Summit Financial Solutions, LLC

Startup Consultation and Advisory Services:

We offer interim ā€Cā€ suite capabilities and consulting services in areas such as finance, business development, operations, organizational design, growth strategy, investor relations, and executive mentoring.

Business Models:

We will analyze your business model, help develop your revenue streams, show you financing options, stress-test your route-to-market strategy, and advise on marketing. Eventually, you will get a thorough assessment of your business idea plus a customized road-map for taking the next step.

A business plan acts as roadmap for how you drive the future and is a vital aid to help manage your startup effectively.

Why is it important to have a Business Plan?

An effective business plan will help you to make better decisions; it gives the company a direction and provides you with the best platform to make the idea a success. A business plan helps you to understand your company and environment better. To ensure effectiveness, we offer business plan writing services. We have a wealth of knowledge and experience in planning, enabling the most effective business plan to be crafted, written with your goals in mind. Having first-hand experience of running our own companies, along with outstanding academic excellence, we understand exactly what needs to be included in your business plan to make it a success.

Financial Models:

We are interested in understanding the complexity of your business proposition, your business model, amount and type of funding required and time scale. We produce financial models at a financial industry standard, which are required to have meaningful discussions with potential financiers such as bankers, business angels, and venture capital firms.

Capital Raising:

Startup capital raising may be the hardest part of moving a startup forward and maintaining adequate capital tends to be the difference between success and failure. As it is quite time-consuming, capital raising is a job in itself, and can take a very long time effectively draining financial and mental resources. We provide startup capital raising services on a transparent basis with simple terms. As part of our startup capital raising campaigns, we source, evaluate, profile and approach investors on behalf of our clients. We also assist in deal negotiations and consult on term sheets and equity structuring.