Services / Strategy, Business Plans, Policy & GTM
Business Plans · Immigration
Business plans that stand up to immigration scrutiny
Investor and entrepreneur visa business plans for E-2, EB-5, E-1, EB-1A, EB-1C, L-1A new-office, EB-2 NIW and O-1 applications, written to the standard immigration attorneys and adjudicators expect. More than 500 plans prepared.
How an engagement runs
- BriefYour business, visa and timeline
- ResearchMarket, competitors and location
- ModelFinancials and hiring plan
- DraftPlan written to category requirements
- FinaliseAttorney review and revisions
Find the space nobody owns
Clear choices on segment and value move you out of the crowd and into a position customers remember.
An immigration business plan is evidence. Every number and claim must hold together.
Dr. Sanjay Vaid, Invocore
A plan written for the adjudicator
An immigration business plan must do more than describe a business. It has to show a credible, well-researched enterprise, realistic job creation and financials that hold together, in the structure your visa category requires. We write each plan from first principles with you and your attorney.
The challenge
Why this matters now
Investor and entrepreneur visa petitions often stand or fall on the business plan. Adjudicators look for a real, credible enterprise: specific market research, consistent financials, a believable hiring plan and clear evidence that the applicant will direct and grow it.
Generic templates and optimistic numbers invite requests for evidence. We write each plan to the requirements of the visa category, alongside your attorney, so the plan and the petition tell the same story.
Closer scrutiny
Adjudicators examine business plans in more detail than ever.
Requests for evidence
Weak plans lead to delays and requests for more evidence.
Category nuance
E-2, EB-5, EB-1C and NIW each ask different questions of a plan.
Quick self-check
How ready are you?
Answer four questions leaders ask us. Your result appears instantly; nothing is stored or sent.
Does our plan meet the requirements of our visa category?
Are the financials and hiring plan realistic and consistent?
Is the market research specific to our location and industry?
Will the plan support what our attorney argues in the petition?
What we deliver
Capabilities
E-2 Treaty Investor
Investment, operations and the marginality test addressed clearly.
EB-5 Investor
Job creation and economic analysis built for EB-5 requirements.
E-1 Treaty Trader
Trade volumes and relationships documented and explained.
EB-1C multinational managers
Organisational structure and executive roles for multinational transfers.
L-1A new-office plans
A one-year plan showing the new US office can support an executive or managerial role.
EB-2 NIW and EB-1A
The proposed endeavour, its national importance and your plan to advance it.
O-1 and other categories
Business context and itinerary support for extraordinary ability cases.
Interactive
Explore the framework
Select any part of the diagram to see what it covers.
Selected
Brief
Your business idea, investment, visa category and timeline.
Research
Market, competitors and location research specific to your business.
Model
Financial projections and a hiring plan consistent with the category.
Draft
The plan written to the requirements of your visa category.
Attorney review
Review with your attorney so the plan and petition align.
File
Final plan ready to include in the petition.
Our approach
How we work with you
A clear, staged path from first assessment to lasting capability.
Step 1
Brief
Your business, visa and timeline
Step 2
Research
Market, competitors and location
Step 3
Model
Financials and hiring plan
Step 4
Draft
Plan written to category requirements
Step 5
Finalise
Attorney review and revisions
Why Invocore
What sets us apart
Senior, practitioner-led advice that holds up in front of auditors, boards and customers.
500+ plans
Experience across visa categories, industries and locations.
Law-firm trusted
Plans prepared for clients of US immigration law firms.
Strategy expertise
Market research and financials built by a strategy consultant.
Engagement models
Start where you are
Begin with a focused first step and expand as value is proven.
Plan review
An expert review of an existing plan, with clear revisions.
Fees on enquiry
Standard plan
A complete, category-specific business plan with financials.
Fees on enquiry
Law firm partnership
Ongoing, priority plan writing for immigration law firms.
