You will get A Comprehensive Investor-Ready Business Plan With Detailed Financial Model
Rising Talent
Rising Talent
Project details
Get everything an investor wants in one powerful package.
I’m Marc Uhlmann, CFA—founder of a valuation platform used by 25 000+ entrepreneurs a year and an ex-M&A analyst who has helped raise USD 110 million for startups and growth companies. I turn ideas into numbers and numbers into compelling investor stories.
Why choose me?
• CFA charterholder & finance founder – I live on both sides of the table and know what makes VCs lean in.
• Battle-tested process – from Basel to Silicon Valley, my plans have unlocked rounds from angels, seed funds, and banks.
• Take a loot at my introduction video in my profile to learn more about me and my approach.
Order today and receive a 20–40 page, investor-ready business plan + dynamic 5-year model that speaks the language of money—delivered in 10 days with two refinement rounds to make it perfect. Need more firepower? Add a pitch deck or a full valuation report at checkout and present a cohesive, VC-grade package.
I’m Marc Uhlmann, CFA—founder of a valuation platform used by 25 000+ entrepreneurs a year and an ex-M&A analyst who has helped raise USD 110 million for startups and growth companies. I turn ideas into numbers and numbers into compelling investor stories.
Why choose me?
• CFA charterholder & finance founder – I live on both sides of the table and know what makes VCs lean in.
• Battle-tested process – from Basel to Silicon Valley, my plans have unlocked rounds from angels, seed funds, and banks.
• Take a loot at my introduction video in my profile to learn more about me and my approach.
Order today and receive a 20–40 page, investor-ready business plan + dynamic 5-year model that speaks the language of money—delivered in 10 days with two refinement rounds to make it perfect. Need more firepower? Add a pitch deck or a full valuation report at checkout and present a cohesive, VC-grade package.
Language
English, GermanBusiness Type
StartupPlan Format
WordPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal Use, ImmigrationWhat's included $750
These options are included with the project scope.
$750
- Delivery Time 10 days
- Number of Revisions 2
Optional add-ons
You can add these on the next page.
Fast 5 Days Delivery
+$250
Additional Revision
+$100
Investor-Ready Pitch Deck
(+ 7 Days)
+$950
Comprehensive Valuation – DCF & Market Comps
+$450
Development of Financial Model
(+ 5 Days)
+$450Frequently asked questions
5 reviews
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MH
Michail H.
Nov 18, 2025
Marc was very helpful in setting up our first business model for our start-up. He was always willing to answer all our financial questions and provided us with handy insights.
MH
Michail H.
Nov 18, 2025
You will get A Comprehensive Investor-Ready Business Plan With Detailed Financial Model
Marc was very helpful in setting up our first business model for our start-up. He was always willing to answer all our financial questions and provided us with handy insights.
TH
Toqeer H.
Jul 8, 2025
Business Plan Development for Ginger Farm Investment
Marc was exceptional in producing a business plan for a very niche ask, he went above and beyond with the level of detail required.
Easy to communicate with and highly professional.
Marc is undoubtedly talented and I highly recommend.
Easy to communicate with and highly professional.
Marc is undoubtedly talented and I highly recommend.
PQ
Philipp Q.
Mar 24, 2025
Experienced Business Plan Writer Needed
Marc did an excellent job creating a detailed and well-structured business plan for us. He took the time to really understand our vision and helped us see the project through the eyes of an investor, which was incredibly valuable. His attention to detail and thoughtful approach made a big difference, and we highly recommend working with him.
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Aurele D.
Jan 23, 2025
Competitor Research - Focus on Brands Capabilities
Marc did an outstanding job on this follow-up research and competitive positioning project. His deep understanding of valuation drivers, strategic positioning, and investor-focused narratives made a big impact. He is easy to work with and reliable. He was highly efficient and we got excellent value out of the project. Highly recommend!
AD
Aurele D.
Nov 26, 2024
SaaS Competitive Research and Strategic Positioning
Marc delivered outstanding work on our competitive research project. He not only completed the job ahead of schedule but also required minimal revisions. Despite not being an expert in our field, he quickly understood our business and provided valuable insights into the competitive landscape. His attention to detail was exceptional, and his ability to add value swiftly was impressive. Highly recommended!
