Business Plans & Funding · SaaS & Software
Fundraising materials that survive a VC's diligence
We build the plan, model, and pitch deck a tech startup needs to raise angel, seed, or venture capital. Every projection is driven by your real inputs and defensible assumptions, never invented traction.
The Outcome
What a fundable plan actually gives you
Not a template full of optimistic numbers — an investor- and lender-grade plan built from your real drivers.
Investor-ready in weeks, not months
A senior team builds the deck, model, and narrative in parallel so you walk into raises with a coherent, diligence-ready package.
A model investors can stress-test
Bottoms-up projections tied to your funnel, pricing, and burn, so the numbers hold up when a partner opens the spreadsheet.
One story across deck, plan, and data room
Your traction, market, and use of funds say the same thing everywhere, closing the credibility gaps that stall term sheets.
How we work
Here’s how we’d build it — from your drivers, not a template
We won’t hand you a boilerplate plan with invented projections. What follows is exactly how we’d build your business plan and funding materials — from your real numbers, with transparent, defensible assumptions, and honesty about what can’t be known before you launch. Every figure traces to a source or a stated assumption, so the plan holds up when a lender or investor pressure-tests it.
Who it’s for: Founders raising a pre-seed, seed, or Series A round who need investor-grade materials, or bootstrapped teams pursuing an SBA loan or venture debt facility and need a lender-ready package.
What We Build
What we'd build for your raise
Four connected work products, built from your actual metrics and go-to-market, that together form the fundraising package investors and lenders expect from a serious software company.
The Plan
Investor-grade business plan
The challenge: Most startup plans read like product tours, not investments. They skip the market math, the moat, and the path to a return, so sophisticated investors lose confidence fast.
What we’d build: A tight narrative plan built around your problem, wedge, GTM motion, and defensibility, with a sourced market sizing (TAM/SAM/SOM) and a clear thesis for why now and why you.
The Model
SaaS financial model investors can stress-test
The challenge: A top-down "1% of a huge market" model gets you dismissed. Investors want unit economics, cohort logic, and a burn plan they can pressure-test line by line.
What we’d build: A bottoms-up model driven by your funnel, ACV, conversion, churn, and CAC, projecting MRR/ARR, gross margin, LTV:CAC, burn, and runway, with scenarios for the raise amount and hiring plan.
The Deck
Pitch deck and data room
The challenge: Founders over-design slides and under-argue the business. The deck looks polished but never makes the case, and the data room is a mess when interest turns to diligence.
What we’d build: A 12-to-15-slide narrative deck sequenced the way partners read, backed by an organized data room, so momentum from the first meeting carries into diligence instead of stalling.
The Strategy
Funding strategy and diligence readiness
The challenge: Founders raise from whoever will take a meeting, with no view of what stage-appropriate capital costs or what diligence will surface. Surprises kill rounds late.
What we’d build: A funding roadmap matching your stage to the right capital (angel, seed fund, venture debt, or SBA), a target investor profile, a use-of-funds tied to milestones, and a diligence prep pass before you go out.
The Fuller Scope
Other ways we support software founders
Beyond the core package, we help with the fundraising work that comes up before, during, and after a raise.
Bridge and extension rounds
When a priced round is premature, we build the SAFE or convertible-note narrative and the model showing how a bridge gets you to the next milestone.
Board and investor updates
We set up a repeatable monthly update format that keeps existing investors informed and warm for your next raise.
Revenue model redesign
We pressure-test pricing and packaging so the unit economics in your model reflect a business that can actually scale, not just a demo.
Venture debt and SBA packages
For revenue-generating teams, we assemble the lender package, historicals, and repayment analysis banks and SBA lenders require.
Scenario and burn planning
We model hiring, runway, and default-alive scenarios so you know exactly how much to raise and when to raise it.
Market and competitive sizing
We build a sourced, defensible TAM/SAM/SOM and competitive map you can stand behind in any partner meeting.
Post-raise operating plan
Once funded, we turn the plan into a quarterly operating model with milestones tied to the capital you just raised.
