Concept-to-Cash™

Concept-to-Cash™ is a proprietary, one-day strategy session to help entrepreneurs prepare to write their business plan, create their pitch deck, write their executive summary, value their organization, and prepare for investors. It is a highly interactive session, facilitated either live or via Zoom, to cover topics such as: value proposition, vision, competitive advantage, unique selling proposition, business model, marketing strategies, pricing strategies, market research, competitor analysis, avatar (preferred) customer, investor relations, risk assessment, succession planning and exit strategies. At the end of the day, you will have developed many of the key elements required for a business plan.

Concept-to-Cash™
$3,375

Business Modeling

Deciding on the right combination of business models that will lead to the most effective and efficient path to success can be challenging. There are over 60 possible business models to choose from and selecting the right 2-3 from the very beginning can often make the difference between success and mediocrity. We can help you decide on a business model approach.

Business Modeling
$750

Strategic Business Plan

Most business plan templates and software found online lack the strategic perspective investors seek to determine the potential success of a business. Our team of experts can help you write a business plan that is comprehensive not only presents your idea to the investor, but addresses many of the questions and concerns they often have. Note: If you complete the Concept-to-Cash session, that amount will be deducted from your business plan as that live working session helps develop many of the key elements found in a strategic business plan.

Strategic Business Plan
$5,000

Business Plan Review

Over the years, we have conducted due diligence on business plans on behalf of investors. We know what they expect to see in a business plan and we know what they like to see as well. We have developed a comprehensive, numerically-based evaluation that we can conduct on your business plan and provide you with valuable feedback to help ensure your business plan is "investor-ready".

Business Plan Review
$500

Executive Summary

Some investors request an Executive Summary to review before they ask for a pitch deck or a business plan. An Executive Summary, often referred to as an ESUM, consists of a succinct, well-crafted summary of your entire project. It must contain all of the relevant aspects and entire the investor to want to read more and to reach out and request your pitch deck and business plan.

Executive Summary
$750

Pitch Deck

We can create your visual pitch deck that will help you make your live and virtual presentations to investors. It will include your business, marketing, sales drawings, links, pictures and videos to help present your idea to the most sophisticated investor. The pitch deck is often used to capture the investor's attention to encourage them to request your business plan.

Pitch Deck
$750

Pitch Deck Review

If you have already developed your pitch deck and you would like for it to be reviewed prior to submitting it to investors, we can assess your pitch deck from three distinctive perspectives and provide feedback.

Pitch Deck Review
$295

Financial Projections

Almost all sophisticated investors will request extensive financial data in order for them to adequately assess your opportunity and to make an investment decision. Your business plan should contain the following financial charts:

Use of Funds
Startup Balance Sheet
Payroll (3 years)
Sales Forecast (3 years)
AP/AR
Amortization and Depreciation
Operating Expenses (3 years)
Cashflow Statement (3 years)
Cost of Goods Sold (COGS)
Income Statement (3 years)
Balance Sheet
Breakeven Analysis
Financial Ratios

We have created worksheets with integrated built-in formulas to help you create these important financial numbers that investors frequently request.

Financial Projections
$1,995

Industry Data

Most sophisticated investors will pull a current industry report in order to compare your business plan, and pitch deck against what industry analysts are predicting for the near and long-term future. These reports typically cost $999 to $2,500 a report, but investors see this as part of their due diligence to make sure they have a clear picture of where the industry is headed compared to how you envision your place within that industry. Many entrepreneurs make the mistake of conducting a web search to find industry information, which unfortunately, often does not reflect where the analysts who work in that industry everyday determines. We can pull subscription-based data for your industry that investors often look for in business plans.

Industry Data
$750

Competitor Analysis

Preliminary evaluation of competitors using public and subscription-based databases in order to determine the best ways to compete head-to-head with already established industry players.

Competitor Analysis
$500

Marketability Evaluation

We can help you assess the marketability of your invention.

Marketability Evaluation
$300

Logo Design

We can create an appealing logo to help you brand your product offering.

Logo Design
$500

2D Drawings

2D drawings can be created and drawn to USPTO compliance in order to help explain the novelties of your invention in visual terms. These drawings can be integrated into business plans, pitch decks and patent applications to help investors and the USPTO better understand your ideas and to better protect your ideas.

2D Drawings
$350

3D Drawings

Five 3D drawings can showcase your invention in an appealing visual format. These are excellent for marketing and testing of an invention idea.

3D Drawings
$700

Manufacturing Drawings

Engineering and or Manufacturing Drawings

Manufacturing Drawings

Quoted based on requirements
Contact Us for Pricing

Engineering-Lite Brainstorming

We can brainstorm your product design with you or teach you and your team how to brainstorm efficiently and effectively.

Engineering-Lite Brainstorming

Quoted based on requirements
Contact Us for Pricing

Video Creation

A one of a kind video, created to show the use and benefits of your invention.

Video Creation
$700

Product Website

Get a personalized website that really showcases your product / invention to show potential investors.

Product Website
$700

3D Printing and Prototyping

Some investors wish to have a physical prototype to allow potential investors something they can touch, feel, taste, see, or hear. A good way to have a prototype built is using 3D printing. In today's market, it is an affordable and effective way to have an idea prototyped This process may be performed via the inventor supplying a rudimentary drawing, which can then be 3D rendered in 3D software.

Once the draft is completed, a 3D model can be produced using FDM (Fused Deposition Modeling) or resin printer depending on the complexity and detail needed for the model.

3D Printing and Prototyping

Quoted based on requirements
Contact Us for Pricing

Investor Strategy Session

If you are not accustom to meeting with, presenting to and negotiating with sophisticated investors (angels and VCs) the process can sometimes be intimidating. You want to share your key knowledge about your idea and passion, and they want to see what return they will receive. The entrepreneur mindset and the investor mindset are often very different, and having the right strategy in place is crucial in order to have a successful investor meeting.

We can strategize on topics such as: time to present, how to manage questions, negotiation strategies, roles and responsibilities, presentation techniques, etc. This is a Zoom strategy meeting.

Investor Strategy Session
$750

Investor Mock Session

If you are not familiar with meeting with investors, and the types of questions they may ask, these sessions can quickly change directions - usually to the benefit of the investor. The best way to prepare for a meeting with an investor is to participate in a mock session where we assume the role of an investor and we have three rounds of practice sessions using different techniques that investors might use, followed by a debrief that includes lessons learned.

Investor Mock Session
$1,500

Valuation

If your organization is already earning revenue, we can help determine a valuation using 5 valuation methods, benchmark data, EBITDA, revenue multiples, Crunchbase® data, etc. It is critical that you have a realistic valuation of your organization before you meet with your first investor. There is no logical way to determine the amount or number of shares of your organization to exchange for an investment amount without having a realistic valuation in place. Using subscription-based data from the industry and similar startups, we can provide you with key data points to help you more accurately value your organization.

Valuation
$875

Electronic Brochure

One page promotional brochure that depicts the idea, patentable idea and opportunity. It includes pictures, facts, data points, contact information, etc.

Electronic Brochure
$125