IN
RAISED
BUSINESS PLANS
INDUSTRIES
Navigate Capital Raises with Confidence
Reaching the next stage of growth requires more than momentum — it requires governance discipline, investor-grade financials, strategic communications, and operational readiness.
Wise Business Plans® helps high-growth companies prepare for institutional investment and public listings (IPO/SPAC) through strategy-first, compliance-aware consulting that unites leadership, finance, legal, and investor relations under one cohesive roadmap to the markets.
Compliance Notice: Wise Business Plans® provides management consulting and strategic advisory services only. We are not a registered broker-dealer, investment bank, or law firm and do not arrange, negotiate, or execute securities transactions, nor provide legal or tax advice. We collaborate closely with your licensed counsel, auditors, and banking partners.
What It Is?
Our Capital Markets & IPO Readiness Program transforms private companies into investor-ready organizations by integrating business planning, financial disclosure preparation, governance upgrades, and investor communication strategies into one clear and compliant process.
This service is ideal for companies ready to transition from private funding to public credibility, ensuring all systems — from KPIs to board governance — are aligned with market expectations.
Core Deliverables
- Capital Markets Readiness Audit - Assess corporate structure, governance, financial controls, and disclosure practices. Identify gaps and develop a step-by-step remediation plan aligned with investor and exchange standards.
- IPO / SPAC Strategy & Documentation Support - Develop your growth narrative, use-of-proceeds strategy, market opportunity, and risk factors at an investor-grade level — providing counsel-ready content for filings such as Form S-1 or F-1. Includes benchmarking and peer analysis (non-securities activity).
- Securities Documentation Support (with Counsel) - Collaborate with your securities attorneys and auditors to align your business plans, MD&A narratives, and operating metrics with draft filings (e.g., S-1, Reg A, Reg CF). Wise does not draft or file securities documents — we provide strategic and analytical support to your licensed professionals.
- Investor Relations (IR) Materials - Create institutional-quality pitch decks, fact sheets, Q&A briefings, press releases, and post-IPO communication calendars that resonate with analysts, investors, and the media.
- Financial Disclosure Readiness - Build top-down and bottom-up forecasting models, scenario analysis frameworks, KPI dashboards, and SOX-readiness tools. Includes audit prep checklists and internal control documentation, developed in collaboration with your accounting and audit teams.
- Board & Governance Advisory - Establish robust board structures, charters, ESG frameworks, and reporting cadences to meet investor and regulatory expectations for governance and transparency.
Our 6-Step Readiness Process
- 1. Diagnostics & Gap Analysis - Review governance, financial controls, KPIs, and disclosure baselines.
- 2. Roadmap Development - Define timelines and milestones across finance, legal, IR, and operations.
- 3. Narrative & KPI Design - Craft your growth story with verified data and measurable metrics.
- 4. Controls & Forecast Alignment - Develop investor-grade financial models and internal reporting controls.
- 5. Investor Relations & Communication Plan - Prepare decks, messaging frameworks, and disclosure materials.
- 6. Mock Diligence & Leadership Rehearsal - Simulate analyst Q&A, data room validation, and executive coaching.
Ideal Clients
Our Capital Markets Advisory Services are designed for forward-thinking organizations preparing for major funding or public readiness.
We serve:
- High-growth startups preparing for institutional capital or IPO milestones.
- Companies transitioning from Series B/C funding to public or SPAC listings.
- Private firms evaluating Reg A+, Reg CF, or OTC pathways.
- Founder-led businesses enhancing governance and investor transparency pre-underwriting.
Why It Matters
Going public requires precision, structure, and investor confidence. Wise Business Plans® ensures you:
- Build an investor-grade foundation for growth and compliance.
- Enhance credibility with institutional investors, auditors, and regulators.
- Reduce execution risks through structured governance and readiness planning.
- Maintain strategic alignment while your team focuses on operations and expansion.
With Wise, you’re not just raising capital — you’re raising your standards.
Proof of Expertise
15+ years serving 15,000+ clients across 400+ industries.
U.S.-based consultants specializing in strategy, corporate finance, and investor relations.
Featured in Forbes Business Council, TechRadar, and Sovereign Magazine.
Proven frameworks for IPO readiness, investor decks, and KPI forecasting.
Engagement Models (Consulting Only)
Readiness Sprint — Starting at $35,000
4–6 weeks | Includes diagnostics, roadmap, narrative draft, KPI design, and IR strategy.
IPO/Listing Program — Starting at $90,000
12–16 weeks | Comprehensive readiness plan, control advisory, financial model suite, and investor communication kit.
Enterprise Capital Markets Advisory — Custom Engagement
Multi-quarter engagement with project management office (PMO), governance workshops, leadership alignment, and ongoing investor relations advisory.
All fees are consulting-based — Wise does not earn commissions, placement fees, or transaction-contingent compensation.
Collaboration & Compliance
Wise Business Plans® works in parallel with your licensed professionals:
- Securities Counsel — Legal filings and disclosure oversight.
- Independent Auditors — SOX-readiness, PCAOB audit coordination.
- Investment Banks & Broker-Dealers — Underwriting and placement (as applicable).
- IR & PR Firms — Analyst communication and public disclosure management.
Wise coordinates strategy, documentation, modeling, and readiness, while your regulated partners handle securities and legal compliance.
Why Clients Trust Wise Business Plans®
4.9/5
4.7/5
5/5
Our Partners
Frequently Asked Questions (FAQs)
No. Wise Business Plans® provides strategic management consulting and advisory. We do not arrange, underwrite, or execute securities transactions.
We assist with the business content and narrative; your securities counsel handles drafting and filing.
Yes. We guide your team through documentation, control frameworks, and auditor coordination.
Yes — we provide mock Q&A sessions, KPI defense preparation, and investor communication coaching.
Absolutely. We act as your readiness project management office (PMO), ensuring alignment between all professional teams.
Ready to Become Investor-Ready?
Align your narrative, governance, and financial systems with market expectations — before you meet investors.
Schedule a Confidential Consultation Today
Disclaimer:
Wise Business Plans® provides strategic management consulting and capital markets readiness advisory. We are not a licensed broker-dealer, investment bank, or law firm and do not buy, sell, underwrite, or negotiate the purchase or sale of securities.
All services are performed under mutual NDA-backed confidentiality and in collaboration with clients’ licensed legal, accounting, and financial professionals.
Referral Disclosure:
In cases involving securities-related activity, Wise Business Plans® may collaborate with or refer clients to independent, licensed broker-dealers, underwriters, or law firms authorized under SEC and FINRA regulations. Wise does not receive commissions or transaction-contingent compensation.