Investor

Documents

Whether you're launching a new concept or have a growing company, obtaining financing in the form of debt or equity is a reality for many businesses. The idea of pitching to investors or lenders can be daunting even for the most seasoned entrepreneur. What information should you include and in what sequence? How do you best present your company's story? What are investors looking for? What are the common mistakes to avoid? These are just a few of the questions that will come up as you prepare to present your plan. We provide the expertise and creativity that small business owners need in order to develop professional, compelling, and effective investor documents and presentation materials.

Examples Include

  • Business Plan Research
  • Business Plan Review
  • Investor Pitch Decks
  • Mock Presentations & Coaching
  • Business Plan Writing / Development
  • Financial Projections
  • PowerPoint and Keynote Presentations

Packages & Pricing

Flat Fee

Hourly

Success Fee

Volume Pricing

Once the project parameters, scope, and outcomes have been defined, then a flat fee will be established. This gives the client certainty with respect to the total cost. This structure works best when the project can be clearly defined with little uncertainty and few unknowns.
In this unique structure the fee is based on a specified and pre-determined outcome for the project. Typically, the consultant is not paid unless the outcome is achieved, and then the payout is usually calculated as a percentage of a measurable end result. Success fee pricing shifts the risk onto the consultant, but with the client willing to share in the upside of the outcome. This format works best where both parties are willing to take on these roles, and where the parameters and goals can be clearly defined.
Volume pricing is available for clients with multiple projects or for those that wish to establish an ongoing relationship. For example, some clients know in advance that they will have a set amount of monthly or quarterly work or a certain number of projects per year that they wish to address. If you have similar needs, please inquire about volume pricing.
An hourly fee structure works best on projects where the client wants added flexibility to achieve the desired outcome. Larger projects, increased uncertainty, and more unknowns are scenarios where hourly fees make the most sense. This format can still be framed with an estimated total cost in order to allow the client to work within a budget.
Due to the highly customized nature of investor documents, an individual price quote is necessary. Please click the link on this page to schedule a free consultation, or send us a message to describe your project in more detail.

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