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You will get PPM Development & Business Plan
Rising Talent
Project details
This PPM & Business Plan Creation package is perfect for businesses preparing to approach investors. I craft a professional Private Placement Memorandum (PPM) that includes an executive summary, market analysis, and exit strategies. Additionally, I provide a custom business plan outlining your investment thesis, acquisition strategy, and financial forecasts, answering key investor questions. This package gives you a well-rounded, investor-ready presentation with a 30-minute consultation to discuss and refine your strategy. Whether you’re a startup or SME, my expertise ensures your vision is compelling and your documents are top-tier.
Language
EnglishBusiness Type
StartupWhat's included $1,500
These options are included with the project scope.
$1,500
- Delivery Time 10 days
- Number of Revisions 2
Optional add-ons
You can add these on the next page.
Financial Projections Enhancement
(+ 3 Days)
+$400
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MG
Michael G.
Jun 7, 2025
Business Development Specialist for Mutual Funds and ETFs
John Connolly consistently demonstrated exceptional responsiveness to all requests, often replying within 2-3 hours with thorough, well-considered answers. His meticulous attention to detail was evident in his comprehensive market analyses and precise data interpretation, while his professionalism elevated our entire collaboration experience. John provided invaluable strategic guidance. For small businesses, his versatility delivers exceptional value across market entry strategies, growth optimization, competitive positioning, and strategic partnerships—regardless of business size or maturity.
About John
GTM Strategy & Fractional CMO/COO | B2B & Financial Services
Milton, United States - 4:42 am local time
Typical questions I help answer:
- Why aren't we growing as fast as we should?
- Which market, customer segment, or offer should we prioritize?
- How do we position the business so buyers understand and trust us fast enough to act?
- Where is the actual bottleneck - strategy, pricing, offer, execution, operations, or leadership?
- What should our go-to-market plan actually look like?
I started my career in institutional asset management, then founded and scaled the North American division of a specialist financial services marketing firm from a small pilot into a multimillion-dollar business. I later served as Global CEO - 150+ people, five continents, and clients including many of the world's largest asset managers.
I've owned P&Ls, built commercial infrastructure from scratch, and diagnosed growth problems across enough businesses to know the difference between the presenting problem and the real one.
Today I work with founders and leadership teams on growth strategy, go-to-market planning, positioning, pricing, client acquisition, and operational design.
Common engagements include:
- Fractional CMO or COO advisory
- Go-to-market strategy and commercial planning
- Client acquisition audits and funnel architecture
- Pricing, packaging, and service model design
- Growth diagnostics and 90-day action plans
- Thought leadership strategy and executive positioning strategy
- Operating model and accountability frameworks
I work especially well with founder-led businesses, advisory firms, agencies, financial services firms, fintechs, and B2B professional services companies that have traction but need sharper commercial direction.
To be clear: I’m not a tactical marketing manager or an extra pair of hands for ads, SEO, or social media. I’m the person to bring in before that work starts - when you need the strategy, priorities, and operating plan behind it.
Most businesses don't need 50 recommendations. They need the right five, in the right order.
Steps for completing your project
After purchasing the project, send requirements so John can start the project.
Delivery time starts when John receives requirements from you.
John works on your project following the steps below.
Revisions may occur after the delivery date.
Client submits requirements
Business overview, target market, and financial data.
Initial Consultation
30-minute call to clarify details.