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You will get a professional Investor Business Plan with Financial Model
Top Rated
Project details
A Professional Business Plan targeted at Investors and Compliance. Every single data point will be referenced and every number will be justifiable to an investor. We are obsessed about understanding the target reader and his/her motivations.
Language
EnglishBusiness Type
StartupPlan Format
PowerPointPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal Use, ImmigrationWhat's included
| Service Tiers |
Starter
$1,000
|
Standard
$1,250
|
Advanced
$1,500
|
|---|---|---|---|
| Delivery Time | 10 days | 15 days | 20 days |
Number of Revisions | 2 | 2 | 2 |
Executive Summary | |||
Company Description | |||
Industry & Competitor Analysis | |||
SWOT Analysis | - | ||
Customer Analysis | |||
Tailored Marketing Plan | - | ||
Review & Critique | - | - | |
Financial Forecast | - | - | |
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Frequently asked questions
348 reviews
(315)
(31)
(2)
(0)
(0)
RL
Robert L.
Jan 5, 2024
Excellent professionalism!!! Any suggested edits was immediately addressed and implemented into the business plan. Very well written and deeply researched. I will continue to use for further projects!
RB
Ryan B.
Mar 31, 2023
Heena produced a well written business plan which included extensive financial projections. As someone who has done business plans myself, I recognized the level of effort put into it especially after receiving one that was less than subpar from someone else for the same project. This was a job well done and I'd recommend Heena to anyone looking for a well written, comprehensive business plan. Thanks, Heena!
OA
Omar A.
Nov 5, 2022
JC
Jamie C.
Apr 7, 2022
AT
Adam T.
Dec 17, 2021
GS
Georgina S.
Jun 8, 2026
Business Plan Writer
IC
Ioana C.
May 28, 2026
Google sheets modelling - forecast vs. actuals tracking
BS
Brian S.
May 4, 2026
PowerBI Developer
BM
Brandon M.
Mar 24, 2026
New Financial Model
Heena and her team always do amazing work.
IR
Ian R.
Sep 6, 2025
Financial analysis and modelling
About Heena
CFO | Accounting | Business Plan | Fathom PowerBI | Financial Modeling
100%
Job Success
Ludhiana, India - 1:13 am local time
I offer Complete CFO Support Services. The goal is to become a one stop finance, business planning and accounting solution for your company.
We love working with Fractional CFOs, Coaches, Lawyers, Bankers and Consultants. We are trusted white label partners for over a decade for some of our clients. (Happy to sign NDA and Non circumvention agreements to protect your IP).
Mission Statement: Partnering with clients to drive growth, profitability, and success
I have graduated from Manchester Business School, England (A Top 20 Global B School)
I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent).
I manage Efincatalyst, with a focus on offering Business and Financial Consulting.
Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors.
I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England.
Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom (FathomHQ) and MS Suite.
✅ Proficient in:
----------------
- Fundraising Business Plans And Investor Presentations
- Pitch Decks and Pitch Books
- Business Plan Writing
- Investment Research
- Financial Research, Planning, Analysis
- Data Visualization and Analytics
- Memorandum for Sale Presentation (Investor Memorandums)
- Valuation Report and Analysis
- Accounting and Financial Reporting
- Financial Forecasting
- FP&A SaaS Ops
- M&A LBO Modeling
- Real Estate Modeling
- Investor MIS KPI Dashboards
✅ Working With Me Can Be Beneficial In The Following Ways:
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- Excellent Written and Spoken English Skills. (Published Writers)
- ~60 Hours/week availability
- Committed to finish projects in agreed deadline
- Flexible working hours as per customized client timings
- I provide project/job updates on a regular basis so that you can track the progress.
- I will help you in all the different stages of the project.
- I have traveled extensively across the United States, Europe and GCC.
- 50% of our clients are from US and Canada, 30% from Europe and Middle East
- We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform.
- We focus on supporting Startups, SMBs and Corporates
Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives.
Please feel free to have a no obligation call to understand if we can add value to your business.
Steps for completing your project
After purchasing the project, send requirements so Heena can start the project.
Delivery time starts when Heena receives requirements from you.
Heena works on your project following the steps below.
Revisions may occur after the delivery date.
Questionnaire
We will request for prelim information on the basis of which we create a questionnaire.
Content Index for Approval
We will create an Outline and will share design samples for approval.