Business Plan and Financial Model Preparation

Most capital raises fail because the file is weak, not because the idea is bad. We prepare lender and investor-grade business plans and financial models that hold up under diligence, with defensible assumptions, clean schedules, and outputs you can actually use in a process.

We build narrative and numbers as one coherent package. Scope covers a structured business plan, a linked financial model, and the core exhibits that investors and lenders ask for. We also translate your raw inputs into a lender-ready story, including use of proceeds, milestones, unit economics, and a clean data room checklist so you do not get stuck answering basic questions at the worst possible time.

Scope of Services

Business Plan

  • Executive summary written for decision-makers, not blog readers
  • Company, product, and go-to-market narrative built around measurable drivers
  • Market and competitive positioning written to support the model assumptions
  • Operations plan and milestones tied to capital needs and timeline

Financial Model

  • Assumptions tab with clear drivers and sources, no hidden math
  • Integrated P&L, cash flow, and balance sheet where relevant
  • Revenue build with pricing, volume, churn, and seasonality logic
  • Working capital schedules, debt schedule, and capex schedule as needed

Decision Outputs

  • Base, downside, and upside cases with sensitivity tables
  • Use of proceeds schedule tied to milestones and runway
  • Unit economics and cohort logic where relevant
  • Charts and summary tables for decks, memos, and IC packs

Diligence Readiness

  • Data room checklist mapped to the plan and model
  • KPI definitions so reporting stays consistent post-close
  • Clean version control and export formats for lenders and investors
  • Q&A readiness support so you do not get caught off guard

Deliverables

  • Business plan in editable format plus a clean PDF export
  • Financial model in Excel with clear inputs, checks, and outputs
  • Use of proceeds schedule and milestone plan
  • Sensitivity analysis for the key drivers
  • Summary charts and tables for investor and lender communications

Pricing

Tier 1: Model Clean-Up

USD 3,750

  • Review of your existing plan and model, gap list, and fixes
  • Standardized assumptions sheet and error checks
  • Base case plus 10 sensitivities across key drivers
  • One revision round included

Best for founders or acquirers who already have a draft but need it to look and behave like a diligence file.

Tier 2: Business Plan + Full Model

USD 9,500

  • Business plan written and structured for investor and lender review
  • Full integrated model with revenue build and core schedules
  • Base, downside, and upside cases with sensitivity tables
  • Two revision rounds included

Best for most clients preparing for lender outreach, an acquisition, or an investor process with limited time.

Tier 3: IC-Grade Package

USD 20,000

  • Business plan plus an IC-grade model built to withstand diligence
  • Working capital, debt, capex, and covenant logic where applicable
  • Scenario suite, sensitivity grid, and KPI reporting framework
  • Data room checklist and buyer or lender Q&A readiness support
  • Three revision rounds included

Best for time-sensitive processes where the model must be defensible and presentation-ready for committees.

  • Turnaround depends on input quality, complexity, and urgency
  • Complex multi-entity structures, regulated sectors, or bespoke audits may add cost
  • All work is delivered in editable formats with version control

We do not fabricate numbers. If a data point is unknown, we will flag it and build a justified assumption with a sensitivity range.

Process

Intake

You share the existing deck, notes, contracts, KPIs, and any prior model. We confirm the capital objective, timeline, and target audience.

Build

We build the narrative and the model in parallel, keeping assumptions consistent and explicitly stated. No black-box spreadsheets.

Review

We walk you through the drivers, sensitivities, and key risks. You confirm reality checks and we tighten anything that will get challenged.

Finalize

Final deliverables are packaged for sharing: editable files, PDF exports, and clean outputs for investor and lender workflows.

Support

We support clarification questions, lender requests, and logical updates based on feedback within your included revision rounds.

Request A Quote

Share your objective, timeline, and any existing draft plan or model. We will recommend the right tier and send a fixed-scope engagement.

Include your last twelve months KPIs, current financials, and the capital objective. If this is for an acquisition, include the LOI or PSA and the target financials you have.

Request A Quote

All work is subject to KYC and signed agreements. Financely acts as advisor and arranger. We are not a CPA firm and do not provide audit, tax, or legal advice.

Financely acts as advisor and arranger. We are not a bank and do not take deposits. Outputs are prepared from information provided by the client and third parties. Nothing here is a guarantee of financing, closing, or results.