You will get Executive-Ready Business Plan with Financial Model
Rising Talent
Rising Talent
Project details
You’ll receive an executive-ready, investor-grade business plan built by a former COO and CFO with 18+ years of experience scaling companies from early-stage to $10M+ in revenue.
I don’t produce generic templates. I build strategic plans the way operators and investors expect them, grounded in financial logic, market realism, and execution clarity.
Whether you’re preparing for a capital raise, bank financing, or strategic alignment, your plan will include:
• Clear investment thesis
• Competitive positioning
• Realistic financial projections
• Cohesive growth strategy
• A clean, audit-ready financial model
I’ve helped companies secure over $17.5M in funding and transform early-stage ideas into scalable operating businesses.
Every engagement is collaborative, tailored, and built to withstand scrutiny.
I don’t produce generic templates. I build strategic plans the way operators and investors expect them, grounded in financial logic, market realism, and execution clarity.
Whether you’re preparing for a capital raise, bank financing, or strategic alignment, your plan will include:
• Clear investment thesis
• Competitive positioning
• Realistic financial projections
• Cohesive growth strategy
• A clean, audit-ready financial model
I’ve helped companies secure over $17.5M in funding and transform early-stage ideas into scalable operating businesses.
Every engagement is collaborative, tailored, and built to withstand scrutiny.
Language
EnglishBusiness Type
StartupPlan Format
WordPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal UseWhat's included
| Service Tiers |
Starter
$350
|
Standard
$1,250
|
Advanced
$2,000
|
|---|---|---|---|
| Delivery Time | 5 days | 7 days | 10 days |
Number of Revisions | 1 | 2 | 3 |
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.
Fast Delivery
+$100 - $400
Additional Revision
+$200
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TG
Tatiana G.
Oct 6, 2025
Business Process Optimization & Operational Strategist Needed
Working with Patrick was a great experience. He quickly understood our business context and turned loosely defined workflows into clear, organized process maps that improved how our team operates. He approaches projects with both strategy and thoughtfulness, asking smart questions, offering practical improvements, and delivering results that make a difference. Excellent communicator and highly dependable.
About Patrick
Fractional COO/CFO | Strategy & Operations | Digital Transformation
Champaign, United States - 4:52 pm local time
Whether you're preparing for a funding round, modernizing operations, or aligning your team for growth, I bring calm, strategic leadership and a builder’s mindset to every engagement.
Core Focus Areas
🔹 Fractional COO / CFO for growing businesses
🔹 Business model design, pricing strategy, and cost optimization
🔹 Financial modeling, forecasting, and fundraising readiness
🔹 Strategic planning, go-to-market, and team structure
🔹 Operational cleanup, process mapping, and cross-functional execution
Selected Leadership Roles
🔹 Pi Squared – COO/CFO and Product Strategy (Payments Infrastructure)
🔹 Runtime Verification – COO, led 20x revenue growth and $5M VC raise
🔹 Capital One – Site Director, founded digital innovation lab model
🔹 004 GmbH / 004 Technologies – MD, launched U.S. subsidiary and mobile platform
What Sets Me Apart
🔹 Executive-level judgment with hands-on adaptability
🔹 Calm under pressure and experienced with complexity
🔹 Strong communication skills, high accountability, I align teams and move fast
If you need a strategic partner to bring order to chaos, pressure-test assumptions, or get your operations and finances investor-ready, let’s talk.
Steps for completing your project
After purchasing the project, send requirements so Patrick can start the project.
Delivery time starts when Patrick receives requirements from you.
Patrick works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Intake
I’ll review your materials and schedule a kickoff call to clarify goals, audience, and positioning for the business plan.
Drafting & Financial Modeling
You’ll receive the draft for review and provide feedback. I’ll implement revisions to ensure alignment and polish.