Description
Need a fresh set of expert eyes on your existing business plan? My Business Plan Review for Funding Purposes ensures every section—from market analysis to financial projections—is polished, persuasive, and fully aligned with investor expectations. I’ll help refine your value proposition, highlight your competitive edge, and verify that your financials stand up to rigorous scrutiny, boosting your chance of securing the funding you need.
Scope:
- Consultant will:
- Review the existing business plan’s structure, clarity, and completeness
- Check for market research alignment and competitive analysis with investor needs
- Analyze financial models, assumptions, and risk mitigation strategies
- Check for cohesiveness between strategic objectives and real-world feasibility
- Consultant will:
- Prepare a detailed findings and recommendations document highlighting key gaps or improvements
- Develop a refined content suggestions to strengthen sections (e.g., executive summary, market analysis, operational plan)
- Write an updated or verified financial assumptions ensuring alignment with funding requirements
- Consultant will
- Host 1–2 collaborative sessions (e.g., initial review and final walkthrough)
- Deliver an actionable revision plan so you can seamlessly update the business plan for investor readiness
Deliverables/Outputs:
- Business Plan Review Report
- MS Word or PDF format (5-7 pages) documenting strengths, weaknesses, and recommended edits
- Comments on each section (strategy, market research, finances, etc.)
- Investor-Focused Enhancement Suggestions
- List of proposed improvements (e.g., clarifying ROI calculations, refining pitch elements)
- Guidance on presenting the plan’s financials in a compelling manner
- Revised Financial Assumptions & Strategy (if required)
- Updated Excel or integrated accounting solution to reflect validated or improved figures
Timing:
- 1-2 weeks
Assumptions:
- Includes up to 2 rounds of review and feedback integration.
- Client will provide existing business plan, any supporting market research or financial data, plus brand/style guidelines if relevant.
- Client will review & accept final documents within 3 business days of submission.
- Out-of-scope or additional requests (e.g., complete financial re-modeling, extensive rewriting) may require a separate Engagement or an expanded scope.
