Our client list includes companies ranging from pre-revenue startups to Fortune 30 tech giants.
We help founders tell the story of their business through documents that bring their voice to life.
We have educated over 7,000 entrepreneurs and have sourced over $800,000,000 (that's eight-hundred million dollars) in funding using our business plans, pitch decks, and financial models.
Clients ranging from true startups all the way to Fortune 30 companies trust us to help them find focus, find customers, and find funding. Below are just a few quotes from people we have worked with.
"This was the best money I have spent on my business. Jonathan's knowledge and expertise was top notch. From the feasibility report to the follow up call was a combination of professionalism and talking to a friend. I say the real value was outside of the research work in the report and talking to the man. He was interested in understanding my motivations and goals. This was the basis for his advice which was accounted for my current circumstances and where I wanted to go. Now, his professional advice was not completely what I was hoping for, meaning my idea may not be the next Amazon or Facebook. He did validate some of my initial feelings with facts (which is super important to success - FACTS). He helped me see opportunities I was not appreciating right in front of my face (with facts) and then how to take advantage of them. He planted in my brain my marketing and sales strategy for the next year with one phone call. I'm a cybersecurity professional. I get paid to be cynical about everything. I chose Jonathan on Upwork because I saw 100% Job Success but secretly I was thinking... "we'll see". Now, I know why he has so many 5 star reviews and he's going to get another one from me to keep the 100% streak alive. Jonathan is now part of my unofficial board of advisors."
"We hired them in the fall to help pull together an investor packet to raise funding for a hotel we were buying and renovating. They were our sounding board against our projections, ensuring they were reasonable and accurate for the hotel industry. They reviewed our pitch deck and refined our message. They were always reachable, went above and beyond, and a pleasure to work with. Would definitely hire him again.
Their efforts helped us secure over $1mm of funding in a few short weeks."
- Anita Luebke
"They were amazing. They took my financials from a beginner's best effort to a professional and compelling state. Most importantly, they worked with me on my pitch deck both on the financial side, and as a mentor who has built successful companies himself. Their efforts most certainly helped prepare me to raise in my current round. I will use their services again in the future. I'm recommending them to my wife's business and any other entrepreneur in need of C-Suite financial expertise."
- Canon Pattillo, founder of InflectionLearning.com
"They provided business coaching to help with a business valuation, business restructuring, and negotiate 1/3 share of the corporation to a new partner. Mr. Patrick was extremely professional in his engagement, timely in responsiveness, and highly effective in his communication. The advise he shared was spot-on (based on a strong base of knowledge and experience) and proved essential to the negotiations in which I was engaged. He was supportive throughout the process and helped me to negotiate a win-win situation for all parties. I highly recommend his services."
- Brian Briscoe
"Great experience working with Jonathan, and the team at Founder Docs, from start to finish. Highly recommended."
- Ed Thompson, founder of Uptimize.com
Includes Market Research findings and suggestions for your industry and market
Custom pitch deck (financial projections are extra)
Custom business plan (financial projections are extra)
(Financial projections are extra)
We also produce other content such as blog posts, PR releases, etc.
For any type of written collateral
Per 1,000 word article; minimum 4x per month
Please contact us if you cannot find an answer to your question.
We create "investor ready" business plans and pitch decks that tell the story of your business to help you attract funding from investors or lenders (including SBA loans) whether that funding comes externally or internal to your existing company.
Financial projections are at an additional cost. For truly complex/custom projection needs we have partnered with ProjectionHub to offer projection templates and custom projections.
We are happy to educate our clients about the different ways to identify potential investors or lenders. Over the years we have established a network of investors and lenders that are looking for opportunities. However, we do not always introduce every client to that network.
We do have examples of our work that we can share. You can find them here. However, we believe the work we produce is the property of our clients. Additionally, in many instances we have signed NDAs with our clients. Therefore, we do not share detailed examples of the work we produce for them.
Our process has been developed over the years. In includes a lot of communication to ensure our clients are getting the quality of work they expect.
Generally you should expect the following workflow:
- We ask the client to complete a short set of questions that provides us with foundational information
- We then schedule a 1-2-1 meeting where we can ask further questions to finalize our view of where the business stands, what the business is all about, etc.
- We then go away and begin performing our research
- Once we have a first draft of your document(s) we share that information
- Next we review those findings together and we go back for a second round of edits based on your feedback
- We then deliver a final copy of your documents (this is usually in a Word document for business plans and research findings, PowerPoint for pitch decks, and Excel for financial models)
There are ways to reduce the cost of our services.
For example, if you already have a completed business plan or pitch deck that you'd like us to review and suggest improving your documents, your cost will be less than our standard packages.
However, in most cases, we will not take partially completed work done by a client or another consultant as a starting point. Based on our experience, such scenarios add more time to the project than if we started fresh.
If your budget is limited, you might consider purchasing our fully-customizable pitch deck templates and completing the design yourself.
Absolutely. We are proud of the work we have done for clients and love it when we get testimonials from them. Since references or testimonials are a common thing for our prospective clients to ask for we have saved some of them and posted them above as well.
Send us a message, and tell us more about your goals and needs. We will get back to you soon to schedule a consultation.