Fees on enquiry
Deliverables
What you receive
- Category-specific business plan
- Five-year financial projections
- Hiring plan and organisational chart
- Market and competitor research
- Executive summary
- Revisions after attorney review
Outcomes
What changes for you
- A category-specific plan your attorney can file with confidence
- Financial projections and a hiring plan that hold together
- Market research specific to your business and location
- A clear, credible story of the enterprise you will build
Who we work with: Investors and entrepreneurs moving to the US, Founders applying under EB-2 NIW or EB-1A, Multinational executives and managers and Immigration law firms and attorneys.
Frequently asked questions
Can you guarantee a visa approval?
No one can. Approval depends on the whole petition and the adjudicator. We make sure the business plan is credible, consistent and complete.
Do you work with our attorney?
Yes. We work alongside your immigration attorney, who leads the petition and advises on legal strategy. We do not give legal advice.
How long does a plan take?
Most plans take two to three weeks from a complete brief; urgent timelines can be discussed.
Do you work with law firms?
Yes. We prepare plans for clients of immigration law firms and offer partnership arrangements with priority turnaround.
The right business plan for your visa
Each US visa asks a different question of a business. We write the plan around that question, with clear numbers, a realistic hiring plan and evidence from real market research, so the officer can see the answer quickly. We work directly with applicants and, white-label, with immigration law firms.
Applying for a visa yourself?
Investors, founders and business owners: tell us your visa category and timeline. We will scope the plan, send you a quote, and work alongside your immigration attorney.
Start your plan →An immigration law firm?
Attorneys and paralegals: we write plans under your firm's name, under NDA, with your firm as the client's only point of contact. Try us with a free sample section.
Partner with us →
E-2 Business Plan
For investors from treaty countries who are buying or starting a US business and will run it themselves.
A real, operating business with a substantial investment at risk, that will do more than support the investor's family.
- Investment breakdown and use of funds
- 5-year financial projections in the Matter of Ho format
- Hiring plan showing US jobs created
- Local market and competitor research
EB-5 Business Plan
For investors seeking a green card through a direct investment or a regional center project.
A credible, detailed plan that will create at least 10 full-time US jobs for each investor.
- Comprehensive plan to the Matter of Ho standard
- Job-creation tables with timing for each role
- Economic, industry and market analysis
- 5-year financial projections
L-1A New Office Plan
For companies sending a manager or executive to open their first office in the US.
That within one year the US office will be large enough to need a full-time manager or executive.
- One-year staffing plan and organisation charts
- Office premises, budget and funding from the parent company
- Clear link between the parent and the US entity
- Growth milestones that support the later extension
EB-2 NIW Business Plan
For founders, researchers and professionals whose work benefits the United States.
Why the proposed work matters nationally and why this person is well placed to carry it forward.
- Proposed endeavor written for the three Dhanasar tests
- Evidence of national importance and impact
- Milestones, funding and financial projections
- Market and job-creation data where relevant
E-1 Business Plan
For trading companies from treaty countries with ongoing trade with the US.
Substantial, continuing trade, most of it between the US and the treaty country.
- Trade volumes, partners and contracts summarised
- US operations and staffing plan
- 5-year financial projections
EB-1C Business Plan
For managers and executives of international companies moving permanently to the US branch.
An active US business with a genuine executive or managerial role and staff to support it.
- Organisation structure and role descriptions
- Relationship between the parent and the US company
- Growth, revenue and staffing projections
O-1 & EB-1A Support
For founders, artists, athletes and experts at the top of their field.
The planned work in the US, who it is with, and how it continues the person's achievements.
- Venture or engagement plan
- Itinerary and contract summary
- Industry and market context
White-Label Partnership
Extra capacity for busy immigration practices, without adding staff.
We write the plan under your firm's name. Your firm stays the client's only point of contact.
- 500+ business plans prepared
- NDA on every engagement
- Free sample section or a pilot on one case
Not sure which plan you need? Tell us your visa category and timeline, and we will recommend the right scope.
Get in touch
Discuss your requirement
Tell us about your organisation and goals. A senior consultant will reply, usually within one working day.
Prefer to talk now? WhatsApp +91 98108 17659 or info@invocore.org
