You will get an investor ready, detailed business plan
Project details
I can help you translate your business ideas into impactful business plan!
Hi, I am a CFA, CPA, and CA charter holder with MBA from a global top business school and a bachelor in economics/actuarial science. I have ~10 years of experience in Corporate Finance (Financial Planning & Analysis), Strategy and Corp Development (M&A, Strategic investments, and Operational Improvement), and Professional Accounting in the US, Canada, and China. I have worked with start-ups, VC, PE, top investment banks, public companies, and big 4 accounting firms.
By providing this business plan service, I will guide you through any operational obstacles and help you achieve the ultimate potential for your business or project.
⭐Starter: Business Plan; with SWOT Analysis and Market Research
⭐Standard: more detailed business plans
⭐Advanced: I Investor-ready Business Plan with 3 years of financials
I can also provide further customized services for you. Please don't hesitate to contact me for details. Thank you!
Hi, I am a CFA, CPA, and CA charter holder with MBA from a global top business school and a bachelor in economics/actuarial science. I have ~10 years of experience in Corporate Finance (Financial Planning & Analysis), Strategy and Corp Development (M&A, Strategic investments, and Operational Improvement), and Professional Accounting in the US, Canada, and China. I have worked with start-ups, VC, PE, top investment banks, public companies, and big 4 accounting firms.
By providing this business plan service, I will guide you through any operational obstacles and help you achieve the ultimate potential for your business or project.
⭐Starter: Business Plan; with SWOT Analysis and Market Research
⭐Standard: more detailed business plans
⭐Advanced: I Investor-ready Business Plan with 3 years of financials
I can also provide further customized services for you. Please don't hesitate to contact me for details. Thank you!
Language
English, Chinese (Simplified), Chinese (Traditional)Business Type
StartupPlan Format
WordPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal Use, ImmigrationWhat's included
| Service Tiers |
Starter
$500
|
Standard
$800
|
Advanced
$1,200
|
|---|---|---|---|
| Delivery Time | 14 days | 21 days | 30 days |
Executive Summary | |||
Company Description | |||
Industry & Competitor Analysis | |||
SWOT Analysis | - | ||
Customer Analysis | - | - | |
Tailored Marketing Plan | - | - | - |
Review & Critique | - | - | - |
Financial Forecast | - | - | |
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
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Shan was excellent! She exceeded my expectations and made my financial projections and models more precise than I thought possible
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Dec 23, 2021
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Shan is very professional with great skills. The communication was smooth and project was delivered quickly. She taught me so much through the process and ensured I was happy with the result. I would definitely work with Shan again!
About Sandra
M&A Deal Desk and Financial Intelligence | Ex-Big 4&IBD
San Francisco, United States - 8:34 am local time
📚 CFA, CPA, CA, MBA (Ex-Big 4 Audit & Investment Banking & PE/VC)
📍 15+ Years | M&A Due Diligence | Fundraising | CPA Services
I operate at the absolute intersection of capital logic and AI execution. As the founder of 3 Infinity and VCFO Solution, I provide "Plug-and-Play Transaction Services" for Search Funds, Private Equity, Strategic Buyers, and Growth Stage Companies .
Backed by $18B+ in executed Wall Street transaction experience, I deploy AI-accelerated workflows to reduce fundraising, M&A and financial transformation timelines by 70%.
⸻
💼 Core Expertise & Mandates
✅ Quality of Earnings (QoE-Lite) & M&A Diligence
• Rapid EBITDA Normalization & Add-back validation
• Working Capital reconstruction & Red Flag analysis
• Converting messy target data rooms into audit-ready diligence memos
✅ M&A Financial Modeling & Valuation
• Dynamic 3-Statement LBO & Acquisition modeling
• Post-close integration & synergy tracking
• Cap Table dilution & scenario stress-testing
✅ Exit-Ready Financial Infrastructure (Seed to Series C)
• Board-level KPI & Unit Economics (CAC/LTV) modeling
• Institutionalizing fragmented startup financials to survive VC scrutiny
⸻
🔍 Why Partner With Me?
You are not hiring a freelancer; you are partnering with an AI-Accelerated Advisory Firm. By utilizing advanced data-structuring tools, I eliminate the bloated overhead of traditional advisory firms, delivering Wall Street rigor at venture speed.
Note: While my consulting rate reflects the institutional rigor and transaction velocity I provide, I primarily operate on a flat-fee, project-based model for Deal Desk mandates (e.g., QoE delivery, M&A modeling) to ensure total alignment on timelines and outcomes.
💬 Message me to discuss your next transaction.
Steps for completing your project
After purchasing the project, send requirements so Sandra can start the project.
Delivery time starts when Sandra receives requirements from you.
Sandra works on your project following the steps below.
Revisions may occur after the delivery date.
Data Room
Please provide any necessary documents for building out this project. Let me know if you have any questions. Thank you!