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Investor business plan and pitch deck samples

Investor business plans and pitch decks

for friends and family, pre-seed, seed and Series A raises

An investor business plan has one job: to show why your company will return capital and why you are the team to deliver it. We write investor plans and pitch decks that answer the questions angels, venture funds and lenders ask before they ever take a meeting, backed by real market data and financial models that hold up in diligence.

By Matt Khalili, The Plan Writers. Last updated October 2026.

Founders we have helped raise

Dirty Cookies: from a business plan to a Shark Tank deal

Shahira Marei left an aerospace career to launch Dirty Cookies, cookies shaped like shot glasses. Our team turned her idea into a professional business plan and pitch deck that helped her land a spot on Shark Tank, where she won an investment. Dirty Cookies has since grown into an international brand.

Twisted Hat: $800,000 raised and a prime location secured

Twisted Hat was competing for a prime retail location that needed city and state approval, investors and lenders all at once. We wrote a plan that spoke to each audience. The founders won approval, raised $800,000 in combined grants and investment, and secured the location.

What your investor business plan includes

Every plan is built around your raise, but most investor plans run 30 to 40 pages and include:

  • Executive summary written for a first read by an investor
  • Company overview and product or service description
  • Market research and market sizing (TAM, SAM, SOM)
  • Competitive analysis, advantages and barriers to entry
  • Go-to-market, branding and marketing strategy
  • Management team and hiring plan
  • SWOT analysis
  • Use of funds and investment terms
  • Five-year pro forma financials: income statement, cash flow and balance sheet
  • Company valuation, ROI analysis and exit strategy

Pitch decks are built from the same research and model, so your plan, deck and financials tell one consistent story.

Why founders choose Plan Writers

A strategy built for investors

We start from how investors decide. Your plan leads with the market opportunity, team, traction and path to profitability, and it anticipates the questions that stall a raise.

Real market data

We use IBISWorld market research, industry KPIs and our own project data, not generic templates or AI filler, so your numbers are defensible.

A specialized team

A lead consultant runs your project with a financial modeler, a market researcher and a designer, so each part of the plan is done by a specialist.

Support after delivery

We can help you build a data room, research and track investors, structure outreach and practice your pitch, so the plan turns into meetings.

Plan Writers compared with other options

 Plan WritersTypical alternatives
Who writes itA named team with a lead consultantUnclear writers or a template
DataIBISWorld research and proprietary benchmarksGeneric or outdated assumptions
AudienceBuilt for your specific investorsOne plan for every reader
After deliveryData room, outreach and pitch support availableSupport ends when the file is sent
PricingPublished starting prices by stageQuote only, often with add-ons

Pricing by funding stage

StageBest forStarting at
Friends and family, crowdfunding, acceleratorsConcept and very early-stage startups raising smaller rounds$3,000
Pre-seed and seedRounds of $250K and up to build an MVP, validate the model and hire the team$5,000
Series ALarger raises to scale operations and expand into new markets$10,000
Series B and beyond, private equityExpansion, acquisitions and established companiesCustom quote

Most investor plans are delivered in 6 to 8 business days after your onboarding call. Rush timelines are available.

Raising capital from foreign investors?

If your project will create U.S. jobs, EB-5 capital may be an option. Our sister company, New World Ventures, works with developers and growing businesses raising EB-5 capital. Plan Writers also writes EB-5 business plans.

Ready to talk about your raise? Call 800-691-6202 or request a quote above.

Testimonials

What founders and investors say

Skip Brittenham Founding partner, Ziffren Brittenham LLP

"I'm the lead investor on a disruptive health and wellness device. Matt and his team prepared an outstanding business plan that resulted in a $4mm capital raise from numerous high-profile individuals. They are truly experts in their field, and I will continue to use them for my other ventures."

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Andrew Aamot CEO, Sträva

"My business exceeds my expectations and I sincerely appreciate the effort you and your team committed to working with me on this. I know I asked more of you than most. Thank you for working with me, challenging me, and ultimately, delivering one hell of a plan."

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FAQ

Frequently asked questions

What makes a business plan investor-ready?

An investor-ready plan leads with the opportunity, the team and the path to a return. It includes credible market sizing, a clear use of funds and five-year financial projections built on assumptions an investor can test. We write every plan for the specific investors you are approaching.

How much does an investor business plan cost?

Investor plans start at $3,000 for friends and family and accelerator rounds, $5,000 for pre-seed and seed, and $10,000 for Series A. Series B, private equity and complex projects are quoted individually.

How long does it take?

Most investor plans are delivered in 6 to 8 business days after the onboarding call. Rush timelines are available.

Do I need a business plan, a pitch deck or both?

Most investors want to see a short pitch deck first and a full business plan and financial model during diligence. We build both from the same research and model so they stay consistent.

What is included in the financial projections?

Five-year projections with an income statement, cash flow statement and balance sheet, plus revenue build, break-even analysis, unit economics, use of funds, valuation and return analysis.

How involved do I need to be?

We start with a 60-minute consultation and an onboarding questionnaire, then review drafts with you. You can be as involved as you like, but we can work from limited input when needed.

Can I update the plan as my business grows?

Yes. The plan is yours, delivered in editable formats. We can make minor updates for 25 percent of the original fee or bring your original team back for a larger rewrite.

Can you help with EB-5 or foreign capital?

Yes. We write EB-5 business plans, and our sister company New World Ventures works with projects raising EB-5 capital.

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Contact your personal expert

If you are ready to go, or not sure what kind of plan you need, fill out the form below and we'll call you.

What to expect on your consultation:
  • Discuss your needs
  • Advice on your business concept
  • How to best achieve your goals
  • Our approach to writing your plan
  • What we charge for your project

OR CALL US TOLL-FREE 800-691-6202