Veteran Services & Nonprofit
Rooted Veterans Network: An Investor & Funder Plan for Veteran Mental Fitness
Rooted Veterans Network
Two audiences
a plan written for investors and funders at once
Sized market
the veteran population and the prevention gap, quantified
Policy-aware
the funding landscape and policy environment mapped
Situation
Rooted Veterans Network is a veteran-founded venture building resilience through mental-fitness education — prevention-focused, mission-driven, and led by a veteran. To fund the work, it needed a plan that treated the mission with the same rigor as the market, and that spoke to two audiences at once: investors and funders, who read the same venture differently.
The engagement
CMA built the investor and funder business plan, comprehensively.
The mission and the foundation
The plan opened with an assessment scorecard, a company overview, the mission, vision, and values, and the legal structure and formation — establishing from the first page that a mission-driven venture can also be organized, credible, and fundable.
The market and the prevention gap
The analytical core sized the opportunity honestly: the scale and scope of the veteran population, the prevention gap framed as the core market opportunity, California as the priority launch market, formal market sizing, and the policy environment and funding landscape a venture like this must navigate. That turned “veterans need this” into an evidenced, addressable market.
The investor and funder package
A plan and financial model written for both investors and funders, plus a pitch deck — each carrying the assessment and the financials the respective audience needs to commit.
Why the structure mattered
The framing decision was to build for two readers without diluting either. Investors and funders weigh different things; the plan surfaced the market and model an investor underwrites and the mission and impact a funder backs — so neither audience had to squint.
Impact
Rooted Veterans Network left with a plan built for the two audiences it must convince at once, grounded in a real market and a real mission. It’s the kind of work CMA is proud to do — and it sits close to the firm’s own veteran roots. (Funding specifics remain confidential to the client.)
A mission earns belief; the plan earns the funding to act on it.
Engagement details are shared with client permission or presented in anonymized form. Results described are specific to the engagement and client circumstances shown and are not a guarantee of future outcomes. See our full disclaimer.
The Transformation
Before & after
Before
A vital mission with no plan rigorous enough to fund it.
After
An investor- and funder-ready plan with market, model, and deck.
Before
'Veterans need this' — belief, not evidence.
After
A sized market: the veteran population and the prevention gap.
Before
No read of how a mission venture gets funded.
After
A mapped policy environment and funding landscape.
The Work, In Sequence
How the engagement ran
- 1
The mission & the assessment
We anchored the plan in the mission — building veteran resilience through mental-fitness education — and opened with an assessment scorecard, a company overview, mission and values, and the legal structure, so the venture read as organized and credible from the first page.
- 2
The market & the prevention gap
A market analysis covering the scale and scope of the veteran population, the prevention gap as the core market opportunity, California as the priority launch market, market sizing, and the policy environment and funding landscape a mission-driven venture must navigate.
- 3
Investor & funder package
A plan and financial model written for two audiences at once — investors and funders — plus a pitch deck, each with the evidence and financials required to say yes.