A business plan is a road map that provides directions so a business can plan its future and helps it avoid bumps in the road.

The time that is spent on creating a thorough and accurate business plan and also keeping it up-to-date, is an investment that pays big dividends in the long term.

However, there are many other financial based reports required by investors and different stages as well as business owners as they grow their business, these reports include:

  • Feasibility Studies
  • Market Analytics Reports
  • Due Diligence Reports
  • Marketing Plans
  • Strategic Plans
  • Financial Analysis and Reporting
  • Statutory and Regulatory Reporting
  • Executive Summary
  • Investment Memorandum

We are available to prepare these reports delivering professional content and descriptive financial analysis.

We provide a superior launch platform for your presentations to potential investors with professionally written and presented documentation. 

All of our financial reporting solutions are available at any stage of a business model cycle.

Need the help of an expert?

We deliver an international background to a local setting.


Our virtual (remote) approach to our clients is extremely cost-effective.

We offer a virtual opportunity to access professional and experienced investment resources to assist you in your efforts to structure the interest in your business plan.

Research is essential to find, attract and retain an investor who gives you the funding you need and lends you the support to be innovative, productive, and profitable.


We provide expertise and advice on an ongoing basis at the touch of a button only when you need it.


Specially designed insightful presentation documents are presented to potential investors, financing institutions, banks, angels and venture capitalists.

The presentation incorporates the business strategy and graphical analysis of the business opportunity and precludes the business and financial model.

The structure of the presentation provides an investor with the insight to the business model at an informative high-level.

Presentations are delivered to investors and asset managers who are in a position to make reasonable investments in it.

In addition, the presentations are prepared to enable investors the opportunity to form a view as to the credibility of the company’s management – to ‘see the whites of their eyes’, their passion for the company.

We deliver the content to promote the company’s unique characteristics that make it a potentially good investment opportunity.

In support of the request for investment, presentations focus on the business and 
financial performance including:

  • The management team
  • How it operates
  • The appetite in the addressable market in which it operates including suppliers, customers, and competitors
  • How that addressable market might develop by reference to analytics and external indicators
  • The risks it faces
  • How it generates sales
  • The alternative exit strategy for the investor