Expara offers advisory and fundraising services for companies who are looking to improve their business plans, financial forecasts or investor presentations.

Advisory services

Advisory services include our intensive review, iterative written feedback and improvement of your materials as well as face-to-face meetings. Advisory services can also be customized based on the company’s requirements.

Business plan
We will review your business plan and provide you with detailed written feedback on how to improve your business plan and strategies in the following areas:


• Creating a strong value proposition
• Identifying the best market(s) and analyzing them
• Crafting effective marketing strategies and tactics
• Creating sustainable competitive advantage
• Crafting a sound business model and financial strategy
• Presenting the business plan in a professional format and presenting the business in the best possible light

Business model, financial projections, forecasts and valuation
1. We will review your business model and create a draft business model diagram for use in your business plan and investor presentations. We will give you detailed written feedback on your business model and potential improvements.
2. We will review your existing financial plan, forecasts and valuation.
3. We will provide you with a Pro-forma Excel financial model, and input your company data into it.
4. We will provide you with detailed written feedback on how to improve your financial projections, and on additional data that is required for your forecast and valuation.
5. We will review your updated financial forecasts and provide feedback and suggestions on the overall financial and fundraising strategy of the company

Final deliverables include:
• 5 years projected balance sheet, income statement and cash flow statement.
• Discounted cash-flow valuation of the company
• Funding required from investors
• Equity offered to investors
• ROI for investors

Investor presentation
We will review your investor/strategic partner presentation slides and provide you with detailed written feedback on how to improve the presentation content as well as the presentation slide design and format.
You can opt to meet for a presentation pitch session during which you deliver your presentation along with your PowerPoint slides and we will give feedback on how to improve your pitch and delivery style.

Business advisory services
Additional business advisory services are available upon request.