2022 Reviews

Top Business Plan Writers in Dallas - 2022

LAST UPDATED 10 Aug, 2022
Filter (27) Companies
All Filters
Filters

List of the Top Business Plan Writers in Dallas

Wimgo takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports.

Pro Business Plans

Service Focus
16% Market Research
17% Business Strategy
22% Product Launches
20% Market Entry
20% Other Marketing
4% Other Finance
Service Focus
16% Market Research
17% Business Strategy
22% Product Launches
20% Market Entry
20% Other Marketing
4% Other Finance
Pro Business Plans works with international companies from Startups to Fortune 500 across a diverse range of industries to Prepare stunning business plans, pitch decks, and investment materials. Pro Business Plans collaborates to Prepare the best case for lenders and helps you get the lowest interest rates. Pro Business Plans Provides you with all the resources you need to achieve your fundraising objectives.

Mc Business Plans

Service Focus
21% Market Research
19% Pitch Decks
21% Business Plans
17% Business Consulting
3% Marketing
19% Other
Service Focus
21% Market Research
19% Pitch Decks
21% Business Plans
17% Business Consulting
3% Marketing
19% Other
McDaniel Consulting was selected by the advisory committee at the recommendation by two companies who had used them for years. All of the Business Leaders were very pleased with Syreeta's skills and pulling together the diverse needs of the industry into one comPrehensive document that makes sense and made a strong case for change.

Webitmd

Service Focus
4% Market Research
27% Pitch Decks
20% Business Plans
13% Business Consulting
24% Marketing
13% Other
Service Focus
4% Market Research
27% Pitch Decks
20% Business Plans
13% Business Consulting
24% Marketing
13% Other
WEBITMD was Founded in 2008, their mission has been to deliver a customized and engineered apProach to growing businesses that combines marketing strategy & tactics with sales technology & training. They are marketing & sales experts who are fervent about advancing businesses. They are driven by data, fueled by purpose – They partner with organizations around the globe to help them reach their growth potential.

Frequently Asked Questions About Business Plan Writers

It is actually possible for you to get both a business plan and a pitch deck done if the situation calls for it. That being said, it is important to note that a business plan and a pitch deck have different setups, so they should be treated differently.

If you are looking to have a potential client, partner or virtual capital investor learn more about your company, a pitch deck would be the most ideal situation. However, a business plan should be seen as a sort of guide or road map to your business and what you would like to achieve within a certain period of time.

When searching for a business plan writer, you should always consider a few factors such as if the business plan writer has prior experience in raising funds. This could be either directly as a licensed investment banker or indirectly as their written business plan has provided investment to the business in question.

You also have to take into account if they have any previous entrepreneurial experience. Whilst this is not mandatory, such experience can provide an added outlook into what you require from your business plan writer. This is because they understand the business layout and are much better placed to provide the necessary information.

While the main aim of a business plan writer is to provide you with a well-crafted business plan, it is possible that an additional funding service can also be added to that of business plan creation. It is important to note that this is only possible if the business plan writer in question is a licensed investment banker, specifically with both Series 7 and 63 designations.

When searching for a business plan writer there are a couple of questions you need to ask. For one, you need to ask just how much experience that business plan writer has, if they have been writing business plans for a number of years or if they are just starting out. Another question you have to ask is what the business plan writer’s track record is like. You really do not want to employ the services of someone that hasn’t created a business plan that has been delivered.

One of the keys to having a professional business plan is having one that involves adequate market research. Your chosen business plan writer has to have access to the necessary market research for your business. The last question to ask your prospective business plan writer is what the writing team consists of. You will need knowledgeable hands to create your business plans, individuals such as industry experts, financial experts, and any other necessary subject matter experts.

If your business plan writer is a one-man team, then you can expect it will take anything from a month to 8 weeks to create a business plan. This takes into account other factors such as if the business plan writer in question or the team has the required experience.

