You will get Industry Specific Business Plan
Project details
I will provide a polished business plan that will excite investors. My experience from investing in early stage companies via Venture Capital and underwriting commercial loans in Banking will unlock the necessary content highlighting the strengths of your company to help you close your fundraising round faster!
Language
EnglishPlan Purpose
Investors Roadshow, Loan Approval, Personal UseWhat's included
| Service Tiers |
Starter
$1,500
|
Standard
$2,000
|
Advanced
$5,000
|
|---|---|---|---|
| Delivery Time | 30 days | 45 days | 60 days |
Number of Revisions | 1 | 2 | 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.
Fast Delivery
+$750 - $2,000
Additional Revision
+$250
3 reviews
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BH
Brandon H.
Dec 28, 2025
Investment Research Product Feedback
William offered great feedback and suggestions. He's very skilled in the financial world, highly recommend!
NP
Niki P.
Dec 18, 2025
Investment Analysis Review
Charged me for an hour long call, without having any actual work for the Investment Analysis that I requested. He sent me a screenshot of scratch math on a piece of paper which is no where near what I requested. Absolutely no help with my work and will not be working with again.
DS
Daylan S.
Sep 25, 2025
Venture Capital/Angel Investor
Bill is an outstanding advisor. Had to put my company on pause for personal reasons, but look forward to reengaging him when I start it again!
About William
Investor | Financial Consultant | Startup Advisor
71%
Job Success
Raleigh, United States - 2:03 am local time
I am looking for clients that need assistance showcasing their startup for early stage fundraising, either from equity investment or debt for working capital.
I've worked on the following projects:
1) Pitch deck creation - content and design
2) Data room population - strong, relevant files for streamlined investor underwriting
3) Financial modeling - 3 statement models + forecast, DCF, Cap table creation, VC valuation
4) M&A consulting - Exit analysis, company valuation
5) Investor matchmaking - introduction to my investor relationships for high probability round closing
My background includes 7 years as a Banker at a large bulge bracket bank, 3 years in Venture Debt at a specialized financial lender, and 5 years in Venture Capital, most recently as a Partner at an early stage fund. In these roles I have provided financial consultation with clients discussing working capital solutions, strategies and insights to venture funding to early-stage companies, and exit valuations for later stage companies.
Please reach out to schedule time to discuss ways I can help you throughout your fundraising journey.
Steps for completing your project
After purchasing the project, send requirements so William can start the project.
Delivery time starts when William receives requirements from you.
William works on your project following the steps below.
Revisions may occur after the delivery date.
Project kick off session
Questionnaire provided