PLANNING SERVICES: Positioning, Business, Financial, Valuation & Funding Roadmap


Plan, Forecast, Value, and Fund your investor-grade roadmap with confidence!

A premium advisory track to shape your investor-grade roadmap — combining weekly expert sessions, a powerful platform, and actionable datasheets. Position, plan, and simulate easily across business, financials, valuation, and funding.

Are you planning or forecasting for your startup, spin-off, or build-up?

Revamping before scaling-up or in preparation for a funding round?

Plan, Forecast, Value, Fund, and Execute your roadmap

THE BLUEPRINT TO Your Golden Roadmap

Forecast optimally and realistically, Maximise valuation, and Optimize funding

Our services will help you maximize growth, revenue, and valuation and optimize costs and funding needs while respecting industry KPIs and organic resources speed such as cycles and workload to align your plan with execution reality.

Roadmap to success

Benefit from ToTheTop

Planning to Valuation & funding services

YOUR BLUEPRINT TO THE GOLDEN ROADMAP

Our experts assist you in going from positioning to funding requirements to maximize growth, revenue, and valuation while respecting industry growth KPIs and optimizing resources and funding needs.

GET THE FULL VISION: from planning to valuation

FORECAST FAST & ACCURATELY

Set yearly metrics for fast vision, then

fine-tune critical phase monthly

make sure it’s aligned with reality!

CHECK THE OUTCOME OF EACH DECISION

Check all the outcomes of your metric decisions, for every domain!

RUN MANY SCENARIOS IN NO TIME!

Run many business scenarios, thanks to integrated automation,

giving instant outcomes of multi-parameter business decisions

GET READY FOR FUNDING!

COMMUNICATE EFFICIENTLY WITH FINANCIERS

SHARE YOUR VISION WITH CLARITY

Founders clarify their vision by going deeper into roadmap execution KPIs

Which in return brings confidence from investors

With ToTheTop

Business & Financial Plan to Valuation services

Maximize your valuation!

Roadmap to success

USE CASE: startup early-stage

USE CASE: spin-off

USE CASE: scale-up


ToTheTop support the success of great companies

Andre VANYI-ROBIN, cofounder of Plastiks

London, June 20, 2021

« Experienced in helping guiding us through the process. Rigorous, business modelling, audit preparation, and very professional leadership. »

Gonzalo MARTIN, cofounder of Inverbis Health

Boston, November 12, 2023

“We always get more of what we think we expect. We are really sensitive to everything you share with us, your expertise but also 20 years of cumulative experience, it shows... A big thank you! »

Pol DOMINGO, cofounder of PremiumGuest

Barcelona, June 02, 2021

« A partner to help us with all of our objectives and the evolution of the company. Focus, alignment, and learning. Best advisor we could find to achieve hyper-growth. »

Bring you to the top of your market

With a team of experts to achieve your goals

Led by advisors with 20+ years of proven track record in Europe and North America. Our team of experts understand the unique pace and challenges of scale-up, startup, and spin-off growth and is dedicated to support your success.

Advisor Olivier

Olivier BERTRAND

Founder & Advisor

Serial-entrepreneur

Business & tech expert

Advisor Valentin

Valentin PAGADOR

Advisor

Serial-business developer

Business & tech expert

Adivsor Jacky

Jacky MALGRAS

Advisor

Serial-business developer

Business & tech expert

ToTheTop team
ToTheTop your roadmap to success

Optimize execution

Maximize your valuation

Fund & Exit with confidence!

