You will get An Investor Bundle: Feasibility, Business Plan, Projections, Deck & Teaser
Top Rated
Project details
The Investor Package is designed to give entrepreneurs a competitive edge in securing funding. I provide a comprehensive solution that includes a feasibility report, business plan, financial projections, a pitch deck and a one-page teaser—everything investors need to make informed decisions. Unlike generic templates, each package is custom-tailored to reflect your unique business model, market positioning, and growth potential. With years of experience and a deep understanding of what investors look for, I focus on presenting your vision in a clear, compelling, and professional way that increases your chances of success.
Language
EnglishPlan Purpose
Investors Roadshow, Loan ApprovalWhat's included $2,800
These options are included with the project scope.
$2,800
- Delivery Time 10 days
- Number of Revisions 3
- Executive Summary
- Company Description
- Industry & Competitor Analysis
- SWOT Analysis
- Customer Analysis
- Tailored Marketing Plan
- Review & Critique
- Financial Forecast
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SP
Steve P.
May 22, 2026
SBA Loan Application Assistance and Editing
DM
Danny M.
Feb 16, 2026
MS PowerPoint PPT Deck creation
JA
James A.
Dec 11, 2025
BP and PD revision
Zoey and her team are an absolute pleasure to work with. They are diligent and professional. Couldn’t be happier with our business plan, financials, and pitch deck.
CM
Cimtech M.
Dec 10, 2025
Rise H2 Business Plan, Marketing Plan & Investor Deck
CM
Cimtech M.
Dec 10, 2025
Rise H2 Business Plan, Marketing Plan & Investor Deck
Overall, she did an excellent job. Communication was smooth, deadlines were met, and the quality of work met our expectations. I appreciate her professionalism and would be happy to collaborate again.
About Zoey
SBA & Investor Business Plan Expert | Loan Brokerage | 50M+ Raised
100%
Job Success
Newport Beach, United States - 6:26 am local time
I'm a featured presenter for SBA's SCORE Workshop "How to Write a Business Plan" (Orange County, CA) and have helped clients secure millions in funding through investor-ready packages, SBA loans, and strategic loan brokerage.
Real Client Results:⭐⭐⭐⭐⭐ "I was able to execute a 2.5 mil business deal with Zoey's well put together Business Plan. The was worth every dime."
What I offer:
✍️ BUSINESS PLAN - I've helped clients raise millions through well-researched, professionally written business plans. Each one is original, visually polished, and built around your specific business. SBA Loans • Bank Loans • Investor • Business Consulting • Startup Consulting • Financial Consulting • Executive Summary • Business Overview • Target Market • Market Research • Industry Analysis • Mission and Vision Statement • Competitor Analysis • SWOT • Pricing Strategy • Organizational Structure • Marketing Plan Overview • Financial Model • Graphic Design • Revisions included
✍️ LOAN BROKERAGE I connect startups and established businesses with the right lenders so you can secure capital without the runaround. I’ll help you navigate loan options and present a lender-ready file. SBA Loans • Bank Loans • Startup Capital • Line of Credit • Working Capital Loans • Term Loans • Equipment Financing • Invoice Financing • Real Estate Loans • Capital Access Strategy • Documentation Prep • Business Plan + Financial Model Packages • Loan Readiness Assessment • Revisions Included
✍️ MARKET RESEARCH / FEASIBILITY / START UP PLAN - For clients who want to validate their idea or understand their market before committing. I deliver the data and analysis you need to make an informed decision.
Startup Consulting • Financial Consulting • Startup Accounting • Feasibility Study • Feasibility Study • Market & Industry Research • Competitor Analysis • SWOT • Financial Feasibility • Five-Year Pro Forma • Capital Requirements
✍️ FINANCIAL MODELING - A detailed, five-year financial model that gives you a realistic picture of your business's profitability — and gives lenders and investors the numbers they need to say yes. Expert Financial Consulting • Capital Requirements (Financing and Financing Breakdown) • Revenue Assumptions Year 1 through Year 5 • Revenue Summary • Operational Assumptions (Direct Costs, Payroll, Overhead) • Net Present Value (includes discounted cash flow) • Expense/Revenue Ratio • Sensitivity Analysis (Includes discounted cash flow) • Five-Year Income Statement Pro Forma • Five-Year Balance Sheet Pro Forma • Five-Year Cash Flow Pro Forma • Revisions included
✅An original document, guaranteed
✅Infographics and captivating visualizations
✅Quick turnaround
Upwork testimonials:
⭐⭐⭐⭐⭐ - "Zoey has so far been the best consultant we have ever worked with. We went through big consulting firms previously and paid a lot of money for a business plan which could not be compared to what Zoey had delivered for us in a short period of time"
⭐⭐⭐⭐⭐ -"Zoey was one of our favorite freelancers to work with in 2021. It almost felt like she understood more about the inner workings of our new business than we did. I would hire Arezo again in a heartbeat as she adds more value than just developing business plans. She can also be a great advisor and give business or financial ideas as well."
⭐⭐⭐⭐⭐ -"Zoey was fantastic! Can't thank her enough, writers like her are hard to come by and I look forward to working with her again in the near future."
⭐⭐⭐⭐⭐ - "She detailed the assignment so well it blew me away. I messaged her the word "wow". I could not think of a better person to hire for this contract and will most definitely call upon her again if needed."
⭐⭐⭐⭐⭐ - "This was absolutely an amazing experience, she's very skillful. Best experience yet. Zoey gave me exactly what I needed with my business plan. Her communication, availability and overall quality of work was awesome. Thank you Zoey!"
⭐⭐⭐⭐⭐ - "Stellar performer, well organized, good listener, great attention to detail. Pitch Deck recommendation versus formal business plan was great alternative. Thank you Zoey! You're a champion."
⭐⭐⭐⭐⭐ - "Diamond in the ruff."
⭐⭐⭐⭐⭐ - "I can’t thank Zoey enough for her work. From the very beginning of our partnership for this project, Zoey was the epitome of professionalism, dedication, and reliability. Her constant communication, honesty in feedback, flexibility and patience -with last minute changes and requests, were all part of what made the project so successful.”
⭐⭐⭐⭐⭐ - "Zoey and her team have consistently helped our clients secure funding through comprehensive feasibility reports, business plans, pitch decks, and investor teasers. We’ve been working with her for years"
Steps for completing your project
After purchasing the project, send requirements so Zoey can start the project.
Delivery time starts when Zoey receives requirements from you.
Zoey works on your project following the steps below.
Revisions may occur after the delivery date.
Questionnaire
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