Intro from the founder

All entrepreneurs run into the same problems, hair on fire, email overload, paper everywhere!

 

Good news? You have come to the right place!
We are here to make your life easier when it comes to raising capital!

 

We develop your business plans, pitch decks and financial models so
you don’t have to.

Play Video

Watch my free on-demand workshop to learn
HOW TO CREATE A KILLER PITCH DECK!

Why us

SAVE TIME

Not enough minutes in a day? By letting OnPoint take on the development of your business plan and financial model, you can focus on what matters most: growing your business!

We handle the project from A to Z.

ADVICE FROM EXPERTS

With OnPoint, your project is handled by experts. Unlike the competition, we don’t just paraphrase what you tell us into a written document…

Our founder (Wall Street investment banker) gives you actionable advice during the project to improve your business model and competitive positioning. We also provide guidance on raising capital.

BEST CUSTOMER SERVICE

Tired of not reaching humans? With OnPoint, you get a highly customized, personalized service and you can reach us at any time, 7 days a week!

At other companies, you will need to fill out a questionnaire at the start of the project and never speak to a human again. We kick off the project with a live conference call and keep an open dialogue throughout the entire project.

ONGOING SUPPORT

OnPoint is here to help you once your business plan, pitch deck and financial model are done.

We provide you with continued support as your business evolves.

Our tailored services

We take a personalized, full-service approach to each project.
With OnPoint, you get way more than just a document!

Annie, our founder, gives you impactful advice on your business model,
competitive positioning and the fundraising process.
Get real business advice at no extra cost!

CUSTOMIZED BUSINESS PLANS

If you are trying to get a bank loan, an entrepreneurship visa, strategic partners or investors, you will often be asked to produce a full business plan.

Sounds like a nightmare?? Well, if you are new to this, it could be… Writing a business plan can take up to 100 hours, time you won’t have to focus on growing your business. At OnPoint, we eliminate that stress and take on the laborious task of creating it for you. We are experts at business plans!

UNIQUE & DIFFERENTIATED PITCH DECKS

You are a fast-moving entrepreneur with a great venture and need to embark on a round of financing? One of the most important documents you will need is a pitch deck!


Are you knee deep in your work? As an expert in your field, it’s sometimes hard to sort through the details to communicate your vision in simple terms.

TAILORED FINANCIAL MODELS

If you are trying to raise money, you will need financial projections. Yikes, spreadsheets!!!

Taking your business model and translating that into a financial model can be daunting. However, as a startup, it’s one of the best ways to validate the economics of your business model.

WORK WITH ANNIE

Your team is small and nimble, and everyone is working at full capacity. Annie can become your Fractional CFO at a fraction of the cost of a full time CFO.

 

Are you working on a sell-side M&A project? Annie can develop a CIM (Confidential Information Memorandum) and teaser for your company. Annie’s investment banking experience gives her an edge on how to best position your company to attract potential buyers.

Who we are

Get Wall Street advice and documents at a fraction of the cost!

We have a wealth of experience helping businesses succeed from a wide range of industries. Book an intro call with our founder, Annie Bergevin.

FOUNDER & PRESIDENT:

Annie worked in investment banking at Credit Suisse in New York City where she was involved in M&A transactions as well as equity and debt financings. She also worked in investment banking at CIBC World Markets in Canada. Not only does Annie have a highly accomplished Wall Street background, she also launched her own business, OnPoint Business Plans. She has direct and relevant experience to help entrepreneurs succeed in building and growing their business. Some of the businesses she helped while in investment banking include:

Annie has developed insightful and useful workshops for startups. She gives these workshops to many prestigious universities and incubators such as Columbia University, Endless Frontiers Labs, Next AI, Montreal Inc, MT Lab and many more. Annie is also a mentor and business consultant for several organizations such as HEC’s Executive Education program, Next AI, and La Piscine.

Annie has an MBA from Columbia Business School. She is a Beta Gamma Sigma member after graduating with top honors. She also holds a Bachelor of Engineering degree from McGill University. She is a Chartered Financial Analyst (CFA). Annie has sat on many boards of directors throughout her career. Annie brings her experience and expertise to each of the projects taken on by OnPoint. She oversees all projects and makes sure it exceeds our client’s expectations, one client at a time.

What our clients say

SEE OUR 5-STAR REVIEWS ON GOOGLE MY BUSINESS!

What our clients say

Rudy, Chemical Manufacturing
We have hired OnPoint several times. We are pleased with the professionalism and expertise they bring to the table. In addition to developing an investor presentation, OnPoint built a sophisticated financial model for us to project our margins and profits going forward.
Greg, SaaS
OnPoint worked diligently and professionally to provide us with an excellent investor presentation within a week! We were on a tight deadline. OnPoint worked overtime and exceeded our expectations. The value proposition provided by OnPoint was excellent. I will definitely recommend OnPoint to other startups
Bruno, Mining
We required an investor presentation for our company. It was done on time, on budget and with a high degree of specificity and know-how. OnPoint took the time to understand our company and our needs. They were very responsive.
Anne-Marie, Mobile App
Thank you so much for your good work. You are a gem. I also wanted to let you know that the Government Grant Agency called me specifically to say that they thought the financial model I provided them was extremely well done!
Jeff, Real Estate Technology
J'ai été très satisfait des services d'Annie qui nous a présenté un plan d'affaire amélioré et concis nous donnant plus de crédibilité envers nos investisseurs. Nous continuerons à travailler avec elle dans le futur.
Eric, Cannabis
We had heard of OnPoint Business Plans and called them to ask for help in developing a presentation and financial model for a partnership we were interested in creating with a company. We were pleased with their service and excellent customer service.
Hope, Indoor Gardening Equipment
Working with Annie Bergevin was a remarkable experience from start to finish. Hiring her to build out our investors pitch deck was the greatest decision we have made as a start up. From her excellent communication skills, depth of knowledge and experience in business development and financial modelling, Annie provided us an invaluable backbone of support to clarify our direction and streamline our approach. She worked tirelessly to find ways to develop our pitch deck, as if she had been on our team for months. We were astounded by her commitment and final investors deck Working with Annie Bergevin was a seamless, efficient process that produced work of the highest quality.
Robert, Fintech
OnPoint helped us with our business plan. We would hire OnPoint again! The service is great, and you get exactly what you ask for. Very good customer service.
Sean, Entertainment
OnPoint helped us build a business plan to raise capital for a feature film. We were impressed with the team at OnPoint and their dedicated efforts to produce a winning business plan for us. We obtained financing and produced a great movie.
Julie, E-Commerce
Annie developed an investor presentation and financial model for my new startup and I couldn't be more pleased with the results. I now feel confident and well prepared to approach investors. Great value for the investment.
Krystal, E-Commerce
Thank you OnPoint for a superb job! I couldn’t be happier. The investor presentation and financial model were very well done and customer service is excellent. I could always reach Annie (after hours, weekends etc..) Thank you!
Paul, Service Business
We had heard of OnPoint Business Plans and called them to ask for help in developing a presentation and financial model for a partnership we were interested in creating with a company. We were pleased with their service and excellent customer service.
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SEE OUR 5-STAR REVIEWS ON GOOGLE MY BUSINESS!

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