The Plan Investors Actually Read to the End
Raising from angels or VCs? Get a plan with a sharp equity story, defensible market sizing, and the unit economics investors drill into — ready for the pitch and the data room.
What Investors Look For — Built In
An Equity Story That Lands
Investors fund momentum and a credible path to scale. We frame your traction, vision, and the size of the prize so the plan reads to the end.
Market Sizing Investors Trust
TAM, SAM and SOM built from real market data — not a hand-waved "it's a billion-dollar market." Show a defensible, bottom-up opportunity.
Unit Economics & Projections
3-year P&L, cash flow, and balance sheet with the unit economics investors drill into — CAC, margins, payback — on an engine around 5,000 businesses use.
Scenario Analysis (coming soon)
Best, base and worst case side by side, to prove you understand the risks and the levers before an investor asks. Coming to Toolkit Pro.
Use of Funds & The Ask
Exactly how much you're raising, where it goes, and the milestones it buys. The clarity that moves a conversation toward a term sheet.
Pitch- & Data-Room Ready
Polished PDF output, plus Word and Excel with Toolkit Pro, formatted the way angels and VCs expect and ready for your data room. A private live link is coming soon.
Build the Plan That Wins the Term Sheet
Give investors the credible, numbers-backed story they need to say yes.
Get Started →Prefer to talk it through? Book a free call