
Closed
Posted
Paid on delivery
I’m preparing to approach investors and need a complete, polished financial package. The work breaks into two complementary parts: • Business plan: a concise, compelling document that explains the opportunity, market, strategy, and risk mitigation, supported by a 3- to 5-year integrated financial model (profit & loss, cash flow, and balance sheet) with assumptions clearly flagged so I can tweak them later in Excel or Google Sheets. • Statement review and to create financial projection Acceptance criteria 1. Narrative reads smoothly and is investment-focus 2. Financial model reconciles across all three statements and auto-updates from one assumptions sheet. 3. Review report highlights errors or red flags and suggests corrections. 4. All files are delivered in both editable (Word/Excel) and PDF formats. Please let me know your timeframe and any clarifying questions so we can get started right away.
Project ID: 40579543
75 proposals
Remote project
Active 4 days ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
75 freelancers are bidding on average $166 USD for this job

Hi, I have reviewed your requirements and can deliver a high-quality, accurate solution within the agreed timeline. With 15+ years of experience in automation, data analysis, Excel, Python, Power BI, and software development, I focus on delivering reliable results with clear communication and complete client satisfaction. I’m ready to start immediately and look forward to working with you.
$220 USD in 4 days
8.5
8.5

Investor-ready financial packages require three critical alignments: narrative that translates strategy into measurable outcomes, financial models that reconcile across statements without formula errors, and stress-tested assumptions that survive investor scrutiny. This project demands both. The business plan narrative will position the opportunity through market analysis, competitive positioning, and risk mitigation—each section structured to answer investor questions before they're asked. The integrated financial model (P&L, cash flow, balance sheet) will be built with an assumptions sheet that feeds all calculations, ensuring Excel auto-updates when parameters change. This eliminates manual recalculation and reduces errors during investor meetings. The statement review will identify reconciliation gaps, flag unrealistic projections, and highlight cash flow constraints that often derail otherwise sound businesses. Each finding includes a specific correction pathway. Deliverables: editable Word/Excel files plus polished PDFs. The model will be fully transparent—assumptions clearly labeled and adjustable. Turnaround depends on complexity and data availability; please specify industry, stage, and revenue scale so timeline can be confirmed immediately.
$30 USD in 1 day
7.8
7.8

Hi there, We can support the business plan, statement review, and 3-statement financial projection as a single investor-ready package. Our work will focus on a concise narrative, an integrated Excel model with linked assumptions, and a review note that flags errors, gaps, and corrections. One point to confirm is whether you already have source statements and draft assumptions, or if we should build the forecast framework from scratch. Best Regards, 8veer
$160 USD in 7 days
7.3
7.3

Hi there, We are well versed in preparing business plans, feasibility studies & financial models for different purposes including investment, bank loan, immigration, internal use etc. We prepare all our plans as per specific requirements of employer and conduct effective market research by extracting relevant information from govt. websites, survey reports, reliable articles etc. Because of our extensive knowledge in info graphics and designing, we prepare a good quality presentable document ready to present to investors. Our business plans have all required elements such has market analysis, competition analysis, marketing strategy, SWOT, financial forecasts etc. We are happy to share our sample work with you. Kindly contact us and give us a chance to present our services.
$150 USD in 7 days
7.3
7.3

Hello, Investors decide fast, and a financial package that makes them stop and read properly needs two things working together a business plan narrative that's tight, compelling, and investment-focused, and a financial model that reconciles cleanly across all three statements and auto-updates from a single assumptions sheet so you can adjust projections in the room without breaking anything. The business plan covers the opportunity, market, strategy, and risk mitigation in a way that reads like it was written for investors, not just compiled from a template. The integrated 3 to 5 year model ties P&L, cash flow, and balance sheet together with clearly flagged assumptions in Excel or Google Sheets. The statement review flags any errors or red flags and suggests corrections before anything goes in front of an investor. Everything delivered in editable Word and Excel plus PDF so the package is ready to send and easy to update. Please share any clarifying details and I'll confirm the timeframe right away. Moiz H.
$250 USD in 7 days
6.9
6.9