A great business plan does not mean just the plan itself, it also involves being able to transform validated assumptions into a clear strategy that capital allocators can buy into once they are shown. Hence, working with experienced business plan consultants can often mean spending weeks or even months to arrive at a final version.

The amount business plan writers tend to charge is influenced by a host of factors. For one it could be the type of plan you need. There are plans that can be as simple as an executive summary coupled with a financial worksheet, while others can be more than 50 pages with numerous years of financial projections.

Business plans written by a business plan consultant can cost upwards of $20,000. However, it is also possible to hire less expensive business plan writers for as low as $1,500.the more complicated plans tend to range into the high thousands, depending on the type of business plan writing service.

Generally speaking, all business plan writers are different. Some may have a very streamlined service utilizing software or templates, whereas others may more reflect a comprehensive business consulting engagement. However, the typical The business planning process is as follows:

Step 1 – Collect Information: More streamlined services may use a business plan questionnaire to collect this information, whereas others may meet in person or schedule meetings over video conference software.

Step 2 – Prepare a Draft: During this period, the business plan writers typically conduct market research, prepare financial projections, and research your business model to make a draft of your professional business plan.

Step 3 – Revise: Each business plan writing service you review will have a different policy for revisions. Typically, entry-level firms offer a restricted number of revisions whereas higher-end agencies provide several video conferences or even ongoing business consulting.

Business plan writers tend to concentrate on the writing of business plans and the preparation of any necessary final documents. A business plan writer’s job is typically limited to amalgamating the necessary words to compile a promising and attractive business idea.

The truth is, you do in fact, need a business plan writer if you have a rough business plan created and require a mix of convincing words to present your ideas for venture capital or even banks. So to sum it all up, if you are interested in raising money, then having a business plan writer is definitely worth it.

A business plan writer is one that creates a detailed description of a business’s plan for staffing, hiring, quality assurance, organizational and operational structure, user navigation, customer service, and more.

A business consultant offers an analysis of the existing practices of a business, whilst making recommendations for improvement. A business consultant typically specializes in a single area of business management, something like human resources.

The definition shows that there is some overlap in regards to the duties and responsibilities they both offer, however, the major aim of a consultant is to aid you in understanding the organizational process of your business, such as creating your business model, conducting market research, and even aiding you when it comes to raising money.

Eyeful Media

Service Focus
36% Market Research
19% Pitch Decks
24% Business Plans
4% Business Consulting
6% Marketing
11% Other
Service Focus
36% Market Research
19% Pitch Decks
24% Business Plans
4% Business Consulting
6% Marketing
11% Other
Eyeful Media exists to assist you expose the Practical things that help grow your business, while focusing on latest trends and innovations. They do not like shiny objects, rather they believe in media buying and data-driven decision making. Their team consist of former in-house marketers, and they act as an extension of your team instead of a typical agency.

Need A Little Help?

Talk with a vendor expert for free. Get a list of companies
that will be great for you in just 15 minutes.

Talk to an Advisor

Zenith American Solutions

Service Focus
33% Market Research
21% Pitch Decks
8% Business Plans
14% Business Consulting
11% Marketing
13% Other
Service Focus
33% Market Research
21% Pitch Decks
8% Business Plans
14% Business Consulting
11% Marketing
13% Other
Their vision is to Provide one in four multi-employer participants throughout the United States with superior customer service; leading innovation, and more than just administration. Zenith American Solutions' the combined company of American Benefits Plan Administrators and Zenith Administrators. Zenith American is a national TPA with an experience that dates back to the 1940s.

Moore Financial Services

Service Focus
29% Market Research
15% Pitch Decks
31% Business Plans
0% Business Consulting
9% Marketing
16% Other
Service Focus
29% Market Research
15% Pitch Decks
31% Business Plans
0% Business Consulting
9% Marketing
16% Other
Moore Financial Services offer credit repair services plus credit building and credit education. They focus on your individual credit needs with a system designed to get the best results. They are Board Certified Credit Consultants and credit specialists who have the combined experience of 10+ years in the Credit and financial industry.

