You will get an Investor-Ready Business Plan: 5-Year Financial Model & Market Research
Rising Talent
Rising Talent
Project details
ā CFA + FRM | IIT + IIM | 12 Yrs Investment Banking ā
Your business plan is your first impression with investors and lenders. A weak one loses the deal. A plan built to investment banking standards gets you funded.
š WHAT YOU RECEIVE
ā Executive Summary - investor's 30-second read
ā Market Research - TAM/SAM/SOM with cited sources
ā Competitive Analysis - positioning, moat identification
ā 5-Year 3-Statement Model - P&L, Cash Flow, Balance Sheet (unlocked Excel)
ā Scenario Analysis - base, upside, downside
ā Sensitivity Tables - key assumption stress-testing
ā Funding Ask & Use of Funds
šÆ WHO THIS IS FOR
Startups raising seed / Series A | Bank loans & SBA | Angel investors & VCs | Grant applications | Strategic planning
š INDUSTRIES
FinTech | SaaS | Real Estate | Healthcare | Manufacturing | Consumer | Clean Energy | Education | Logistics | Retail
š WHY DIFFERENT
CFA = defensible projections. FRM = thorough risk analysis. IIT-IIM = tight strategic logic. 12 yrs IB = I know exactly what investors scrutinise.
Message before ordering with your business overview and target audience.
Your business plan is your first impression with investors and lenders. A weak one loses the deal. A plan built to investment banking standards gets you funded.
š WHAT YOU RECEIVE
ā Executive Summary - investor's 30-second read
ā Market Research - TAM/SAM/SOM with cited sources
ā Competitive Analysis - positioning, moat identification
ā 5-Year 3-Statement Model - P&L, Cash Flow, Balance Sheet (unlocked Excel)
ā Scenario Analysis - base, upside, downside
ā Sensitivity Tables - key assumption stress-testing
ā Funding Ask & Use of Funds
šÆ WHO THIS IS FOR
Startups raising seed / Series A | Bank loans & SBA | Angel investors & VCs | Grant applications | Strategic planning
š INDUSTRIES
FinTech | SaaS | Real Estate | Healthcare | Manufacturing | Consumer | Clean Energy | Education | Logistics | Retail
š WHY DIFFERENT
CFA = defensible projections. FRM = thorough risk analysis. IIT-IIM = tight strategic logic. 12 yrs IB = I know exactly what investors scrutinise.
Message before ordering with your business overview and target audience.
Language
EnglishPlan Format
WordPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint VenturesWhat's included
| Service Tiers |
Starter
$299
|
Standard
$699
|
Advanced
$1,299
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
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
+$300 - $500
Additional Revision
+$150Frequently asked questions
3 reviews
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DL
Donnie L.
Jun 4, 2026
No-Money-Down Business Acquisition Mentor | Creative Financing, Seller Financing, Deal Support
Not very flexible in understanding changes in circumstances but work was high quality
ML
Mustafa L.
May 11, 2026
Financial Modeling Expert for Leasing
Arvind was professional and knowledgeable throughout the project. He explained the model logic clearly, was open to feedback, and tried to align the work with our business requirements. The stress testing and structuring approach showed good understanding of the subject. Communication was good overall, although timelines and time management could have been slightly better. Overall, it was a good experience working with him and I appreciate his support on the project.
OS
Omnipetsolutions S.
Apr 30, 2026
Equity Research Analyst
About Arvind Kalyan
Investment Banking & Equity Research | CFA FRM | 80M+ Raised | IIT IIM
100%
Job Success
Hyderabad, IndiaĀ - 7:35 pm local time
I'm a CFA Charterholder and FRM with 12+ years running RedeFin Capital, a boutique investment banking and equity research firm. I previously served as Director of Capital Markets at one of South India's largest real estate developers. My work has been used by hedge funds, asset managers, and institutional investors across the US, Europe, and Asia - not produced for templates, but for live transactions.
I also run Kedge Research, the proprietary institutional equity research arm of RedeFin Capital, delivering initiating coverage, M&A screening, sector notes, and blue books to global fund managers.
WHAT I DELIVER:
š Pitch Decks & Investor Presentations - battle-tested decks used in actual fundraising rounds from seed to Series D
š Financial Models - 3-statement, DCF, LBO, SOTP, merger models built to institutional standards
š Equity Research & Blue Books - initiating coverage, sector notes, and M&A target screening for hedge funds and asset managers
š¤ M&A Advisory - deal structuring, CIMs, teasers, valuation, and negotiation support
š¼ Fundraising Strategy - investor targeting, outreach, and mandate management across equity, debt, and structured finance
š Business Plans & Feasibility Studies - for startups and growth-stage companies seeking bank or investor approval
SECTOR COVERAGE: Technology, Real Estate, Energy & Utilities, Healthcare, Industrials, Consumer, Financial Services, SaaS, D2C, AgriTech
PROOF:
ā $80M+ closed across equity, debt, and structured transactions
ā $500M+ active pipeline across current mandates
ā 200+ pitch decks, financial models, and equity research reports delivered
ā Client engagements with Piper Jaffray, Lake Street Capital Markets, and institutional investors globally
ā CFA Charterholder | FRM | IIM Lucknow (MBA) | IIT Madras (B.Eng) | Bloomberg Champions Program
ā International speaker at capital markets forums
Scroll down to see portfolio case studies with real deliverables - actual transaction documents and research reports, not mock-ups.
Message me with a brief description of your transaction, research, or project and I'll respond within a few hours. Let's move your deal forward.
Steps for completing your project
After purchasing the project, send requirements so Arvind Kalyan can start the project.
Delivery time starts when Arvind Kalyan receives requirements from you.
Arvind Kalyan works on your project following the steps below.
Revisions may occur after the delivery date.
Briefing & Research
I gather your business details, review your market, and define the plan structure based on your audience (investors, banks, internal).
Market & Competitive Analysis
I conduct market research, size your addressable market, analyze competitors, and identify your strategic positioning.