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Pitch Deck & Financial Projections – Expertvuw

Business Plan and Presentation for Bank Loans, Grants and Partners

Last updated: 2 October 2026

Lenders, scheme authorities and strategic partners want to see a clear, credible plan backed by numbers. Expertvuw’s team prepares business plans and presentation decks tailored to a loan, subsidy or partnership application — grounded in your actual financials.

Overview

What Lenders and Authorities Look For

A business plan for a loan or grant is different from an investor pitch. Banks and NBFCs focus on repayment capacity, security and management track record. Government scheme authorities focus on eligibility, investment, employment and compliance with scheme conditions. Strategic partners and large customers look for capability, capacity and reliability.

A good plan covers the business overview and promoters, products and market, operations and capacity, marketing and sales, management and staffing, risks and mitigation, and financial projections — revenue, costs, cash flow, balance sheet, and key ratios such as DSCR for loans. Numbers should reconcile with past audited financials, GST returns and bank statements, because reviewers cross-check them.

For startups raising equity from angels or VCs, a separate investor pitch deck focused on growth, market size and returns is more suitable.

Basis: Lender appraisal practices under RBI lending directions; CGTMSE, MUDRA and state scheme application requirements. Last updated: 27 September 2026.

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What This Service Covers

What We Deliver

1

Business plan document in lender or scheme format

2

Presentation deck for meetings

3

Projections consistent with past financials

4

Risk and mitigation section

5

Revisions based on reviewer feedback

Key Facts

Audience

Lenders, scheme authorities and partners have different priorities.

Repayment capacity

Central for loan applications.

Eligibility

Central for scheme applications.

Consistency

Numbers must match audited financials, GST and bank data.

Ratios

DSCR and debt-equity matter for lenders.

Investor decks

Different from loan plans; see our startup pitch deck service.

Common Issues

Why Plans Get Rejected

Plans often fail on credibility.

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Related Services

Related services

Business plans connect with these services.

Investor Pitch Deck

Pitch decks for startups raising equity.

Project Finance

Detailed project reports.

Financial Modelling

Financial models.

Business Loan

Loan application readiness.

Documents Required

Documents we need from you

Business Inputs

Financial Inputs

Our Process

How We Work

1

Brief

Understand purpose and audience.

2

Collect

Gather business and financial data.

3

Project

Build projections.

4

Write

Draft the plan and deck.

5

Review

You review and we revise.

6

Submit

You submit to the lender or authority.

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After Submission

After Submission

Be ready for follow-up questions.

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Get in Touch

Share your query and our team will reply during business hours.






    FAQs

    Frequently Asked Questions

    Is a business plan for a bank loan different from an investor pitch deck?

    Yes. Lenders focus on repayment capacity and security; investors focus on growth and returns.

    Business overview, market, operations, management, risks and financial projections.

    They should be consistent with audited financials, GST returns and bank statements.

    Yes, in the format required by the scheme authority.

    No. The lender or authority decides.

    About Expertvuw

    Who Prepares Your Plan

    CS Chetna Shoor, Company Secretary and Director, Expertvuw

    CS Chetna Shoor

    ACS – Director, Expertvuw Management Pvt Ltd

    Loan and funding support is provided by Expertvuw’s team. Expertvuw is not a lender, loan agent or investment adviser — loans are sanctioned by banks and NBFCs, and grants by the relevant authorities, at their own discretion. Certificates and audits are issued by independent Chartered Accountants.

    Expertvuw Management Pvt Ltd