Radcom Equipment

Service Focus
2% Market Research
10% Pitch Decks
30% Business Plans
24% Business Consulting
4% Marketing
31% Other
Service Focus
2% Market Research
10% Pitch Decks
30% Business Plans
24% Business Consulting
4% Marketing
31% Other
RADCOM (Nasdaq: RDCM) is the leading expert in cloud-native, container-based network intelligence solutions for telecom operators transitioning to NFV and 5G. Powered by RADCOM’s patented I.C.O.N technology, the RADCOM Network Intelligence suite delivers Intelligent, Container-based, On-demand, Network Analysis from the RAN to the Core for 5G assurance, utilizing automated and dynamic solutions with smart minimal data collection and on-demand troubleshooting.

Elijah Clark

Service Focus
3% Market Research
29% Pitch Decks
5% Business Plans
30% Business Consulting
4% Marketing
29% Other
Service Focus
3% Market Research
29% Pitch Decks
5% Business Plans
30% Business Consulting
4% Marketing
29% Other
Elijah is a marketing consultant, speaker, developer, and author with over a decade of digital marketing experience. As a business analyst and marketing strategist, Elijah Clark helps companies build solid traditional and digital marketing strategies by analyzing websites, campaigns, budgets, brand identity, and social status.

Viking Principle

Service Focus
22% Market Research
21% Pitch Decks
14% Business Plans
23% Business Consulting
15% Marketing
3% Other
Service Focus
22% Market Research
21% Pitch Decks
14% Business Plans
23% Business Consulting
15% Marketing
3% Other
Viking Principle is the leading businesses, nonProfit organizations, governments and individuals countrywide. They major in Self-Development Coaching, Executive, Team, as well as, Corporate Leadership Development Consulting, and Organizational Leadership Development, Their triumph and accomplishment result in great resilience, unwavering to warrior Principle, they take a serious apProach to each aspect of their business

Growthink

Service Focus
25% Market Research
17% Pitch Decks
6% Business Plans
9% Business Consulting
19% Marketing
24% Other
Service Focus
25% Market Research
17% Pitch Decks
6% Business Plans
9% Business Consulting
19% Marketing
24% Other
Since 1999, Growthink has helped over 500,000 entrePreneurs to successfully start, grow and/or exit their companies. Growthink accomplishes this through our suite of services and Products that solve the key needs of entrePreneurs. These needslude: expertly identifying and pursuing new opportunities, developing business plans, raising capital, building marketing and growth strategies, and developing and executing on exit plans.

Elogic Commerce

Service Focus
5% Market Research
22% Pitch Decks
25% Business Plans
17% Business Consulting
13% Marketing
19% Other
Service Focus
5% Market Research
22% Pitch Decks
25% Business Plans
17% Business Consulting
13% Marketing
19% Other
Lone Wolf Business Concierge is a strategy-first creative digital marketing agency dedicated to Providing concierge-level business support to startups, soloPreneurs and small to mid-sized businesses. If you are looking to boost your company’s web Presence in a competitive online marketplace, they are your flexible team. They Provide a range of servicesluding graphics, social media management, content development, full-scale lead generation and Profitable omnichannel marketing campaigns.

Cayenne Consulting

Service Focus
21% Market Research
24% Business Strategy
22% Product Launches
17% Market Entry
3% Other Marketing
14% Other Finance
Service Focus
21% Market Research
24% Business Strategy
22% Product Launches
17% Market Entry
3% Other Marketing
14% Other Finance
Since 2001, Cayenne Consulting has helped more than 2,400 entrePreneurs develop business plans that helped to raise over $4.3 billion in funding. Most of their consultants have hands-on experience starting and growing their own businesses. Cayenne Consulting’s business plan experts are second to none. They are experienced entrePreneurs and understand what you are going through.

