Advisory Packages

The Green Nugget: Strategic Coaching & Advisory Package - $3,600

The Green Nugget Strategic Coaching & Advisory Package is designed for founders, business owners, and entrepreneurs who seek multi-disciplinary, comprehensive advisory support.

This package includes 10 hours of service and focuses on coaching, advisory, preparation work, and reviews to help prepare your business for successful investment, improve BOTH financial and business transparency, build your network, and more. 

Advisory Services are based on your individual needs: Hours may be used for, but are not limited to, the following:

• Business Plan Review and Recommendations
• 14-Point Investor Pitch Deck Review
• Investment Readiness Assessment
• LinkedIn Profile Audit and Strategy
• Investor Networking Guidance
• Financial Reporting Advice
• Investment Strategy Coaching
• Presentation Skills Counseling
• Executive Coaching
• Risk Management Advice
• Investor Relations
• Spheres of Influence Program
• Top Investor Questions to be Prepared to Answer

Who is this package ideal for?

• Founders & Entrepreneurs: Ideal for those who are at an early stage and need strategic guidance without immediate execution.
• Small Businesses & Startups: Businesses that require professional advice on refining their capital raising message and presentation, understanding market positioning, and preparing basic investor materials.
• Limited Budgets: Companies looking for expert insights and coaching without the need for a full-scale service package.

Payment Terms:

• Major Credit Cards accepted 
• Other Accepted payment methods: ACH, debit card, or bank wire transfer
• Payment due in Full 

Refund Policy:

• • Worry-free cancellation within the first 90 days with a pro-rata refund.

The Green Diamond: Strategic Advisory, Investor Preparation, & Execution Package - $6,975

The Green Diamond Strategic Advisory, Investor Preparation, & Execution Package is designed for founders, entrepreneurs, and business owners who need both multi-disciplinary, comprehensive advisory support AND hands-on execution. 

This up-to-25-hour package ensures you are thoroughly prepared to meet with investors, with every essential document and presentation refined and ready to impress. Plus, advisory support to help ensure you have the proper skill set to shine like a green diamond.

We will be working with you to develop the following components:

• Minimal Investment Offering:
  • Defining and preparing your minimum investment offering to attract potential investors.
• Legal Investment Documents Preparation:
  • Assisting in ensuring your legal team creates all necessary legal investment documents are ready and compliant.
• 1-Page Teaser / Executive Summary:
  • Crafting and refining a compelling 1-page teaser and executive summary that captures the essence of your business.
• Investor Pitch Deck Development:
  • Creating and polishing a detailed investor pitch deck that highlights your business’s value proposition and potential.
• General Business Deck:
  • Assisting in the creation of a general business deck that provides an overview of your company’s operations, market positioning, and growth plans.
• 2-Minute Pitch Video:
  • Guiding you on recording and self-producing a concise 2-minute pitch video to effectively communicate your business.
• Elevator Pitch (60-Second & 120-Second Commercials):
  • Helping you to develop and practice 60-second and 120-second elevator pitches that quickly convey your business concept and value.
• 10-Minute Mini-Presentation:
  • Working with you to create and rehearse a 10-minute mini-presentation to provide a comprehensive overview of your business to potential investors.
• Video Interview with a UCS Advisor:
  • Be interviewed by a UCS Advisor which will be recorded and uploaded on the UCS Advisors YouTube Channel and podcast feed.  Also, up to 4 short video clips will be created from the interview to give you extra content to share and promote your business
• Investor Data Room Setup:
  • Assisting you in setting up a proper investor data room to organize and store all essential documents, making them easily accessible to potential investors.
• Pitch Practice Sessions:
  • Conducting two full pitch practice sessions, which will be recorded, with the UCS Advisors team to refine and perfect your presentation skills.

*Also, includes our Investor Spheres of Influence and Email Hype Programs designed to teach you to find and reach investors in your network and extended network.

Once you become a Green Diamond, UCS will actively network with potential investors about your business opportunity.  PLUS, you will have access to a calendar of Investor Networking Events.

Payment Terms:

• Major Credit Cards accepted 
• Other Accepted payment methods: ACH, debit card, or bank wire transfer
• Upfront payment for a 5% discount
• The 2-month payment plan is available 

Refund Policy:

• • Worry-free cancellation with 14 days notice during the 6 months with a pro-rata refund.

Refund Policy

Refund Policy for Pre-Paid Services

At UCS Advisors we value your commitment to our services. Here’s our policy for refunds on pre-paid hours:

• Eligibility for Refunds: Clients who pre-pay in FULL for services are eligible for refunds on unused hours under certain conditions.
  • For The Green Nugget: Strategic Coaching & Advisory Package, refund requests can be made within 90 days from the original payment date.
  • For The Green Diamond: Strategic Advisory, Investor Preparation, & Execution Package, refund requests are valid for up to (6) six months from the payment date.
• How to Request a Refund: To initiate a refund, please send us your request either through email or a certified letter. This ensures we have a formal record and can process your request efficiently.
• Processing Time: Once we receive your request, we aim to process your refund within 30 days.

We’re dedicated to ensuring a smooth and transparent process for our clients. If you have any questions about our refund policy, please don’t hesitate to contact us.