Funding Capital Planning
Secure the Right Capital at the Right Time to Accelerate Your Business Growth.
If you are someone who feel:
Uncertainty around how much capital to raise and when
Difficulty identifying the right type of investors or funding sources
Lack of clarity on business valuation and financial projections
Insufficient investor materials like pitch decks, data rooms, or financial models
Inability to articulate how funds will be used and returned on investment
Fear of giving up too much equity too early
This service package is suitable for you. Our Funding Capital Planning service helps founders and business leaders identify the best capital structure and prepare investor-ready financial strategies tailored to their business growth stage.
Whether you're seeking pre-seed funding, venture capital, or alternative financing, we provide data-driven financial modeling, funding roadmaps, and capital strategy consulting. With our support, you can confidently approach funding rounds and make informed decisions about when, how, and where to raise capital.
Our Impact
From problem to solution. We take ownership in the journey and focused on driving real impact for our clients.
We saved client's 90% of the Business Initial Cost from false brand positioning with our market research service
We've helped a client with a successful marketing strategy that brings 2x from expected revenue in Q1 with our market research service and business strategy
We've saved client's 35% of client's budget for new product development with our business profitability analysis service and business strategy
Our Capital Planning Capabilities
Capital Needs Assessment & Strategy
Investor Profiling & Fundraising Pathways
Financial Modeling & Support
Pitch & Investment Materials Preparation
We assess your business stage, growth goals, and risk tolerance to determine how much funding you need, when you need it, and in what form—equity, debt, or hybrid.
We help match your business with the right funding sources—VCs, angel investors, banks, or grant providers—and guide you through the optimal fundraising route.
We develop investor-grade financial models, cash flow forecasts, and business valuations that provide clarity and confidence during investment negotiations.
We craft compelling pitch decks, investment memos, and capital deployment plans that effectively communicate your business potential to investors.
Deliverables
Capital Strategy Report and Deployment Plan (PPT & PDF)
Financial Models (Excel)
Investor Ready Pitch-Deck (PPT & PDF)
Client Results
A new upper restaurant is difficult to formulate exact marketing strategies and know their target customer, until the restaurant turned to us to help.
How a new fashion startup save its capital before it's too late by validating their business ideas and brand positioning .
Frequently asked questions
Is this service only for startup?
No—our capital planning service is designed for both early-stage startups and growing businesses looking for fundings
Can you help with government grants or debt financing?
Yes, we also explore non-dilutive funding options, including grants, loans, and government support programs based on your eligibility.
Do you connect us with investors directly?
While we don’t act as brokers, we do help identify suitable investor profiles and can advise on outreach strategies and introductions if applicable.
What if I need support after the project is done, such as revising our pitch deck or investment materials?
Our service includes with lifetime after-consult service. For any inquiries, such as minor revision to your pitch deck, you can directly reach us through our email, support@monicacobusinessadvisory.com
What if I don’t know how much capital I need?
That’s exactly what we’re here for. We assess your business plans and financial needs to determine your ideal funding amount and structure.
How long does this process take?
Most capital planning engagements are completed within 4–6 weeks, depending on your business complexity and funding timeline.
Ready to talk?
We’re eager to hear from you! Please fill out the form below and let us know how we can assist you.