Turn Vision
Into Strategy.
Strategic planning and documentation that investors trust and your team can execute. Not a templated document—a real roadmap for your business.
Why You Need a Business Plan
Whether you're raising money, pitching partners, or aligning your team, you need a clear strategy. A business plan forces you to think through your market, model, and path to success.
We don't create generic documents filled with buzzwords. We work with you to build a strategic roadmap that's grounded in data, focused on execution, and compelling to stakeholders.
What's Included
Market Research
Deep dive into your market size, competitors, and target customers. Data-driven insights that validate your opportunity and inform strategy.
Business Model
Map out your entire business model. Value proposition, revenue streams, cost structure, and key partnerships. Clear unit economics.
Go-to-Market Strategy
Detailed plan for customer acquisition. Channels, tactics, timeline, and budget to reach your target market effectively.
Financial Projections
3-5 year financial model with revenue, expenses, and cash flow. Defensible assumptions and multiple scenarios.
Competitive Analysis
Understand your competitive landscape. Who are they, what's their strategy, and how do you differentiate?
Executive Summary
Compelling 2-page summary that captures your story. Perfect for investor intros and partner pitches.
Perfect For Startups That...
Are Raising Investment
Investors want to see you've thought through the business. A solid plan builds credibility.
Need Strategic Clarity
You have a vision but need to turn it into a concrete plan. What to do, when, and how.
Are Entering New Markets
Expanding to new geographies or segments. You need research and strategy for the new market.
Want to Align Your Team
Your team is growing and needs to be on the same page. A plan creates shared understanding.
Our Process
Business Assessment
Understand your business, goals, and target audience. What problem are you solving, for whom, and why you?
Market Analysis
Research your market size, competitors, and opportunities. Validate assumptions with data, not opinions.
Strategy Development
Define your business model, go-to-market strategy, and growth plan. Clear roadmap for the next 3 years.
Financial Modeling
Build detailed financial projections. Revenue model, unit economics, and path to profitability.
Document & Present
Create comprehensive business plan document. Executive summary, detailed analysis, and presentation deck.
Engagement Options
Essential
Complete business plan document
- Market analysis
- Business model canvas
- Go-to-market strategy
- 3-year financial model
- Executive summary
For internal planning
Investor Ready
Plan + investor materials
- Everything in Essential
- Competitive deep-dive
- Pitch deck
- Due diligence prep
- 2 revision rounds
- 1-hour strategy call
For fundraising
Strategic
Comprehensive strategy engagement
- Everything in Investor Ready
- Primary market research
- Customer interviews
- Financial scenario modeling
- Board presentation
- Ongoing strategy support
For major decisions
Common Questions
How long does it take?
The Essential plan takes about 2 weeks. Investor Ready is typically 3-4 weeks including research and revisions. Strategic engagements run 4-6 weeks depending on research scope.
Do you help with financial projections?
Yes, financial modeling is a core part of every plan. We build 3-5 year projections with clear assumptions, sensitivity analysis, and scenario planning.
What industries do you cover?
We've created plans across SaaS, fintech, healthcare, e-commerce, marketplaces, and more. Our research team can tackle most B2B and B2C verticals.
Can you present to our board or investors?
Yes, we can join calls to present the plan and answer questions. Many clients find this helpful for investor meetings and board presentations.
Get Started
Tell us about your project. We'll get back to you within 48 hours with a tailored proposal.