Raising investment
A business plan investors can say yes to.
Raising equity, angel or venture capital? Investors decide quickly whether a plan is worth a meeting. We write the plan that shows them the opportunity, the risks and the return, backed by solid numbers.
What an investor looks for first
Before an investor meets you, they read your plan. These are the questions it has to answer clearly.
- How big is the opportunity, and why now?
- Why will this team win against the alternatives?
- How much are you raising, and what will the money do?
- What do the numbers look like over 3 and 5 years, and are the assumptions realistic?
- What are the risks, and how will you manage them?
Every plan includes
What your investor plan includes
The story, in 20 sections
The opportunity, the market, the business model, the team, the raise and the use of funds, written so an investor can follow it in minutes.
A full financial model
7 financial schedules, 3- and 5-year projections and a 24-month cash flow, built on assumptions that stand up to scrutiny.
Designed and ready to send
A finished, designed plan you can send to investors the day you receive it.
Sample plan: premium coffee house and roastery (Series A raise)
“I’ve founded, financed and run businesses for over 35 years. I write plans the way funders want to read them.”
Charl van Zyl
How it works
Conversation. We talk about your business, your funder and your deadline.
Research and numbers. We build the financial model and test the assumptions with you.
Draft and review. You read the draft and we refine it together.
Final plan. Designed and ready to send, about two weeks after our first conversation. Fixed fee.
Questions
Questions founders ask
How long does it take?
About two weeks from our first conversation to the final plan.
What does it cost?
A fixed fee, agreed before we start. Larger raises may be quoted higher. Tell us about your raise and Charl will send you a quote.
Can you guarantee that I will raise the money?
No. Nobody honestly can. We write a clear, realistic plan with solid numbers, which is what investors judge first.
Can I see an example?
Yes. See our sample plan for a premium coffee house and roastery raising a Series A.
Tell us what you’re planning
Tell us what you are raising and who you are raising it from. Charl reads every message himself.
Also: Bank and DFI finance · Starting or expanding · Restructuring