I work with founders and fund managers to create compelling business plans and investor decks where a powerful story is supported by rigorous, CFA-level financial analysis.

A great idea is not enough. Investors see hundreds of decks, and they instantly recognize two types of flaws:

1. The Compelling Story with Weak Financials: A plan that makes exciting claims but lacks the data and robust financial modeling to back them up.
2. The Complex Spreadsheet with No Story: A model that may be technically correct but fails to explain the 'why'—the market opportunity, the team, and the vision.
   
   

My value lies in bridging this critical gap. As a CFA Charterholder with over 15 years in banking, my process is fundamentally different. I don't just write your story; I help you build it on an unshakable financial foundation. I pressure-test assumptions, analyze the market, and ensure the narrative in your executive summary aligns perfectly with the cash flow projections in your appendix. The result is a cohesive, credible, and convincing document that builds trust from the cover page to the last number.

• In-Depth Market & TAM Analysis
• Competitive Landscape & Unique Value Proposition
• Go-to-Market & Customer Acquisition Strategy
• Product & Service Definition

• Robust Financial Projections (3-Statement Model)
• Clear 'Use of Funds' & Capital Allocation Plan
• Revenue & Pricing Model Development
• Valuation & Returns Analysis (DCF, Comps)

• Concise & Persuasive Investor Pitch Decks
• Comprehensive Business Plans for Banks & VC
  
• Detailed Institutional Investor Thesis
  
• Polished, Professional Writing & Storytelling

An investment management firm was preparing to launch a new, sophisticated aviation finance fund. They needed to develop a comprehensive Institutional Investment Thesis complementing their in-house modelling and Private Placement Memorandum (PPM) to present the strategy, market opportunity, and financial projections to a discerning audience of family offices and institutional investors.

I was tasked with structuring and writing the entire 35-page investment thesis. This was a multi-faceted engagement that required a deep synthesis of both quantitative and qualitative information. My responsibilities included:

1. Structuring the Narrative: Designing a logical flow, from the high-level Executive Summary to the detailed risk factors, that would guide investors through a complex thesis.

2. Articulating the Market Opportunity: Analysing market data to build a compelling case for the "unique convergence of favourable market dynamics" and the post-pandemic recovery in the sector.

3. Defining the Investment Strategy: Translating the client's multi-pillar strategy (including asset acquisition, leasing, and ancillary services) into clear, persuasive prose.

4. Explaining the Financials: Building the narrative around the core financial model, including explaining the mechanics of the Asset-Backed Securitization (ABS), the cash flow waterfall, and the projected returns on equity. This involved making complex financial structures understandable without sacrificing precision.

5. Ensuring Institutional Quality: Delivering a final document with the professional tone, clarity, and meticulous attention to detail required to build credibility with sophisticated investors.

The Result:
The final investment thesis served as the cornerstone document for the management team's capital-raising roadshow, enabling them to clearly and professionally articulate every facet of their opportunity to potential Limited Partners.

My process as a CFA Charterholder always begins with a detailed discovery and scoping. I will ask targeted questions to understand your business model, revenue streams, cost structure, and strategic goals. This collaborative approach ensures the final model is a true and reliable representation of your business, ready for the highest levels of investor scrutiny.

Customized to Your Business: Before any numbers are entered, we will conduct a detailed analysis of your specific business drivers. This includes mapping out your customer acquisition funnel, defining your pricing structure, forecasting your staffing plan, and understanding your capital expenditure needs. Your model's logic will reflect your business, not a pre-set formula.
Transparency & Auditability: As a CFA Charterholder, I am committed to transparency. Every assumption is housed in a dedicated Inputs sheet, color-coded and clearly labeled. All formulas are dynamic and traceable, allowing any stakeholder to easily follow the flow of logic from input to output. This creates a trustworthy document that stands up to due diligence.
Dynamic Scenario & Sensitivity Analysis: I will build in dynamic functionality to test key assumptions. You will be able to instantly toggle between Base Case, Pessimistic, and Optimistic scenarios. This empowers you to understand the impact of variables like customer churn or market growth and confidently answer the tough "what-if" questions from investors.
Institutional Best Practices & Integrity Checks: The model is built to institutional standards, with a logical flow, clean formatting, and error-proof construction. I embed critical checks, such as ensuring the balance sheet always balances to zero, to guarantee the model's integrity and reliability.

Tell me some details about your project and I will get back to you with an initial assessment.