Austincsi

Service Focus
31% Market Research
13% Pitch Decks
3% Business Plans
17% Business Consulting
22% Marketing
13% Other
Service Focus
31% Market Research
13% Pitch Decks
3% Business Plans
17% Business Consulting
22% Marketing
13% Other
At AustinCSI, they are honored and Proud to be recognized for continually delivering innovative. Their advisory services are structured in five offerings which their clients can use independently or in conjunction to create and enable an entire transformation arc. Their digital transformation and management consulting services focus on their client’s critical needs, opportunities, and business strategy desires in order to help their clients become the future they see

Planit Business

Service Focus
17% Market Research
13% Pitch Decks
20% Business Plans
6% Business Consulting
14% Marketing
30% Other
Service Focus
17% Market Research
13% Pitch Decks
20% Business Plans
6% Business Consulting
14% Marketing
30% Other
PlanIt Business (PIB) is a business plan writing company, Providing entrePreneurs, startups and established organizations custom strategic business plans. Their business plans can also be tailored for pitches, Proposals, joint ventures, management recruiting, board Presentations, etc. Their team is made up of full-time, in-house writers and analysts who have credible Previous experience.

Bridgepoint Consulting

Service Focus
4% Market Research
8% Pitch Decks
18% Business Plans
39% Business Consulting
28% Marketing
3% Other
Service Focus
4% Market Research
8% Pitch Decks
18% Business Plans
39% Business Consulting
28% Marketing
3% Other
Bridgepoint Consulting, an Addison Group company, is a leading management consulting firm that helps companies throughout their business lifecycle. They offer a broad range of finance, technology and risk/compliance services to support clients from the startup phase all the way to IPO readiness and beyond. Since 1999, they’ve been helping executives and management teams reduce their business and operational risks, bridge resource gaps and imProve overall performance.

Butler Consultants

Service Focus
23% Market Research
24% Pitch Decks
11% Business Plans
8% Business Consulting
14% Marketing
20% Other
Service Focus
23% Market Research
24% Pitch Decks
11% Business Plans
8% Business Consulting
14% Marketing
20% Other
Business plans and financial Projections are their specialty. They do all the work, leaving you more time to focus on getting your new venture up and running. In as little as 5 business days, you’ll have a custom business plan ready to take to a bank or investor. Each business plan receives one-on-one attention from a financial consultant, a Professional writer,and a market analyst, ensuring they are tailor-made to your exact needs.

Rmoon Consulting

Service Focus
27% Market Research
23% Pitch Decks
10% Business Plans
15% Business Consulting
2% Marketing
23% Other
Service Focus
27% Market Research
23% Pitch Decks
10% Business Plans
15% Business Consulting
2% Marketing
23% Other
Randy Moon is a former client who went through Career Design in 2004. He has found his dream career as an entrePreneur with a true passion in consulting small and medium-sized businesses using his years of experience and “battlefield leadership” to turn companies around, launch new ships and help imProve everyone’s bottom line.

Christiano Ferraro Consultancy

Service Focus
22% Market Research
1% Pitch Decks
33% Business Plans
5% Business Consulting
31% Marketing
8% Other
Service Focus
22% Market Research
1% Pitch Decks
33% Business Plans
5% Business Consulting
31% Marketing
8% Other
Christiano Ferraro Consultancy is a management consulting firm based in Dallas, Texas. They consult start-ups and small to medium-sized businesses in making informed decisions towards their growing success. Their management consulting firm exists to serve you. They see your challenges as their challenges, your success as their success. Think of them as your non-equity business partner. By leveraging our experience where you need it, you close the gaps that Prevent your business Prosperity.

