Strategy Services

If you need help with how to think about your idea, gather the data, frame the problem, find the right market, articulate the solution, or reach the consumer, we can help. With a process that uses data, analysis, creativity, and the best practices of the top thought leaders in the industry in equal measure, our uncommon approach delivers uncommon results.

Business Plans

We put together business plans that stand up to investor scrutiny.

• We don't engage in wishful thinking when mapping out the future of your company. We have experience in just about every area of startups, so 
• We do our homework first. We research the market, the competition, and pressure test the model against worst case scenarios to see what a business's breaking point is.
• We put together a plan that maximizes the chances for success, while minimizing risk.

 Whether it's to map out your own course or to convince investors you are a good risk, can you afford not to go with experience? ​

Pitch Decks

As good as your product is, without a good pitch deck, you'll never see your dream realized. Don't just wing it, let our experience doing pitches for ourselves and helping others work for you. We also coach you on the delivery, because you're not just pitching your idea, you're pitching yourself. We've had multiple successful raises, as have our clients.
​Now we work with accelerators and investors to source new investments.
We can help you get the money you need.

Financial Modeling

What's one of the first things that investors look at? The Numbers.
At the end of the day, your success is measured by whether you're making money, that's why you should be thinking about it at the beginning the day. Our Finance Team has successfully built financial models for new ventures resulting in over $45 Million in new funding.

Our custom models are robust, yet easy to understand and easy to adjust based on new data. We also build in sensitivity analysis, data validation, and what-f scenarios so you can pressure test your assumptions to see how changing them effects your business.
If you need ongoing help, talk to us about our CFO for Hire or Virtual Bookkeeping services.

Market Research

It's not as sexy as our other Strategic Services, but it underlies them all. Without proper market research, you may never properly identify your market, their true pain point, or product-market fit. If that happens, the best plan and the best deck in the world aren't going to make you successful.
Let our experience gathering primary and secondary data and doing thorough analysis, make sure you're looking at the right data in the right way.

Go To Market Strategy

You've ironed out all the kinks in your product and are ready to change the world. Now what?
Many great products fail because founders focused too much on the product and not getting to market.
Don't let your product end up on the dusty shelf of What-Could've-Been.
Getting your product out to the market is never easy. It takes the right combination of marketing, social media and channel strategy to generate sales.

Marketing Strategy

In the era of consumer power, who you are as a company and why you sell your product, is as important as the product itself. You need to display your authentic, best self. 
We'll take you from brand identity sprint, to positioning, to classic marketing strategy. And if you need more granular help executing, we can be your outsourced marketing department. Learn more.