Hi, I can help prepare a professional investor-ready business plan along with a fully integrated 3–5 year financial model, including the P&L, cash flow, and balance sheet driven from a single assumptions sheet. I'll also review your existing financial statements, identify errors or red flags, and provide practical recommendations. All deliverables will be provided in editable Word/Excel and PDF formats. I'm available to start immediately and would be happy to discuss your timeline and project details.
$180 USD in 2 days
6.6
6.6

As a Chartered Accountant with 9 years of experience, I believe I'm the ideal professional to turn your exciting business concept into a compelling, investor-ready business plan. Throughout my career, I've helped numerous startups and growing businesses manage their finances with clarity and confidence – skills that perfectly align with what you need. My thorough understanding of finance, financial modeling and tax planning will ensure a tailored approach that captures the unique essence of your opportunity while effectively mitigating for risks. What sets me apart is not just my ability to create integrated financial models (including P&L, cash flow, and balance sheet) but to do so in a way that's easily editable by you later if necessary, in Excel or Google Sheets. This keeps you in full control and positions me as a partner rather than just another service provider. Additionally, my keen attention to detail will help highlight any potential errors or red flags during your finance review, adding even more value to your project. Finally, delivering all files in both editable (Word/Excel) and PDF formats is something I take great pride in as it ensures you have all the flexibility you need moving forward. Together, we can present an investor-ready package that tells a compelling narrative while being financially sound. So let's get started right away!
$200 USD in 7 days
6.3
6.3

1. I am an expert in writing Business plan including a concise, compelling document that explains the opportunity, market, strategy, and risk mitigation and Statement review. Also expert in market research, and business proposal for banks and to raise funds through investors, Budgeting, Financial forecast for next 3 to 5 years (P&L statements, cash flow statements, Sales forecast, etc.). Experienced MBA Finance as well. I read your project description and I am sure that I can handle your project. 2. Also, expert in all marketing and business writing, feasibility study, market strategies, SWOT analysis, environmental analysis, PESTLE analysis, Marketing MIX, Segmentation, Project management, Budgeting, Financial consideration, business plan, market research, SWOT analysis and have done many similar projects. 3. Also, an expert in Research writing, research reports, essays and advance essays, dissertations. 4. Your project will be delivered on time with high standard. 5. Expert in all referencing styles (APA/ Harvard / etc.). 6. 100 % Assurance on zero percent plagiarism. 7. TURNITIN / COPYSCAPE plagiarism report will be provided along with completed work 8. Assistance will be provided with number of clarifications until client satisfaction 9. I will provide assistance even after the payment. And will maintain data (content) security. Please connect in chat for more discussion, Regards, Jaya
$150 USD in 1 day
6.9
6.9

Hello! A strong investor package can turn a business idea into a clear and convincing opportunity. I will create a professional business plan, financial projections, and a review report that clearly present your strategy, growth potential, and financial outlook. I will build an integrated 3–5 year financial model with linked profit & loss, cash flow, and balance sheet statements, along with a flexible assumptions sheet for easy updates. I will also review your financial statements, identify issues, and provide practical recommendations to improve accuracy and investor readiness. Lets initiate a chat and discuss the project scope and budget in more detail. ThankYou.
$250 USD in 7 days
6.2
6.2

Please see my portfolio that I have been working as Business Research Consultants for my Client https://www.freelancer.com/u/jewel85bsl?review_context_id=39561797&review_type=project&sb=t I have 19+ years of experience in business planning, financial analysis, Excel modeling, business strategy, and investment documentation. I can prepare a professional, investor-focused business plan, develop a fully integrated 3–5-year financial model (P&L, Cash Flow, and Balance Sheet) with a centralized assumptions sheet, review your financial statements for inconsistencies and risks, and provide practical recommendations for improvement. You will receive editable Word/Excel files and PDF versions, with a model that automatically updates from key assumptions and is easy to customize. I am committed to accuracy, clear communication, and timely delivery, and I would be pleased to discuss your business and project timeline.
$175 USD in 1 day
6.2
6.2

