Institutional support

Investment Institute Support Package

Extend your investment team with structured screening, research, memo, and portfolio support.
A support package for funds, family offices, holding companies, accelerators, venture studios, and investment institutions that need additional analytical and execution capacity.
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Best fit

Who this package is for

  • Funds and family offices reviewing inbound opportunities
  • Accelerators and venture studios supporting founders
  • Investment teams needing external analyst capacity
Markets

Where it applies

Private equity and venture investing
Family office deal flow
Accelerator and portfolio-company support
Problems

What this solves

  • Deal flow review consumes internal capacity
  • Investment memos and screening are inconsistent
  • Portfolio companies need structured financial and market analysis
Outputs

Deliverables

  • Deal screening support
  • Market and competitor research
  • Financial review and model checks
  • Investment memo preparation
  • Portfolio monitoring support
Included services

What is included in this package

Marketing Goal SettingMarket and Competitor Analysis

Defining measurable marketing objectives aligned with your business goals.

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Target Customer Segmentation and MessagesMarket and Competitor Analysis

Identifying and crafting key messages for your ideal customer demographics.

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Marketing Tactics Research FrameworkMarket and Competitor Analysis

Building a framework to explore and evaluate impactful marketing tactics.

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WorldBC M-Canvas PreparationMarket and Competitor Analysis

Developing a tailored strategic canvas for structured business insights.

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Revenue Centers/ Growth PredictionFinancial Projection

Projecting revenue streams and growth potential to drive financial planning.

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Staffing ModelFinancial Projection

Designing a staffing plan aligned with operational and growth objectives.

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Cost Centers/ Growth PredictionFinancial Projection

Forecasting cost centers and anticipated growth for budget optimization.

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Three Statement Financial ProjectionFinancial Projection

Preparing detailed income, cash flow, and balance sheet projections.

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Fintech, Banks, and Insurance Financial ProjectionFinancial Projection

Creating projections tailored for financial service providers to support planning.

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Holding Company Financial ProjectionFinancial Projection

Forecasting financial performance for holding companies with multiple entities.

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SAAS Business Financial ProjectionFinancial Projection

Building projections for SaaS businesses with a focus on revenue streams.

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Social Media Business Financial ProjectionFinancial Projection

Developing financial forecasts tailored for social media-driven businesses.

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Process

How the engagement works

Mandate setup

Define screening criteria, memo standards, reporting format, and review workflow.

Analysis support

Review companies, markets, financials, risks, and opportunity fit.

Decision material

Prepare concise memos, dashboards, or recommendations for investment committees.

Timeline and scope

Project-based or monthly support model

Pricing
Custom quotation based on scope, market, documentation readiness, and engagement model.
Outcome focus
Faster deal triage; More consistent investment documentation
Expected outcomes

What clients should be ready to do

Faster deal triage
More consistent investment documentation
Expanded analytical capacity without permanent hiring
FAQ

Common questions

Can this support an investment committee process?

Yes. Outputs can be formatted as screening notes, investment memos, or committee-ready summaries.

Can this be white-labeled?

Operational support can be structured discreetly depending on the engagement model.

Discuss this package with WorldBC

A support package for funds, family offices, holding companies, accelerators, venture studios, and investment institutions that need additional analytical and execution capacity.

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Funding Products

Corporate & Capital Markets

Strategic guidance for companies navigating public and private markets. We provide administrative support and market analysis to help established firms optimize their corporate structure and prepare for large-scale capital events.

Growth & Venture Finance

Supporting high-growth startups and scale-ups in their journey to secure expansion capital. We assist in preparing investment materials and identifying strategic partners aligned with long-term innovation goals.

M&A & Strategic Transactions

Expert advisory for mergers, acquisitions, and divestitures. Our team facilitates the identification of target companies and provides comprehensive deal-management support to ensure seamless transitions and value creation.

Sample Reports

Startup Investor Outreach

This Includes: Investor profiling Businesss assessment and valuation Deal sourcing and opportunity evaluation Investment material review Strategic investor introductions and networking Assistance in negotiation and deal structuring

Structured & Asset-Backed Solutions

Success Stories

Trade, Working-Capital & Treasury

support for organizations seeking to navigate the global capital landscape. We provide strategic preparation of investment decks, valuation analysis, and administrative coordination to help businesses effectively present their value proposition to a broad network of institutional and private capital partners.

Locations

Poland

We are located at the heart of Poland Capital, Warsaw.
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Kuwait

Our Middle East operations are commenced in the beautiful warm country of Kuwait.
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Careers

You can find the latest opportunities in any of our offices here. We have a high barrier to entry into company and work with top 1% applicants. 

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About Us

COMPANY
World Business Council is a Financial Advisory and deal Management focused on business Acquisition and project and corporate fundraising firm based in Poland, with offices in the Middle East and Europe which connects the HNWIs and Companies to great investment opportunities.

KRS: 0000743854
EU TAX(NIP):PL7010843353
REGON: 381044982

CONTACT
Office: Aleje Jerozolimskie 85/21, 02-001 Warsaw, Poland
Tel: +48223070999
Phone: +48 881 400 002
Working Hours: 8 am- 19 pm (GMT +1)- Every Day
Email:Office@worldbc.co

Disclaimer: 

WorldBC is an independent consultancy not affiliated with WBCSD. Our services are non-regulated by KNF. US activities are conducted via FINRA-registered entity per SEC Rule 15a-6.

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