Startups

The key to attracting investors is to grab their attention from the very start. We create customized pitch decks designed to do just that. Our team is comprised of senior research analysts with international investment banking experience, Bay Area venture capitalists with insider knowledge of the fundraising process, financial modelers with CFAs, and copywriters who’ve worked with global brands such as MasterCard. Each pitch deck is put together by our Cannes lions award-winning graphic designers to ensure your message is heard loud and clear. 

We customize every pitch deck to maximize your company’s unique selling proposition (USP), clearly explain the business’s purpose, and provide a full discussion of relevant market size, key competitors, core product(s), your business model, the team leading your organization, and relevant financials. It’s all about creating the most attractive picture possible while providing accurate, relevant information to persuade investors, banks, and other potential funders.

A business plan serves multiple purposes. They are crucial for your organization’s success, operating as a guide for business growth, as well as proof for lenders or other funders that the business has been well thought out and planned. We offer business plan development for pre-and post-revenue startups and SMBs. Each business plan is complete and customized to the individual company’s specifics.

We build each business plan around critical criteria that banks and other lenders use to make decisions, including an attractive executive summary, accurate, in-depth description of the company, details surrounding the product(s) or service(s) on offer, the market for the business, the company’s unique marketing strategy, development plans, operations, and the business’s financial plan. Our industry-expert investment banking professionals with international IB experience craft compelling business plans designed to inform and attract investors.

Financial modeling is essential for startups and SMBs and serves several key purposes. Your financial models are used to predict future performance, allowing you to plan accurately and allocate funds where necessary to support growth and foster the ability to scale. Moreover, financial models are also important when it comes to raising funds. The challenge, of course, is that creating accurate financial models is easier said than done.

At Investment Ark, our team of world-renowned financial modelers with CFAs has decades of relevant work experience ranging from corporate banking to PE.We specialize in building custom financial models, using VC insider experience to ensure that you’re able to attract the capital you need to succeed. All custom financial models include Pro-forma financial statements, sensitivity and scenario analyses, a tailored dashboard, an assumptions page, and other critical inclusions.

Business valuations – these assessments attempt to codify the value of your organization and are essential for any startup or SMB seeking funding, whether through VCs, investment bankers, equity crowdfunding, or another channel. 

At Investment Ark, our expert valuation specialists have decades of experience in accurately evaluating and valuing businesses just like yours. We base our valuations on a minimum of three different valuation methods to ensure you (and potential investors/funders) have access to accurate facts and figures regarding the true value of your business.

Harnessing the power of multiple valuation methods simultaneously provides you with fully defendable valuation reports. That way you are gaining the necessary confidence to enter the negotiation process with potential investors and secure the funding needed for your company’s future growth.

Let’s face it – investors are pressed for time today. They have a lot of people vying for their attention, and, often, a pitch deck is simply too in-depth to entice them to give it a thorough look at first. That’s where an investment teaser is invaluable. These one-page documents put all the relevant information front and center, giving potential investors at-a-glance access to the information they need to determine if they want to look deeper at your business.

We build a one-page teaser highlighting your company’s most attractive elements, from products or services to the team at the helm to your ability to innovate and outperform competitors. The teaser can then be put to work in a variety of ways, including in outreach email campaigns and much more.