Pitch Decks, Feasibilities, Bus Plan, Investment Memorandums

Starting at

$

30

/hr

About this service

Summary

I offer hourly services in crafting pitch decks, teasers, feasibility studies, and IMs, drawing on my advisory experience with clients across healthcare, pharmaceuticals, logistics, retail, and F&B sectors. Having created these documents for VC firms, equity investors, banks, and private debt providers, I leverage this experience to deliver compelling, tailored financial narratives.













Process

  1. Discovery Session with You:
    • Understand your business model, objectives, and target audience to tailor the documents to your needs.
    • Collect necessary financial data, market research, and strategic goals specific to your sector.
  2. Market and Financial Analysis:
    • Perform industry analysis, competitive landscape review, and assess your financial performance.
    • Develop or refine financial models supporting valuation and investment arguments.
  3. Structure and Content Planning:
    • Outline key sections and the flow of information for each document, ensuring they align with your strategic narrative and highlights.
  4. Drafting and Content Development:
    • Create initial drafts focused on delivering clear, concise, and persuasive content that resonates with your target investors or partners.
    • Enhance messages with relevant data, charts, and visuals.
  5. Review and Refinement:
    • Work closely with you to refine content, design, and financials, incorporating your feedback to meet specific objectives.
  6. Finalization and Formatting:
    • Ensure each document is professionally formatted, consistent with your branding or style guidelines.
    • Perform a final check to guarantee accuracy and completeness.
  7. Presentation and Delivery:
    • Prepare you for any presentations or discussions where these documents will be used.
    • Deliver the final versions in the appropriate formats for your intended use or audience.





What's included

  • Pitch Deck / Teaser

    Slide deck summarizing the full research document

  • Feasibility Study / Business Plan / Information Memorandum

    Full research document based on your needs in Word format and in Canva format


Skills and tools

Financial Advisor
Financial Analyst
Market Researcher
Canva
Google Docs
Google Slides

Industries

Financial Services
Venture Capital
Angel Investment

Work with me


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