Roadmap to success

GOOD ⭐ 💪
ESSENTIAL SERVICE PACKAGE
DESIGNED FOR

those aiming at working autonomously with ponctual advisor help

or with a limited budget

WHAT'S INCLUDED

ALL SERVICES & RESSOURCES

LISTED ABOVE

BENEFITS


Achieve hyper-growth and maximize your startup valuation with our market plan package. Write autonomously but with some advisor support but with some support, a solid plan for success and fast-track your startup's path to becoming a billion-dollar company

Achieve hyper-growth and maximize your startup valuation with our business plan package. Write autonomously but with some advisor support but with some support, a solid plan for success and fast-track your startup's path to becoming a billion-dollar company

METRICS

Session (up to…)

6

9

Scheduling

within 3 to 6 weeks

within 4 to 9 weeks


BEST ⭐⭐⭐ 🚀
COMPREHENSIVE COACHING PROGRAM
DESIGNED FOR

those who which to be accompanied by an advisor all along the process of conceiving the plan

WHAT'S INCLUDED

ALL SERVICES & RESSOURCES

LISTED ABOVE, PLUS :

SPREADSHEET MODELLING SERVICES

Market & Revenue

P&L


DELIVERABLE

Written meeting debriefs

Updated deck draft

Updated forecasts

Activity & revenue only

All forecasts

BENEFITS


Achieve hyper-growth and maximize your startup valuation with our market plan program. Fully develop with a dedicated advisor, a grounded plan for success and fast-track your startup's path to becoming a billion-dollar company


Achieve hyper-growth and maximize your startup valuation with our business plan program. Fully develop with a dedicated advisor, a comprehensive, grounded and robust plan for success and fast-track your startup's path to becoming a billion-dollar company

METRICS

Session (up to…)

15

21

Duration

5 to 14 weeks

7 to 20 weeks

What's the content:

PURPOSE

For who?

Created by experienced entrepreneurs, aimed at helping founders and C-level executives achieve hyper-growth and maximize the valuation of their startup

Why?

Helps you decide on the right market positioning: achieve comprehensive and ambitious yet realistic plans by maximizing market share and optimizing your revenue model, providing clear positioning, realistic ramp-ups & roadmaps, grounded and reliable market and profit & loss projections.

Helps you decide on the right business planning: achieve comprehensive and ambitious yet realistic plans by maximizing market share and optimizing your revenue model, providing clear positioning, realistic ramp-ups & roadmaps, grounded and reliable market, KPI, profit & loss and cashflow projections.

What?

Unlock your startup's potential with our all-inclusive hyper-growth services. Led by industry experts, our coaching, forecasting tools and online resources, will guide you through the process of creating or revamping your business plan. Your dedicated advisor will bring support to sparkle creativity, address any planning issues, brainstorm about strategic decisions, design a clear and executable plan and provide reliable projections.

Where?

Online

KEY TOPICS INCLUDED - covered with your advisor

In breif…

Market positioning, Market

& Revenues forecasting

Market positioning, Market, P&L and cashflow forecasting

POSITIONING

Problem solving

Solution turned product

Defining personas

Market assessing

MONETISING

Business modelling

Channel selection

Price designing

REVENUES PROJECTION

Market projection

Sales projection

PLANNING

Team design


Profils characterising


Process modelling


Roadmaps


FINANCIAL FORECASTING

Profil & Loss projection


Financial summary with KPIs


Investors summary


KEY TOPICS INCLUDED - covered with our online support

Where to start? What’s the process?

What to deliver?

Keys to planning success

Industry standard roadmaps

Team designing


SERVICES INCLUDED
ADVIW

Audit of your presentation deck

for all topics above

for all topics above

Audit of your forecast

for all topics above

for all topics above

Improvement & insight report

ADVISOR SESSION

Session scheduling

Schedule & reschedule autonomously you session

up to 2 sessions per week

Dedicated advisor

One on one session

Template walk thru session

Topics covered during session

topics ticked above

topics ticked above

Shared experience & industry insight all along the sessions

Strategic brain-storming

when needed

RESSOURCES INCLUDED
ONLINE KNOWLEDGE SUPPORTS

Unlimited access over time

New topics added regularly

TEMPLATES & TOOLS

Startup presentation deck

Market projection

Revenue projection

Summary forecast


All our templates respect financial communication design standards, easy to read, easy for any investor to get into.Our urbanized spreadsheet are filled with automatism to save time building and maintaining your reporting & forecast


