Equity & Capital Strategy Planning
Design Your Equity, Dilution, and Fundraising Strategy — Before Execution
When a business raises capital, issues equity, or prepares for growth, the most critical decisions happen before anything is entered into cap table or equity administration software.
Ownership structure, dilution timing, option pool sizing, investor expectations, and use of capital must be designed intentionally and defensibly — not guessed, rushed, or reverse-engineered after the fact.
Wise Business Plans® helps founders and leadership teams design their equity and capital strategy first, so execution is clean, compliant, and aligned with real-world outcomes such as fundraising, hiring, scalable growth, and exit readiness.
Every engagement is fully custom-built, never templated, and grounded in financial logic, investor standards, and long-term strategic planning.
IN
RAISED
BUSINESS PLANS
INDUSTRIES
Who This Service Is For?
This service is designed for organizations that need clarity and confidence around equity and capital decisions, including:
- Early-stage and growth-stage companies preparing to raise capital
- Founders issuing SAFEs, convertible notes, or structured equity
- Businesses creating, resizing, or rethinking employee equity plans
- Leadership teams preparing for investor diligence, M&A, or succession
- CFOs and finance leaders needing defensible dilution and scenario modeling
- Companies transitioning from founder-led to investor-backed growth
What Wise Helps You Decide — Before Execution
Many equity problems stem from decisions made without a clear strategy. Wise helps you answer the questions that matter before implementation.
Equity & Capital Strategy
- Should you raise equity now, later, or combine equity with debt?
- How much capital is truly required to reach the next milestone?
- What is the right timing and sequencing for funding rounds?
- How should capital be allocated across hiring, growth, and operations?
Dilution & Ownership Planning
- How much dilution should founders reasonably expect?
- When should an option pool be created or expanded?
- How do SAFEs, notes, and preferred equity impact ownership over time?
- Which scenarios create unnecessary founder or employee dilution?
Investor Readiness & Narrative
- How should the raise be positioned to investors?
- What assumptions must align across the plan, model, and narrative?
- What diligence questions will arise — and how do you pre-answer them?
- How do you present a credible, finance-backed growth story?
Many equity problems stem from decisions made without a clear strategy. Wise helps you answer the questions that matter before implementation.
What Wise Helps You Decide — Before Execution
What Wise Provides
- Strategic equity and capital planning
- Dilution and scenario modeling
- Investor-grade planning and documentation
- Equity readiness and execution guidance
- Coordination support with legal and accounting professionals
What Wise Does Not Do
- Act as a system of record for equity administration
- Perform tax, legal, or valuation opinions
- Set option strike prices or perform formal valuations
- Administer equity plans or manage ownership records
- Act as a broker, placement agent, or investment advisor
Wise focuses on thinking, planning, and readiness — not regulated execution.
Deliverables You Can Expect
Each engagement is scoped to your needs, but commonly includes:
1. Equity & Capital Strategy Plan
A clear, written framework covering:
- Capital objectives and funding rationale
- Use-of-funds tied to measurable milestones
- Recommended equity structure and timing
- Risk factors and mitigation strategies
2. Dilution & Scenario Modeling
Founder-friendly models showing:
- Ownership impact under different funding paths
- Conversion outcomes for SAFEs and notes
- Option pool sizing and timing effects
- Pre-money vs. post-money scenarios
3. Equity Readiness Review
A practical roadmap covering:
- Equity structure readiness
- Documentation and data requirements
- Stakeholder roles and access planning
- Execution sequencing guidance
4. Investor & Diligence Support (Optional)
- Investor-grade business or strategic plans
- Executive summaries and financial narratives
- Diligence preparation checklists
- Capital raise positioning guidance
Our Process
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Step 1 — Discovery & Goals
We clarify your objectives, timeline, stakeholders, and success criteria. -
Step 2 — Modeling & Strategy Design
We build scenario models and design a capital strategy aligned with your growth plan. -
Step 3 — Narrative Alignment
We ensure your equity strategy, financial projections, and story tell the same truth. -
Step 4 — Execution Guidance
We provide clear guidance so your team and advisors can implement confidently.
Why Wise Business Plans®?
Wise Business Plans® is trusted for complex, high-stakes planning where accuracy and credibility matter.
15,000+ business plans completed
Deep experience across investor, SBA, M&A, and growth planning
U.S.-based analysts and financial modelers
Plans designed for approvals, funding, and execution — not theory
Our role is to help you make the right decisions before they become permanent.
Compliance & Advisory Disclosure
Wise Business Plans provides strategic planning, modeling, and documentation support only.
We do not provide:
- Legal advice
- Tax advice
- Formal valuation opinions
- Investment solicitation or brokerage services
Clients are encouraged to work with qualified attorneys, CPAs, and valuation professionals for regulated services. Wise can coordinate planning inputs to support those processes.
Common Scenarios We Help With
“We’re raising capital and want to avoid dilution mistakes.”
We design the strategy and model outcomes before execution.
“We’ve issued convertibles and need clarity on what happens next.”
We model conversions and help plan the next phase cleanly.
“We want to offer equity to employees responsibly.”
We align equity planning with growth, funding, and retention goals.
“Investors are asking tough diligence questions.”
We help you prepare a coherent, defensible story backed by numbers.
Our Partners
Frequently Asked Questions (FAQs)
It is the process of designing how a company raises capital, structures ownership, and manages dilution before execution. The goal is to align equity decisions with long-term growth, hiring, and exit objectives.
Those tools track decisions after they are made. Wise helps you design the decisions first, so execution is intentional and defensible.
No. We provide planning and readiness guidance so your team and advisors can execute using the tools of their choice.
Yes. We regularly model conversion scenarios, dilution impact, and funding sequencing to ensure founders understand long-term implications.
No. Those services must be performed by independent, licensed professionals. We help prepare strategically so those processes run smoothly.
No. It is used by startups, growth-stage companies, and established businesses preparing for M&A, succession, or institutional capital.
The goal is not to eliminate dilution, but to manage it intelligently and avoid unnecessary ownership loss.
Yes. We regularly coordinate with legal, accounting, and valuation professionals to ensure alignment.
Start With Strategy — Then Execute Confidently
Equity decisions are difficult to undo. The smartest teams plan first.
Wise Business Plans® helps you design your equity and capital strategy before execution — so every step that follows is intentional, defensible, and aligned with your long-term goals.
