Stand out from the crowd. Precise, well-researched, and expertly forecasted business plan review, writing and design. I build SBA, Investor, Visa or Grant plans with the level of detail and insight gained from working with hundreds of customers. Whether you’re looking for a bank loan, startup investment, or Visa approval, I will provide you with the services you need.

I will review your current pitch deck materials, model and supporting information. I will meet with you and your team to discuss initial traction and where you are in the fundraising process. From this I will create an action plan for you and your team to make your plan a no-brainer for early stage investors.

The Process

We will schedule an initial 1 hour call to learn about about your venture and needs. The more specific the better.

A thorough questionnaire ensures I have all your goals, business plans and specific requirements..

Review a look book of design options including a review of funded companies in your industry.

I work with my team of 3 - a writer, a researcher and a financial modeler (if needed) to craft a winning plan and presentation for you.