You will get a strategic business plan, financial model & investor deck
Project details
I develop investor-ready business plans designed to support funding, growth, operational clarity, and scalable execution. My approach goes beyond document writing by combining business strategy, financial modelling, operational planning, systems thinking, and implementation-focused consulting.
This service is ideal for startups, SMEs, hospitality businesses, service companies, and growing organizations seeking professionally structured plans for investors, loan approvals, partnerships, expansion, or strategic direction.
Deliverables may include:
• Executive-ready business plans
• Financial projections & forecasting
• Investor-focused positioning
• Market & competitor analysis
• Operational strategy & workflows
• Growth implementation roadmaps
• Pitch deck development
• Risk assessment & mitigation planning
I bring experience in operations consulting, business systems design, AI-enabled workflow improvement, and strategic planning across industries. My focus is not simply creating documents, but helping businesses build scalable and investor-confident operations.
Each project is tailored to the business model, objectives, market realities, and funding goals of the client.
This service is ideal for startups, SMEs, hospitality businesses, service companies, and growing organizations seeking professionally structured plans for investors, loan approvals, partnerships, expansion, or strategic direction.
Deliverables may include:
• Executive-ready business plans
• Financial projections & forecasting
• Investor-focused positioning
• Market & competitor analysis
• Operational strategy & workflows
• Growth implementation roadmaps
• Pitch deck development
• Risk assessment & mitigation planning
I bring experience in operations consulting, business systems design, AI-enabled workflow improvement, and strategic planning across industries. My focus is not simply creating documents, but helping businesses build scalable and investor-confident operations.
Each project is tailored to the business model, objectives, market realities, and funding goals of the client.
Language
EnglishBusiness Type
Small BusinessPlan Format
PowerPointPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint VenturesWhat's included
| Service Tiers |
Starter
$500
|
Standard
$1,200
|
Advanced
$2,500
|
|---|---|---|---|
| Delivery Time | 7 days | 10 days | 14 days |
Number of Revisions | 2 | 3 | 5 |
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
+$200 - $750
Additional Revision
+$150
Financial Forecast
(+ 2 Days)
+$400
Investor Pitch Deck
(+ 3 Days)
+$600
Operational Strategy Roadmap
(+ 2 Days)
+$350Frequently asked questions
About Sheldon
Operations Consultant | SOPs, Playbooks, Process Improvement & AI
Kingston, Jamaica - 6:29 am local time
I am new to Upwork, but not new to this work. I am currently offering an introductory rate to build my Upwork track record, while delivering the same quality I provide in my consulting work outside the platform. I am also open to starting with a small first milestone so you can assess the quality before committing to a larger project.
Many growing businesses struggle with bottlenecks, unclear processes, inconsistent execution, and manual work that slows operations down. I help identify where things are breaking down and implement systems that improve clarity, accountability, efficiency, and scalability.
My work combines operations consulting, process improvement, business analysis, and AI-enabled workflows to help organisations operate more effectively day to day.
Services include:
• SOP development & process documentation
• Workflow & operational improvement
• Business process analysis
• AI-assisted systems & workflows using ChatGPT, Claude, etc.
• Business plans & financial models
• Operational strategy & execution support
I focus on practical, usable outcomes, not theory.
I bring over a decade of experience across operations, consulting, financial analysis, process improvement, and organisational systems. My background includes work with SMEs, professional services firms, e-commerce operations, and operational transformation initiatives.
I am the author of Maximizing Technology: A Guide to Using ChatGPT and 250 Other Artificial Intelligences to Improve Society and the owner of SKC Business & Management Consultancy.
In addition to consulting, I train teams across the Caribbean and the United States on practical AI adoption and operational improvement.
If you are looking to improve structure, execution, operational clarity, or scalability, feel free to reach out with an overview of your business or project.
Steps for completing your project
After purchasing the project, send requirements so Sheldon can start the project.
Delivery time starts when Sheldon receives requirements from you.
Sheldon works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Strategic Assessment
Review business goals, target market, operational model, and project objectives to define the strategic direction of the business plan.
Research & Financial Planning
Conduct market analysis, develop financial projections, assess growth opportunities, and structure the investment or operational strategy.