Description
We will conduct a multi-phased plan that will allow us to immediately begin work on preparing for a raise, where we will focus on the development of an investment pitch deck, which will jumpstart the development of key business assets that all investors look for (i.e., sales forecast, business model, etc.).
Scope:
- Sales forecast and financial analysis: We will do a deep dive with leadership to brainstorm the company’s vision for long-term growth and the gaps (financial and other) to attain success at scale.
- Pitch deck creation: We will dive into creating a pitch deck, much of which will be informed by the work provided by you. The elements of this pitch deck will answer fundamental questions about the business, as well as common areas of interest from investors such as valuation, pipeline, market segmentation, competitive analysis, etc.
Includes 8–12 meetings and working sessions, totaling 16 hours.
Deliverables/outputs:
- Investor pitch deck: This pitch deck will be a concise and compelling overview of the company, which will include a synopsis of all the aforementioned information for prospective investors. We will ensure that this is a living document that can be consistently updated as the brand and vision of the company evolve.
Timing:
- This work typically requires 16 weeks to complete. A specific timeframe for execution will be agreed upon between Client and Consultant after purchase.
Assumptions:
- Includes up to 3 rounds of revisions based on client feedback
- Client will provide constructive feedback and guidance in reviews
- Client will review and accept deliverables within 15 days of final submission
- Client will provide relevant source materials and data, licensed company and brand assets, guidelines, etc.
- Out-of-scope or additional requests will require a separate engagement