DB&A

Service Focus
24% Market Research
15% Pitch Decks
21% Business Plans
10% Business Consulting
7% Marketing
23% Other
Service Focus
24% Market Research
15% Pitch Decks
21% Business Plans
10% Business Consulting
7% Marketing
23% Other
DeWolff, Boberg and Associates is a management-consulting agency. For more than thirty years DB&A has assisted transmute the management nature and operative competences to organizations of all kinds and sizes through ornamental the skill circles of front-line supervisors and managers. As a result of the developments in the administrative skill sets, their customers understand considerable, direct working aids, which are backed by DB&A through a financial assurance.

Gleason Consulting Group

Service Focus
3% Market Research
31% Pitch Decks
16% Business Plans
13% Business Consulting
15% Marketing
23% Other
Service Focus
3% Market Research
31% Pitch Decks
16% Business Plans
13% Business Consulting
15% Marketing
23% Other
Gleason Consulting Group, “GCG” is a firm dedicated to assisting businesses reach their goals by leveraging their extensive relationships to ensure your business has the best chance to succeed. With the combination of our Proven track record, their extensive network, and global reach, their clients enjoy a decisive advantage when competing for limited investor allocations. GCG’s management team has over 35 years of business experience in many different industry sectors, most notably in oil and gas exploration and Production, commercial real estate, healthcare, technology / telecom, and many others.

Momentum Consulting Group

Service Focus
24% Market Research
14% Pitch Decks
10% Business Plans
9% Business Consulting
19% Marketing
24% Other
Service Focus
24% Market Research
14% Pitch Decks
10% Business Plans
9% Business Consulting
19% Marketing
24% Other
At Momentum Consulting Group, being the top management consulting firm in Dallas, they offer a vast and complete range of business solutions to help elevate companies and organizations as they strive to achieve their goals and objectives. Regarded as a leader in building powerful national sales organizations, the team here at Momentum Consulting Group will go the extra mile to acquaint ourselves with your venture, your strengths, your weaknesses and your goals, both for the short term and the long term.

Datamax

Service Focus
18% Market Research
12% Pitch Decks
12% Business Plans
16% Business Consulting
19% Marketing
25% Other
Service Focus
18% Market Research
12% Pitch Decks
12% Business Plans
16% Business Consulting
19% Marketing
25% Other
Established in 1955 as A.B. Dick Products of St. Louis, the agency established its Profile as a leader in the offset Press markets and mimeograph. The agency extended into the emerging rePrographics arena with theeption of electrostatic technology in 1960. By 1975, Datamax hurled its rental division, enabling the company to Provide convenience and flexibility through single-source financial services.

R Moon Consulting

Service Focus
29% Market Research
3% Pitch Decks
5% Business Plans
30% Business Consulting
20% Marketing
13% Other
Service Focus
29% Market Research
3% Pitch Decks
5% Business Plans
30% Business Consulting
20% Marketing
13% Other
R Moon Consulting can Provide accurate, comPrehensive analytics and plans of action that help to combat the business world’s most frustrating Problems and offer realistic solutions that create real change for your company. When your company could use a new perspective, their experts are ready to Provide unbeatable business consulting throughout Dallas, TX

Bain & Company

Service Focus
25% Market Research
18% Business Strategy
8% Product Launches
28% Market Entry
0% Other Marketing
21% Other Finance
Service Focus
25% Market Research
18% Business Strategy
8% Product Launches
28% Market Entry
0% Other Marketing
21% Other Finance
Bain and Company is a global advisory firm that assist the world’s most determined change makers describe the uPComing. Across 59 offices in 37 countries, they work alongside our clients as one team with a shared ambition to achieve extraordinary results, outperform the competition and redefine industries. Their 10-year commitment to invest over $1 billion in Pro bono services brings their talent, expertise and insight to organizations tackling today’s urgent challenges in education, racial equity and social justice, economic development and the environment.

