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
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
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

Everything in the Starter Kit
Planner, finance pack, plan template, roadmap, guide and analysis tools.

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

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

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

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

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
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
Raise with clarity and confidence.
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.