You will get Investor-Ready Capital Package for SaaS & Fintech Founders
Project details
With 25+ years operating in fintech, lending, and venture-backed companies — including scaling a lending platform to $6.5B annually and supporting $200M+ in capital raises — I build investor-ready capital packages designed to withstand institutional scrutiny.
This project is not graphic design. It is capital preparation.
I work with founders to clarify revenue drivers, unit economics, financial projections, and funding strategy — then translate that discipline into a structured investor presentation aligned with real-world diligence expectations.
If you need more than slides — and want materials that hold up under serious investor review — this engagement is built for that outcome.
Pricing tiers provided as a guide, if you're not sure which level is best let's discuss. I can also work on a custom/hourly basis depending on your specific needs.
This project is not graphic design. It is capital preparation.
I work with founders to clarify revenue drivers, unit economics, financial projections, and funding strategy — then translate that discipline into a structured investor presentation aligned with real-world diligence expectations.
If you need more than slides — and want materials that hold up under serious investor review — this engagement is built for that outcome.
Pricing tiers provided as a guide, if you're not sure which level is best let's discuss. I can also work on a custom/hourly basis depending on your specific needs.
Language
EnglishBusiness Type
StartupPlan Format
PowerPointPlan Purpose
Investors Roadshow, Partnerships/Joint VenturesWhat's included
| Service Tiers |
Starter
$1,250
|
Standard
$1,750
|
Advanced
$3,750
|
|---|---|---|---|
| Delivery Time | 7 days | 10 days | 14 days |
Number of Revisions | 1 | 3 | 4 |
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.
3-5 Year Financial Model
(+ 5 Days)
+$1,250
Capital Strategy Session (60 min)
(+ 1 Day)
+$300
Diligence Preparation Checklist
(+ 1 Day)
+$400Frequently asked questions
About Howard
Financial Modeling & Fractional COO | SaaS & Fintech
Denver, United States - 12:16 am local time
25+ years in lending, fintech, and venture-backed companies.
$200M+ in capital raised across equity and debt transactions.
My work typically includes:
• Investor-ready financial models (3–5 year forecasts, unit economics, scenario modeling)
• Pitch deck refinement and fundraising strategy
• Capital stack design (equity, venture debt, warehouse lines)
• Pricing architecture and revenue model optimization
• Go-to-market strategy and partner economics
• Operational scaling and risk frameworks
Prior experience includes:
• Scaling a lending platform to $6.5B annual loan volume
• Leading 70+ growth and capital transactions
• Executive leadership roles in lending and risk at institutional scale
If you need senior-level strategic thinking combined with hands-on execution — I can engage at project or fractional capacity.
Steps for completing your project
After purchasing the project, send requirements so Howard can start the project.
Delivery time starts when Howard receives requirements from you.
Howard works on your project following the steps below.
Revisions may occur after the delivery date.
Capital & Revenue Discovery
Initial working session to understand your capital goals, revenue model, pricing logic, and target investor profile. Review existing materials (deck, financials, business plan) and define scope aligned with funding strategy.
Financial & Narrative Architecture
Build the core capital narrative and financial framework. Develop revenue drivers, unit economics, projections, and investor-facing storyline aligned to institutional expectations.