You will get a comprehensive startup advisory program including model and deck.
Project details
You will get a comprehensive startup advisory program. Deliverables include market assessment and strategy, financial model, investor deck and memo, fund raise direction and support. Ongoing fractional CFO services are provided as needed.
As a twenty plus year full cycle institutional investor, I bring unique insights into investor requirements and a broad startup ecosystem and investor base.
The program includes all deliverables required for an investor due diligence data room as well as close support through the fund raising process.
As a twenty plus year full cycle institutional investor, I bring unique insights into investor requirements and a broad startup ecosystem and investor base.
The program includes all deliverables required for an investor due diligence data room as well as close support through the fund raising process.
Language
EnglishBusiness Type
StartupPlan Format
PowerPointPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal UseWhat's included
| Service Tiers |
Starter
$3,000
|
Standard
$6,000
|
Advanced
$8,000
|
|---|---|---|---|
| Delivery Time | 10 days | 20 days | 30 days |
Executive Summary | |||
Company Description | |||
Industry & Competitor Analysis | |||
SWOT Analysis | - | ||
Customer Analysis | - | ||
Tailored Marketing Plan | - | - | |
Review & Critique | - | ||
Financial Forecast | |||
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
About Patrick
Seasoned Venture / PE Investor, CFO, Startup Founder & Advisor
Houston, United States - 11:27 pm local time
As a angel and early stage venture investor, I mentor and advise startups. I am also the founder of an innovative technology platform where I managed development teams, data scientists, business strategy, marketing, market research, partnerships and channel development, financial planning and fund raising.
I also act as fractional CFO on a selective basis.
An example of a recent fractional CFO engagement:
• Seed, Series A, Series B raise
• Multiple tranches of equipment financing
• Venture debt
• Value pricing strategy improved contribution margin 30%
• Inventory cycle count added 5 points to gross margin
• Move from cash to accrual accounting
• Mapped out and managed Financial Planning & Analysis (FP&A) process
• Stood up ESOP and managed 409a valuation
• Launched integrated executive dashboards
• Operations software integration
• Acquired Australian software company
• Fielded two acquisition offers
• Board director and Corporate Secretary
Proficient in excel, powerpoint, monte carlo simulation, Pitchbook, Intrinsic (Stockval), Bloomberg, Capital IQ.
Steps for completing your project
After purchasing the project, send requirements so Patrick can start the project.
Delivery time starts when Patrick receives requirements from you.
Patrick works on your project following the steps below.
Revisions may occur after the delivery date.
Market Assessment and Strategy
• Addressable market study (Top Down, Bottom’s Up, TAM, SAM) • Full competitive landscaping • Business Model analysis including pricing strategies, go to market (GTM), marketing optimization and operational benchmarking
Financial Model, Investor Deck and Memo
• Build a fully integrated investor grade financial model • Include all unit economics, KPIs, pipeline analysis, valuation, fund raise and cap table • Create a condensed battle tested investor deck with investor required metrics in the appendix