Hello, I would be delighted to help develop an investor-ready business plan with professionally prepared financial statements. I have experience creating business plans, financial analyses, market research, and well-structured reports that help businesses present their ideas with clarity and credibility. For this project, I can provide: • A comprehensive, investor-focused business plan • Executive Summary and business overview • Market and competitor analysis • Marketing and operational strategy • Financial projections, including Income Statement, Cash Flow Statement, and Balance Sheet • Break-even analysis and key financial assumptions • Professional formatting suitable for investors, lenders, or stakeholders My approach is to understand your business model first, validate the key assumptions, and build a clear, realistic financial narrative that supports your growth strategy. I maintain regular communication throughout the project and ensure timely delivery of a polished, editable final document. I would be happy to discuss your business, funding goals, and timeline so we can create a business plan that meets your objectives. Best regards
$30 USD in 1 day
5.3
5.3

Hi With 7 years of experience in financial planning, business plans, and financial modeling, I can prepare a professional, investor-ready business plan along with a fully integrated 3–5 year financial model that includes Profit & Loss, Cash Flow, and Balance Sheet statements linked through a single assumptions sheet for easy updates. I will also review your financial statements, identify errors or red flags, and provide practical recommendations to strengthen your financial presentation and projections. I will maintain clear communication throughout the project, follow a structured process with strong attention to detail, and ensure all deliverables meet your acceptance criteria. You will receive editable Word and Excel files along with PDF versions, and I will complete the project within the agreed deadline while delivering a polished, investment-focused financial package.
$140 USD in 7 days
5.3
5.3

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.
$50 USD in 7 days
5.0
5.0

Hi, I’m Eman, a Graphic Designer and Business Presentation Specialist with 8+ years of experience creating investor-ready business plans, financial presentations, and corporate documents. I’ve worked on over 300 projects, including business plans, pitch decks, feasibility studies, and financial reports for startups and established companies. My background as a pharmacist also allows me to quickly understand complex industries and present information with clarity and professionalism. I can deliver a complete investor-ready package that includes: ✔ A professionally written business plan focused on attracting investors ✔ A clean, well-structured 3–5 year financial model (P&L, Cash Flow, and Balance Sheet) with editable assumptions in Excel ✔ Financial statement review and validation ✔ Revenue projections and investment analysis ✔ Risk assessment and recommendations ✔ Fully editable Word, Excel, and PDF files I pay close attention to accuracy, consistency, and presentation quality to ensure your documents are credible and ready for investor discussions. I would be happy to discuss your business, timeline, and any existing financial statements before we begin. Looking forward to helping you build a compelling investor package that inspires confidence and secures funding. Best regards, Eman Gamal
$150 USD in 1 day
4.8
4.8

Hi, I’m Vishruth, with 7 years of experience and 127+ client reviews. I can prepare a polished investor-ready business plan with a fully integrated 3–5 year financial model and financial statement review. My approach will be to build the package in two parts: 1. Business Plan: clear investment-focused narrative covering opportunity, market, strategy, revenue model, risks, and mitigation. 2. Financial Model: Excel/Google Sheets model with assumptions sheet, P&L, cash flow, balance sheet, projections, ratios, and scenario-ready inputs. I will make sure all three statements reconcile correctly, formulas are transparent, and assumptions can be edited easily. I can also review your existing financial statements, highlight errors/red flags, and suggest corrections. Deliverables will include editable Word/Excel files plus PDF versions. Timeline: 2–3 days depending on available data. Regards, Vishruth
$70 USD in 3 days
5.0
5.0

