Business Planning & Investment Consulting

Most engagements run 3 to 6 weeks from discovery to a finished plan, model, and deck, depending on data availability and the complexity of the funding structure. Investment consulting support during the raise itself runs on its own separate timeline.

At minimum, your business model, any historical financials, and a clear sense of what the funding will be used for. If historical financials do not exist yet, we build the model from realistic assumptions we validate together.

Both. We can build a plan from scratch or take an existing draft and rebuild the financial model and narrative to investment-grade standard.

The document itself should read as investment-grade regardless of who wrote it — what matters is that you can defend every number in the room. That is exactly what our pitch preparation phase is built to ensure.

Yes. Funding structure advisory — comparing debt, equity, and blended finance options against your stage, risk appetite, and ownership goals — is a core part of this service.

Yes, within the funding structure advisory component. We work through valuation considerations relevant to your stage and sector, though final valuation negotiation with investors remains yours to conduct.

We work directly with whatever financial information exists — whether that is a full accounting system or spreadsheets — and can coordinate with your existing accountant or our own Accounting & Tax Compliance team if the underlying books need cleanup first.

Yes. Pre-revenue and pre-launch plans are common — projections are built from market research, comparable benchmarks, and realistic capacity assumptions rather than historical trading data.

No responsible advisor can guarantee an investment decision, which ultimately rests with the funder. What we guarantee is a plan and model built to the standard that gives you the best realistic chance, and honest feedback if we believe the ask is not currently fundable.

This service is for debt and equity funding — banks, angel investors, VCs and DFIs. Our Grant Proposal Writing & Fundraising service is specifically for donor and institutional grant funding, which follows a different format and evaluation logic entirely.

Yes, though the plan and deck are typically adapted per audience — a bank credit committee and a venture capital partner are evaluating very different things, even for the same underlying business.

We prepare you thoroughly through rehearsal and Q&A briefing, and can join key meetings in an advisory capacity where that adds value, depending on the engagement scope agreed upfront.

Revenue and cost build-ups, a three-to-five-year profit and loss statement, cash flow projections, break-even analysis, and sensitivity scenarios covering best-, base- and downside cases.

Yes. We provide post-funding monitoring templates, and many clients return periodically to update projections as real trading data replaces the original assumptions.

Yes. All client financial and strategic information is handled under strict confidentiality, with signed non-disclosure terms available on request before any sensitive information is shared.

Pricing depends on the complexity of the business, the funding amount being raised, and how many deliverables are required (plan, model, deck, or all three). We confirm a fixed quote after the discovery call.