For early-stage entrepreneurs and small business owners preparing to secure funding to grow and scale.
This package is designed to get your business investment ready and get done-for-you investor outreach towards securing funding.
What’s Included:
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2-Hour Business Strategy Session
An in-depth review of your business model, growth opportunities, and funding needs. - Your Custom Business Plan
Professionally done business plan that articulates your business vision, mission, operations and more. - Your Custom Financial Forecast Model
Complete Profit & Loss, Cashflow, and Balance Sheet forecasts designed to showcase your business potential. -
Investor-Ready Pitch Deck Development
Professionally structured deck with details investors require to make a funding decision. -
1-on-1 Investor Pitch Training
Personalized coaching to help you deliver a compelling pitch and handle investor Q&A well. -
Investor Outreach Campaign Management
Strategic launch and management of your investor outreach campaign. -
9 Months of Ongoing Support
Continuous investor readiness and fundraising outreach across the 9-month period. -
Done-For-You Resources:
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Customized Investor Outreach Email Template
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Grant Proposal & Application Template
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Guide to Securing Investor Confidence & Driving Growth (digital resource)
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Business Financial Growth Plan Template (digital resource)
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Business Valuation Guide (digital resource)
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Financial Analysis Guide (digital resource)
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Elevator Pitch Template (digital resource)
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Who This Is For:
Ambitious business owners who are:
- Preparing to raise capital
- Seeking to refine their financial story
- Ready to scale and attract investors
Investment:
This package is offered with a 2% – 5% commission on funds raised, so our success is aligned with yours.
