Plan Your Business

The Support Your Need to Start Smart

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Why invest in business planning products?
Solid blueprints lead to stable businesses
When launching a new product or service, your list of to-do’s is miles long, making it a challenge to decide when and where to allocate resources.
That’s where a plan comes into play. Identify all the steps between you and your goals—across every aspect of your business—and you set yourself up for success. From there, we simply need to check boxes and watch our business grow!
À la Carte Business Planning Solutions
Choose the right support and set yourself up for success
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Set up your company KPIs
Setup the right KPIs at company or a specific area of your company to track your performance and quickly identify opportunities to improve.
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Pitch Deck
Pitch Deck - An investor ready presentation along with an appendix (as needed) with additional information to address diligence questions. This also includes work on narrative to best position the business to potential investors.
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Financial Model
Financial Model - An investor friendly financial model that provides the business with a dashboard to control any and all assumptions from a single tab that will automatically adjust assumptions throughout the model. Easy to use for the business and easy to use for the investor in diligence.
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Fundraising Strategy
Pitch Deck; Financial Model; Valuation Analysis & Capital Structure; Investor Lead Lists & DRAFT Email Copy for Initial Investor Outreach
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