Financial Modeling, Pitch Deck & Business Plan Services
Financial models, business plans, pitch decks, and full-suite advisory packages designed to help founders, SMEs, investors, and project sponsors make informed funding and growth decisions.
Investor-Ready Financial Modeling Services
Custom Excel-based financial models built around revenue streams, cost structure, cash flow, assumptions, KPIs, scenarios, and funding requirements.
See DetailsInvestor Pitch Deck Consulting
Professional investor presentations that explain the business, market, problem, solution, traction, revenue model, team, and funding ask.
See DetailsBusiness Plans for Funding, Grants and Bank Loans
Structured business plans for startups, small businesses, lenders, grant reviewers, and strategic growth planning.
See DetailsFinancial Model and Pitch Deck Packages
Everything You Need To Raise Capital. For founders and organizations seeking a complete investment-ready package, our Full Suite combines:
Included Deliverables
- Financial Model
- Business Plan
- Pitch Deck
Bonus Included with Suite
- Investor Readiness Review
- Fundraising Guidance
- Investor / Lender Term Sheet Review
What is included in financial modeling services?
XLdashly’s financial modeling services may include revenue forecasts, cost assumptions, cash flow projections, profit and loss forecasts, balance sheet planning, funding requirements, scenario analysis, valuation support, and investor-ready financial summaries.
What is included in a business plan for funding?
A business plan for funding usually includes the business model, market opportunity, competitive positioning, operations plan, revenue strategy, financial projections, funding request, use of funds, risks, and growth plan.
What is included in an investor pitch deck?
An investor pitch deck usually includes the problem, solution, market opportunity, business model, traction, financials, funding ask, use of funds, team, competitive advantage, and growth strategy.
CLIENTS
Who We Serve
Entrepreneurs & Startups
Idea to growth-stage ventures across SaaS, FinTech, e-commerce, and AI.
Small & Medium Businesses
Family-owned, growth, franchise, and service- or product-based SMEs.
Diverse & Inclusive Businesses
MWBE, women-, minority-, veteran-, and immigrant-owned businesses.
Entrepreneurship Ecosystem
Incubators, accelerators, venture studios, and university programmes.
Investors & Capital Providers
Angels, VC, private equity, family offices, impact investors, and DFIs.
Non-Profit & Impact
NGOs, foundations, social-impact and community-development organisations.
COVERAGE
Sectors Covered
Technology & SaaS
SaaS · AI · FinTech · E-Commerce
Healthcare & Wellness
Clinics · Hospitals · HealthTech
Education
EdTech · Institutes · Universities
Infrastructure & PPP
Transport · Roads · Rail · Utilities
Energy
Solar · Wind · Power · Renewables
Real Estate
Residential · Commercial · Mixed-Use
Industrial & Mfg.
Manufacturing · Processing · Logistics
Agriculture & Food
Agriculture · Livestock · AgriTech
Ready to Build Investor-Ready Documents?
Whether you need a financial model, business plan, pitch deck, or complete capital-raising package, XLdashly helps you prepare with clarity, structure, and confidence.
1. Financial Model
Custom investor-ready financial models built for clarity and impact.
XL Silver
- 5-year, annual basis
- Scenario Analysis Included
- 1 revision round
- Tier 3 Dashboard: Add-on available
- 15 days support window
XL Gold
- 5-year, annual basis
- Scenario Analysis Included
- 3 revision rounds
- KPI-only dashboard + add-on available
- 30 days support window
XL Platinum
- 5-year, monthly, quarterly, annual basis
- Scenario Analysis + Monte Carlo Simulation
- 3 rounds plus update
- Fully integrated interactive dashboard
- 60 days support window
Financial Model Add-Ons
| Add-On Service | What It Covers |
|---|---|
| Monthly Model Maintenance Retainer | Monthly model updates and ongoing support as the business evolves |
| Rush Delivery | Prioritized scheduling for urgent timelines |
| Investor Q&A Prep Session | 90-minute Zoom session walking through investor questions about the model |
| Interactive Tier-3 Dashboard, Excel-Based | Fully dynamic Excel dashboard for advanced data visualization and reporting |
2. Business Plan
Comprehensive business strategy documents for startups and enterprises.
XL Silver
- Startup, up to 15 pages
- Basic Market Research (1 market)
- 1 revision round
- Basic PDF Formatting
- 10 days support window
XL Gold
- SME, up to 30 pages
- Standard Market Research (2-3 markets)
- 2 revision rounds
- Branded Word + PDF Formatting
- 30 days support window
XL Platinum
- Full Enterprise, up to 60 pages
- Deep dive + Competitor analysis
- 3 rounds plus annual refresh
- Premium design + Print-ready layout
- 45 days support window
Business Plan Add-Ons
| Add-On Service | What It Covers |
|---|---|
| Business Plan Annual Update | Full annual refresh of assumptions, market data, and financial projections |
| Rush Delivery | Priority scheduling for urgent submissions |
| Investor Presentation Coaching | 90-minute live coaching session on positioning the plan for lenders or investors |
| Executive Summary Enhancement | Standalone 2-page executive summary with KPIs and highlights |
3. Pitch Deck
Professional investor presentations that tell your story and close rounds.
XL Silver
- 10 to 12 slides
- 1-page financial summary
- 1 revision round
- Clean template design
- 10 days support window
XL Gold
- 15 to 18 slides
- 3-year summary + charts
- 2 revision rounds
- Custom branded design
- 21 days support window
XL Platinum
- 20 to 25 slides, full story arc
- Fully integrated model visuals
- 3 rounds + pitch coaching notes
- Premium VC-grade design + animations
- 30 days support window
Pitch Deck Add-Ons
| Add-On Service | What It Covers |
|---|---|
| Deck Animation Upgrade | Professional motion graphics and slide transitions for live pitches |
| Rush Delivery | Priority scheduling for demo day or investor meeting deadlines |
| Pitch Coaching Session | 90-minute live rehearsal and feedback on narrative, delivery, and Q&A handling |
| Additional Slide Set | Custom slide set for appendix, team, or market data sections |
4. Full Suite
Everything You Need to Raise Capital
For founders and organizations seeking a complete investment-ready package, the Full Suite combines our three core pillars into one cohesive strategy.
Bonuses Included with Suite
Why the Full Suite?
At this level, you're not just presenting numbers — you're defending a thesis. The Full Suite gives you the financial model, the valuation analysis, the pitch deck financial section, and the revision support to survive institutional scrutiny.
Frequently Asked Questions
Ready to Build Investor-Ready Documents?
Whether you need a financial model, business plan, pitch deck, or complete capital-raising package, XLdashly helps you prepare with clarity, structure, and confidence.
