Business Plan for Investors, Built for Funding Rounds
Financial Modeling: Turn Your Numbers into Checks
Roemer Capital builds investor-ready business plans and financial models for technology companies with a product in the market and running revenue. We do this ahead of funding rounds from EUR 1 million, and the plan is ready before the first investor sees it. A full round usually takes 6 to 8 months, and the fee is a fixed monthly amount plus a success fee.
Working with top companies around the globe
Why investors look at the model first
Investors rarely back an idea on its own. They check whether revenue, costs and funding needs fit together, and whether the valuation is justified. A model with unclear drivers ends the conversation before it starts. So we build your financial plan the way an investor will test it: clear assumptions, three cases and a valuation range you can explain.
A Business Plan That Holds Up to Investor Scrutiny
We turn your business into numbers an investor can check. The business plan, the financial model and the pitch deck all come from the same assumptions. No figure has two values.
A Model You Can Follow
Clear drivers instead of a black box. Every figure traces back to an assumption you know.
A Valuation You Can Justify
You get a valuation range based on comparable companies and your own metrics. You know what supports it.
Fewer Objections
Realistic assumptions and clean unit economics, meaning revenue and cost per customer, answer common objections in advance.
Confident in Every Meeting
You can explain your business down to each metric, with nothing to send later.
Personal Support
We work with you from the first data review to the valuation negotiation.
Do it yourself or with support
What a Do-It-Yourself Business Plan Often Costs
Investors quickly see whether revenue assumptions have clear drivers and whether unit economics keep pace with growth. A mistake in the model costs trust, and trust is what a funding round needs most.
Seven Steps to an Investor-Ready Business Plan
Our processes are modelled on the DIN EN ISO 9001 standard. You can see the current status at any time in our client portal, Roemer Capital OS.
Step 1: First call and review
We review your figures, contracts and cap table and agree which round is realistic.
Step 2: Value drivers
We set the figures that carry your growth, such as customers, prices, churn and sales costs.
Step 3: Financial model
We build an integrated plan of profit and loss, balance sheet and cash flow over at least three years, in three cases.
Step 4: Valuation
We derive a valuation range from comparable companies and your metrics.
Step 5: Joint review
We go through every assumption with you and change what you cannot defend.
Step 6: Business plan, teaser and pitch deck
The model produces the business plan, a teaser of no more than five slides and a pitch deck of 15 to 20 slides.
Step 7: Use in the round
We prepare you for investor questions and keep the model and the data room up to date.
Scope: What Goes into the Business Plan
Every part is linked to one financial model. If an assumption changes, the plan, the valuation and the pitch deck change with it.
Integrated plan of profit and loss, balance sheet and cash flow over at least three years
Unit economics with LTV/CAC and CAC payback, plus liquidity planning
Three cases: base, cautious and optimistic
Cap table across several rounds, with dilution per shareholder
Valuation range from comparable companies and market data
Teaser of no more than five slides and a pitch deck of 15 to 20 slides
How much does it cost to have a business plan written?
With us, the business plan is part of preparing your funding round. You pay a fixed monthly amount plus a success fee, set out in a fee agreement that is signed before the investment agreement. Both amounts are in the written offer before the mandate starts. We do not bill by the hour and do not work on success fee alone. We publish no price list, because the fee depends on scope and round size.
Customer testimonials
Transformative support for our startup journey.
I worked with Roemer Capital to professionally set up the financial structure and planning of my business with a solid financial plan – and I’m completely convinced. The entire process was marked by clarity, structure, and entrepreneurial thinking. Instead of superficial advice, I received well-founded strategies, clear action recommendations, and a robust financial model geared toward growth and scalability.
Get in Touch
FAQs
Still have questions? Book a meeting and let's talk.
How much does it cost to have a business plan written?
There is no separate price for the business plan, because with us it is part of preparing your funding round. You pay a fixed monthly amount plus a success fee, set out in a fee agreement that is signed before the investment agreement. Both amounts are in the written offer before the mandate starts. We do not bill by the hour and do not work on success fee alone.
Who is this business plan service for?
For technology companies with a product in the market and running revenue that plan a funding round from EUR 1 million, typically Series A to C. We are not the right partner for start-up grants, subsidy applications or plans written before market launch.
How long does it take to write a business plan for investors?
The business plan and the financial model are ready before we contact the first investor. How quickly this goes depends mainly on how well your figures are prepared. The full funding round usually takes 6 to 8 months.
How long should a business plan for investors be?
Length matters less than whether every figure is derived. Investors first read a teaser of no more than five slides, then a pitch deck of 15 to 20 slides. The business plan goes deeper and rests on the financial model.
What do investors look for in a business plan?
A business plan for investors covers the business model, market and competition, the team, the funding need and use of funds, and an integrated financial model. The model links profit and loss, balance sheet and cash flow over at least three years in three cases. Unit economics, the cap table and a reasoned valuation range complete it.
Which metrics do investors check in a business plan?
Mainly growth, unit economics and runway. Our benchmark for the ratio of customer lifetime value to acquisition cost (LTV/CAC) is at least 3 to 1. Acquisition costs should be earned back in under 12 months (CAC payback). When the process starts, runway, meaning how long your cash lasts, should be 12 to 18 months.
Can AI write a business plan for me?
For a first draft, yes, but for investors it is not enough. AI tools write text but do not check whether your assumptions hold or whether profit and loss, balance sheet and cash flow fit together. We also use AI in our work, but a person checks every figure before any investor contact.
How are you different from a tax adviser, a business plan writer or a template?
We build the plan the way investors test it, and then we use it ourselves in the round. A tax adviser prepares accounts and handles tax, and many business plan writers work for banks or grant bodies. A template gives you the structure, not the reasoning. Tax and legal questions stay with your tax adviser and your law firm, because we are neither a law firm nor a tax adviser.
What is the difference between a business plan, a financial model and a pitch deck?
The financial model calculates, the business plan explains and the pitch deck persuades in the meeting. With us, all three come from the same assumptions. So no figure has two values when investors ask.
How does working with Roemer Capital work?
After a free first call we review your figures and send you a written offer. You provide accounts, contracts and the cap table, and we build the model and the plan and go through every assumption with you. You can see the status at any time in our client portal, Roemer Capital OS.
What do I gain from professional support?
You go into meetings with figures that hold up to scrutiny, and you know your valuation range. Fewer corrections are needed during the round, and you keep time for your business. No one can guarantee a funding round, and we do not promise one.
Who is Roemer Capital?
Roemer Capital GmbH is an independent fundraising and M&A advisory boutique based in Düsseldorf, Germany. It advises technology companies with a product in the market and running revenue on funding rounds from EUR 1 million (Series A to C), company sales and as a fractional CFO. Lucas E. Roemer, author of the book "Kapital folgt Struktur", founded the company in July 2023. It is not connected to companies with the same or similar names in other countries.