Successo is the Italian subsidiary of an English group run by John, an international business developer. Set up in 2018 in Milan, Successo will provide bespoke IT services to banks and insurance companies. To deliver this plan, John needs to raise EUR 0.9m of capital from an investment fund that has been supporting his international expansion since the 1990s.
This case focuses on issues raised by the investor's analysis of the financial part of a business plan. The investment potential is considered from different perspectives: analysis of the economic profitability of the investment project, financial and risk analysis of projected financial statements, and return on investment expected by the investor.