We take pride in our ability to learn the fundamentals of virtually any industry or technology quickly. Some of the markets we have served include green technologies, medical devices, biotechnology, Internet/e-commerce, telecommunications, distance education/e-learning, real estate, financial services, insurance, energy, and networking.

Having said that, we believe that the value we bring to the table is not industry expertise — which you already possess in abundance — but rather an understanding of what investors like to see in a potential opportunity.

Every company and situation is unique. However, some fairly common steps include the following:

• Initial discussion to understand your basic needs.
• Review your existing materials (draft business plans, financials, market research, competitors, etc.).
• Follow-up discussion to clarify details and agree upon the scope and fees for the project.
• Several in-depth discussions to better understand the details, develop strategies, and agree on all major elements of the business plan and financial model.
• Conduct additional research, as needed.
• Draft an Investor Presentation and review it with you to ensure that all parties agree on the vision.
• Draft the Pitch Deck or Executive Summary and review it with you to ensure that we all agree on the next steps.
• Prepare a draft outline of the business plan for your review.
• Begin filling in the details on the draft. Obtain and incorporate your feedback.
• Incorporate your revenue and expense models into the financial model, and explain how it works so that you can take „ownership“ of the financials.
• Finalize all deliverables.
• Coach you on the best way to deliver the investor presentation and on how to address questions.
• Provide ongoing support, including making minor updates to the deliverables at no additional charge.

Depending on how we structure the project, you should expect to spend anywhere from 10-30 hours on the process over the course of a typical engagement.

We’re all experienced entrepreneurs and managers with long professional and academic track records. Many have MBAs from top schools like Strathclyde Business School or ETH Zurich.