Client Request
The client, a proptech startup operating in New Zealand, approached our firm with the need to develop a comprehensive business plan to attract early-stage investors and guide internal strategic growth. The company was in an early stage of development and required a clearly articulated plan to support funding discussions and future operational execution
Project Overview
Our objective was to design a clear, investor-ready business plan that communicated the company’s unique value proposition, market opportunity, scalable business model, and financial potential. The plan had to be easy to understand for stakeholders unfamiliar with the real estate sector while maintaining strategic and financial depth.
Approach and Methodology
Our team followed a structured, end-to-end advisory approach, covering both strategic and financial dimensions of the business. We worked closely with the founders to define the company’s goals and core objectives, develop the market and industry overview, and design a complete marketing and sales strategy, including market segmentation and targeting. In parallel, we built a detailed development roadmap, outlining the platform’s growth across multiple phases. We also prepared a comprehensive risk and opportunity assessment to evaluate execution challenges and upside potential. The financial components were developed in alignment with the operational strategy, ensuring that revenue models, cost structure, and funding requirements accurately reflected the business plan’s strategic direction.
Execution
Deliverables: Full business plan (35+ pages), including financial forecasts, market overview, and go-to-market strategy
Delivery Time: 1- 1,5 month from initial engagement
Outcome
The client received a professionally designed, investor-ready business plan that clearly communicated the business model, growth roadmap, and investment opportunity. It became the foundation for their funding round and internal expansion planning.