GOOD ⭐ 💪
ESSENTIAL SERVICE PACKAGE
DESIGNED FOR

those aiming at working autonomously with ponctual advisor help

or with a limited budget

WHAT'S INCLUDED

ALL SERVICES & RESSOURCESLISTED ABOVE

BENEFITS


Achieve hyper-growth and maximize your startup valuation with our market plan package. Write autonomously but with some advisor support but with some support, a solid plan for success and fast-track your startup's path to becoming a billion-dollar company

Achieve hyper-growth and maximize your startup valuation with our business plan package. Write autonomously but with some advisor support but with some support, a solid plan for success and fast-track your startup's path to becoming a billion-dollar company

METRICS

Session (up to…)

6

9

Scheduling

within 6 to 18 weeks

within 9 to 27 weeks


BEST ⭐⭐⭐ 🚀
COMPREHENSIVE COACHING PROGRAM
DESIGNED FOR

those who which to be accompanied by an advisor

all along the process of conceiving the plan

WHAT'S INCLUDED

ALL SERVICES & RESSOURCES LISTED ABOVE,

PLUS :

SPREADSHEET MODELLING SERVICES

Market & Revenue

P&L


DELIVERABLE

Written meeting debriefs

Updated deck draft

Updated forecasts

Market & revenue only

All forecasts above

BENEFITS


Achieve hyper-growth and maximize your startup valuation with our market plan program. Fully develop with a dedicated advisor, a grounded plan for success and fast-track your startup's path to becoming a billion-dollar company

Achieve hyper-growth and maximize your startup valuation with our business plan program. Fully develop with a dedicated advisor, a comprehensive, grounded and robust plan for success and fast-track your startup's path to becoming a billion-dollar company

METRICS

Session (up to…)

15

21

Duration

5 to 15 weeks

7 to 21 weeks

What's the content:

PURPOSE

For who?

Created by experienced entrepreneurs, aimed at helping founders and C-level executives achieve hyper-growth and maximize the valuation of their startup

Why?

Helps you decide on the right market positioning: achieve comprehensive and ambitious yet realistic plans by maximizing market share and optimizing your revenue model, providing clear positioning, realistic ramp-ups & roadmaps, grounded and reliable market and profit & loss projections.

What?

Unlock your startup's potential with our all-inclusive accelerator services. Led by industry experts, our coaching, forecasting tools and online resources, will guide you through the process of creating or revamping your business plan. Your dedicated advisor will bring support to sparkle creativity, address any planning issues, brainstorm about strategic decisions, design a clear and executable plan and provide reliable projections.

Where?

Online

KEY TOPICS INCLUDED - covered with your advisor

In breif…

Market positioning, Market

& Revenues forecasting

POSITIONING

Problem solving

Solution turned product

Defining personas

Market assessing

MONETISING

Business modelling

Channel selection

Price designing

REVENUES PROJECTION

Market projection

Sales projection

KEY TOPICS INCLUDED - covered with our online support

Where to start? What’s the process?

What to deliver?

Keys to planning success

Industry standard roadmaps

SERVICES INCLUDED
ADVISOR AUDIT

Audit of your presentation deck

for all topics above

Audit of your forecast

for all topics above

Improvement & insight report

ADVISOR SESSION

Session scheduling

Schedule & reschedule autonomously you session

up to 2 sessions per week

Dedicated advisor

One on one session

Template walk thru session

Topics covered during session

topics ticked above

Shared experience & industry insight all along the sessions

Strategic brain-storming

when needed

RESSOURCES INCLUDED
ONLINE KNOWLEDGE SUPPORTS

Unlimited access over time

New topics added regularly

TEMPLATES & TOOLS

Startup presentation deck

Market projection

Revenue projection

Summary forecast


All our templates respect financial communication design standards, easy to

read, easy for any investor to get into.Our urbanized spreadsheet are filled with automatism to save time building and maintaining your reporting & forecast


GOOD ⭐ 💪
ESSENTIAL
SERVICE PACKAGE
DESIGNED FOR

those aiming at working autonomously with ponctual advisor help or with a limited budget

