Balanced Advisor

Helping founders and companies find their BALANCE
Problems Founders Face

Raising capital while running a business at the same time is difficult.
Hiring people (especially in California) is expensive.
Outsourcing is complicated and time-consuming
Why Work With Us

We take the fear out of the fundraising process by giving you the tools to succeed and give you a roadmap of what to expect.
We are less expensive and require less management than hiring an employee.
We offer the value of outsourcing plus the personal touch of a human relationship.
We already built the network, so you don't have to.

We help startups with the things we do best, so they can get back to doing what they do best; building their company.

SYSTEMS & ACCOUNTING

Full Financials Review + Tax Guidance
Setup company on Quickbooks or Xero
Integrate accounting software with other systems
Training on new accounting system
Evaluate payment processing and banking systems

CAPITAL PREPARATION

Strategize the raise and understand the investor landscape
Investor relationship management + best practices
Professionalize and improve pitch deck(s) for investor presentations
Build proforma and financial projections for investors
Pitch coaching and practice with real investors

SALES STRATEGY

Value proposition and messaging
Sales team build out and compensation structure.
Demo scripting and practice
CRM and success tool evaluation and set up
Develop distribution strategy

VIDEO CONTENT MARKETING

Authentic brand story telling
Professional shoot with director and crew
Documentary style editing and graphics
Complete ownership of content

DIGITAL MARKETING & CONTENT

Advertising strategy and platform set up
Content and social media strategy and design
A/B Testing and analysis
Training on all relevant platforms including, adwords, Facebook, twitter, instagram, Linkedin

BRAND IDENTITY

Website design and implementation
Brand positioning and communication.
Logo, business cards, packaging, SWAG design
Conference booth and materials preparation