You will get Investor-Ready Business Plan for Equity Raises, SBA & USDA Loans
Top Rated
Project details
I'm a three-time founder who's personally raised $26M, including $12.4M in USDA-guaranteed debt and $13M+ in equity. I've written plans that survived bank credit committees, USDA underwriting, and VC due diligence — and I bring that operator's lens to every plan I write for clients.
A business plan that just describes your business is worthless. A business plan that proves you've stress-tested every assumption is what gets equity term sheets and loan approvals.
What you get:
• Executive summary that hooks the reader in the first 30 seconds
• Company overview, market analysis, and TAM/SAM/SOM sizing
• Competitive landscape with defensible positioning
• Go-to-market strategy with realistic timelines
• Operations plan, management team profile, organizational design
• 3–5 year financial projections with documented assumptions
• Delivered as Word; PDF version included on Standard and Advanced tiers
Specialized fits: Equity (VC, angels), SBA 7(a)/504 loans, USDA B&I loans, bank financing, partnerships.
Industries: Agriculture, food & beverage, aquaculture, ag-tech, SaaS, consumer products.
MBA from UNC Kenan-Flagler. Iowa Venture of the Year. Veteran-owned.
A business plan that just describes your business is worthless. A business plan that proves you've stress-tested every assumption is what gets equity term sheets and loan approvals.
What you get:
• Executive summary that hooks the reader in the first 30 seconds
• Company overview, market analysis, and TAM/SAM/SOM sizing
• Competitive landscape with defensible positioning
• Go-to-market strategy with realistic timelines
• Operations plan, management team profile, organizational design
• 3–5 year financial projections with documented assumptions
• Delivered as Word; PDF version included on Standard and Advanced tiers
Specialized fits: Equity (VC, angels), SBA 7(a)/504 loans, USDA B&I loans, bank financing, partnerships.
Industries: Agriculture, food & beverage, aquaculture, ag-tech, SaaS, consumer products.
MBA from UNC Kenan-Flagler. Iowa Venture of the Year. Veteran-owned.
Language
EnglishBusiness Type
StartupPlan Format
WordPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint VenturesWhat's included
| Service Tiers |
Starter
$800
|
Standard
$1,200
|
Advanced
$2,000
|
|---|---|---|---|
| Delivery Time | 5 days | 7 days | 10 days |
Number of Revisions | 1 | 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.
Rush delivery
+$400
Pitch deck companion (basic)
+$600
2 reviews
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BA
Brandon A.
Jun 2, 2026
Fractional CFO | Growth Strategy
Joe was a pleasure to work with. Extremely knowledgeable and efficient in his work! Would absolutely recommend for anything CFO related.
VH
Valerie H.
Apr 12, 2026
You will get a compelling investor pitch deck that gets you funded
I hired Joe to build an investor pitch deck for my pre-seed raise. I'm a scientist by background — I know my technology inside and out, but I struggled to translate that into a clear, compelling story for investors. Joe didn't just make slides. He helped me rethink the entire narrative and reframe what my company actually is in a way that resonates with the people writing checks. That alone was worth the engagement.
The final deck is clean, modern, and data-driven — a massive upgrade from what I had before. He also handled market sizing research, financial chart design, and custom visuals that I'm now using across multiple materials. When I had feedback, he turned around revisions quickly and without pushback, even after the core deliverable was already done.
The whole project took about five days. For $1,800, I got what I'd expect from an agency charging five figures. I'd recommend Joe to any founder who needs investor materials that actually work — especially if you're technical and need help bridging the gap between your product and your pitch.
The final deck is clean, modern, and data-driven — a massive upgrade from what I had before. He also handled market sizing research, financial chart design, and custom visuals that I'm now using across multiple materials. When I had feedback, he turned around revisions quickly and without pushback, even after the core deliverable was already done.
The whole project took about five days. For $1,800, I got what I'd expect from an agency charging five figures. I'd recommend Joe to any founder who needs investor materials that actually work — especially if you're technical and need help bridging the gap between your product and your pitch.
About Joe
3x Founder Who's Raised 26M | Pitch Decks, Biz Plans, Financial Models
100%
Job Success
Des Moines, United States - 12:20 pm local time
Most "business plan and pitch deck" freelancers have written about fundraising. I've actually done it — I've sat across the table from VCs, angels, banks, and the USDA, and I know what makes them say yes (and what makes them ghost). I bring that pattern recognition to every client engagement.
What I've done as an operator:
- Raised $25.7M across three companies I founded (equity + USDA & SBA-backed debt)
- Built two startups to 3 consecutive years of 100%+ revenue growth
- Sold a company via acquisition in 2016
- Currently Co-Founder/COO of GracePay (payments) and Director at Jennings Kallen Advisors (fractional CFO + capital strategy)
What I've done for clients:
- Helped clients secure $21M+ in funding
- Iowa Venture of the Year, ABI Leadership Iowa, Class Speaker for MBA graduation at UNC Kenan-Flagler
- Mentor with Iowa Bio Innovation Showcase and Okoboji Entrepreneurial Institute
Where I'm strongest:
- Pre-seed and seed-stage pitch decks — narrative, market sizing, financial story
- Investor-ready financial models — 3-5 year projections with scenario analysis, unit economics, cap tables
- Business plans — for SBA loans, USDA programs, and equity raises
If you're a technical founder, scientist, or first-time CEO who needs to translate what you've built into a story that resonates with check-writers — that's exactly the gap I close.
Based in Des Moines, IA. Available 30+ hrs/week.
Steps for completing your project
After purchasing the project, send requirements so Joe can start the project.
Delivery time starts when Joe receives requirements from you.
Joe works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Research
I review your requirements, conduct market research, and analyze your competitive landscape. For Premium tier, we schedule a 30-min strategy call.
Draft & Financial Projections
I write the full business plan with market analysis, competitive landscape, strategy, and financial projections. You receive a mid-project update to review direction before final delivery.