



$80M+ Raised for 200+ startups
Stop pitching with weak decks. Our partners have personally helped 200+ founders close rounds from pre-seed to Series A. Get investor-ready materials backed by 15+ years of M&A and investment banking expertise.
Our results speak for themselves, learn why startup founders and early-stage entrepreneurs prefer working with Ideate Business Plansfor their investment materials.
This isn’t theoretical. Our partners have personally helped clients raise $80M+ across 200+ engagements from $250K pre-seed rounds to multi-million dollar Series A raises.
Every project includes strategic guidance: what to emphasize, what to cut, how to handle objections, and how to position your ask for maximum impact.
Most projects are delivered in 2-3 weeks. Need it faster? We’ve turned around investor-ready decks in 48 hours when deadlines demanded it.
Pitch Decks The ultimate solution for startups and entrepreneurs looking to make a powerful impression on investors …


Business Plans Comprehensive guide to outline strategy, market, financials and team for funding and success …








10-20 slides that nail your narrative. We build the story investors need to hear: problem, solution, market, traction, team, ask, with visuals that match your brand and data they can verify.
20-50 page deep-dives that answer every question before investors ask. Market sizing with credible sources, competitive analysis, go-to-market strategy, and operational roadmaps.
Scenario-based Excel models that survive due diligence. Revenue projections, unit economics, burn rate analysis, and sensitivity testing—all built on assumptions you can defend.
Ongoing financial leadership without the full-time cost. Cap table management, investor relations, strategic finance support and regular accounting and bookkeeping function.








Pitch Decks The ultimate solution for startups and entrepreneurs looking to make a powerful impression on investors …
Business Plans Comprehensive guide to outline strategy, market, financials and team for funding and success …
A tool for projecting business financial performance, essential for forecasting and making informed ..
A professional service that helps businesses develop and implement a strategic plan to achieve their goals and imrove …
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 has personally helped 50+ clients secure over $35M in funding from angel investors, VCs, and banks. Specializes in investor-ready pitch decks, financial models, and business plans. Also leads the firm’s remote bookkeeping practice for ongoing financial management.


Saad is a startup consultant with over 7 years of experience working on startup funding projects, resulting in over $80m of closed deals raised through multiple VCs and angel investors.
Our partners have helped founders raise over $80 million across 200+ engagements. With backgrounds at UHY International and 50+ combined years in financial advisory, we know exactly what investors need to see – and how to get you funded.
Take a look at what our clients say about our partners.


“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.”
Brian
Iboux


“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 Satine
COO 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 Lee
CEO DingoEats
Pick a date from our calendar & book your spot – only takes 30 seconds.


Book a free 30-minute strategy call. We’ll review your current materials and identify exactly what you need to close your round.
What you’ll get on the call:
Contact us today to speak with one of our advisors and let us help you plan and fund your business for success.




Ideate Business Plans work with early-stage startups and established companies to prepare investment materials.