Sendero

Service Focus
0% Market Research
19% Business Strategy
9% Product Launches
29% Market Entry
17% Other Marketing
27% Other Finance
Service Focus
0% Market Research
19% Business Strategy
9% Product Launches
29% Market Entry
17% Other Marketing
27% Other Finance
Sendero is a management consulting firm dedicated to delivering impactful results for their clients and in their community. Whether a Fortune 100 company, a local non-Profit, or an innovative start-up, they strive to help others unleash their potential while upholding the commitment to live their core values. Their team of experts offer guidance in tactical planning, organizational effectiveness, and technology enablement across a variety of industries.

Boston Consulting Group

Service Focus
10% Market Research
10% Business Strategy
35% Product Launches
1% Market Entry
35% Other Marketing
10% Other Finance
Service Focus
10% Market Research
10% Business Strategy
35% Product Launches
1% Market Entry
35% Other Marketing
10% Other Finance
At BCG, they understand that at the heart of strategic, organizational, economic, intellectual, societal, and global potential is human potential—and unlocking it is what moves the world forward. BCG's automotive and mobility consultants and industry experts continue to partner with leading companies to arrive at solutions in Product innovation, digital strategies, emissions, and more.

Cemetrics

Service Focus
18% Market Research
20% Pitch Decks
18% Business Plans
10% Business Consulting
22% Marketing
12% Other
Service Focus
18% Market Research
20% Pitch Decks
18% Business Plans
10% Business Consulting
22% Marketing
12% Other
Cemetrics is a multi-disciplinary MBE management consulting firm, known for enabling and empowering their clients to transform and redesign selected Processes and behaviors to better align with targeted business objectives. Specifc successeslude GTE Network Consulting Services(Westfield, IN), Mircotel Learning Services (Vancouver, BC) and GTE TestMark Laboratories(Lexington, KY). Clifton looks forward to applying his 40 years of multi-disciplinary experience to value creation for Cemetrics' clients.

Business Plan Creation: Guide to Success

Regardless if you are raising money from investors or banks - or just want support with market research or strategic planning, preparing a professional business plan can be a helpful way to start or grow your business. This guide will assist you to be a master in the business planning process.

Before starting on your plan, you should first seek to define the purpose of creating it. Generally, there are two different reasons people prepare business plans:

  • Business Funding: Preparing a professional business plan for funding will generally be partitioned into two areas those for bank funding and those for equity financing (E.g. venture capital, angel investor). In this context, the business plan is more designed to communicate information externally for investor due diligence rather than designed to help you to make decisions or assist with your business strategy.

  • Strategic Planning: In this context, the purpose is more structured around helping management conduct a market analysis, put together your marketing plan, and better plan for your cash flow strategy. It is different than those for raising capital because the information is more granular and covers less information you already know.

Once you have determined the purpose or objective of your business plan, the next step is to determine what framework to use.

Business Plan Framework:
Many business plan writers have developed their own structure, but we've shared the most typical depending on your case.

  • Business Funding: The most common framework for a capital raise is the Sequoia Capital business plan format. This version is partitioned into three main sections: Business Description, Market Research, and Financial Forecasts. We break down this later in Step 2 in more detail.

  • Strategic Planning: These business plans tend to be more boutique and if you hire a firm more reflect consulting engagements. For higher-end agencies, you may define the scope which often includes market research, business strategy, and putting together a financial plan to help your company allocate resources.

For those raising capital, this is the most important part and where top business plan writers earn their value. According to the Sequoia Capital framework, business plans should present the 'Market Problem' their business addresses and the 'Solution' their business brings to address this. More extensive business plans will cover additional information about how your company will operate.

Every business plan is different and often many will have differing perspectives on the type of market research they would like to see. Typically, however, these will be some of the most important elements:

  • Target Market: In this part of the business plan, companies share information on the market they intend to focus on to provide their product or service. This could be as granular as creating customer personas, or as broad as defining a subcategory as an existing market. To conduct this market research, startups should conduct focus groups and surveys, but for existing companies, this can be based on historical information.

