Empowering
Your Business!
Take the first step to unlocking your business potential with our expert guidance. Let's discuss your goals and create a winning strategy. Schedule your call now.
Amos + Advisors
Financial
Deep Dive
In-depth financial models are key in building investor trust, informing decision-making, and demonstrating strategic planning skills.
Our Services Are Comprehensive
In-depth financial models are key in building investor trust, informing decision-making, and demonstrating strategic planning skills.
Detailed Models:
Revenue- Expenses
- Start-up sources and uses
- Investor opportunity
- Valuation
- Depreciation
- Amortization
- Balance sheet
- Exit strategies
FAQs
What is your process for developing business strategies and materials?
We employ our proprietary "Discover, Design, Deliver" framework to develop strategic, investor-ready business plans, financial models, and pitch decks. This three-step process ensures a comprehensive approach:
Discover: We begin with a deep-dive session to thoroughly understand your vision, business model, and market environment. This initial phase is critical to capturing the essence of what sets your business apart.
Design: Moving into the design phase, we conduct extensive research and begin crafting your documents. This includes refining your business narrative, developing financial structures, and designing persuasive pitch decks tailored to resonate with investors.
Deliver: The final step focuses on refining and finalizing all deliverables to ensure they meet your specific needs and are fully prepared to help you successfully execute your vision. We work closely with you during this phase to make any necessary adjustments and ensure that every element aligns with your strategic goals.
This methodical approach guarantees that the strategies and materials we create are tailored to your unique business needs and are positioned for maximum impact on investors and stakeholders.
How do you ensure a deep understanding of my business and vision?
To thoroughly understand your business model and vision, we initiate our process with a comprehensive deep-dive session. This session allows us to engage directly with you to capture your vision, goals, and nuances of your business. Additionally, we conduct both primary and secondary market research to gather essential data and insights, ensuring our strategy aligns perfectly with your market and unique business challenges.
What are the methods of collaboration and communication during a project?
Our collaboration and communication methods are flexible and tailored to suit your preferences. Typically, we utilize the Google Platform for real-time document sharing and collaborative editing, which includes shared worksheets for transparent tracking of project progress. We also frequently use online video conferencing to facilitate regular check-ins and updates, ensuring we stay closely connected throughout our engagement.
Can you provide examples of your clients' success in securing funding?
Indeed, our clients have consistently achieved significant success in securing funding, reflecting the effectiveness of our strategic support. We have assisted numerous startups and established businesses in obtaining funding ranging from $200,000 to $20 million through venture capitalists, angel investors, and bank loans. Our strategic guidance in business planning and investor presentations has been instrumental in these achievements.
Will you sign a Non-Disclosure Agreement (NDA)?
Yes, we are committed to maintaining the highest level of confidentiality. We understand the importance of protecting sensitive business information, and we are willing to sign a Non-Disclosure Agreement (NDA) at the outset of our collaboration to ensure that all your business details are kept secure and private.
What additional services do you offer to support startups and established businesses?
In addition to our core services of business planning, financial modeling, and pitch deck design, we offer a comprehensive range of consulting services designed to support startups and established businesses at every stage of growth. These services include marketing, branding, advanced market research, and website design. Furthermore, we specialize in organizational development, organizational design, and change management, providing holistic support to help your business adapt and thrive in changing markets.
Testimonials & Reviews
Read what our clients have to say.
Amos + Advisors are very professional and great to work with. They quickly put together a comprehensive business plan, financial projections, and pitch deck. We are a new company with a straightforward idea. Ann Marie and Marcus brainstormed our simple idea into an exciting new concept that engages through storytelling, highlights the problem we are solving, and proves that our business plan is not just an abstract idea but a viable, valuable strategy. Not only are they brilliant and talented at what they do, but they are also a pleasure to work with. They spent quality time with us during conference calls, answering all our questions. They tried to get to know us as individuals and understand our company goals to serve us better. We are very grateful for the work that they have done so far, and we will continue to hire them for other tasks as we grow our new company.
CRE
On behalf of NVME, its founders, shareholders, and team, we wish to thank Marcus Diggle and Ann Marie O’Shea of Amos and Advisors. The Amos team expertly and thoughtfully facilitated a genuine, focused discussion and planning process, toward establishing NVME’s Business Plan and Presentation Deck. Marcus and Ann Marie’s insights, experience, and evidence-based analysis, enabled NVME to construct an informative and insightful Business Plan and Presentation Deck, preparing for the next stage of NVME’s evolution, global footprint, and leadership. The world is different from it was just a few years ago, and Amos enabled NVME to demonstrate transformational formulation and purpose in the planning of who NVME is and what NVME does.