Investor-Ready Business Plan with Integrated Financial Model & Statement Review The core challenge here is reconciliation: three financial statements must sync perfectly, with assumptions driving all projections dynamically so revisions cascade without manual rework. Many business plans fail at investor review because the narrative and financials don't align, or the model breaks under scrutiny. Delivering this requires integrated financial modeling expertise—building a bulletproof P&L, cash flow, and balance sheet that auto-calculate from a single assumptions sheet. The narrative must translate those numbers into a compelling investment thesis, while the review identifies gaps before investors do. Structure: 3-5 year projections in Excel with clear assumption flags, editable Word narrative tied to financial outputs, and a detailed review report flagging inconsistencies and investor red flags. All files delivered in both editable and PDF formats for immediate use. This work is execution-ready. Timeframe: How many years of projections, and what's your target investor pitch date? Any existing financial data I should work from?
$30 USD in 1 day
5.1
5.1

Drawing from my profound expertise in MS Office solutions, I am confident in my ability to produce an Investor-Ready Business Plan and accurate statements. With a strong focus on combining persuasive narratives and integrated financial models, I can create an impactful and concise business plan - one that effectively communicates your unique opportunities, strategies, and risk mitigations. I fully understand the importance of clear, investment-focused language in portraying your market proposition, and I'll make sure the narrative flows smoothly for your investors. My penchant for creating advanced tools using Excel makes me the ideal candidate for generating your 3-5 year financial model. The model will be built with utmost precision, including all three financial statements (Profit & Loss, Cash Flow, and Balance Sheet) while ensuring a user-friendly structure that allows easy-assumption adjustment in the future. Moreover, as a seasoned HR professional adept at identifying red flags and proposing effective solutions, I can also offer you with detailed review reports that highlight errors or concerns which may require your attention. Together, we'll create a compelling and comprehensive investor package that embodies your vision. It’s high-time you leverage my skills to take your business endeavors to new heights. Let's get started today!
$140 USD in 7 days
4.8
4.8

Hi there, I’ll prepare an investor-focused business plan and a 3-5 year integrated financial model. I’ll reconcile P&L, cash flow and balance sheet with an assumptions sheet and deliver editable Word/Excel and PDFs. I’ll review statements, flag red flags with corrections, and deliver a draft in 7 business days. Best regards, Wilfred
$100 USD in 1 day
4.3
4.3

With a wide range of skills and expertise, I am well-poised to assist you in creating an investor-ready business plan and financial statements for your upcoming funding presentations. I understand the crucial elements of a compelling business plan: a concise narrative that addresses the opportunity, market, strategy, and risk mitigation. Additionally, my proficiency in Excel and financial analysis will be instrumental in building you an integrated 3- to 5-year financial model with clearly flagged assumptions for future tweaking. Rest assured, I'll ensure reconciliation across all three statements while providing an easily-updatable assumptions sheet. In regards to your acceptance criteria, I am meticulous at ensuring a smooth narrative which is investment-focused. Moreover, my capacity for error detection and correction will come into play while reviewing your financial statements significantly reducing the chance of red flags. I can deliver the necessary files in both editable (Word/Excel) and PDF formats as specified.
$140 USD in 3 days
4.3
4.3

Hello,I can deliver a professional, investor-ready business plan, a fully integrated 3–5 year financial model (P&L, Cash Flow, and Balance Sheet), and a detailed financial statement review. The model will feature a centralized assumptions sheet for easy updates, while the review will highlight key issues and recommendations. All files will be provided in editable Word/Excel and PDF formats, ensuring a polished package ready for investors. Regards,
$30 USD in 1 day
4.1
4.1

Dubai, United Arab Emirates
Payment method verified
Member since Jan 28, 2025
$250-750 USD
$50-100 USD
$750-1500 USD
$50-100 USD
$750-2000 USD
₹1500-12500 INR
$3000-5000 USD
₹12500-37500 INR
₹1500-12500 INR
$25-50 USD / hour
₹1500-12500 INR
₹600-1500 INR
₹1250-2500 INR / hour
₹5000-8000 INR
$250-750 USD
$10-30 AUD
$500-2000 USD
₹100-400 INR / hour
$30-250 USD
₹12500-37500 INR
$8-15 USD / hour
$250-750 USD
min $50 USD / hour
$30-250 USD
$10-30 CAD