$5,000.00 excluding tax

Customizable
Message me to tailor this solution to your needs

Board & Lender Communications Pack

Services

  • Business Strategy
  • Finance
  • Leadership

Goal:

  • Manage
  • Solve

Overview

Quarterly board/lender update materials that build confidence: numbers, narrative, and risks—professionally presented.

Out of stock

shad mishu png optimized 200
From Shad M
Have questions?Send me a message or book a free consultation.

Description

We craft crisp materials that inform without alarming and keep capital partners onside.

Scope:

  • Metrics & narrative alignment
  • Risk/issues log + mitigations
  • Meeting prep and rehearsal

Deliverables/Outputs:

  • Deck (10–14 slides)
  • One-pager highlights
  • Q&A prep notes

Timing:

  • 1–2 weeks.

Assumptions:

  • 2 sessions; 1 revision

Pricing:

  • Standard: $3,500 fixed
  • Fast: $4,200 fixed (rush deck + rehearsal)
  • Premium: $5,000 fixed (adds lender addendum + expanded Q&A)

Additional information

Aim

,

Expertise

, ,

Product Type

Provider

Shad M.

  • concept of uniqueness and talent 2024 10 23 07 25 42 utc scaled 1.jpg

    Executive Strategist and Capital Exploration

    $250.00 excluding tax
    Read more
  • seal the deal 2025 03 13 10 08 47 utc scaled 1.jpg

    Independent Sponsor Deal Origination & Capital Stack Design

    $9,000.00 excluding tax
    Read more
  • business partners matching two puzzle pieces in a 2025 02 19 22 09 36 utc scaled 1.jpg

    Lower-Middle-Market Acquisition Diligence Sprint (Finance + Ops)

    $11,000.00 excluding tax
    Read more
  • hands writing business documents desk concept 2025 02 10 05 42 21 utc scaled 1.jpg

    100-Day Post-Merger Integration (PMI) Plan & KPI System

    $15,000.00 excluding tax
    Read more
  • giving a detailed explanation 2025 04 06 10 39 22 utc 1 scaled 1.jpg

    Investor-Ready Pitch: Deck, Story, and Financial Model Tune-Up

    $7,800.00 excluding tax
    Read more
  • selection 2025 03 18 18 53 58 utc scaled 1.jpg

    Fractional Head of Corporate Development

    $7,000.00 excluding tax
    Read more