Investor Readiness Bootcamp:

Crafting Business Plans and Pitch Packages That Win

July 30, 2025
10:00 AM EST (75 Min)

Book Your Slot

Host

Vinay Kevadiya

CEO & Founder, Upmetrics

Business Plan Expert

Kaylee Philbrick

Lead Business Plan Consultant, Upmetrics

Investor Relations Expert

Chad Stephens

QA & Venture Capital Analyst,
Upmetrics

Host

Vinay Kevadiya

CEO & Founder, Upmetrics

Business Plan Expert

Kaylee Philbrick

Lead Business Plan Consultant, Upmetrics

Investor Relations Expert

Chad Stephens

QA & Venture Capital Analyst, Upmetrics

Join our CEO Vinay Kevadiya, lead consultant Kaylee Theurkauf, and Investor relation expert Chad Stephens in this LIVE, 75-minute webinar. Learn to create investor-ready business plans and pitch packages that secure funding and accelerate your growth.

Date

July 30, 2025

Time

10:00 AM EST (75 Min)

days

hours

mins

secs

What You'll Learn

Key Differences Between Investor and Lender-Ready Plans:

Understand how to adjust your business plan for different funding sources and audiences.

Integrating the Plan with a Compelling Pitch Deck:

Learn how to create seamless alignment between your business plan and investor presentation.

Investor Psychology and Information Priorities:

Discover what investors really want to see and how they evaluate opportunities.

Packaging—What Goes Into a Data Room:

Get insider knowledge on preparing comprehensive due diligence materials that impress investors.

Who Should Attend:

Startup founders and entrepreneurs seeking investor funding
Business owners preparing for Series A, B, or later-stage funding rounds
Entrepreneurs updating their business plans for investor presentations
Business advisors and consultants helping clients with investor readiness

Bonus Material 🌟

Attendees receive our exclusive Investor Plan Checklist and Pitch-Plan Integration Guide post-webinar, giving you practical tools to ensure your materials are investor-ready and compelling.