Investment Case Studies

Selected Sample Case Studies
$1 B + Bank Loans   $500 M Venture Capital   10,000 + Clients

Company Name:

Undisclosed

Type:

Series A

Amount Raised:

$5,000,000

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.

Company Name:

Undisclosed

Type:

Series B

Amount Raised:

$200,000,000

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.

Company Name:

Undisclosed

Type:

Seed

Amount Raised:

$200,000

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.

Company Name:

Undisclosed

Type:

Series A

Amount Raised:

$5,000,000

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.

Company Name:

Shalat

Type:

N/A

Amount Raised:

$600,000

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.

Company Name:

Frugo

Type:

Series A

Amount Raised:

$3,000,000

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.

Company Name:

MW

Type:

Series A

Amount Raised:

$2,000,000

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.

Company Name:

The Eye Book

Type:

Series A

Amount Raised:

$1,000,000

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.

Company Name:

Platster

Type:

Series A

Amount Raised:

$3,000,000

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.

Company Name:

Chaffeo

Type:

Seed

Amount Raised:

$300,000

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 .

Company Name:

Undisclosed

Type:

Series A

Amount Raised:

$3,000,000

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.

Company Name:

LLGND

Type:

Series A

Amount Raised:

$4,000,000

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.

Company Name:

Undisclosed

Type:

Seed

Amount Raised:

$300,000

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.

Company Name:

Undisclosed

Type:

Series A

Amount Raised:

$4,000,000

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.

Company Name:

Kisan Hub

Type:

Series A

Amount Raised:

$2,000,000

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.