Alpha Grove Advisors

Alpha Grove Advisors’ mission is to help entrepreneurs improve their business plans and investor presentations by providing access to our partner’s expertise and neutral perspective in order to sharpen proposals, secure investment and build successful ventures. As an entrepreneur, it's impossible to step back and look at your business plan or investor deck from an objective and neutral mindset, without your prior knowledge or enthusiasm about your business. Yet that's exactly how you'll be judged by investors who will spend limited time reviewing your pitch materials before making a first impression, and ultimately a decision, that could determine the future of your business. Alpha Grove Advisors was founded in December 2018 by long-time friends and ski buddies Aaron Forman and Owen Thal. Thanks to our helpful natures and industry experience, for years we both have been sought out as trusted advisors for input on business plans and investor decks. We realized we had the same goal, but divergent yet complimentary approaches- Aaron focuses on messaging/positioning and the customer lifecycle, with a perspective from working directly with the founders of fast-growing startups- Owen focuses on financial forecasting and industry/competitive analysis, with a perspective from working directly with VCs to evaluate seed and Series A investment rounds. Naturally we decided to combine our efforts to give entrepreneurs the benefit of both mindsets. Our services include critical reviews of business plans and investor decks, as well as custom consulting engagements on financial forecasting, messaging & positioning, and other topics. We hope we can help you to step back and see the forrest through the trees, so you can present your business in the best light and get the resources you need to grow.