Business Plan Development & Capital Raising Services

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Business Plan Development

  • Every organization, whether a startup, growth-phase business, mature corporation or non-profit needs a Business Plan to achieve both its short term and long term goals and a well thought out and carefully structured business plan is the key to the long-term success.  Without a plan, a business is likely to drift along without direction or a means for measuring progress.  

                                   

  • A Business Plan serves as a "roadmap" for a company's future and helps established, growing companies raise capital from a variety of institutional lenders, angels, VC funds and equity firms. 

                        

  • The Business Plan development process includes working with entrepreneurs, boards of directors and management teams in order to develop and define all aspects of a company’s business planning strategy, including marketing strategy, growth strategy, acquisition strategy, and capital raising strategy.  Areas addressed from a Business Planning Session will include:

    • Brainstorming and Strategy Mapping​ to support the company's mission and value proposition

    • Business Model Design to address the current and future sources of revenues, operating expenses, cash flows

    • Identifying the Business's Value Drivers

    • Reviewing the Business and Management Processes being followed to ensure best practices are being embraced

    • Scenario Planning and Modelling

    • Identifying Business and Financial Risks (internal and external)

  • Given the multi-faceted nature of a business and the idiosyncrasies of each unique venture, bringing in C-Suite as your trusted advisor to help develop or pressure test management's current plan will :

    • add a holistic view of your business, business case, business plan and business model design;

    • assess the total addressable market size (TAM);

    • develop your go-to-market strategy; competitive advantages;

    • clinically plan for your new market entry;

    • assess and vett your pricing and monetization plan capabilities;

    • provide experience in customer acquisition strategy;

    • firm up your capital raising structure; and

    • ensure the company is resourced properly with leaders and talent to execute the plan.

  • At a minimum, at the 40,000 foot level, let C-Suite provide an expert-level view on the whole business, its historical and projected financials, its  key operational elements and weigh our findings against the competition and market forces that can be incorported into the business's DNA.  

  • Depending on the scope of the Business Plan engagement, my valued clients can expect one or more of the following tangible outputs:

  1. A compelling investor pitch deck that will attract investor's interest

  2. A 20-30 page business plan and executive summary

  3. A range of board presentations and presentation materials

  4. A range of financial models, assumptions, analyses, projections, budgets and forecasts, and business metrics /KPIs; and/or

  5. An action plan/road map covering a 90 day, 180 day, 6 month implementation schedule 

 

Capital Raising

Ralph has led the raising of 10's of millions of dollars in capital for private and publicly traded companies looking to expand.  With a solid Business Plan, Financial Model and Financial Strategy, we can help management raise capital to fuel growth. 

  • Series A,B and C rounds for Growth and Working Capital

  • Capital Structure Optimization - Debt and Equity

  • Private Placements - with accredited investors

  • Term Sheets that are favourable to clients and that limit ownership dilution;

  • IPO and RTO options to raise growth capital

  • Financial Scenarios to fund M&A transactions,corporate debt refinancing,management buyouts, growth and liquidity

  • Use of Proceeds of Capital Raise

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