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.
Watch my free on-demand workshop to learn HOW TO CREATE A KILLER PITCH DECK!
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.
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.
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.
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.
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!
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.
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.
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.
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.
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.
Office: 1 Place Ville-Marie, Suite
1670, Montréal QC H3B 2B6
Phone number: 1-438-788-3651
Email: info@onpointbusinessplans.com
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