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You will get a Business Plan to prepare for Fundraising or use for Strategic Planning
Top Rated
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Project details
Whether it's for your Fundraising Strategy, creating Financial Models, or optimizing Investor Decks, you can get either a highly visual plan or one that skews more towards a denser text style to best support your goals. The highly visual option can allow you to transition smoothly from a pitch deck to a business plan pitch. Now that it is harder to raise, many investors are spending much more time analyzing business plans and investor memorandums. We recently created a highly visual 40-page Investor Memorandum for a client who just closed a $7m raise with that document.
Language
EnglishBusiness Type
StartupPlan Format
PDFPlan Purpose
Investors RoadshowWhat's included
| Service Tiers |
Starter
$1,000
|
Standard
$2,000
|
Advanced
$3,000
|
|---|---|---|---|
| Delivery Time | 10 days | 15 days | 20 days |
Number of Revisions | 2 | 3 | 4 |
Executive Summary | |||
Company Description | |||
Industry & Competitor Analysis | |||
SWOT Analysis | |||
Customer Analysis | |||
Tailored Marketing Plan | |||
Review & Critique | - | ||
Financial Forecast | |||
Investor List | - | - | |
Outreach Email Copy | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$100 - $1,500
Additional Revision
+$500Frequently asked questions
54 reviews
(52)
(2)
(0)
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(0)
RD
Ryan D.
Feb 29, 2024
Ed is a wonderfully curious and engaged person with a wealth of knowledge about a wide range of topics.
CS
Clarence S.
Feb 6, 2024
JL
Jini L.
Mar 12, 2026
Investment Portfolio Advice
Ed did the outstanding job. He has fantastic expertise and is very professional. I have gained valuable insights from him. Great communication and easy to work with. I highly recommend him!
JR
Johnny R.
Dec 2, 2025
AI Solutions Consultant
We brought in Escher AI to help us figure out where AI agents could actually make a difference in our energy consulting practice. As a specialized firm working with hotels and large commercial facilities on energy efficiency and FlexTech reports, I wasn't sure how well an AI consultant would adapt to our niche.
Edward's team conducted thorough interviews with both leadership and our engineering staff to understand our real workflows—not just the high-level process, but the day-to-day details that matter. They asked the right questions and listened carefully to how we actually get work done.
They identified 10 AI agent opportunities across our customer acquisition, internal operations, and client support functions. What I appreciated was that these weren't generic suggestions—they were specific to how our business works and where we were actually losing time or leaving opportunity on the table.
From there, they helped us prioritize the three with the highest impact: personalized customer outreach, lead nurturing automation, and streamlining portions of our government report preparation. Each came with a detailed implementation plan we could actually act on.
We're now moving into proof of concept development. If you're running a specialized professional services firm and wondering whether AI can work for your unique situation, I'd recommend starting with an assessment like this. The Escher AI team adapted quickly and delivered something practical, not theoretical.
Edward's team conducted thorough interviews with both leadership and our engineering staff to understand our real workflows—not just the high-level process, but the day-to-day details that matter. They asked the right questions and listened carefully to how we actually get work done.
They identified 10 AI agent opportunities across our customer acquisition, internal operations, and client support functions. What I appreciated was that these weren't generic suggestions—they were specific to how our business works and where we were actually losing time or leaving opportunity on the table.
From there, they helped us prioritize the three with the highest impact: personalized customer outreach, lead nurturing automation, and streamlining portions of our government report preparation. Each came with a detailed implementation plan we could actually act on.
We're now moving into proof of concept development. If you're running a specialized professional services firm and wondering whether AI can work for your unique situation, I'd recommend starting with an assessment like this. The Escher AI team adapted quickly and delivered something practical, not theoretical.
CW
Chris W.
Nov 12, 2025
Chatbot UI Development for Vinyl Pool Remodeling Quote
Edward was a pleasure to work with...very knowledgeable. He helped with every stage of the development process, troubleshooting and making great recommendations as we went.
CW
Chris W.
Nov 12, 2025
Boost Sales with AI quotes Visitor & Ad Tracking
Outstanding work on our pool quote chatbot! The developer delivered a polished, mobile-friendly chat experience that guides customers through 12 questions, calculates instant estimates, and seamlessly integrates with our Google Sheets and CRM. The sophisticated branching logic handles upsells, financing options, and early-pay discounts while maintaining an intuitive user experience. Professional communication, on-time delivery, and clean documentation made the entire process smooth—highly recommend for anyone needing scalable, conversion-focused chatbot solutions.
CW
Chris W.
Nov 12, 2025
AI FAQ Chatbot with Lightning-Fast RAG & Vector Se
Excellent work on complex analytics system - Edward transformed our basic pool quote chatbot into a sophisticated lead generation machine with advanced analytics, fraud prevention, and marketing attribution that will help us control access and optimize ad spending. His technical depth—implementing browser fingerprinting, multi-platform UTM tracking, and a dynamic pricing algorithm—combined with his strategic insight into conversion optimization made him feel more like a business partner than a consultant. If you need someone who can both build complex systems AND understand how they drive revenue, Edward is your guy.
About Edward Francis
AI Transformation & Fundraising | Stanford | 1B Advised
100%
Job Success
Westport, United States - 7:38 am local time
I specialize in two high-impact areas:
AI TRANSFORMATION: 2x revenue or 60% cost reduction through AI Agents, automation, and strategic implementation. Clients: Apple, Sony, Virgin.
STARTUP FUNDRAISING: Investor-ready decks, financial models, and agentic campaigns that compress 6 months of outreach into weeks. Advised on $1B+ in capital raises from SAFEs to sovereign wealth funds.
MY BACKGROUND:
→ Co-founded Apple-backed AI startup (back when "AI" meant The Matrix)
→ Managed funds at elite NYC hedge funds (ACI, Brevan Howard, FX Concepts)
→ Worked with Apple C-Suite across 4 CEOs, sat 2 seats from Steve Jobs
→ 100+ founders and 20+ VC fund managers over 5 years
→ Stanford MS AI & Automation | West Point BS | Boston University MBA
APPROACH:
I start with strategic audits (AI opportunities OR fundraising readiness), then either:
→ Build rapid AI pilots with my team of 6 core specialists
→ Develop investor materials and execute agentic outreach campaigns
For enterprise AI, I oversee implementation partners with 20-300 specialists and vertical expertise in Healthcare, Finance, and CRM. For fundraising, I leverage direct access to Fortune 100 CEOs, McKinsey partners, and ultra-HNWI family offices.
SPECIALIZED SERVICES:
For detailed AI transformation services
→ See my "AI Strategy & Integration" profile
For detailed fundraising services
→ See my "Agentic Fundraising" profile
TO GET STARTED:
Book a 30-60 minute discovery consultation where I'll identify either:
→ 5-10 AI automation opportunities ranked by ROI, OR
→ Critical gaps blocking your fundraise and how to fix them
Let's discuss which path accelerates your business fastest.
Steps for completing your project
After purchasing the project, send requirements so Edward Francis can start the project.
Delivery time starts when Edward Francis receives requirements from you.
Edward Francis works on your project following the steps below.
Revisions may occur after the delivery date.
Initial interview review session
Outline review session