Investment Case Studies

Selected Sample Case Studies
SBA Bank Loans | VC/PE Investment | Strategic Planning
restaurant

Type:

Series A

Industry:

Restaurant

A chain of fast food restaurants in the Mid-Atlantic region wanted to issue convertible notes to finance the franchising of their business model. Pro Business Plans prepared an investor kit and financial model for the franchise.

led lighting

Type:

Series B

Industry:

Manufacturing

An established LED lighting manufacturer with a unique IP relating to the sustainable energy market was seeking to raise $200 M from investors. Pro Business Plans prepared a professional plan, pitch deck, and private placement for the raise.

icon

Type:

Seed

Industry:

Media

An online specialty trade magazine was seeking seed-round investment from a private investor to finance the costs to introduce its trade magazine into the market. Pro Business Plans prepared a plan for the private investor to fund the project.

aut energy solution

Type:

Series A

Industry:

Software

An artificial intelligence FinTech spin-off from an existing business was seeking a Series-A Funding to fund commercialization and scaling in the market. Pro Business Plans prepared a professional plan and valuation model.

truck

Type:

N/A

Industry:

Logistics

An existing trucking company that had a fleet of 12 trucks and a service station was seeking an additional investment to finance the acquisition of new trucks. Pro Business Plans prepared financials and assisted the business with fundraising advisory.

frugo

Type:

Series A

Industry:

Business

A Polish beverage manufacturer was seeking to enter the MENA region and needed a business plan with marketing strategy to raise money and implement via a distributor. Pro Business Plans coordinate with its UAE office to prepare a social media launch and budget.

money watches

Type:

Series A

Industry:

Technology

A marketplace for buying and selling used luxury watches in Dubai was seeking a business plan to provide investors and banks. Pro Business Plans prepared a comprehensive market-approach and strategy to assist the company in raising funds.

the eye book

Type:

Series A

Industry:

Internet

A Dartmouth based technology company sought its Series-A round for commercialization. A business plan was requested by its investors and Pro Business Plans collaborated with the entrepreneur to create a professional plan.

plaster

Type:

Series A

Industry:

Software

A Startup SaaS company was seeking Series-A investment of $3,000,000 to commercialize its technology. Pro Business Plans created a custom plan for investment to help it enter the market and continue R&D.

chaffeo

Type:

Seed

Industry:

Technology

An application for a chauffeur service needed a pitch deck and executive summary for its seed financing round. Pro Business Plans used the Kawasaki pitch deck structure and Startup financial model to assist with the funding .

Type:

Series A

Industry:

Medical

A manufacturer of medical equipment in the hair loss industry needed a business plan to raise debt to fund the scaling of its business and increase production. Pro Business Plans prepared a plan for the lender and funding advisory.

energy drink

Type:

Series A

Industry:

Beverage

A Japanese based beverage manufacturer was seeking to enter the Mainland-China market and needed a comprehensive strategy to enter. Pro Business Plans performed a market analysis, market-entry strategy, and business plan for its investors.

edu energy solution

Type:

Seed

Industry:

Education

An education training company in the niche food & beverage industry was seeking a plan to introduce an online leaning platform. Pro Business Plans assisted by conducting niche industry research, a financial model, and plan.

upload

Type:

Series A

Industry:

Technology

A freelancer platform that connected contractors with short-term jobs needed equity financing to fund commercialization. Pro Business Plans prepared a business plan, executive summary, and fundraising advisory.

Type:

Series A

Industry:

Agricultural

An Oxford based technology firm sought its initial Series-A round in order to enter the market. The company needed a business plan to provide investors and Pro Business Plans worked to create the plan for investment .