Pre-IPO Business Plan Writing Service
Position Your Company for a Successful Public Offering
Pre-IPO Business Plan Writing Service
Position Your Company for a Successful Public Offering
Preparing to go public is one of the most significant milestones for any business. Whether you’re listing on the NASDAQ, NYSE, or OTC Markets, your success depends on a strategic, investor-ready Pre-IPO business plan.
At Cervitude™ IR, we specialize in developing comprehensive Pre-IPO business plans that give executives, investors, and underwriters the confidence they need to support your public market debut. With our deep experience in capital markets, investor relations, and securities law, we understand exactly what stakeholders want to see before committing to your IPO.
Why a Pre-IPO Business Plan Matters
Going public isn’t just about meeting listing requirements — it’s about showcasing your company as a high-potential, well-structured investment opportunity. A Pre-IPO business plan will:
- Clarify your growth strategy for institutional and retail investors
- Demonstrate market readiness with research-backed projections
- Highlight your management team’s credibility and execution history
- Map out capital use for expansion, R&D, acquisitions, or debt reduction
- Support compliance with SEC regulations and listing requirements
A well-prepared Pre-IPO plan can be the difference between a fully subscribed offering and one that struggles to gain traction.
Our Pre-IPO Business Plan Writing Process
With over 2,000 business plans written for companies across industries — including many public and pre-public companies — Cervitude IR delivers a proven process:
Initial Consultation & Data Gathering
We review your company’s history, financials, and strategic goals by going over our Pre-IPO Business Plan Questionnaire.Market & Industry Analysis
Our team conducts deep research into market trends, competitive positioning, and growth opportunities.IPO-Ready Financial Modeling
We create 3–5 year financial projections that align with investor expectations and market norms.Capital Use & Growth Strategy
We outline exactly how IPO proceeds will be used to drive shareholder value.Investor Positioning & Storytelling
We craft a compelling narrative that clearly communicates your vision and investment case.Investor Positioning & Storytelling
We craft a compelling narrative that clearly communicates your vision and investment case.Final Delivery & Support
You receive a professionally formatted, editable Pre-IPO business plan ready to present to underwriters, institutional investors, and analysts.
What’s Included in a Pre-IPO Business Plan
Our Pre-IPO plans typically include:
- Executive Summary – Compelling introduction to the company’s investment potential
- Company Overview – Corporate history, mission, and legal structure
- Market Analysis – Market size, trends, and competitive landscape
- Product or Service Overview – Offerings, differentiators, and intellectual property
- Marketing & Sales Strategy – Expansion, branding, and market penetration plans
- IPO Objectives & Capital Use – How raised funds will be deployed
- Risk Analysis & Mitigation – Key risks and strategies to address them
- Financial Projections – 3–5 year revenue, profit, and cash flow forecasts
- Appendices – Charts, market research, and supporting documentation
Who Needs a Pre-IPO Business Plan?
We write Pre-IPO business plans for companies in:
- Technology & SaaS
- Manufacturing & Industrial
- Healthcare & Biotech
- Consumer Products
- Energy & Clean Tech
- Financial Services & FinTech
Whether you’re a private company preparing for your first public offering or a public company planning a secondary offering, our plans position you for success in the capital markets.
Why Choose Cervitude IR for Your Pre-IPO Business Plan
- Capital Markets Expertise – Experience working with public company executives, securities attorneys, and underwriters
- Investor-Ready Plans – Built to attract institutional, accredited, and retail investors
- SEC & Listing Awareness – Plans crafted with compliance and disclosure considerations in mind
- Proven Track Record – Over 2,000 business plans written, including for companies preparing IPOs and reverse mergers
- Strategic Insight – We blend market research, storytelling, and financial strategy to create plans that drive investor confidence
Pre IPO Business Plan Pricing & Turnaround
Standard Delivery Time is 14 Days from the Time Cervitude is Retained.
Pre-IPO Essential Plan
$2,999
Best for smaller companies aiming for an IPO on the OTC markets with a modest capital raise.
✓ Executive Summary & Company Overview
✓ Market Analysis & Competitive Landscape
✓ 3-Year Financial Projections
✓ IPO Objectives & Use of Capital
✓ Risk Analysis & Mitigation
✓ Appendices / Supporting Charts
✓ Page Count: Up to 40 pages
✓ 14 Days Post Delivery Support
Pre-IPO Growth Plan
$4,499
Best for companies preparing for larger IPOs on NASDAQ or NYSE, needing detailed strategy.
✓ Everything in Essential Plan
✓ 5-Year Financial Projections (Revenue, Profit, Cash Flow)
✓ Product / Service Overview with IP or Technology Detail
✓ Expanded Marketing & Sales Strategy
✓ Investor Positioning & Storytelling
✓ Visuals, Graphs & formatted layout tailored for underwriters
✓ Page Count: Up to 60 pages
✓ 21 Days Post Delivery Support
Pre-IPO Investor-Grade + Roadshow Package
$8,499
Best for companies going public who also require materials for roadshows & institutional investors
✓ Everything In Growth Plan
✓ Investor-Ready Roadshow Deck (25 slides)
✓ Advanced Scenario Models (Bull / Bear / Base Cases)
✓ Detailed Use-of-Funds & Capital Raise Strategy
✓ Compliance & SEC / Listing-Related Disclosures
✓ Custom visuals, charts, mockups for IPO marketing & communications
✓ Page Count: Up to 100 pages
✓ 60 Days Post Delivery Support
Get Started Today
Your IPO is a once-in-a-lifetime opportunity — don’t approach it without a professional Pre-IPO business plan.
📞 Call (203) 685-0346 or fill out our contact form to speak with our Pre-IPO business plan experts today.
