Business Plan Development Services

Strategy. Structure. Success.

Top Consulting Firm ConsultancyME

Top Strategist GCC Industrials, Healthcare & Technology

Top M&A Advisory Boutique 2026

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Decades of experience. Billions in advisory value.

Our Process

01.
Discovery Workshop
We understand your business inside-out
02.
Market and Strategic Research
We In-house and secondary research
03.
Financial Modelling
Custom models grounded in commercial logic
04.
Drafting and Iteration
Structured narrative development with client feedback
05.
Investor Readiness Review
Final check for investor alignment and credibility

Frequently Asked Questions

How is a Platform01 business plan different from a freelancer or template-based version?
Unlike off-the-shelf templates, we create custom, investor-grade business plans grounded in regional context, strategic logic, and financial depth. Our team includes professionals who have worked in VC, strategy, and operations—not just writers.
Typically, 3–5 weeks depending on the complexity and responsiveness. Fast-track timelines are available upon request for urgent fundraising or board deadlines.

Our plans include detailed 3–5 year forecasts:

  • Profit and loss (P&L) statement
  • Cash flow statement
  • Balance sheet
  • Sensitivity/scenario analysis
  • KPI dashboards
  • Cap table and investor returns (if applicable)
Yes. We guide you through key assumptions, conduct necessary market research, and build the plan collaboratively—even if you’re starting from a conceptual stage.
Absolutely. We tailor language, data points, and format to meet investor preferences in both KSA and UAE, aligning with the expectations of VCs, family offices, and banks in the region.
Yes. We often bundle the business plan + financial model + pitch deck into a single engagement to help you present a complete investor package.
We offer ongoing support packages for updates, reforecasting, or adapting the plan for new audiences or funding rounds.
Yes. All client data is treated with strict confidentiality. NDAs are signed prior to project commencement upon request.

Team Member - Mustafa Nadeem, CFA

Mustafa Nadeem, CFA

Managing Director – Consulting

Background:

13+ years in Advisory, Private Equity, Strategy Consulting, Corporate Finance, and Equity Research

Sectors of Expertise:

Industrials, Healthcare, Technology, Education, Food & Agriculture, Real Estate, Financial Services and Private Capital

Prior Experience:

British International Investment Plc, ValuStrat Consulting, Elixir Securities, and HULT International

Education:

Masters in Finance with Distinction from London Business School (ranked #1 program globally) and BBA Finance from Institute of Business Administration (AACSB accredited)

Professional Qualifications:

Chartered Financial Analyst accredited by the CFA Institute, USA

Team Member - Saad Jilani

Saad Jilani

Senior Practitioner and SME – Energy, Industrials, & Aviation

Background:

13+ years in Corporate Finance, Investments, and Business Change Management

Sectors of Expertise:

Energy & Industrials

Prior Experience:

General Electric, Baker Hughes, and GE Healthcare (Fortune 500 companies)

Education:

BBA Finance from Institute of Business Administration (AACSB accredited)

Professional Qualifications:

NA

Team Member - Shwetabh Sameer, CFA

Shwetabh Sameer, CFA

Senior Practitioner and SME – Technology & Venture Capital

Background:

12+ years in Venture Capital, Investments and Corporate Finance

Sectors of Expertise:

Technology (Fintech, Data Science, AI, etc.) and Venture Capital

Prior Experience:

Molten Ventures, Paua, Seedcamp, Octopus Ventures, and Speedinvest

Education:

Masters in Finance with Distinction from London Business School (ranked #1 program globally); additional degrees in Data Science and Mechanical Engineering

Professional Qualifications:

CFA, FRM, and CIPM Charterholder

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