Business Funding Prep Services

Creating your business plan is clearly the priority when you first start your capital raising efforts. However, once you have finished or are almost done, and have your plan ‘in hand’, you may want to prepare for your upcoming presentation opportunities and promotional options to actually get in front of potential investors.

We offer a number of services that may help you get ready to start the ‘real’ work … attracting and presenting your business in a professional way to prospective investors.

There are also services we provide that should be done BEFORE you start or ask us to start the business plan process. These include Business Plan Analysis, Validating Your Vision, Valuation Assessment, and more.

Important Notice: All of our services are provided on a ‘Best Efforts’ basis. This means we do NOT guarantee you will successfully raise money for your project, expansion or company. No business plan consulting and service company can guarantee funding success. There are far too many variables and market or economic uncertainties to assure you of anything other than great service and professional documents and collateral material.

Additional Business Plan Plus Services:

  • Presentation Powerpoint
  • Company overview Powerpoint and/or videos
  • Revenue Share Powerpoint
  • Revenue Share Agreements
  • Private Placement documents and agreements
  • Crowd Funding Assistance
  • Funding Website

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Many of our web visitors have questions. Our goal is to build quality relationships with our clients. We know you would like to know more about us … and we want to know more about your goals, your experience raising capital and your current plan to get the funding you need. Click the button below to schedule a no-cost, no obligation appointment for an initial call (up to 30 minutes) to understand more about our services.

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We offer ‘DFY’ full done-for-you & ‘DIY’ Do-It-Yourself business plans, or we can offer custom plans where we do some of the work and you do some.

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Check out our Financial preparation services. We offer Pro-Forma financial spreadsheets, 5-year cash flow projections & more. We also offer this in a template form.

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Our Business ‘Prep’ Services are important for many clients who don’t have extensive capital raising experience. Be sure to check out your options here.