You will get investor-ready business plan, financial model, and pitch deck
Project details
I will prepare an investor-focused business plan and pitch deck for your hotel, restaurant, tourism, or service-business concept.
Your package may include an executive summary, business model, market analysis, customer opportunity, growth strategy, financial projections, funding requirements, use of funds, investor narrative, and pitch-deck content.
Starter – Investor Materials Review: Best if you already have a plan or pitch deck. I will identify weaknesses and improve your funding story with one revision.
Standard – Investor-Ready Package: Best for early investor or lender discussions. Includes a business plan, financial model, funding strategy, use-of-funds schedule, and content for a 10–15-slide pitch deck.
Advanced – Complete Investor Package: Best for complex concepts, expansion, or formal funding preparation. Includes a detailed plan, scenario-based financial model, investor deck, charts, executive summary, funding analysis, and Q&A preparation.
All packages include clear writing, organized analysis, and tier-based revisions. Funding approval cannot be guaranteed, but your materials will present the opportunity with greater clarity and credibility.
Your package may include an executive summary, business model, market analysis, customer opportunity, growth strategy, financial projections, funding requirements, use of funds, investor narrative, and pitch-deck content.
Starter – Investor Materials Review: Best if you already have a plan or pitch deck. I will identify weaknesses and improve your funding story with one revision.
Standard – Investor-Ready Package: Best for early investor or lender discussions. Includes a business plan, financial model, funding strategy, use-of-funds schedule, and content for a 10–15-slide pitch deck.
Advanced – Complete Investor Package: Best for complex concepts, expansion, or formal funding preparation. Includes a detailed plan, scenario-based financial model, investor deck, charts, executive summary, funding analysis, and Q&A preparation.
All packages include clear writing, organized analysis, and tier-based revisions. Funding approval cannot be guaranteed, but your materials will present the opportunity with greater clarity and credibility.
Language
EnglishPlan Purpose
Investors Roadshow, Loan Approval, Personal UseWhat's included
| Service Tiers |
Starter
$1,000
|
Standard
$2,000
|
Advanced
$4,000
|
|---|---|---|---|
| Delivery Time | 10 days | 15 days | 20 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
+$500
25 reviews
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JD
Jimmy D.
Feb 14, 2025
"Selva" Concept Business Plan
Sam was incredibly helpful. Not only does he know what he is doing, he conducts business in an extremely professional and prompt manner. We will be continuing to work together.
JG
Juliya G.
Dec 16, 2024
Sales and Business Development experts needed for test review
Sam is responsive, always completes work well ahead of schedule, and shares his expertise very diligently. He's a pleasure to work with.
JG
Juliya G.
Nov 27, 2024
Restaurant Management experts needed for test review
Sam diligently shared his restaurant expertise by completing our survey, and finished the work way ahead of schedule. We enjoyed working with him.
IT
Ismaila T.
Sep 1, 2024
Writing a Business Plan
Great work. We secured the funds. Highly recommend
LB
Liz B.
Jul 18, 2024
30 minute consultation
Sam is great at helping to document the plans for business
About Samuel
Hospitality Strategy, Finance & Operations Advisor
100%
Job Success
Doral, United States - 5:41 pm local time
With an International MBA and 25+ years of experience across hospitality, business planning, financial analysis, revenue strategy, operations, commercial development, and digital ventures, I combine strategic thinking with hands-on operating experience. My work includes business plans, financial models, P&L analysis, budgeting, forecasting, revenue optimization, market positioning, process improvement, KPI reporting, partnership development, and turnaround planning.
I have contributed to projects associated with approximately USD 20M in investment capital, led hospitality operations, supported teams of up to 100 people, and delivered measurable improvements in occupancy, profitability, cost ratios, guest satisfaction, and digital growth.
WHAT I CAN HELP WITH
Strategy, Finance and Growth Advisory
• Business plans and financial models
• Investor and lender preparation
• P&L and profitability analysis
• Budgeting and financial forecasting
• Hotel revenue and pricing strategy
• Market positioning and competitive analysis
• Go-to-market and commercial strategy
• eCommerce profitability and growth
• KPI dashboards and management reporting
• Partnership and customer-acquisition strategy
HOSPITALITY OPERATIONS AND EXECUTIVE ADVISORY
For selected engagements, I collaborate with my father, Samuel James, a senior hotel and hospitality executive with extensive experience overseeing multi-property operations, resort performance, revenue management, sales and marketing, food and beverage, team development, and executive leadership. His background includes oversight of nine hotels, approximately 1,700 rooms, and 2,000 associates.
Together, we offer a practical hospitality advisory model that combines strategic finance with experienced hotel operations.
FRACTIONAL SERVICES
Fractional Hotel Operations Director
Senior operational guidance for hotels, resorts, and hospitality groups needing experienced leadership without hiring a full-time operations executive. Support may include leadership reviews, departmental priorities, guest-experience improvement, service-quality reviews, management action plans, and KPI tracking.
Fractional Hospitality Finance and Revenue Advisor
Financial and commercial support for owners who need better visibility and stronger performance. Support may include P&L and budget reviews, forecasting, occupancy, ADR, RevPAR and GOP analysis, pricing recommendations, profitability improvement, and KPI reporting.
90-Day Hospitality Turnaround Advisor
A structured diagnostic and action plan for underperforming hotels, resorts, restaurants, and tourism businesses. Support may include financial and operational assessment, revenue and cost analysis, process review, staffing priorities, a 30-, 60-, and 90-day roadmap, and management advisory.
Executive Mentorship and Hospitality Coaching
Practical coaching for hotel owners, general managers, department heads, and emerging hospitality leaders. Support may include leadership development, decision-making, operational problem-solving, executive communication, accountability planning, team development, and general-manager mentoring.
TYPICAL PROJECTS
• Create a business plan and financial model for a hospitality concept
• Prepare an investor-ready plan and pitch-deck content
• Audit a hotel P&L and identify profit-improvement opportunities
• Develop a hotel revenue and pricing strategy
• Create SOPs and operating improvements
• Build a hospitality turnaround plan
• Review eCommerce profitability and growth opportunities
• Provide monthly fractional strategy, finance, revenue, or operations support
WHY CLIENTS WORK WITH ME
• Strategic and practical: recommendations are connected to implementation
• Financially focused: analysis is tied to revenue, costs, margins, cash flow, and KPIs
• Hospitality specialized: experience spans hotels, resorts, tourism, medical hospitality, restaurants, and mixed-use developments
• Senior operating perspective: selected engagements include experienced executive hotel leadership
• International communication: fluent English support for owners, investors, executives, and management teams worldwide
• Remote delivery: structured online meetings, analysis, reporting, and implementation planning
I am based in Germany and work remotely with English-speaking clients worldwide. I offer fixed-price projects, consulting engagements, monthly retainers, and fractional advisory support.
If you need help with business planning, financial modeling, hospitality performance, revenue strategy, operations, turnaround support, or executive mentorship, send me a message with your goals, current challenges, and preferred timeline.
Steps for completing your project
After purchasing the project, send requirements so Samuel can start the project.
Delivery time starts when Samuel receives requirements from you.
Samuel works on your project following the steps below.
Revisions may occur after the delivery date.
Client purchases the project and sends requirements
Message via Upwork to set up initial introductory call