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Fiverr Pro
English
$
USD
I will create a fintech saas business plan for regulatory compliance
CRM EXPERT
I create professional, lender-ready business plans for entrepreneurs seeking SBA loan, bank financing, and startup capital. I specialize in franchise acquisition, medical practice acquisition, small ...
About this Gig
Investors reject vague fintech pitches, and a missing compliance section can stall your entire raise.
I write fintech SaaS business plans with full regulatory compliance roadmaps, built for investor pitches, bank loans, and SBA lenders too.
You get one complete plan: market analysis, revenue model, compliance roadmap, and financial projections with expenses, revenue, and ROI. Formatted for investors.
Here's what my service includes:
- Executive summary
- Market analysis
- Compliance roadmap
- KYC AML mapping
- Financial projections
- Revenue model
- Use of funds
- Risk analysis
- Licensing overview
- Growth strategy
- Competitor research
- Cash flow statement
- Exit strategy
- Appendix data
- Investor summary
Platforms I work with:
Excel · Google Sheets · Word · PowerPoint · LivePlan · QuickBooks · Zoho Books · Canva · PDF · SEC Forms · Google Docs · Notion · Airtable · Adobe Acrobat · Numbers · Smartsheet · DocuSign · Dropbox · Google Drive · OneDrive
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Business Stage:
Pre-Seed
•
Seed
•
Series A
Language:
English
•
French
Industry:
Business, Finance & Law
•
Internet & Technology
Other Business Plans Services I Offer
FAQ
Why choose Premium?
Why choose Premium over Standard? Premium adds a fully investor-ready pitch deck, a deeper compliance framework across every state you're targeting, two full rounds of revisions, and direct 1:1 support until your plan is fully investor and legal-review ready to send.
What buyer type/use case is this for?
Is this built for lending, payments, banking-as-a-service, or crypto-adjacent fintech startups? Yes, all four. I map compliance to your exact vertical, whether you're dealing with KYC/AML, PCI-DSS, money-transmitter licensing, or card network rules, every step of it.
What's specifically included technically?
What exactly is included in the compliance section? A full regulatory gap analysis, licensing requirements by state, KYC/AML process outline, data security mapping (PCI-DSS and SOC 2 readiness), and a phased roadmap showing exactly what to fix before you raise funds.
