Investor-Ready Business Plans

Raise with confidence. We craft investor-grade plans, financial models, and pitch materials that speak the language of angels, VCs, lenders, and grant reviewers.

Get a Quote Pitch Decks
Investor business plans and pitch decks
Why Investors Say Yes

What We Deliver

Bankable Financial Model

Driver-based, 3–5 year forecasts with income statement, cash flow, and balance sheet; scenarios and sensitivity.

Compelling Narrative

Clear problem-solution fit, traction, go-to-market, and defensibility tailored to investor theses.

Investor Materials

Pitch deck, 1-pager/teaser, data-room checklist, and FAQs to speed diligence.

Review & Revisions

Iterative edits, investor-Q&A prep, and support through term sheet negotiations.

Tailored to Your Raise

Investor Plan Types

Angel & Pre-Seed
  • Vision-led narrative
  • Lightweight model
  • Milestone roadmap
Seed & Series A (VC)
  • TAM/SAM/SOM & GTM
  • Cohort & unit economics
  • Defensibility & moat
Debt / Bank Financing
  • Coverage ratios & covenants
  • Cash-flow forecasts
  • Collateral & risk mitigants
Grants & Government
  • Program-aligned outcomes
  • Impact & KPIs
  • Budget & use of funds
Our process for investor plans
How It Works

From Discovery to Dataroom

  1. Discovery & Dataroom Review: Kickoff call, info checklist, gather existing materials.
  2. Research & Strategy: Market sizing, competition, GTM, pricing and positioning.
  3. Financial Model: Assumptions workshop, integrated 3-statement model, scenarios.
  4. Draft Plan & Deck: Narrative, visuals, and investor FAQs aligned to your raise.
  5. Revisions & Prep: Iterate with your feedback; mock investor Q&A.
  6. Handoff & Support: Final files (PDF, PPTX, XLSX) plus ongoing support as needed.
Start Your Plan
What You Receive

Standard Deliverables

Documents
  • Investor business plan (PDF/Word)
  • Pitch deck & one-pager (PPTX/PDF)
  • Executive summary & teaser
Financials
  • Integrated 3-statement model (XLSX)
  • Unit economics & cohorts (as applicable)
  • Scenario & sensitivity analysis
Extras
  • Data-room checklist
  • Investor FAQ & outreach tips
  • Revisions & coaching session

Ready to Raise Capital?

Tell us about your round, timeline, and goals. We'll tailor a scope that fits your needs and budget.

Book a Free Consult

Investor Plans – FAQs

Typical timelines are 2–4 weeks depending on complexity, data availability, and review cycles. Expedited options may be available.

Yes. We can build or refresh your deck, and optionally add a lightweight model and one-pager for outreach.

We’re happy to sign a mutual NDA and follow strict confidentiality protocols throughout the engagement.

Technology, SaaS, healthcare, retail, manufacturing, logistics, consumer products, hospitality, and more—including immigration-linked ventures.