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Home/ Services/ πŸ“Š Business & Financial Advisory/ Business Planning & Investment Consulting
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Business Planning & Investment Consulting

Investor-ready business plans and financial models built on real market research β€” designed to survive scrutiny from banks, angels, and institutional investors alike.

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Consultants reviewing a business plan and financial projections during a strategy meeting
Overview

Most business plans fail not because the underlying business idea is weak, but because the plan itself does not hold up under questioning β€” the numbers do not tie together, the market assumptions are unsupported, or the funding ask is disconnected from how the money will actually be used. Investors and lenders in Kenya's increasingly competitive funding landscape see hundreds of plans a year, and they can tell the difference between one built to impress and one built to withstand due diligence.

We develop investor-ready business plans, pitch decks, and financial projections that attract funding β€” whether you are approaching a local bank, an angel investor, a private equity fund, or a development finance institution. Every plan we produce is grounded in genuine market research, competitive analysis, and realistic financial modelling that stands up to scrutiny, not optimistic guesswork dressed up in a polished template. Where clients are entering an entirely new market or launching a capital-intensive venture, we pair the plan with hands-on investment consulting to help structure the raise itself.

What's Included

  • A full business plan covering market analysis, competitive positioning, operations, and go-to-market strategy
  • Three-to-five-year financial projections β€” revenue, cost structure, cash flow, and break-even analysis
  • An investor-ready pitch deck built for the specific audience (bank, angel, VC, or DFI)
  • Funding structure advisory β€” debt versus equity, valuation considerations, and capital stack design
  • Sensitivity and scenario modelling so investors can see how the numbers hold up under different conditions
  • Support preparing for and rehearsing investor pitch meetings
  • Post-funding financial monitoring templates to track performance against the plan

Our Process

1
Discovery & Market Research
We gather data on your market, competitors, and target customers to ground the plan in evidence rather than assumption.
2
Financial Modelling
We build detailed, defensible projections and stress-test them against realistic best- and worst-case scenarios.
3
Plan & Deck Development
We write the full business plan and design a pitch deck tailored to the specific investor or lender audience.
4
Pitch Preparation
We brief you on likely investor questions and rehearse the pitch so you walk into the room fully prepared.

Who This Is For

  • Startups and SMEs preparing to raise debt or equity funding
  • Founders approaching banks or DFIs for growth or working capital loans
  • Businesses entering a new product line or geographic market that need a fresh business case
  • Entrepreneurs applying to accelerators, incubators, or angel networks
  • Established companies restructuring their strategy ahead of a funding round

Why DollarEdge

  • Plans built to survive real investor due diligence, not just to look polished in a first read
  • Financial models grounded in Kenyan market realities β€” inflation, forex exposure, and local cost structures
  • Experience across bank, angel, VC, and DFI funding routes, each with different expectations we know how to meet
  • We stay involved through the pitch itself, not just the document handover

Related Services

Ready to Get Started with Business Planning & Investment Consulting?

Talk to our experts and get a tailored proposal for your organisation.

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