Pitch Decks & Financial Models for Startups

Helping startups and young companies develop stellar
pitch decks and financial models

300+

Clients Served

$150,000,000+

Raised by Clients

37

Industries Served

Hi,

I’m Mitch.

I earned my undergraduate degree in
mathematics from Yale and an MBA from Harvard
before spending many years working for a
quantitative hedge fund and two leading strategy
consulting firms.

But, what I am most proud of is my ability to help
young companies like yours set themselves up for
success. I’m glad that you stopped by and I’m
looking forward to speaking with you further.

I am a life-long entrepreneur and was initially one
of Mitch’s clients. With the material we created, I
was able to obtain an early exit by selling our IP to
a competitor and generating greater than a 10x
return for our investors within 6 months.

Prior to this, I spent many years working on Wall
Street. What I enjoy most is helping entrepreneurs
clearly articulate their core value propositions in a
way that will land with someone hearing it for the
first time.

And,

I’m Brandon.

And,

I’m Brandon.

I am a life-long entrepreneur and was initially one
of Mitch’s clients. With the material we created, I
was able to obtain an early exit by selling our IP to
a competitor and generating greater than a 10x
return for our investors within 6 months.

Prior to this, I spent many years working on Wall
Street. What I enjoy most is helping entrepreneurs
clearly articulate their core value propositions in a
way that will land with someone hearing it for the
first time.

Unlike other firms that require you to develop all of
your own content, we have a team of talented
writers who work with us to develop a
compelling narrative for your business
that will resonate with investors.

Why Do You Need a Financial Model?

Shark Tank’s Kevin O’Leary explains it in 30 seconds…

Financial Model vs.
Business Plan

Have you ever read a magazine article or blog post and
wondered why the writer took so long to get to the point?
The reason is because writers are often paid per word.

The same concept is true for many business plan
consultants. They justify their fee and the time they
spend writing your 100-page business plan by making it
long, complex, and time-consuming to produce.

Most startups and young companies are not developed
enough to require this level of detail because there are
simply too many variables that are likely to change.
Instead, what they need is a solid financial model and a
strong pitch deck. That is what we provide.

effort

No A’s for Effort

Rather than consuming your time reviewing a
cumbersome business plan, let’s instead perfect the
financial assumptions of your business.

matters

Focus on What Matters

You need to focus on what investors are
interested in hearing and you have a very
limited amount of time to make your point.

forward

Move Your Business Forward

Without a thoughtful approach to profitability
and a sustainable growth plan, you risk your
business being overlooked.

FINANCIAL MODEL

25-Minute
Initial Call

Deep Dive
Conference Call

Preparation of
Financial Model

Revise &
Perfect

Final
Delivery

PITCH DECK

25-Minute
Initial Call

Deep Dive
Conference Call

Preparation of
Pitch Deck

Revise &
Perfect

Final
Delivery

Fintech
We were looking for a pitch deck and found Mitch. He delivered an outstanding deck to us and helped us create the most impressive financial model.
Monica S.
Cannabis
Provided us with tremendous insight and helped us project our business end-to-end in ways we didn't know were possible. Also, an excellent writer!
Greg L.
Online Marketplace
We were really in the weeds with our business and needed someone to elevate our story. Mitch nailed it and gave us great insight on positioning.
Marcus T.
Blockchain
Mitch helped us think through the best way to model our business and construct our pitch deck. Invaluable resource. He should teach a class in this stuff!
Tom S.
E-commerce (apparel)
Helped us prepare a wonderful pitch deck and a very detailed financial projection. I can’t believe how we were managing this before.
Zhang W.
Insurance
We are very thankful to Mitch for his guidance. He really helped us define the revenue drivers of our business. He created a great pitch deck for us.
Arif H.
Real Estate
Distilled our mess of a deck down to what mattered most and delivered a polished presentation for us to use in our conversations with investors.
Charles B.
Gambling
Helped us model various revenue streams and customer activities. Provided great feedback on how to model customer conversions. Outstanding pitch deck!
Helen O.
B2b Saas
Mitch helped us model our various plan types, including assumptions around plan type changes. Glad we found him. He also helped us write a great deck.
Mike L.

Pricing

All of our prices are fixed and guaranteed. There are no upsells and we do not bill
clients by the hour or by the page. What we produce will be customized for your business.



  • PITCH DECK
    Professionally written and designed
    pitch deck in about one week.
    $$1,850
    • Expertly-Crafted Narrative
    • Professionally-Designed
    • Sequoia Capital Outline
    • Unlimited Revisions for 30 Days
    • Customized for Your Business


  • PITCH DECK +




    FINANCIAL MODEL
    Featured
    Receive your pitch deck and financial
    model in about two weeks.
    $$2,799/
    (Savings of over $900)
    • Pitch Deck + Financial Model
    • Bonus, Investor Contact File:
    • 300+ Angel Groups
    • 1100+ VC & PE Firms
    • 550+ Family Offices


  • FINANCIAL MODEL
    Comprehensive and detailed
    financial model in about one week.
    $$1,850
    • Sales and Cost Modeling
    • Pro Forma Financial Statements
    • Funding Needs Analysis
    • Fully-Integrated Cap Table
    • Multi-Scenario Exit Modeling