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Professional Business Plan Creation

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Financial Modeling: Turn Your Numbers into Checks

Premium Advisory. Defensible Valuation. Maximum Credibility.

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Working with top companies around the globe

The Reality: Investors don't invest in visions—they invest in resilient, validated models.

You lead an ambitious startup or a high-growth scale-up facing your next funding round. Many founders don't fail because of their product, but because of models that investors don't trust and valuations they can't explain.

Roemer Capital changes the narrative. We provide the strategic foundation that turns your data into deal commitments. We build models from the investor's perspective, not from a founder's wishful thinking.

How we can Help you

Your Competitive Edge with Roemer Capital

Our business plans are designed to attract investors and guide your startup's growth. We focus on clarity and strategic insights to showcase your potential.

Logical Financial Models

We build simple, transparent structures with clear growth drivers—no complex "black box" solutions.

Defensible Valuation

We deliver a company valuation you can confidently represent and factually defend in any negotiation.

Zero Red Flags

By using realistic assumptions and clean Unit Economics, we eliminate the warning signals that usually kill deals early.

Operational Credibility

You enter meetings with documentation that proves you understand your business down to the deepest operational level.

End-to-End Support

We stand by your side from the initial data deep dive to the final strategic negotiation.

Company valuation

Why Many Startups Fail to Raise Capital

Investors spot immediately if revenue assumptions lack drivers or if Unit Economics fail to scale. A flawed model signals incompetence.

Do-It-Yourself
You try it alone with no expert guidance.
The "Black Box" Trap: A business plan without a comprehensible valuation logic is worthless. Providing just a number without the "Why" kills credibility.
Instant Red Flags: Flawed Unit Economics or revenue assumptions without clear drivers are spotted immediately by pros.
Negotiation Vulnerability: If you don't understand the levers driving your value, you cannot defend your price when investors challenge your numbers.
One-Dimensional Planning: Lacking Base, Upside, and Downside scenarios suggests a lack of foresight and resilience.
The Consequence: The model signals incompetence, ending conversations before they truly begin.
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Your Benefits of Working with Roemer Capital.
Defensible Logic: We don't just give you a number; we equip you with the logic behind it, grounded in real exit benchmarks and market data.
Strategic Superiority: We reveal exactly which factors drive your valuation up or down, keeping you negotiation-ready for every investor challenge.
Instant Clarity: We format Cap Tables and Cash Flows for professional comprehension, directing the investor's eye to the scaling logic that counts.
Proven Plausibility: We model rigorous scenarios (Base/Upside/Downside) to prove the resilience of your business model.
The Outcome: Maximum credibility and a valuation you can self-confidently defend.
Your Roadmap to Success

The 7-Step Process

We guide you through a precise process that guarantees transparency and quality.

Step 1: Initial Deep Dive

We evaluate your business concept and the current status quo of your financials.

Step 2: Defining Drivers

We identify the decisive levers for scaling your growth.

Step 3: Financial Modeling

Creation of a detailed, five-year financial model including comprehensive cash flow projections.

Step 4: Valuation Logic

Application of various methodologies to derive a realistic company valuation.

Step 5: Review Session

Collaborative walkthrough and strategic fine-tuning of all assumptions.

Step 6: Finalization

You receive a presentation-ready document, covering unit economics and scaling logic.

Step 7: Submission Support

We prepare you for investor Q&As and act as your ongoing partner for controlling and investor relations.

The Offer

Roemer Capital Services

We offer holistic support that goes far beyond simple matchmaking.

Five-year financial models with clear growth drivers

Unit economics and detailed cash flow planning

Scenario analysis for various market developments

Multi-round and cap table logic for complex structures

Transparent valuation models based on market benchmarks

Executive Summary for the perfect first impression

The Reality: Investors don't invest in visions—they invest in resilient, validated models.

We value clarity and fair cooperation. Therefore, we rely on a transparent percentage-based success model for the creation of your business plan.

The costs depend directly on the volume of financing you are aiming for. This is honest, analytical, and solution-oriented. Additionally, a monthly retainer applies for our ongoing service, the amount of which is based on your requirements.

Tier 1: Up to five million euros volume
Here we charge four percent of the volume. This ensures that we invest the necessary time to maximize your success rate with banks and investors.

Tier 2: Five to ten million euros volume
For this scope, we reduce the rate to two percent of the targeted capital. This is our commitment to your growth.

Tier 3: Over ten million euros volume
For ambitious projects, you benefit from our most efficient rate of just two percent. This reflects the long-term strategic partnership.

Specific funding programs such as AVGS or BAFA can provide financial relief. We check whether a cost coverage of up to 100 percent is possible.

CLIENT TESTIMONIALS

Customer testimonials

Transformative support for our startup journey.