WHAT'S INCLUDED

ALL SERVICES & RESSOURCES LISTED ABOVE

BENEFITS


Achieve hyper-growth and maximize your startup valuation with our market plan package. Write autonomously but with some advisor support but with some support, a solid plan for success and fast-track your startup's path to becoming a billion-dollar company

METRICS

Session (up to…)

6

Scheduling

within 6 to 18 weeks


BEST ⭐⭐⭐ 🚀
COMPREHENSIVE COACHING PROGRAM
DESIGNED FOR

those who which to be accompanied by an advisor

all along the process of conceiving the plan

WHAT'S INCLUDED

ALL SERVICES & RESSOURCES

LISTED ABOVE, PLUS :

SPREADSHEET MODELLING SERVICES

Market & Revenue

DELIVERABLE

Written meeting debriefs

Updated deck draft

Updated forecasts

Market & revenue only

BENEFITS


Achieve hyper-growth and maximize your startup valuation with our market plan program. Fully develop with a dedicated advisor, a grounded plan for success and fast-track your startup's path to becoming a billion-dollar company

METRICS

Session (up to…)

15

Duration

5 to 15 weeks

PURPOSE

For who?

Created by experienced entrepreneurs, aimed at helping founders and C-level executives achieve hyper-growth and maximize the valuation of their startup

Why?

Helps you decide on the right business planning: achieve comprehensive and ambitious yet realistic plans by maximizing market share and optimizing your revenue model, providing clear positioning, realistic ramp-ups & roadmaps, grounded and reliable market, KPI, profit & loss and cashflow projections.

What?

Unlock your startup's potential with our all-inclusive accelerator services. Led by industry experts, our coaching, forecasting tools and online resources, will guide you through the process of creating or revamping your business plan. Your dedicated advisor will bring support to sparkle creativity, address any planning issues, brainstorm about strategic decisions, design a clear and executable plan and provide reliable projections.

Where?

Online

KEY TOPICS INCLUDED - covered with your advisor

In breif…

Market, Planning, Forecasting till EBIDTA

POSITIONING

Problem solving

Solution turned product

Defining personas

Market assessing

MONETISING

Business modelling

Channel selection

Price designing

REVENUES PROJECTION

Market projection

Sales projection

PLANNING

Team design

Profils characterising

Process modelling

Roadmaps

FINANCIAL FORECASTING

Profil & Loss projection

Financial summary with KPIs

Investors summary

KEY TOPICS INCLUDED - covered with our online support

Where to start? What’s the process?

What to deliver?

Keys to planning success

Industry standard roadmaps

Team designing

SERVICES INCLUDED
ADVISOR AUDIT

Audit of your presentation deck

for all topics above

Audit of your forecast

for all topics above

Improvement & insight report

ADVISOR SESSION

Session scheduling

Schedule & reschedule autonomously you session

up to 2 sessions per week

Dedicated advisor

One on one session

Template walk thru session

Topics covered during session

topics ticked above

Shared experience & industry insight all along the sessions

Strategic brain-storming

when needed

RESSOURCES INCLUDED
ONLINE KNOWLEDGE SUPPORTS

Unlimited access over time

New topics added regularly

TEMPLATES & TOOLS

Startup presentation deck

Market projection

Revenue projection

Summary forecast


All our templates respect financial communication design standards, easy to read, easy for any investor to get into.Our urbanized spreadsheet are filled with automatism to save time building and maintaining your reporting & forecast


GOOD ⭐ 💪
ESSENTIAL SERVICE PACKAGE
DESIGNED FOR

those aiming at working autonomously with ponctual advisor help or with a limited budget

WHAT'S INCLUDED

ALL SERVICES & RESSOURCES

LISTED ABOVE

BENEFITS


Achieve hyper-growth and maximize your startup valuation with our business plan package. Write autonomously but with some advisor support but with some support, a solid plan for success and fast-track your startup's path to becoming a billion-dollar company

METRICS

Session (up to…)