What a fundable plan has to prove
What a fundable startup plan has to prove
Funders scrutinize a handful of things before they say yes. Here’s what our work is built to prove.
Defensible revenue model
We tie projected revenue to your real funnel, pricing, and conversion data so growth is earned in the model, not assumed.
Unit economics
We build LTV:CAC, payback period, and gross margin from your actuals so investors see a business that compounds.
Market size, sourced
We size TAM/SAM/SOM bottoms-up with cited sources instead of a headline number nobody believes.
Use of funds
We map the raise to specific milestones and hires so every dollar has a job and a return.
Team and execution
We frame your team's edge and traction honestly, so the founder-market fit case is credible, not inflated.
Path to the next round
We show the milestones this capital buys and why they de-risk the round after, which is what a lead actually underwrites.
We start from what is real: your current MRR or bookings, funnel conversion, pricing, burn, and pipeline. Where you have history, projections are built up from it; where you are pre-revenue, we build from comparable benchmarks and your own tested assumptions, and we label them as assumptions. We never invent traction, backfill revenue, or manufacture a growth curve to hit a valuation. If a number cannot be known yet, the model shows the assumption and the sensitivity around it rather than a false certainty.
The Engagement
Investor- and lender-grade, and yours to defend
A scoped engagement built from the drivers you actually control — not a fill-in-the-blank template. We build the plan, the model, and the funding materials, then prep you to defend every number in the room.
Sourced and honest. Every projection ties to a real driver or a stated assumption, downside cases are shown rather than hidden, and where something can’t be known yet we say so — a plan built to survive diligence, not to flatter a raise.
Every raise is different. The scoping call is where we map your drivers and your funding path.
How It Works
From drivers to a plan funders trust
-
Discovery & drivers
We map the real operating and financial drivers — model, market, unit economics — and the exact funding you’re pursuing.
-
Plan & model
A clear business plan and driver-based financial model with a transparent assumptions layer everything flexes from.
-
Funding materials
The pitch deck or lender/SBA package your raise needs, built from the same model so the story and the numbers never diverge.
-
Diligence readiness
We pressure-test the plan against the questions a lender or investor will ask — use of funds, repayment, returns — and fix what doesn’t hold.
-
Support the raise
You get a documented plan your team owns, plus support taking it into the loan application, the pitch, or the investor meeting it was built for.
FAQ
Tech Startups — business-plan & funding questions
Can you guarantee we'll raise money?
No, and anyone who promises that is not being honest with you. We build materials that are investor-grade and diligence-ready, which meaningfully improves your odds and the quality of conversations, but the outcome depends on your business, the market, and the round.
We're pre-revenue. Can you still build a model?
Yes. For pre-revenue companies we build a bottoms-up model from your assumptions and comparable benchmarks, clearly labeled as assumptions. We do not fabricate traction. The goal is a model an investor can pressure-test, not one that pretends to certainty you don't have.
Do you take equity instead of fees?
We work on a fee basis for this service. That keeps our incentives clean and our advice honest about whether and how you should raise.
Should we raise equity, venture debt, or an SBA loan?
It depends on your stage, revenue, and dilution tolerance. Part of the engagement is a funding-strategy pass that matches your situation to the right capital, rather than assuming venture is the answer.
Will you write our projections for us or with us?
With you. The assumptions have to be yours because you have to defend them in the room. We build the structure, stress-test the logic, and make it investor-grade, but the inputs come from your business.
How long does the full package take?
A typical plan, model, and deck package runs a few weeks depending on how much of your data is ready. Because a senior team builds the pieces in parallel, it is faster than sequencing it yourself.
Can you help us actually pitch investors?
We prepare you thoroughly, including diligence Q&A prep and messaging, but we don't broker introductions or raise on your behalf. The relationships and the pitch are yours.
What do you need from us to start?
Your current metrics, any historical financials, your pricing and funnel data, and time with the founders. The more real data you bring, the stronger and more defensible the package.
The Full Practice