BUSINESS PLAN WRITING & INVESTMENT READINESS

Transforming fundraising for a SaaS platform.

BUSINESS PLAN WRITING

Challenge:

• We were approached by a SaaS platform for investment banks that, despite initial interest from investors, was struggling to close. 

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Outcome:

• We reviewed their pitch material and built a new business plan with a compelling narrative and strong visuals. 

• The new approach transformed the funding round, which closed significantly oversubscribed. 

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Helping a robo-advisor raise debt + equity finance

BUSINESS PLAN WRITING

Challenge:

• We helped an existing mortgage advisory firm move into the robo-advisory space.

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Outcome:

• We produced their business plan and pitch deck material specifically focusing on growth potential and the existing success of their current business model.

• They successfully raised a debt/equity round via corporate venturing in 2018.

• We are currently working with them to build a new business plan as the business enters a growth phase, enabling them to raise even more capital.

Preparing an
e-commerce retailer to scale.

INVESTMENT READINESS

Challenge:

• We worked with an e-commerce retailer (£1.8m in revenue, 100% YoY growth, no outside funding), build a business case for investment over an 8-12 month period. 

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Outcome:

• We helped them identify and focus on metrics that would appeal to investors.

• We continued to help perfect their approach as they worked to prepare the business to be able to prove investors funds could be deployed in a way that would generate a strong ROI. 

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Designing the business model for a co-working space

BUSINESS PLAN WRITING

Challenge:

• We worked with the tenant of a large, commercial space who wanted to transform the venue into a multi-story co-working and members space.
   

Outcome:

• We designed their strategy and developed a revenue model that demonstrated the number of desks and occupancy space that was necessary for the business to be viable. 

• The business plan and pitch deck was then used with the landlord to allow them to make the change, and with investors to finance it

First UK location for a restaurant franchise.

RESTAURANT BUSINESS PLAN

Challenge:

• We worked to develop a business plan for the first UK location of a 200+ location restaurant franchise, already active in China, Australia, New Zealand and Canada. 

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Outcome:

• We worked with the team to help them build an investment case, understand costs and staffing structure, then secure visas for staff from the UK government and space from property developers. 

Helping a healthcare practice expand to a bigger location

BUSINESS PLAN WRITING

Challenge:

• We worked with a successful and growing cosmetic surgery practise, who needed to raise financing to move into larger offices, and hire a bigger team, removing capacity constraints on their growth.
   

Outcome:

• We reviewed their historical finances, spoke to their team, understood the size and scope of their database, and designed a business plan that clearly demonstrated the size of the opportunity by moving to a new location. 

• The business plan we produced was use both to convince the landlord of the viability of the business, and to convince the bank to provide financing to enable the move.