You will get a review of your business plan
Project details
You will receive a professional and actionable review of your business plan, including detailed comments and a strategic improvement report. With over 12 years of experience in consulting, finance, and business operations across Latin America, I specialize in identifying gaps, strengthening narratives, and aligning your plan with investor and market expectations. Whether you're refining your pitch for funding or clarifying your go-to-market strategy, I’ll help elevate your business plan to the next level—always with clarity, structure, and actionable insights.
Language
English, SpanishBusiness Type
StartupWhat's included $150
These options are included with the project scope.
$150
- Delivery Time 4 days
- Number of Revisions 2
- SWOT Analysis
- Review & Critique
- Financial Forecast
About Jose
Professional Advisor - Focus on Finance & Consulting
Sao Paulo, Brazil - 6:22 pm local time
✔️ Former McKinsey consultant with deep expertise in strategic implementation
✔️ CFO in high-growth SaaS/fintech environments
✔️ Led multi-country teams (Uruguay, Brazil, Mexico, Panama) in sales, finance, and ops
✔️ Built financial models, OKR systems, and go-to-market strategies from scratch
✔️ Spearheaded transformations in banking, mining, consumer goods, and digital services
Where numbers meet strategy (consulting services):
• FP&A and forecasting • Cash flow modeling & runway planning • Market entry & commercial strategy • Investor materials & board reporting • Financial systems implementation (CRM, BI, automation)
Executive ghostwriting (content services):
• Long-form articles & founder letters • LinkedIn thought leadership (individual posts or packs) • Case-style customer stories • Research-backed claims with clean structure and sources • Voice-matched writing in EN/ES/PT
No fluff, no hallucinations—just strong arguments, clear structure, and your voice.
I’m used to working closely with founders, leadership teams, and VCs—aligning day-to-day execution with big-picture goals. Whether you need a second brain for a strategic project or polished content that elevates your point of view, I deliver real value—fast.
Tools: Excel/Google Sheets, PowerPoint, Tableau, HubSpot, Notion, AI (GPT/Claude), SQL (learning)
Languages: English • Español • Português
Let’s build something powerful together.
Steps for completing your project
After purchasing the project, send requirements so Jose can start the project.
Delivery time starts when Jose receives requirements from you.
Jose works on your project following the steps below.
Revisions may occur after the delivery date.
Review and analyze the business plan
I will read the full business plan, identify key areas (e.g., market analysis, financials, execution), and highlight inconsistencies, gaps, or improvement opportunities.
Add in-document comments and suggestions
If the file is in Word, I’ll provide tracked comments and edits directly in the document to ensure clarity, consistency, and alignment with the business purpose.