NVME
Amos went above and beyond with our delivery and every item ordered was even better than we could've imagined! We are a start up with essentially no materials and Amos created a 20-page detailed yet concise, well-researched, and clearly defined business plan with extensive sales kit, along with comprehensive finances to support our funding rounds. We held weekly meetings where we really dove deep into the subject for 2 hours - her team's enthusiasm and competence really impressed us, together with their strategic advisory and industry insight, marketing excellence and deep business knowledge. Absolutely will keep working with Amos in all our future projects! Highly recommended!
Aeraqua
This was the MOST AMAZING experience I have ever had. Ann Marie and her partner Marcus are the best and most professional. They researched and provided extreme value. The end result was near perfection!! I have been doing business plans and pitch decks as an entrepreneur for years and this is ridiculously good!! worth at least 10k!! Video calls and everything to make sure the process was smooth and easy! Even ChatGPT gives its blessing! 97.1% PERFECT!! They even delievered on time!! Thank you soooo much!! I can't wait to show this to investors and get funded!
Cram Tutoring
I’m so grateful you are part of my startup journey. As a first-time entrepreneur, navigating through various terminologies and procedures was a challenge, but your guidance simplified it all. Your innovative business plan and financial plan are truly impressive. I’m sure that our proposal will succeed, make positive impact on millions of students.
School X
I had the privilege of working with Marcus and Ann Marie on developing a business plan and pitch deck for my entrepreneurial venture, and I can't express enough how impressed I am with their services. From the very beginning, their professionalism shone through. They took the time to truly understand my vision and objectives, and their expertise in crafting a comprehensive business plan was evident at every step of the process. I highly recommend Marcus and Ann Marie to anyone in need of business planning and pitch deck services. Their professionalism, competence, and ability to put you at ease make them a standout choice. Thank you, Marcus and Ann Marie, for your outstanding work.
Via Contractors
As a startup, we requested help freshening up our business plan and projected financials along with a pitch deck for seed fundraising. Great feedback and direction from Amos. Exceeded my expectations on all levels. The communication was clear and deliverables were perfect.
Energy Hire
Ann Marie and Marcus are consummate professionals. Easy to work with and delivered exactly what we were looking for. They created a very engaging pitch deck, robust business plan, and comprehensive financial models.
Trybe
Ann Marie and Marcus are very professional and great to work with. They quickly put together a comprehensive business plan, financial projections, and pitch deck. We are a new company with a straightforward idea. Ann Marie and Marcus brainstormed our simple idea into an exciting new concept that engages through storytelling, highlights the problem we are solving, and proves that our business plan is not just an abstract idea but a viable, valuable strategy. Not only are they brilliant and talented at what they do, but they are also a pleasure to work with. They spent quality time with us during conference calls, answering all our questions. They tried to get to know us as individuals and understand our company goals to serve us better. We are very grateful for the work that they have done so far, and we will continue to hire them for other tasks as we grow our new company
Nova Star
Ann Marie and Marcus delivered EXCEPTIONAL quality in our business plan and pitch deck, showcasing their professionalism, keen attention to detail, and impressive data presentation skills. Working with them was a breeze thanks to their timely delivery, fluency, and prompt responses. 🙌 Their patience, kindness, and dedication truly set them apart. I'm looking forward to more collaborations and can't thank them enough for the comprehensive assets provided.
Hawian Legacy
I am delighted to share our exceptional experience with AMOS, and specifically Marcus and Ann Marie, who have transformed our concept into a fully-fledged business.From the initial stages, Marcus and Ann Marie understood our vision and shaped a comprehensive business plan. They crafted investor presentations that effectively highlighted our business potential, significantly enhancing our investor appeal. We wholeheartedly recommend AMOS to any business seeking a partner that delivers exceptional results and becomes an integral part of their success.
emotii
I had the pleasure of working with Amos & Advisors to develop my business plan, financials and venture capital deck and I couldn't be more impressed with the results. From start to finish, the experience was nothing short of outstanding.They were always available whenever I had questions or needed guidance, which was incredibly reassuring as an entrepreneur navigating the complexities of business planning. They approached every interaction with a high degree of expertise and attention to detail, demonstrating a deep understanding of both the technical aspects of my business as well as the nuances of venture capital fundraising. Their ability to communicate complex concepts in a clear and concise manner was invaluable for my target audience. Everything produced was of the highest caliber, reflecting a meticulous level of research, analysis, and strategic insight.
Charge Meter
Empowering
.gif)
© Copyright 2024 Amos + Advisors
