SWOT Analysis
Executive summary, 20 evidence-backed findings and your top 3 strategic moves.
PDF5W1H Action Plan
Who, what, when, where, why and how — a goal turned into an executable plan.
PDFVision & Mission Statement
A vision people remember and a mission your team can act on, with rationale.
PDFPESTEL Analysis
Political, economic, social, tech, environmental and legal forces mapped to your industry.
PDFOKR Set (Quarter)
3 objectives, 9 measurable key results, and an anti-goals list to keep focus.
PDFCustomer Interview Script
Discovery questions that surface pain, willingness to pay and switching triggers.
PDFBusiness Model Canvas
All nine blocks filled with your specifics — plus the three riskiest assumptions flagged.
PDFLean Canvas
Problem, solution, unfair advantage — the one-page startup plan investors ask about.
DOCXExecutive Summary
Your plan compressed to one persuasive page — for banks, boards or busy partners.
XLSXRisk Assessment Matrix
Risks scored by likelihood × impact, each with a concrete mitigation owner and plan.
DOCXDecision Memo (RFC)
A structured recommendation: options considered, trade-offs, and a clear call.
DOCXBoard / Investor Update Memo
Monthly update in the format investors expect: metrics, wins, asks, lowlights.
DOCXSOP (Standard Operating Procedure)
A step-by-step procedure anyone on the team can follow — with owner, tools and QA checks.
PDFCompetitor Analysis (Top 5)
Positioning, pricing, strengths and gaps for five competitors — and how to win against each.
PDFMarket Sizing (TAM · SAM · SOM)
Defensible top-down and bottom-up sizing with sources and stated assumptions.
PDFKPI Dashboard Spec
The 8–12 metrics that actually matter for your model, with formulas and targets.
XLSXDue Diligence Checklist
Everything an investor or buyer will ask for, organized by category with status tracking.
PDFOperations Audit Checklist
A systematic review of your ops: bottlenecks, single points of failure, quick wins.
PDFPricing Strategy
Positioning-based price architecture: tiers, anchors, and the psychology behind each number.
DOCXPartnership Proposal
A proposal that leads with their upside — mutual value, mechanics and next steps.
PDFExit Strategy Brief
Realistic exit paths, likely acquirers, valuation drivers and a 24-month readiness plan.
DOCXCompany OS Handbook Outline
The operating manual for how your company runs: rituals, tools, decision rights.
PDFFundraising Strategy Memo
Round size, target investors, narrative arc and a week-by-week raise plan.
PDFExpansion Feasibility Brief
New market, new location or new line — sized, costed and risk-scored before you commit.
PDFOne-Pager
Your company on a single page investors actually read — problem, traction, ask.
DOCXGo-to-Market Plan
Channels, budget split, launch timeline and week-one metrics to watch.
PPTXQuarterly Business Review Deck
A QBR deck that tells the quarter as a story: numbers, narrative, next bets.
DOCXAnnual Strategy Plan
A full-year strategy: 3 strategic pillars, quarterly milestones, resourcing and kill criteria.
PPTXInvestor Pitch Deck (10–12 slides)
Investor-ready slides: problem, solution, traction, market, team, ask.
DOCXBusiness Plan (Full)
The complete document banks and grant programs require — 15–25 structured pages.