The same catalog, written for the reader you're facing.
An SBA underwriter, a family-office IC, and a Series A partner read the same document looking for different things. These pages set out what changes for each, which SKU leads, and which pieces you can order on their own. Pricing and delivery are identical to the catalog, nothing here is a bespoke tier.
Industry context, segmentation, sizing.
1 audienceThree- to five-year plans investors actually read.
6 audiencesThe business plan a consular officer reads: substantial investment, real operations, and a hiring schedule that clears marginality.
FDD Item 19 is a starting point, not a projection. We build the lender-ready plan around your territory, your build-out, your debt.
Revenue per loaded mile, deadhead, and equipment coverage. Written for the SBA and equipment lenders who finance fleets.
Payer mix, reimbursement per encounter, and provider ramp, the three numbers a practice lender underwrites.
Covers, average check, prime cost, and a ramp a lender believes. Written for the second location as readily as the first.
What underwriters actually read, DSCR narrative, repayment ability, monthly cash, the sections SBA bankers flag first.
Go / no-go analysis for capital decisions.
6 audiencesLicence applications and capital raises in a market where 280E, state caps, and municipal approval decide the model before demand does.
From site to ROI. ADR/RevPAR benchmarks, ramp model, brand-flag economics, the docs banks and equity both want.
Capacity, yield, and landed cost. Feasibility written for capital equipment decisions and the lenders financing them.
Feasibility carries the deal. Site analysis, debt model, IRR scenarios, the docs LPs actually read.
Penetration rate, care-level mix, and absorption. The feasibility study lenders and operators both underwrite from.
Offtake, interconnection, and the incentive stack. The feasibility work that decides whether a project reaches financial close.
Multi-document packages where the documents reinforce each other.
5 audiencesSizing markets that don't exist yet, defending unit economics on early adoption curves, methodology investors will scrutinize.
FO desks read shorter than VCs but deeper. Compressed narrative, longer appendix, methodology defended.
ARR quality, net revenue retention, CAC payback, and a TAM built bottom-up from seats and pricing, not a top-down analyst number.
Plan + deck + research, all from one researcher. Same numbers, same narrative, no inconsistencies between docs.
Partners diligence at Series A the way they don't at seed. Cohort data, a data room that holds up, a deck built for the partner meeting.
Don't see your reader here?
The catalog covers most of it. If your scope genuinely doesn't fit a SKU, ask for a quote and George will price it or tell you it isn't a fit.