The Investor-Ready Toolkit

Includes the full Starter Kit plus investor tools for your plan, pitch, and financials.

Already have the Starter Kit? Perfect. This builds on it with a structured investor plan, a five-year model, and a slide-by-slide pitch deck guide.

Choose Your Kit

Pick the system that fits your goal right now. Both are available in Physical and Digital.

Business Starter Kit — planner, finance pack, plan template, launch roadmap

Business Starter Kit

Everything to plan, launch, and run with clarity.

  • Planner (fillable PDF or printed) — an award-winning, full-year planner recommended by top publications and used by entrepreneurs worldwide
  • Essential Finance Pack (simple tools to price smartly, forecast cash flow, calculate break-even, and see your P&L clearly)
  • Business Plan Template (Word & PDF)
  • 30-Day Business Launch Roadmap
  • Ultimate Business Starter Guide
  • Market & Competitive Analysis + execution checklists
Investor-Ready Toolkit — investor plan, 5-year financial model, pitch deck

Investor-Ready Toolkit

Includes everything in the Business Starter Kit, plus investor-focused assets.

  • Everything in the Business Starter Kit
  • Investor Business Plan (template & instructions)
  • Example Investor Plans (product + service)
  • Investor Financial Workbook (5-year, scenarios, cap table & valuation)
  • Step-by-Step Pitch Deck Template & Guide

What’s Inside the Investor-Ready Toolkit

Included Business Starter Kit

Everything in the Starter Kit

Planner, finance pack, plan template, roadmap, guide and analysis tools.

Investor Business Plan Template

Investor Business Plan

Structured template with prompts to create an investor-ready plan fast.

Investor Financial Toolkit

Financial Toolkit

Excel tools for five-year projections, scenarios, cap table and valuation.

Investor Pitch Deck Guide

Pitch Deck Guide

Slide-by-slide prompts and tips to craft a confident investor pitch.

Investor Plan Instructions

Plan Instructions

What investors expect market, team, projections, and risks.

Example Investor Plans

Example Plans

Three real examples to model structure and depth.

Instant digital access after checkout Physical kits returnable within 14 days if unused and in original packaging Free replacements for damaged or incorrect orders

★★★★★

“From an accountant’s perspective, the cash-flow, pricing, and P&L templates are solid. The assumptions are clear, formulas are transparent, and it is easy to stress-test scenarios.”

David, FCA — Chartered Accountant · Verified purchase

What Investors Look For

  • Runway know your cash and burn
  • Credible three-scenario forecast with three to five growth drivers
  • Core metrics revenue growth, CAC, LTV, gross margin
  • Clear use of funds tied to growth
  • Sharp 10-slide pitch deck

Includes the award-winning MY PA Planner

Every Physical Business Starter Kit ships with our premium MY PA Planner — vegan leather, durable, and beautifully made.

  • Full-year dated layout: plan January–December in one volume.
  • 100gsm paper: smooth to write on, minimal show-through, fountain-pen friendly.
  • Lay-flat binding: no spirals; rounded corners for comfortable daily use.
  • Vegan leather cover: soft-touch, easy-clean, fingerprint-resistant.
Available colours

Choose your colour at checkout.

MY PA Planner in black vegan leather with lay-flat binding
Shown in Black. Also available in Tan, Navy, Forest, Turquoise, Blush, Pink, and Mango.

Trusted by Entrepreneurs Worldwide

Used by founders, coaches, VAs and creatives in over 30 countries — and counting.

⭐️⭐️⭐️⭐️⭐️

“The planner is very comprehensive and detailed. Perfect for small business owners or those planning to start their own.”

Elle Garcia

Business Owner

⭐️⭐️⭐️⭐️⭐️

“Compared to other planners, it’s sooo much more. What an incredible exercise to go through. I’ve blocked time for a full year-end review thanks to it.”

Dara Sklar

Founder, SystemsRock

⭐️⭐️⭐️⭐️⭐️

“This planner is amazing! So detailed and beautifully designed. I highly recommend it to all business women and entrepreneurs.”

Meritxell Garcia Roca

Entrepreneur

FAQs

Investor-Ready Toolkit

What is in the Investor-Ready Toolkit?

Everything in the Starter Kit plus an Investor Plan template, a five-year financial model with scenarios, cap table and valuation sheets, and a pitch deck guide.

Who is it for?

Founders preparing to raise with angels, VCs, family offices, or through crowdfunding who want a clear story, simple numbers, and a confident pitch.

Will it help with my pitch deck?

Yes. You get a slide-by-slide structure with prompts for Problem, Solution, Market Size, Model, Traction, Competition, Financials, Team, Roadmap, and The Ask.

Do I need the Starter Kit as well?

The Investor Toolkit includes the Starter Kit. If you already own the Starter Kit, the Investor Toolkit builds on it so you can complete investor materials faster.

Orders and Support

Digital vs Physical

Digital gives instant access to all files. Physical includes the printed planner, plus the same instant digital access.

Refunds and returns

Digital downloads are final sale. Physical kits can be returned within 14 days if unused and in original packaging. We replace any damaged or incorrect orders.

Shipping and availability

We ship worldwide. Rates and duties are calculated at checkout. Tracking is provided when dispatched.