Services
Test the idea. Get the funding. Then grow it.
Seven services covering the points where most businesses get stuck. All flat-priced, and all delivered by the person you speak to on the first call.
Plan & get funded
Loan-ready plans
A lender wants to know you can make the payments in a bad year. Built around cash flow, coverage and a realistic downside.
Learn more →Investor plans
Investors want the size of the opportunity and how they get their money back. Bottom-up market sizing and a one-page summary.
Learn more →Financial forecasts
The Excel model on its own. Three to five years, monthly for year one, unlocked and driver-based.
Learn more →Strategy
Growth strategy
Which customers to chase, what to charge, what to build — as a one-page plan and a twelve-month roadmap with owners.
Learn more →Complete strategy development
All six moves of the Strategos Loop across the whole business, from assessing today's strategy to execution and renewal.
Learn more →Which one do you need?
Find where you are. If you are between two of these, one short conversation will sort it out.
“I have an idea but no customers yet”
Start with an idea validation sprint. Writing a plan for an unproven idea just makes the guesses look official.
Idea validation →“I need money from a lender”
A loan-ready plan. If your numbers are not in order yet, we will say so and start with the forecast.
Loan-ready plans →“I'm raising from investors”
An investor plan. Budget a little longer than you think — the market research is the part that takes time.
Investor plans →“Something's wrong and I can't pin it down”
A business review. Two to three weeks to find out where the money is actually going.
Business reviews →“We're ready to expand”
Growth strategy. Best done before you commit to a lease, a hire or a loan, not after.
Growth strategy →“Our strategy is out of date, or was never written down”
Complete strategy development, run on the Strategos Loop. Start with an honest look at what you are running on today.
Complete strategy →Businesses we work with
Mostly owner-operated companies turning over between $200k and $20M a year, plus founders who have not started yet.
Not sure where to start?
Leave your details and we'll come back within one business day — including if the honest answer is that you don't need us yet.