In the Investable Blueprint, Startup and Growth Stage Entrepreneurs are Able to Systematically Transform their Vision, Culture, Strategy, Identity, and Business Acumen  by Focusing on Building Enterprise Value and Preparing their Companies for Investment.

Over the past few decades, the team at Be Investable has refined the methodologies to systematically increase company valuations and professionalize organizations. This has helped entrepreneurs raise capital, sell their companies, acquire talent, and increase sales. You may be wondering, how has our process changed over the years?


We used to believe that making an entrepreneur an amazing pitch deck would help them raise capital.

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We used to believe that if we just taught entrepreneurs business acumen skills, then they would be competent enough to effectively communicate with investors.

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We used to believe that entrepreneurs just needed to be given the tools, and they would be able to figure it all out.

But giving them the ‘fish’ doesn’t teach them how to fish. This line of thinking exasperates  entrepreneurial friction – the #1 killer of momentum .

Momentum is the entrepreneurial drug that’s sought by business owners and CEO’s across the world.  Once an entrepreneur feels the rush of momentum, they want to take another ‘hit.’

So they go and buy another product or program.  Or go listen to another podcast, or watch another webinar.

And rarely do these things solve the problem. In fact, they tend to make things worse because they are only another “fish.”The distractions and ‘cognitive overload’ that’s experienced by entrepreneurs in the 21st century is unprecedented.

There are so many things to focus on that nothing gets done.  By focusing on everything, we end up focusing on nothing.


  • What you focus on you find
  • What you focus on seems real
  • What you focus on grows
  • What you focus on you become

A mile wide and an inch deep is a recipe for spinning your wheels, month after month, year after year.

So as we started to uncover the problems to the solutions we were implementing, we discovered a process.  A means by which an entrepreneur could create the tools necessary to increase enterprise value and appeal to investors.

The linear path we created was not straightforward at first.  We went through an iteration process, much like every other entrepreneur out there.

We split this systematic process into six modules that would help entrepreneurs build the enterprise value of any company.  By teaching the entrepreneur to fish, we found that they were becoming investable along with their companies. By the end of the program, entrepreneurs were able to clearly identify the problems within their business, and come up with innovative solutions from within.  We were no longer forced to give entrepreneurs the answer, rather, we focused on helping them find the answers within themselves based on their business and their identity.

This is how we knew we were on the right track. The entrepreneurs we were working with

  • Became more
  • Were equipped to overcome the obstacles in their business.
  • Had a clear vision for each area of their company.
  • Understood how to create effective strategies and execute on their game plan.
  • Had the finance skills necessary to navigate the financial markets.
  • Were seeing the valuations of their companies increase.
  • Had the attributes to be leaders for their teams and organizations.

So we decided to take the training and programs we have been doing in person for years with thousands of entrepreneurs,  and automate the experience so that entrepreneurs could go through the process step by step, on their own time.

Here are the 6 modules within the Investable Blueprint:




Financial Story


Enterprise Value


Product Grid and Customer Discovery




Creating Investment Collateral

For those who have little to no business acumen, do not fret.  We facilitate the growth process by diving deep into each topic, and providing resources for more insight. We have an intro and bonus module to make sure we’re beginning and ending on the right track.

Here are the benefits you can expect from each module:



  • Learn how to create a vision for each area of your business.
  • Engrain these visions into your subconscious.
  • Gain clarity on what success looks like in each area of your business.


Fiancial Story

  • Discover the key metrics that will determine the success of your business.
  • Familiarize yourself with proformas, and the financial statements you’ll need to utilize in the investment process.
  • Communicate with investors using terminology and frameworks that are intuitive to finance professionals.


Enterprise Value

  • Determine the target enterprise value, and reverse engineer outcomes based on that target.
  • Understand comps, multiples of EBITDA, and valuations that can be backed with metrics.
  • Leverage the key drivers of enterprise value to acquire resources (team, customers, and capital).


Product Grid and Customer Discovery

  • Connect with your target demographic to understand their deepest pains and desires.
  • Create corresponding value stacks that speak directly to the problems the customer is looking to solve.
  • Create an ascension ladder that allows for “bundling”  and enhances customer lifetime value.




