Investment Planning

Thinking about raising money? Whether you have a blank sheet of paper, or a refined pitch, I can give you support identifying and bringing your target investors along with your story.
Note: Do not book this program unless you have your own comprehensive business plan or have worked with me to write one.

Investment deck prep

In this session we will review your business plan.

Write out the titles for your initial investment deck pages. Discuss the format and identify your target investor. By the end of this session you will have a lot of homework.

Investment pitch writing

Lets review your content, build a slide deck and refine your pitch. In this session we can look deep into story telling and build confidence you are telling the investor what they need to know at the right time.

Investment deck writing

In this session, we will review your latest version of the investment deck. We will identify the holes, action plans to adjust and find a way to gather further feedback in time to send to your target investors.

Review and Support

Continuing our collaboration ensures you have support as you navigate the challenges of securing investment. With my guidance, you can continuously refine your strategies, adapt to investor feedback, Together, we'll regroup and adapt, giving you the confidence and expertise to tackle any obstacles that arise.

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