About Marc
Startup Funding Strategy | Business Plans & Financial Models | CFA
100%
Job Success
Basel, Switzerland - 1:23 am local time
I’m a CFA charterholder with a Master’s degree in Business & Economics from the University of Zurich (focus on startups and innovation) and co-founder/CEO of Nimbo AG, an SME valuation SaaS platform that processes thousands of valuations per year.
If your goal is simply to produce a standard business plan document, templates and AI can give you something passable in an afternoon. I focus on founders who want more than that: a plan, model and funding story built to investor standards that improve their odds and terms with investors and are well worth the investment.
WHAT I HELP YOU WITH
• Funding & investor strategy: how much to raise, on what terms, from which investors and in what sequence to maximise your chances.
• Business plan & financial model: coherent plan, model and valuation logic that investors can test and you can defend.
• Ongoing support as a sparring partner during investor outreach, feedback rounds and negotiations.
WHY FOUNDERS WORK WITH ME
• CFA charterholder – trained to think like an investor.
• Founder & operator – co-founder & CEO of Nimbo, an SME valuation platform.
• 20+ real deals – fundraising and M&A from small seed rounds to multi-million transactions in SaaS, MedTech, industrial, consumer and other sectors.
• Upwork track record – Top Rated, 5.0★ feedback on plans, models and market/competitive analysis.
WHAT OTHERS SAY
• "Marc created a detailed, well-structured business plan and helped us see the project through investors’ eyes." – SPM AG client
• "Marc quickly understood our business and added value fast with sharp competitive insights and strong attention to detail." – Wecheer SaaS client
HOW WE’LL WORK TOGETHER
• Intro & material review – you share what you have (notes, deck, KPIs, previous plans) and your funding goal.
• Model and narrative – we build or fix the financial model, then structure and write the business plan around the numbers and your strategy, refining based on investor feedback.
INTERESTED?
I’m particularly interested in funding cases with real substance where founders value a sparring partner as much as a polished document. If that resonates with you, reach out and we can explore whether working together makes sense.
APPENDIX – SELECTED PROJECTS
Examples from 20+ fundraising and transaction projects across SaaS, MedTech, industrial, food and consumer sectors.
• MedTech – Drug Delivery Systems (Pharmapan AG, CH) – Fundraising advisory
Built IM, financial model and valuation logic for a ~EUR 4m raise; supported targeted outreach to strategic investors.
• Luxury Skincare & Beauty (BS24 Switzerland AG, CH) – Fundraising advisory
Developed business plan, IM, valuation logic and model for a ~CHF 5m raise; defined the commercial growth strategy.
• Geoscience – Subsurface Imaging (Invert Geoscience AG, CH) – Materials & strategy
Delivered business plan and modular model for a seed-stage platform; shaped funding scenarios and capital strategy.
• Agriculture – Ginger Production (Smart Impact Fund Ltd, UK) – Materials & strategy
Built business plan and detailed agricultural model for a seed-stage ginger venture; structured funding stages and scale-up logic.
• SaaS – Valuation Technology (Nimbo AG, CH) – Own startup fundraising
Led Nimbo’s funding rounds as founder, building valuation logic, KPI architecture, investor narrative and model while managing outreach and diligence.
• Semiconductor Manufacturing (SPM AG, LI) – Fundraising advisory
Built business plan, IM, valuation logic and model for an expansion funding process; defined the investment case for a capacity build-out in Wales.
• Industrial Robotics (DrainJet Robotics AG, CH) – Fundraising advisory
Developed valuation logic and funding scenarios; prepared founders for investor discussions and handover to a sector-relevant advisor.
• FMCG – Food & Dessert Products (Charlotte-Eis GmbH, DE) – Fundraising advisory
Built business plan, IM, valuation logic and model for a growth funding process; led investor outreach that brought multiple parties into discussions.
• SaaS – Consumer Analytics & Engagement (Wecheer AG, CH) – Materials & strategy
Developed investor narrative, valuation framework and competitive benchmark for a SaaS analytics platform; positioned the company for future fundraising.
Steps for completing your project
After purchasing the project, send requirements so Marc can start the project.
Delivery time starts when Marc receives requirements from you.
Marc works on your project following the steps below.
Revisions may occur after the delivery date.
1. Kick-off & info review
Initial Zoom Call (45-90min).
Review or Development of Financial Model (if in scope of work)