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


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. He specializes in creating financial models, business plans, and pitch decks that are tailored to the unique needs of each company. With his expertise, Omar has helped his clients raise over $25 million in funding for their business ventures. He has a proven track record of helping startups get their business ideas on paper and established companies secure Series A funding and beyond. He previously worked at a renowned consulting firm, UHY international in the Business Advisory department, later-on starting his own financial and business consultancy venture.

Saad Khalid


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 and angel investors. He produces powerful and engaging investor decks, business plans, and financial modeling solutions devoted to investment opportunities for early-stage startups. He previously worked at a renowned consulting firm, UHY International and since then has set up his own startup consulting firm providing a one-roof solution to growing startups. He started his career in Lahore, preparing feasibility studies and business plans for local companies. He holds a certificate of Chartered Accountancy and has done MBA with an orientation in finance, and business.

Daniel P. Cannon


With over 36 years of experience as an investment professional, Daniel Peter Cannon is a highly respected global investment banker, entrepreneur, and financial innovator. He boasts an extensive and successful business background, including experience as a broker for Alexander Capital, LP. Cannon holds several FINRA licenses, including Series 7, 22, 24, 63, 66, 73, 79, and SIE, and has been licensed in the securities industry since 1989. He is well-versed in compliance with SEC and FINRA regulations, and specializes in areas such as merger and acquisitions, capital formation, options trading, blockchain, digital assets, and corporate structure.

Alexandra Satine


Alexandra Satine was born and raised in Venezuela and migrated to the U.S., embracing both cultures to bring passion, commitment, and diversity into every facet of her career. As a former founder and entrepreneur, she developed a passion for building and leading businesses. For nearly 20 years, she has been driving the success of Fortune 500 companies and early-stage startups by building and nurturing relationships with those from all walks of life. She has diverse and in-depth knowledge in fashion, fintech, healthcare, and DE&I. As a trusted advisor with a results-driven approach. She advocates for social impact and progressive, sustainable organizational change. Alexandra has also focused a portion of her time on KIPP NYC as a Junior Board member. She now splits her time between Miami and NYC.