  • Market Size: The purpose of putting the market size in the business plan is designed to articulate the scalability of your market capitalization. For instance, if the size of your market is only $100 M, this means your business is from day one capped at how large it can be. This market research is typically conducted by identifying who your competitors are and then estimating their total aggregate size. There are often third-party market research reports available that you can directly reference in your business plan.

  • Key Trends: In your business plan, key trends often consist of market research you conduct to show that positive trends exist for your company and the industry is moving in the right direction overall. Things often included here include shifts in political environments, technological changes, or cultural changes that occur over a short period.

Not all investors will require that your business create financial projections, especially at an early stage. However, if they do it can be very time-consuming, and if you do not have prior experience preparing models, it may be a good time to get business planning assistance. However, if you do choose to go about it yourself, this guide will help you know what to include in your business plan.

Common things you want to make sure are included:

  • Burn Rate: This is your use of funds by category and how much money are you spending every month, particularly in light of your revenue projections, to help investors understand how efficiently you can manage their investment.

  • Unit Economics: This covers the key assumptions around the profitability of your business and is simply put your Cost of Goods Sold (COGS) in your financial model, but more complexly put, everything that goes into delivering a product or service and this depends on every business. For instance, the COGS in a manufacturing business plan is traditionally the cost of raw materials, whereas many may incorporate additional factors into the breakdown of the unit economics.

  • Scalability: This section of the financial forecast shows how your business will scale by covering the Capital Expenditures (CAPEX) required to do so. For instance, a software company can scale very quickly and indefinitely whereas a manufacturing business scales very slowly and requires larger buildings which tax the balance sheet.

Designing your business plan can be a helpful way to more effectively communicate market research, showcase your product, and represent your company brand.

There are a couple of different options when opting for business plan design.

  • Do-it-Yourself: If you choose to design it yourself, there are a few different options. You can use software, buy a template, or license a design software if you already know how to use it. What you choose will depend on your skill level and time commitment.

  • Hire a Company: There is a myriad of graphic design services online that can help to develop your branding and quickly prepare your business plan design. These companies range in their fees but often charge anywhere from a few hundred dollars to many thousands depending on the level of customization and quality.

After you've done a fantastic job and impressed investors with your business plan, many will continue their research on your company and ask follow-up questions. It is important that your team be prepared for these questions and is often recommended you prepare premeditated responses in your business plan or financial model.

Some common questions are:

  • How did you arrive at your financial numbers?

  • What is your valuation? Are you issuing equity or a SAFE/Convertible note?

  • How did you come up with the idea?

  • What if a large competitor introduces this product or service?

  • How are you different than your competitor? (Note: They will often cite a specific company)

Finding investors for your business is a tedious process that requires intense focus and patience. Many make a mistake by spending a lot of time refining their business plan but then hastily putting together an investor list and pitching their business. Below, we have included top tips to help you find investors:

  • Seek Feedback on your Business Plan: Most investors will not provide feedback on your business plan so it is important to generate this from a service provider (E.g. attorney, business plan consultant) or relationships you have. It is better they catch mistakes than your prospective investors.

  • Rehearse your Pitch: Companies pitching investors should spend time refining their elevator pitch either by using a service or requesting the time of those they have relationships with.

  • Conduct Research: Before you determine who you would like to pitch your business plan to, first research which venture capitalists are 'right' for you. They are often classified by Industry, Stage, Geography, and Business Model. In many cases, they may also be mission-driven and focus on specific groups (E.g. immigrants)

  • Prepare a List: After you have conducted research and shortlisted firms, it is recommended your company prepare a list of those you have determined appropriate for your business. Many use Google Sheets or Excel to help them in their investment marketing efforts.

  • Track your Outreach: Once you have prepared your list, track your outreach efforts so you can keep track of the stage, next steps, and notes with each investment company you have spoken with. Then, continue to build relationships with them over time.