9

Scheduling

within 9 to 27 weeks


BEST ⭐⭐⭐ 🚀
COMPREHENSIVE COACHING PROGRAM
DESIGNED FOR

those who which to be accompanied by an advisor

all along the process of conceiving the plan

WHAT'S INCLUDED

ALL SERVICES & RESSOURCES

LISTED ABOVE, PLUS :

SPREADSHEET MODELLING SERVICES

Market & Revenue

P&L

DELIVERABLE

Written meeting debriefs

Updated deck draft

Updated forecasts

All forecasts above

BENEFITS


Achieve hyper-growth and maximize your startup valuation with our business plan program. Fully develop with a dedicated advisor, a comprehensive, grounded and robust plan for success and fast-track your startup's path to becoming a billion-dollar company

METRICS

Session (up to…)

21

Duration

7 to 21 weeks


GOOD ⭐ 💪
ESSENTIAL SERVICE PACKAGE
DESIGNED FOR

those aiming at working autonomously with ponctual advisor help

or with a limited budget

WHAT'S INCLUDED

ALL SERVICES & RESSOURCES

LISTED ABOVE

BENEFITS


Achieve hyper-growth and maximize your startup valuation with our market plan package. Write autonomously but with some advisor support but with some support, a solid plan for success and fast-track your startup's path to becoming a billion-dollar company

METRICS

Session (up to…)

6

Scheduling

within 6 to 18 weeks

A value of

6,000

Your price:

1,975


BEST ⭐⭐⭐ 🚀
COMPREHENSIVE COACHING PROGRAM
DESIGNED FOR

those who which to be accompanied by an advisor all along the process of conceiving the plan

WHAT'S INCLUDED

ALL SERVICES & RESSOURCES

LISTED ABOVE, PLUS :

SPREADSHEET MODELLING SERVICES

Market & Revenue

P&L


DELIVERABLE

Written meeting debriefs

Updated deck draft

Updated forecasts

Activity & revenue only

BENEFITS


Achieve hyper-growth and maximize your startup valuation with our market plan program. Fully develop with a dedicated advisor, a grounded plan for success and fast-track your startup's path to becoming a billion-dollar company


METRICS

Session (up to…)

7

Duration

2 to 7 weeks

Rush delivery

A value of

13,000

Your price:

6,465


GOOD ⭐ 💪
ESSENTIAL SERVICE PACKAGE
DESIGNED FOR

those aiming at working autonomously with ponctual advisor help

or with a limited budget

WHAT'S INCLUDED

ALL SERVICES & RESSOURCES

LISTED ABOVE

BENEFITS


Achieve hyper-growth and maximize your startup valuation with our business plan package. Write autonomously but with some advisor support but with some support, a solid plan for success and fast-track your startup's path to becoming a billion-dollar company

METRICS

Session (up to…)

9

Scheduling

within 9 to 27 weeks

A value of

7,000

Your price:

2,655


BEST ⭐⭐⭐ 🚀
COMPREHENSIVE COACHING PROGRAM
DESIGNED FOR

those who which to be accompanied by an advisor all along the process of conceiving the plan

WHAT'S INCLUDED

ALL SERVICES & RESSOURCES

LISTED ABOVE, PLUS :

SPREADSHEET MODELLING SERVICES

Market & Revenue

P&L

DELIVERABLE

Written meeting debriefs

Updated deck draft

Updated forecasts

All forecasts

BENEFITS


Achieve hyper-growth and maximize your startup valuation with our business plan program. Fully develop with a dedicated advisor, a comprehensive, grounded and robust plan for success and fast-track your startup's path to becoming a billion-dollar company


METRICS

Session (up to…)

10

Duration

3 to 10 weeks

Rush delivery

A value of

17,000

Your price:

8,895

More information?

Roadmap to success

ToTheTop has been empowering growth since 2018!

Operation: America, Europe, Middle-East, Online...

Administration: 128 City Road, London, United Kingdom

@2018-2025 ToTheTop a brand of Simvotek Ltd. All right reserved. Made with care in London.