You will get a compelling business plan for capital raising or SBA loans
Rising Talent
Rising Talent
Project details
Why you should work with me?
I have been creating business plans and pitch decks with companies for many years. I work with start up companies and developed companies to launch their business, implement a new strategy, or successfully raise outside capital. A well rounded business plan can achieve all those objectives mentioned and more. I have successfully raised millions in outside capital for my own business and businesses I have worked with. In addition, my financial literacy and accolades separate me from almost all the other candidates on Fiverr.
Having a solid business plan is a vital aspect of any company. In order to know the direction of your company, you need to identify things such as vision, values, competitive advantage, core competencies and more.
How I can assist you:
Create a defined business plan
Create a vision for your company
Define your niche
Find your competitive advantage
Identify your target market
Create a marketing & sales plan
I have been creating business plans and pitch decks with companies for many years. I work with start up companies and developed companies to launch their business, implement a new strategy, or successfully raise outside capital. A well rounded business plan can achieve all those objectives mentioned and more. I have successfully raised millions in outside capital for my own business and businesses I have worked with. In addition, my financial literacy and accolades separate me from almost all the other candidates on Fiverr.
Having a solid business plan is a vital aspect of any company. In order to know the direction of your company, you need to identify things such as vision, values, competitive advantage, core competencies and more.
How I can assist you:
Create a defined business plan
Create a vision for your company
Define your niche
Find your competitive advantage
Identify your target market
Create a marketing & sales plan
Language
EnglishBusiness Type
StartupPlan Format
WordPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal UseWhat's included
| Service Tiers |
Starter
$750
|
Standard
$1,000
|
Advanced
$1,500
|
|---|---|---|---|
| Delivery Time | 4 days | 5 days | 6 days |
Number of Revisions | 3 | 3 | 3 |
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
24 reviews
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SP
Shawn P.
Nov 23, 2024
Financial and operations analysis
AV
Alexandra V.
Dec 2, 2023
Business Financial Advisor
My questions were answered very quickly. I really appreciate how flexible and responsive he was. It also gave me new ideas on how to pursue new sources of business capital.
TE
Tarek E.
Sep 5, 2023
Financial analyst needed to build a 5 year projected financial model & a DCF business valuation
He was good and cooperative till he disappeared
HM
Hammad M.
Aug 8, 2023
Create a Business Plan
DJ
Derrick J.
Nov 18, 2021
Grant Proposal-1 day turnaround
About Carter
Head of M&A and CFO with PE Background
100%
Job Success
Jeannette, United States - 7:59 pm local time
My Services:
• 📊 Financial Forecasts & Modeling
• 💼 Fractional CFO & Strategic Advisory
• 📈 Business Valuations & Exit Planning
• 🕵️ Buy-Side & Sell-Side Due Diligence
• 🧠 PE Fund Strategy & Thesis Development
• 🧲 Proprietary Deal Sourcing Techniques
• 💵 Debt Capital Introductions & Structuring
• 🏢 Business Acquisition Support & Integration Planning
Why Work With Me?
• 💼 Private Equity Expertise – From fund strategy to bolt-on integrations, I understand how institutional investors think and execute.
• 🚀 Operational Execution – I translate complex business models into measurable steps that create enterprise value.
• 🤝 Capital Markets Connectivity – I maintain strong relationships with lenders and deal professionals to accelerate financing and close deals efficiently.
Who I Help:
Whether you’re a private equity firm seeking deal flow and execution support, a founder prepping for exit, or a growth-stage company looking to scale with precision — I provide the financial clarity and strategic insight needed to make high-impact decisions.
Let’s Talk:
If you’re ready to level up your financial strategy, raise capital, or pursue your next acquisition, I’d love to connect and learn more about your goals.
Steps for completing your project
After purchasing the project, send requirements so Carter can start the project.
Delivery time starts when Carter receives requirements from you.
Carter works on your project following the steps below.
Revisions may occur after the delivery date.
Introductory call or questionnaire
Data gathering step and a chance to understand the business from the owners eyes.
Create outline