Excellent strategic financial planning for entrepreneurs – wholehearted recommendation
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.
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The collaboration with Roemer Capital was extremely efficient and goal-oriented. Especially noteworthy are their quick response times, high reliability, and deep market knowledge in the venture capital space. Thanks to their structured approach and excellent preparation, we were able to have high-quality investor conversations in a short time. Ideal for startups looking to raise capital quickly and efficiently.
Josef Berber
Roemer Capital was an extremely competent sparring partner with real understanding of the challenges in startup fundraising. The collaboration was not only effective and solution-oriented, but also very pleasant on a personal level. Working with Lucas and the Roemer Capital team was marked by professionalism, trust, and a true hands-on mentality. We feel excellently supported, look forward to a long-term partnership – and would hire the team again anytime. Clear recommendation for anyone seeking a reliable fundraising partner.
Maximilian Schulte
What convinced us the most was the combination of strategic consulting and hands-on implementation. The team around Lucas Roemer delivers not just concepts but real results. The managing director is an absolute top performer with deep market insight and strong execution skills. The collaboration is professionally excellent, strategically clear, and marked by genuine reliability – a strategic partner you truly enjoy working with at the highest level.
Ramona Spannagel
Excellent consulting performanceWe received excellent advice from Roemer Capital – from the storyline to the financial model to investor outreach. Their support played a decisive role in successfully closing our financing round. Many thanks!
Sarah Schuster
Efficient, professional, and on equal footing
Working with the Roemer Capital team was efficient, professional, and collaborative. Particularly helpful was the access to a strong investor network and clear communication throughout the process. Lucas brings not only comprehensive market knowledge but also an entrepreneurial, clear, and goal-oriented mindset – a true AAA player.
Stefan Klein
A strategically sound and solution-oriented partner!
Roemer Capital supported us throughout the entire fundraising process with a deep understanding of investor requirements. Their support – from investor profiling to final negotiations of our funding round – was consistently strategic and solution-oriented. A definite recommendation for startups in the growth phase.
Alexander Neumann
Connect

Get in Touch

Understand how much capital you could realistically raise
Identify the next steps for attracting the right investors
See actual funding results from startups we’ve worked with, including amounts raised
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FAQs

Still have questions? Book a meeting and let's talk.

How much starting capital do you need to start a business?

Capital requirements depend heavily on the business model. In the tech sector, such as SaaS platforms or deep tech, starting capital requirements between 250,000 euros and several million euros are the norm to secure product development, market entry, and runway.

How do you write a good business plan?

A modern business plan is not a classic text document, but a strategic decision-making tool. The crucial element is a robust financial model in Excel that maps the economic logic of your company, while the text serves merely to provide context.

How many pages should a good business plan have?

An investor-relevant business plan consists primarily of a financial model and not pages of text. Essential components are the profit and loss statement, the balance sheet, the cash flow statement, the cap table, and a sound company valuation.

How long does it take to write a business plan?

Creation usually takes one to three months. The timeframe depends on the complexity of the data availability, the maturity level of your business model, and the necessary depth of the financial model.

How can I get a business plan created?

The first step is an initial consultation at Roemer Capital. In this session, our experts check if and how we can support your project and clarify the capacities for professional implementation.

Who can write a business plan for me?

You should entrust the creation to experts with capital market experience. AI-based tools often produce content and numbers without logical depth, whereas at Roemer Capital we act as financial strategists & business plan experts who speak your language and that of the investors.

Is a business plan mandatory?

Yes, a professional business plan is mandatory for applying for loans, grants like the founding grant, as well as for acquiring investor capital and growth capital.

Can ChatGPT write a business plan?

No, because ChatGPT cannot perform strategic plausibility checks. AI tools tend to make errors in logical connections and financial models, which immediately destroys credibility with investors.

Why is a business plan important for an entrepreneur?

It serves as a strategic roadmap for management and as an essential communication tool for capital providers. A good plan shows that you fully understand your business model and financial dependencies.

What are the three Cs for a successful business plan?

The decisive factors are Capital (precision in capital requirements), Clarity (strategic clarity), and Credibility (trustworthiness through sound analyses).

What is a 7-step business plan?

This is our structured process that leads you from the initial analysis through driver definition and financial modeling to final support in the search for investors.

What are the 5 main goals of a business plan?

The main goals are capital acquisition, strategic clarity, risk assessment, resource planning, and the analytical plausibility check of the entire project.

How do you set up the financial part if there are no real numbers yet?

The financial part is modeled based on robust assumptions. We use market data, benchmarks, and expert knowledge to create a realistic plan that withstands various scenarios.

Which business plan templates should one use?

Generic templates are dangerous because they do not map the individual logic of your company. Investors recognize standard templates immediately, which questions your excellence and professionalism.

Which assumptions are realistic and how do you justify them?

Realistic assumptions are based on primary research, industry benchmarks, and historical market data. Every number must be derived and justifiably explainable to third parties.

Is a business plan necessary at all, especially for very small projects?

Yes, because it serves as an internal control tool. Even small projects benefit massively from the strategic discipline and risk assessment that written planning requires.

Do I need a classic business plan or is a simplified Lean Plan sufficient?

For external capital providers like banks and investors, a classic business plan including a detailed financial model is mandatory. A Lean Plan serves merely for early internal validation.

How do I define my target audience and revenue?

We use a bottom-up analysis where we infer revenue from operational drivers like marketing spend and conversion rates. The target audience is analytically defined via market segments and purchasing power.

How do I describe competitors and market opportunities?

A detailed competitor matrix and a SWOT analysis show your differentiation. You must prove why your company will gain market share and what barriers competitors have.

How often must I update my business plan?

A business plan is a living document. It should be continuously adjusted as soon as new insights from the market or operational data are available, but at least once per quarter.

What are the typical mistakes when writing a business plan?

The biggest mistakes are a lack of focus, implausible numbers without liquidity logic, copying content, and a missing company valuation. Liquidity decides survival, not revenue.

What role does the Business Model Canvas play compared to a classic business plan?

The Business Model Canvas is an internal thinking tool for strategy finding but not an investor-relevant document. It does not replace the necessary depth and financial planning of a classic business plan.