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.
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.
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.
Story
We started OnPoint Business Plans with a simple concept: Use our Wall Street Investment Banking experience to help small business owners succeed. We wanted to use our knowledge and expertise in advising Fortune 500 companies and apply these same concepts to help passionate entrepreneurs pursue their dreams.
It has been a truly rewarding experience to see our clients succeed and be part of their journey. The secret to our success has been to unequivocally focus our time and energy on our clients. We hold the famous quote “one client at a time” close to our heart and adhere to that motto every day.
We look forward to taking a small part in your business’s story and helping you grow!OUR MISSION AND VALUES
Our Mission:
Our Values
Integrity
is key to everything we do. Trust is built one client at a time.
Accountability
makes us 100% client focused. We are here because and for our clients.
Passion
in all that we do. What we take on, we do it from the heart.
FAQ
- For the delivery of specific documents and depending on the type of project, the delivery of a business plan, financial model or pitch deck takes on average 3-4 weeks.
- Rush service available. For an additional fee, we can offer the delivery of your document within 2 weeks. Email us for more information.
- We provide you with unlimited changes for 30 days after we deliver the final product. We will make all the changes you want until you are completely satisfied with the finished product.
- For our fixed fee projects, we ask for a 50% upfront payment before we start the project. The remaining 50% is due before we send you the first draft.
- For our consulting business (hourly fee), we send our clients an invoice monthly which is due upon receiving.
- Yes, every business plan includes an industry analysis, a market analysis, a SWOT and a competitive analysis. We can also provide a more thorough market research analysis for an additional fee.
- Yes! We provide comments and feedback on how to improve your business plan, pitch deck and financial model. We charge an hourly fee.
Contact Us
GET IN TOUCH WITH US
