Comprehensive Investor Docs & Outreach

I’m gearing up for a serious round of fundraising and need a partner who can take my investor materials from rough draft to polished, data-driven persuasion.

The core of the assignment is a full business plan—researched, written, and strategically refined—accompanied by a set of financial projections that go beyond a simple forecast. I need a comprehensive multi-year model in Excel (base, upside, and downside scenarios), with clear assumptions, sensitivity toggles, and investor-friendly visuals. Once the plan and numbers stand up to scrutiny, I’d like your advice on positioning and outreach: refining the narrative, crafting concise talking points, and identifying the right investor segments to approach first.

Key deliverables
• Investor-ready business plan (research-backed, professionally edited, and formatted)
• Dynamic financial model with three scenarios, summary dashboards, and an assumptions sheet
• Brief outreach roadmap outlining target profiles, messaging angles, and next-step milestones

Acceptance criteria
1. All figures reconcile across P&L, cash-flow, and balance-sheet statements.
2. Narrative sections align with, and reference, model assumptions.
3. Files are delivered in fully editable formats (Word/PDF and Excel).

If you have a track record in startup finance, strategic writing, and investor relations, I’m ready to move quickly.