Investment Case Studies

Selected Sample Case Studies
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.

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.

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 .

a&p energy solution

Type:

Bank Loan

Industry:

Business

A major liquor store chain based in New Jersey and Connecticut recently announced the sale of several stores. Pro Business Plans worked with a New Jersey based owner of wine stores to create a SBA business plan for $15 million.

great seal of the state of florida

Type:

Bank Loan

Industry:

Government

Pro Business Plans worked with a commercial real estate company and bank to determine the feasibility of a family entertainment center based in Florida. The $68 million investment offered a debt/equity hybrid.

sony

Type:

Strategy

Industry:

Software

A subsidiary of a leading gaming producer focusing on content development for an entertainment console approach Pro Business Plans to develop a plan for a new program involving the graphic arts and gaming consoles.

natur zone

Type:

Bank Loan

Industry:

Services

A pest control franchise owner sought $4,000,000 in order to expand his operations into additional states. Pro Business Plans worked with the franchisee to create a business plan to acquire the investment sum.

merrill lynch

Type:

Angel

Industry:

Business

An executive at a leading investment bank was starting a company in the manufacturing sector. Pro Business Plans worked with her to file for an initial public offering and raise money to establish the assembly line.

logo

Type:

Strategy

Industry:

Business

An NFL player launched a book release and his publishing company requested that Pro Business Plans prepare a marketing strategy for the book’s introduction. The company collaborated with the publishing firm for the launch.

the eye book

Type:

VC

Industry:

Education

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:

Angel

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.

cara

Type:

Bank Loan

Industry:

Transportation

A US food manufacturer sought $6,000,000 to finance its expansion into the Middle-East. The company hired Pro Business Plans to prepare the business plan for investment, design a market entry strategy, and import plan.

sab energy solution

Type:

Franchise

Industry:

Food

A leading fast food franchise sought expansion into Jakarta, Indonesia and a franchisee needed a business plan to acquire the rights. Pro Business Plans worked with the entity to prepare the business plan for the application.

rew energy solution

Type:

Angel

Industry:

Security

An information security services provider in the Middle-East approached Pro Business Plans to acquire capital and prepare a market expansion plan for the region. Pro Business Plans created the plan and investment roadshow.

tan energy solution

Type:

Bank Loan

Industry:

Business

A Middle-East based holding company needed to raise $3,000,000 in debt financing . Pro Business Plans worked with the company to create a professional plan that was presented to regional private equity groups.

pla energy solution

Type:

VC/PE

Industry:

Business

A Pennsylvania based biomass factory was seeking assistance for its existing business plan to finance economic improvements. Pro Business Plans reviewed the company’s plan to provide revisions and market research.

ivi

Type:

VC/PE

Industry:

Software

A Russian based media provider and content distributor needed to raise $6,000,000 in capital in order to finance its acquisition of a smaller competitor for a leveraged buyout. Pro Business Plans performed the financial analysis.

snap

Type:

Franchise

Industry:

Fitness

A popular fitness company needed a franchise business plan for its expansion into Queensland, Australia. Pro Business Plans worked with an individual to prepare the plan to acquire the franchise rights and acquire capital.

apricus bio

Type:

PE/VC

Industry:

Science

A Middle-East based pharmaceutical company was awarded exclusive licensing rights for a medication in the region. Pro Business Plans helped it to prepare a sales strategy and business plan to raise $10,000,000 to finance it.

preppy planet

Type:

Angel

Industry:

Marketing

A fashion eCommerce conglomerate needed a business plan in order to finance the acquisition of a niche clothing store for millennials. Pro Business Plans worked with them to determine a valuation and prepare the plan.

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.

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.

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