Knighton, Powys, on Wednesday, pledging to stand up for Wales's farming communities.

Sir Keir Starmer is asked next about polling that shows that while support for Labour is rising, support for independence is not falling.

Asked if his goal is to see that support fall after five years of a Labour government, he replies: "I do understand the sentiment that leads a number of people to say after 14 years of being shackled to this Tory government in Westminster, we'd be better off out."

But he says the election could be "a game-changer", saying: "If people want change, if they want a better Scotland, a different relationship across the UK between the four nations - that is part of the change we can bring about in this election."

He promises that he will "deliver for Scotland" and not be "in conflict".

That concludes Sir Keir Starmer's event in the West of Scotland.

It was reported this morning that the Labour leader used a private jet to travel to Scotland to launch his green energy investment vehicle, GB Energy.

Sir Keir Starmer is asked about those reports, and confirms they are true.

"We did use a private jet because we needed to get very quickly to Scotland from Wales yesterday, and we have to use the most efficient form of transport in the middle of a very, very busy general election campaign.

"We offset the carbon, we always do whenever we use transport in the air."

He adds: "We've got five weeks to take our argument to the country, I need to get across the country to speak to as many people as possible, and from time to time we have to do it as efficiently as possible."

Next, the Labour leaders are asked about reducing the number of drugs deaths in Scotland.

Scottish Labour leader Anas Sarwar said there is a "a health emergency" in Scotland around this.

"One thing that we cannot escape from is we have the exact same drugs laws in every part of the UK, but we have three times the number of drug deaths here in Scotland.

"And frankly, I find it really shameful the SNP want to use that emergency, where people are losing their lives every single day, as another grievance tool between Scotland and the UK."

He argues that Scotland needs to "reverse the cuts to the alcohol and drug partnerships, we have to get more investment in the rehabilitation beds that were promised by the SNP and not delivered, and we have got to make sure we are supporting those communities around, for example, family breakdowns, those who have mental health crises, lack of access to employment, lack of access to adequate levels of housing".

Sir Keir Starmer adds: "So the question for the SNP is not who can you find to blame, what constitutional excuse can you make, but how did this happen on your watch?

"How did this get so bad on your watch? It's shocking to see the statistics and the human beings that are behind those statistics."

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