Submit your Requirement

Business plan/Pitch deck preparation

We can help you prepare business plan which can be used not only for fund raising but also it can be actually followed by promoters to take their idea to next level.

Leverage experts knowledge and experience to prepare business plan and pitchdeck today.

Process followed at our end,

  1. Understanding purpose of preparation of pitch deck/business plan
  2. Requirements list shared with you
  3. Compilation of all data
  4. Presentation of first cut of the pitch deck
  5. Detailed joint discussion with founders
  6. Finalisation of pitch deck on content side
  7. Designing of pitch deck
  8. Final delivery of pitch deck along with teaser.

Brief About Business Plan/ Pitch Deck Preparation:

A business plan is the superset of data about your business - encompassing the business model, your financial projections, and all other details about customer outreach, customer service, operations. 
A pitch deck is a presentation/ deck of slides that one brings to potential investors. The pitch deck is an effective summary of the key items in the business plan, and includes details about what you intend doing with the funds you are asking the investor for. 

It’s not always pitch deck vs. business plan. In fact, you should create them both.

Since a pitch deck and a business plan have a very different set up, you should also treat them differently. A pitch deck is used when a potential investor, partner, or client wants to know the basic information about your company. Since it takes a long time to read a business plan, this one is usually sent over only when an investor is seriously contemplating investing in your company.

Because of this a pitch deck is usually the way to go. The ratio ‘sending a pitch deck’ vs. ‘sending a business plan’ will probably be around 10:1. As a rule of thumb, you only should send a business plan when somebody explicitly asks for it.

Process/ Checklist/ Drafts:

Every Business needs to have a written business plan. Whether it’s to provide direction or attract investors, a business plan is vital for the success for your organization. A business plan includes:-

  1. Executive summary -- a snapshot of your business
  2. Company description -- describes what you do
  3. Market analysis - research on your industry, market and competitors
  4. Organization and management -- your business and management structure
  5. Service or product -- the products or services you’re offering
  6. Marketing and sales -- how you’ll market your business and your sales strategy
  7. Funding request -- how much money you’ll need for next 3 to 5 years
  8. Financial projections -- supply information like balance sheets
  9. Appendix -- an optional section that includes résumés and permits

Pitch Deck:-

  1. Outline how you will use the Funds:- Investors want to know what you plan to do with their money. Express a clear financial outcast will attract the kind of investors you want involve with your project.
  2. Keep it short :- Investors don’t have lot of time to look over documents. There is no one size fits all approach to this, but you want your pitch deck to showcase your ability to save time and be direct.
  3. Present a Solution :- This is your time to prove that you are a competitor in the market and that you have a shot at really developing a substantial business that can grow and expand.
  4. Prove Traction :- If you are already generating revenue then this is certainly something you should point out to investors. 
  5. Practice the Pitch :- You need to make sure that you’re keeping an eye on the length of the presentation and that you are clearly explaining each slide.
  6. Include your team :- Sometimes, CEOs think it’s best to take the lead on the pitch deck. That’s usually fine, but make sure that the team is involved as well. Investors want to know the entire company and not just the ones that got it started.
  7. Include a Q&A :- At the end of your presentation don’t forget to take questions as investors may have industry specific queries or may want to get to know your personalities a little better.
  8. Know your Audience :- Make sure that you have essential information that your audience will appreciate. Do some research to understand the background of your investors.
  9. Keep Slides simple:- An excellent presentation means you are using the slides as a tool and not relying on them as a teleprompter.
  10. Infuse your personality:- This is your time to make an impression. Be yourself. Investors want to know if they can work with you and the best way to learn that is through an effective investor deck presentation.

Building an effective pitch deck and looking for your guidance in preparation of business plan. So that business works effectively. Clear communication between the client and the service provider is paramount from the beginning. It is always better to over-inform a client rather than to under-inform them. Lack of communication can lead to all sorts of misunderstandings and unhappy clients. Follow up every verbal communication with a written note or email that recaps the discussion and actions steps so that there is always documentation.

Deliverable the clients financial model with back up plans, also guidance in structuring of fund raising for the project. At the same, well defined PPT of business plan or pitch deck preparation, reports in PDF and in excel financial working.