A research-backed plan with clear milestones and metrics, ready for lenders or investors.
Business model design; pricing & unit economics
Market & competitor analysis; buyer personas & TAM/SAM/SOM
12-24 month operating plan with KPIs and milestones
A transparent model that withstands diligence and guides decisions.
3–5 year integrated model (IS/BS/CF) with monthly build
Scenarios & sensitivities (best/base/worst)
CAC/LTV, payback, runway & dilution analysis
Evidence to prioritize segments, pricing, channels, and markets.
Primary interviews/surveys; secondary data synthesis
Competitive intelligence & gap analysis
Market sizing, adoption curves, and trend mapping
A focused plan to win customers and expand efficiently.
Positioning and messaging
Channel strategy (paid/partner/direct), budget & funnel
Territory/vertical expansion playbooks
Better margins and speed via process + tooling upgrades.
Current-state workflow & data audit
Automation opportunities (CRM, CPQ, invoicing, analytics)
Clearer risk, better alignment, faster decisions
Model review and independent rebuilds
Stress tests, covenant setting, and monitoring KPIs
Tell us where you're headed and what's in the way. We'll share a perspective and a plan to get you moving.
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