Just your vision. We start with our Growth Assessment form, which helps us understand your business. From there, we’ll work with you to gather the specifics, whether it’s for a financial model, business plan, or pitch deck.

Every business is unique, so we provide a custom quote after your free Growth Assessment. There are no hidden fees, and you’ll know the exact cost upfront before we begin any work.

We’re built for speed. Our process is efficient, and we can typically deliver your custom plans in a matter of days.

We’ll be in close contact throughout the process. We use Excel and Google Sheets for the financial plan, and Canva for the business plan and pitch deck, so it will be easy for you to share comments and make edits.

It’s not about whether you can, it’s about whether you should. Your time is your most valuable asset. Every hour you spend dealing with complex spreadsheets or designing slides is an hour you’re not spending on your product, your customers, or your team. We act as your expert leverage – handling the specialized, time-consuming work of building investor-grade documents. This lets you focus on the critical tasks only you can do, while we focus on translating your vision into the language investors speak every day.

You don’t have to be. You are the expert on your business and vision – that’s what matters. Our job is to be your expert translator. We take your knowledge and ideas and convert them into the powerful financial plans and compelling stories that investors and lenders expect. You focus on your passion; we’ll do the rest.

We have supported over 800 startups and scaleups across many industries and verticals, including consulting, SaaS, PaaS, fashion and clothing, construction, manufacturing, dropshipping, health and wellbeing, edtech, medtech, health clinics, beauty, restaurants, F&B, fintech, marketplaces, and e-commerce/online retail, across B2B, B2C, and B2B2C models. 

Absolutely not. Whether it’s a financial plan, a business plan, or a pitch deck, every document we create is 100% custom-built from scratch for your specific business, industry, and goals.

Yes. We design both your pitch deck and business plan to be visually appealing and professional. A great design makes your story more compelling and ensures both documents make an outstanding first impression.

Yes, and it’s our most popular option. Founders often choose our complete package to ensure the financial plan, business plan, and pitch deck are all perfectly aligned and tell one cohesive, powerful story.

The documents we build are yours to own and are designed to be living tools for your business. Your financial plan will be a fully dynamic spreadsheet where you can easily change assumptions. Your business plan and pitch deck are delivered in standard, fully editable formats (like Canva and PowerPoint), so you can adapt them as your company grows.

We take your privacy and intellectual property very seriously. We operate under a strict confidentiality policy, and we are more than happy to sign a Non-Disclosure Agreement (NDA) before any sensitive information is shared. 

If you need us to sign an NDA before filling out the Growth Assessment form, feel free to send us an email over at hello@numberly.io and we would be more than happy to get that taken care of for you.

We want all the founders we work with to be thrilled about the service and deliverables they get. If that’s not the case, we’ll do our best to fix it if at all possible. If not, we’ll work with you to determine if a partial or full refund is justified and fair under the circumstances.

A business plan is a comprehensive document that outlines your business goals, strategies, financial projections, and more. It’s essential for securing loan funding and providing you with a roadmap for success.

Our comprehensive business plans are tailored to your needs but typically include an Executive Summary, Problem & Solution, Service or Product Line, Business Model, Go-to-Market Strategy, Market Analysis, Competition, SWOT Analysis, Team, Funding & Ask, and Financials.

Yes. We start with the insights you have about your industry and then build upon them with our own independent research. We analyze market size, trends, and competitor landscapes to ensure your business plan is backed by solid data and demonstrates a clear market opportunity.

Think of the business plan as the detailed “encyclopedia” of your business. It’s a comprehensive document that explains every detail. The pitch deck is the “story book” version – a visual, high-level summary of the business plan, designed to be presented to an audience.

While banks and sometimes investors are the key audience, a great business plan is also an invaluable internal tool. It aligns your team, guides your strategy, and helps you set and track goals long before you ever seek outside capital.

Think of it as your strategic playbook. Beyond fundraising, you can use it to align your team on key priorities, set quarterly goals (OKRs), onboard new senior hires, and provide a consistent, professional narrative for potential partners or stakeholders. It’s a living document for running your business.

Not at all. While our plans are investor-ready, they are essential tools for any business goal: applying for a bank loan, bringing on a partner, aligning your internal team, or simply creating a clear roadmap for growth.

If you need additional support in any way, we offer this at $100 an hour.

A financial plan is essential for understanding your startup’s financial health, forecasting future performance, and making informed decisions. It’s also a key tool for attracting investors and securing funding.

Our standard model includes the three core financial statements essential for any business: the Income Statement (Profit & Loss), the Balance Sheet, and the Cash Flow Statement. These are typically projected on a monthly basis for 3-5 years, along with a summary dashboard of key metrics and charts.

Accounting software looks backward – it tells you what has already happened. A financial plan looks forward. We use it to build a strategic forecast that helps you make future decisions, run “what-if” scenarios, plan for growth, and attract investors.

While a business plan and pitch deck outline your overall strategy and goals, a financial plan goes deeper into the numbers behind your plan. It’s an important tool for validating your assumptions, assessing risks, and demonstrating financial viability to investors. Without a financial plan, investors/lenders will most likely choose not to fund your startup.

Investors focus on the “why” behind the numbers. We make sure your model clearly highlights your core assumptions and key performance indicators (KPIs). Depending on your business, this could include Customer Acquisition Cost (CAC), Lifetime Value (LTV), churn rate, or gross margins. We ensure the metrics that matter most to your industry are front and center.

That’s perfectly normal and exactly what we’re here to help with. We’ll work with you, using industry benchmarks and our own expertise, to build a set of realistic and defensible assumptions that form the foundation of your financial story.

Yes, absolutely. We build our financial models in a clear and user-friendly way, with a dedicated “Assumptions” tab. You can easily change key inputs (like new hires, marketing spend, or sales growth) to see how they impact your bottom line in real-time.

A pitch deck is a visual presentation that provides a compelling overview of your business. It’s crucial for telling your story to potential investors, capturing their interest, and securing equity funding to grow your startup.

We do both. A great pitch deck is a compelling story backed by professional design. We work with you to craft the entire narrative from start to finish, ensuring your message is clear, concise, and powerful. Then, we bring it to life with stunning, on-brand visuals.

We start with your existing brand guidelines – your logo, color palette, and fonts. If you don’t have these, we’ll work with you to create a visual style that reflects your company’s personality. Our goal is to create a deck that looks and feels authentically yours.

There’s no magic number, but the goal is to be concise and impactful. Most successful pitch decks fall in the 12-15 slide range. We focus on telling your story effectively without overwhelming your audience.

Yes. If you need additional support, such as practicing your pitch or preparing for investor Q&A, we offer this at an hourly rate of $100.