Get Investor Ready!


Here's what's included

  • Review your existing documentation to make it more investor-friendly
  • Build you a new pitch deck, business plan, and set of financial projects
  • Help you hone your value proposition
  • Help you determine how much equity you should give to investors, i.e. how to value your startup
  • Teach you ways to identify and network with potential investors.
  • Develop scripts for reaching out to investors through various channels (email, phone, social media)
  • Introduce you to my network of over 200+ capital allocators (when appropriate).
  • Help you prepare to pitch investors
  • Develop your data room (an online set of documents used in due diligence with investors).
  • Guide you in negotiations with investors

Timeframe - this is a one-month engagement that includes up to 4x one-hour calls and unlimited virtual support.

Purchase my Investor-Ready package

I'll get you ready to raise capital from investors or lenders (over $800M)

Most of the advice you’ll find online is either a cheap firehose of information that is almost impossible to understand or apply or shallow, off-the-cuff answers that teach you how to write better business plans and won’t get a serious business owner anywhere.

√ I'M DIFFERENT THAN MOST OTHER "EXPERTS" OUT THERE.

I spent decades learning how to properly fund a business, how to find investors, and how to know what those with the money are looking for. I’ve been in your shoes as a 3x founder myself, I lead a top startup incubator for my state, and I'm an angel investor through two syndicates.

√ I WANT YOU TO LEARN HOW A BANKS AND INVESTORS THINK.

Like I did when I was a C-level executive in the banking industry helping entrepreneurs raise over $800 million in funding. Or, as a strategic advisor writing business plans and pitch decks that attracted over $300m in funding.

√ I WANT YOU TO UNDERSTAND HOW TO MARKET YOUR BUSINESS USING INVESTOR-READY BUSINESS PLANS AND PITCH DECKS.

From someone who leads Product Growth for a $12B publicly-traded fintech and who ran the marketing department of a $230 million company.

Here's what I don't want you to do:

√ I don't want you to continue wasting your time, trudging through the internet in the fruitless search for rich and relevant information.

√ I don’t want you on the painful end of an info-firehose, trying to learn as much as possible, only to find you still have no idea where to begin.

√ I don't want you to lose hope in your great idea, only because you have NO IDEA how fundraising works.

√ I don’t want you to keep being rejected investors who have the means to put your great idea into action (or worse, not have the courage or know-how to even get to those with the money.)

√ I don't want you to succeed in getting funding for your business, only to crash a few months later because you're not getting enough sales or enough capital. I’m pretty sure you don’t want that either. That’s why you’re here. And the fact that you’ve read this far down the page, shows that you’re serious.

√ Here’s what I want for you:

To feel confident you can grow your business.

You have the idea. A great idea. Now you need people to believe in you. You need to show the world why your idea will actually work. You need to get them to enter into your excitement with you, share the vision, embrace the drive....and then reach into their back pockets for their wallets and give you the green. That takes the right business plans and pitch decks.


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Here's what's included

  • Review your existing documentation to make it more investor-friendly
  • Build you a new pitch deck, business plan, and set of financial projects
  • Help you hone your value proposition
  • Help you determine how much equity you should give to investors, i.e. how to value your startup
  • Teach you ways to identify and network with potential investors.
  • Develop scripts for reaching out to investors through various channels (email, phone, social media)
  • Introduce you to my network of over 200+ capital allocators (when appropriate).
  • Help you prepare to pitch investors
  • Develop your data room (an online set of documents used in due diligence with investors).
  • Guide you in negotiations with investors

Timeframe - this is a one-month engagement that includes up to 4x one-hour calls and unlimited virtual support.

Purchase my Investor-Ready package