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You will get a Multi-Scenario Financial Model and Forecast for Your Small Business
Rising Talent
Project details
Most small business owners do not need a forty-page plan. They need to know if the numbers work. I build a clear, multi-scenario financial model from your actual numbers, so you can see your real margins, test decisions, and answer a lender or investor with confidence. I am a former VP of Strategy and Chief of Staff at a venture-backed company, where I supported $57M in fundraising, and I bring that rigor to your business in plain language. You finish owning a model you understand and can run yourself, delivered as pro forma financial statements you can take to a lender.
Language
EnglishBusiness Type
Small BusinessPlan Format
ExcelPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal UseWhat's included
| Service Tiers |
Starter
$1,500
|
Standard
$2,500
|
Advanced
$5,500
|
|---|---|---|---|
| Delivery Time | 7 days | 10 days | 14 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
+$500 - $1,000
Additional Revision
+$50
Industry & Competitors` Analysis
(+ 3 Days)
+$500
Additional Scenario (Beyond 3)
(+ 5 Days)
+$300
Investor Pitch Deck
(+ 7 Days)
+$1,500
30-minute Strategy Call
+$150Frequently asked questions
About Betsy
Go-to-Market and Growth Strategy for Founder-Led Companies
Shawnee, United States - 11:43 pm local time
Most founders do not have a growth problem so much as a focus problem: too many directions, and not enough clarity on which market, message, price, and channel will actually work. I bring the structure that turns ambition into a plan you can execute.
What I do:
Market and growth strategy: where to play, who to sell to, and the sequence to get there.
Positioning, pricing, and offer design: how to stand out, and what to charge.
Go-to-market and product launch: the plan to enter a market or launch a product.
Partnerships and channel expansion: the distribution motions that open new markets.
Investor and growth narrative: the story and plan that moves a lender or investor to yes.
My Experience:
As VP of Strategy and Chief of Staff to the founder-CEO of a venture-backed insurtech, I led the go-to-market strategy and national partnership launches with Liberty Mutual, AAA, and Progressive, work that opened substantial new distribution and supported more than $47M in publicly reported venture funding. Across more than 25 years, I have built the market-entry, partnership, and launch strategies that turn a good product into repeatable growth.
I am also a founder myself, building Common Worth, a platform and advisory practice for founder-led companies. I do the same work I advise you to do, so I understand a founder's constraints: limited capital, high stakes, and the need to prove the model before you scale it.
How I work:
Truth before solutions. You stay the decision-maker. I am clear about what is known versus assumed, so the plan is honest enough to put in front of customers or capital.
Ready to start? Browse my project catalog below for fixed-scope options, book a consultation for a focused strategy session, or message me to talk through your goals.
Steps for completing your project
After purchasing the project, send requirements so Betsy can start the project.
Delivery time starts when Betsy receives requirements from you.
Betsy works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery
I review your financials and goals and confirm scope.
Build
I construct the model from your numbers, with every assumption labeled.