  • Leverage our proprietary strategy model to develop clear and purposeful understanding of what needs to get done, why it needs to get done, and what you’re going to do about it.
  • Leverage a “fill in the blank” spreadsheet to make strategy creation straightforward and actionable


Creating Investment Collateral

  • Leverage our “plug and play” system for creating pitch decks, 5 pagers, use of funds, proforma, and overall messaging.
  • Create your outreach funnel for a systematized process that allows the entrepreneur to maintain control of the investment process.
  • Develop the narrative sequence, and answers to potential questions and objections that you’ll have to overcome.


What does Be Investable do?

Be Investable is an advisory and education firm who helps business leaders navigate the capital markets and build enterprise value. We focus on the key drivers of market capitalization to build a vision, culture, and strategy that allows entrepreneurs to develop their business in the most effective and efficient way possible. Through this process, we grow both the entrepreneur and the company in a way that develops their overall investability, and ability to attract new resources.

As entrepreneurs go through the fundraising process – they are supported by a group of experienced advisors who help facilitate organizational growth as questions and problems arise.

What can I expect by going through the Investable Blueprint?

  • Develop a compelling vision and financial story based on key drivers in your industry.
  • Cultivate a product grid that speaks directly to the customer’s pain, and your value stack.
  • Build a curated list of potential funding sources specifically focused on your industry, market size, and company stage.
  • Create a pitch deck, one-pager, email messaging, and other supporting materials to successfully navigate each step of the investment process.
  • Develop the identity, beliefs, and behaviors that create investable entrepreneurs.
  • Gain funds and resources that successfully maximize the investment.

What makes the team at Be Investable great at what they do?

Be Investable is committed to developing leaders of emerging companies, startups and small businesses. By focusing on building both investable entrepreneurs AND investable companies, we are able to materialize the ultimate outcomes of the organization. This hyper focus on the key drivers of investability is what allows us to tap into the most direct path to growth.

How do we know that the Investable Blueprint works?

The team at Be Investable brought dozens of entrepreneurs through this process hands on before we decided to automate the programming.  During the launch process, we walked hand in hand with entrepreneurs to make sure the automated program properly emulated the program we were doing hands on. After working out a few kinks, we were able to streamline the process, and allow entrepreneurs to go through our system on their own time.

How long will it take me to go through the Investable Blueprint?

The Investable Blueprint is a self driven, 6 module program.  We turned this into an automated program because we realized that entrepreneurs who are in the middle of the capital raising process didn’t have time to go through a hands on program over a few months.  We realize that every entrepreneur is on a different timeline, and the Investable Blueprint makes sure you can go as fast or slow as you please.

What are the sizes of investment that are typically raised by people who go through the Investable Blueprint?

Entrepreneurs who successfully complete the Investable Blueprint typically go on to raise anywhere between $50,000 to a few million. Business owners who are raising more than that typically like to work with us one on one. For the self driven, startup entrepreneur, the Investable Blueprint is the perfect guide to properly navigate the investment process.

What if I have no experience raising capital or running a business?

The Investable Blueprint is made for entrepreneurs of all shapes and sizes.  We make sure to cultivate your business acumen throughout the program so that by the end, you can feel comfortable communicating your business to an investor. The language of finance is quite easy once you get the hang of it.  We make sure to bring you along in the process so that you understand the fundamentals of business, and their impacts on your company.

Money Back Guarantee

Our commitment is to change people’s businesses and lives. If at any point during the engagement, so long as you have completed all of the assignments and participated fully, you don’t get value or feel your learning style doesn’t match how we teach, we will happily refund the money you’ve paid us under this Agreement less any external fees subject to the following conditions:

  • Deadline to Apply for Refund. To be eligible for a refund, you must submit your request within 14 days of the completion of the program.
  • Completed Course Work. Company must submit completed course work and tell BI what didn’t work for the organization.
  • Company Discretion. After the materials are submitted, all refunds are within BI’s sole discretion to grant or deny the refund request.
  • No Refund applications will be accepted until after the program ends.

Please do not enroll in our programs if you just want to “check it out.” It is mutually understood that both parties will have to put in the resources to make the program worth while. The Advisor puts a significant amount of time and energy into the necessary work, the same level of commitment is expected of the Client.