Looking for professional business planning and pitch deck services?
Professional Services
Ideate Business Plans provides a wide range of services to help companies with their fundraising process, strategic planning, and market research.
WHAT SETS US APART?
Our results speak for themselves, learn why startup founders and early-stageentrepreneurs prefer working with Ideate Business Plansfor their investment materials.
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INDUSTRIES
Extensive experience
Our team members combinedly carry 7 securities licenses including Series 79, 7, 24, 63, 66, 22, 4, and SIE. Our expertise in M&A and investment banking along with our combined team experience of 50+ years makes us one of the best in business.
Business Plans
Pitch Decks
Financial Models
Business Plans
Pitch Decks
Financial Models
Our expert financial modeling service forecasts the financial performance of your business to make informed decisions, essential for projecting future revenue, expenses, and cash flow.
Experienced Consultants & Advisors
Our team of consultants and advisors have entrepreneurial and financial backgrounds including working as investment bankers and angel investors. Our combined industry experience across every organizational type helps you launch your business ideas successfully.
Market Intelligence & Research
With our deep knowledge of current trends and access to global market research, we are able to pinpoint target audiences, anticipate potential risks, and uncover growth opportunities for our clients. This enables us to craft the most effective business strategies to help them.
Value Added
Deliverables
This is core to our work as consultants. Our focus is on giving more than what we expect to receive. We take pride in satisfying our clients through our Value Added Deliverables and make sure that client knows we are even after the project has ended in case they need additional support.
Management Team
Ideate Business Plans team members have deep financial advisory backgrounds. Our process ensures that every client benefits from the experience and insight of our entire team.
Omar Arif
Partner
Omar is an experienced financial & business consultant with over 6 years of experience in the industry. Omar has a proven track record of helping clients achieve their financial and business goals…
Saad Khalid
Partner
Saad is an accomplished business planner and pitch deck consultant with 6 years of experience working on startup funding projects resulting in over $20m of closed deals raised through multiple VCs…
Client Testimonials
Take a look at what our clients say about our team.
"I've worked with Saad on a couple of projects and he always delivers excellent work. I'll continue to come back to him with future work. Highly recommend him!"
Baird Kleinsmith CRO ClearSpend
“Omar, is really helpful and knowledgeable about what I needed as a financial expert for our startup In2. He and his team replies fast, and work efficiently”
Wael AzarCEO In2
"Saad was fantastic as always. This is the second time I have hired him for a pitch deck, and both times the results were professional and helped us connect with our clients. He is great!"
Timothy ConnellyCOO Eyely
“Omar was a pleasure to work with. He was extremely communicative and responsive throughout the project (even before it started), thorough, and on schedule. The quality of the final deliverable was also very high. We would recommend him and would be happy to work with him again.”
BrianIboux
"I have worked with Omar on three early-stage start-up financial models. He is highly professional, timely, and understands my client's needs. We can collaborate and think through things together. If you are looking for a partner in this area, he is the one. I highly recommend working with him."
Alexandra SatineCOO Pearline Health
"Saad has been working with me on a investor pitch deck presentation over the last past month or so that includes some very important detailes and technical touchpoint.I look at six other candidates in the process,but Saad stood out,understanding my needs quickly ,keep things on time and went beyond my expectations adding his own creativity to the project.I am very happy with the works he has been executing,and would hire him again in a heart beat. In Summary very high recomemded!!!"
Mike LeeCEO DingoEats
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Case studies
Frenchise Industry
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Media Industry
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Retail Industry
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Read Full Case Study
Few of our prestigious clients
We have worked with some top entrepreneurs and companies
from the pre-seed to the Series A stage.
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BOOK A FREE CONSULTATION
Ideate Business Plans is a team of experienced professionals who specialize in creating comprehensive business plans and pitch decks to secure funding. Contact us today to speak with one of our advisors and let us help you plan and fund your business for success.