Executive Summaries
Capture investor attention with clear, concise overviews.
Don’t let an underdeveloped business plan become the barrier between your vision and the funding needed to make it a reality
A well-crafted business plan secures funding and provides a clear roadmap for success. We create investor-ready plans that highlight your unique value proposition, financial goals, and market potential.

Capture investor attention with clear, concise overviews.
In-depth analysis of your target market & competitors.
Develop detailed forecasts & revenue models.
Outline day-to-day structures & growth strategies
Define customer acquisition & brand positioning plans.
Pitch decks, financial models, and Q&A prep aligned to the plan — ready for any investor meeting.
Plans formatted to UK bank, BBLS, and grant-body requirements so funding decisions come back quickly.
Numbers grounded in your sector benchmarks, not optimistic guesses that fall apart in due diligence.
Living document with quarterly check-ins, not a one-off PDF that sits in a drawer.
Understanding your business needs.
Crafting your custom accounting strategy.
Quick and easy integration.
Consistent monitoring and reporting.
13-week rolling cash forecasts, runway analysis, and treasury support.
Read more3-statement forecasts, scenario modelling, and investor-grade financial models.
Read moreDirect line to your account manager for the questions that come up between calls.
Read moreAged debtor chasing, payment terms enforcement, and collections support.
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A plan is a 25-40 page document explaining market, model, operations, team, and five-year financials in depth - it is what banks, grant bodies, and serious investors read after the deck. A pitch deck is 10-15 slides designed to win a follow-up meeting. We deliver both as a pair so you have the right artefact for every conversation.
Yes - High Street banks, Start Up Loans, Innovate UK, regional growth grants, and most local enterprise partnerships publish specific templates and scoring criteria. Plans drafted to the right format come back with funding decisions noticeably faster than plans submitted in a generic structure.
Projections are built bottom-up from your unit economics - price, conversion rate, sales cycle, cost to serve - and benchmarked against your sector. Top-down forecasts that claim 1% of a £10 billion market die in due diligence; we model the realistic ramp instead, which is what experienced investors look for.
Three to four weeks for a standard investor-ready plan, including two workshop sessions with you and one revision round. Faster turnarounds (10 working days) are available for time-pressured fundraises or grant deadlines and are quoted on engagement.
Most plans gather dust the day after the round closes. We build yours as a living document with a quarterly check-in - actuals versus plan, assumption refresh, milestone progress - so the next round, the next bank conversation, and your board reviews all reference one current version.

Thirty minutes with an ACCA-qualified accountant. Most owners uncover £1,000–£3,000 in annual savings on the first call. If we are not the right fit, you walk away with a free tax review on the house.