Methodology, audit-trail design, the work. Never more than monthly.
Service · Project-based engagement
A business plan that survives contact with a banker.
Not a 40-page Word document. A working financial model, a defensible market section, and a narrative an investor or loan officer can scan in fifteen minutes and say yes, fund this. Built around the standards a bank, a grant committee, or a private investor will actually scrutinize.
What you get
A scoped financial model — P&L, cash flow, balance-sheet projection, break-even and sensitivity scenarios — built in Excel with full audit trail and named-range discipline.
Market sizing and competitive positioning grounded in cited sources, not vibes.
A written plan section pegged to the model — every claim in the narrative links to a number you can defend.
Investor / loan-package version: deck, two-page executive summary, financials in the formats funders expect.
How it works
30-minute discovery call → assumptions workshop → modelling sprint → narrative drafting → review iteration → final delivery.
Best for
Founders raising seed or debt; established SMEs preparing for a bank facility; NGOs writing a sustainability plan after grant funding ends.
Principal credentials
Pricing
From
$5k
per project
Up to
$50k
larger scope
Engagements are scoped during the free 30-minute discovery call. You receive a fixed-price written proposal within 48 hours — no surprises after kickoff. Most projects sit between [$X,000 and $Y,000] depending on scope, with payment milestones tied to deliverables.
Final price always confirmed in a written quote before kickoff.
Ready to start
Add this engagement to your cart and check out — you'll still get the discovery call before any work begins.
Questions before you ask
More questions? Bring them to the discovery call — that's literally what it's for.
Next step
Goals, timeline, current state — whatever helps us understand the work. Free 30-minute call follows; no commitment.