Financial model and investment memorandum for an investor
An investor reads a financial model and a short memorandum, not a business plan: how much money is needed, for what, when it comes back and how much they earn. We prepare the financial model, investment memorandum and presentation for a venture fund, a private or foreign investor or an exchange, in Russian and English.
The first review of your project is free and without obligation. We reply in working hours and tell you where to apply and whether you are in time.
Apex Consulting is a consulting firm in Astana, working since 2017. We have prepared 2,137 business plans for 535 clients; our clients have raised $1.7 billion in financing. Payment: 70% after the brief is agreed, 30% after the committee approves the project. Revisions after expert comments are free for three months. We defend the project before the committee together with the client. From ₸350,000, from 3 working days.
What venture funds and business angels ask for
Kazakhstan’s early-stage funds and angel clubs do not publish formal requirements. In practice they ask for a 10–15 slide deck in Russian and English, a financial model with unit economics and a 3-year forecast, and a cap table. Funds rarely read a classic business plan.
Early-stage cheques are usually $50,000 to $500,000 for equity or under a convertible agreement.
Private and foreign investors
An investor in an operating business or a joint venture needs an investment memorandum and a financial model, then a due diligence package: statements, contracts, title to assets. A foreign partner needs the documents in English.
Kazakh Invest supports large projects with foreign investors, and from 7.5 million MCI an investment agreement with the Government with tax incentives is possible.
KASE
Listing shares or bonds on the Kazakhstan Stock Exchange requires an investment memorandum structured under the Listing Rules, audited statements and a financial adviser, mandatory for non-financial companies. We prepare the memorandum and model together with the issuer’s financial adviser.
What an investor checks in the model
A strong model answers the questions before they are asked:
- Revenue is built from customers and prices, not from market share.
- Costs and hiring are tied to growth, not set as a percentage.
- It shows what the round will be spent on and how many months it lasts.
- There are scenarios: base, below plan and above plan.
- The valuation and the investor’s stake are calculated transparently.
How we work
Free review: we look at the project’s stage and who will see the materials. After the brief is agreed we build the financial model, write the memorandum and presentation and prepare answers to the investor’s questions.
What you get
- Financial model in Excel with unit economics, scenarios and round calculation.
- Investment memorandum in Russian and English.
- A 10–15 slide investor presentation.
- Answers to the investor’s questions and a due diligence package.
From ₸350,000, from 3 working days. Payment: 70% after the brief is agreed, 30% after the committee approves the project. Revisions after expert comments are free for three months; we defend the project with you.
Questions and answers
- Does a venture fund need a business plan?
- Usually not. Funds look at the deck and a financial model with unit economics. A business plan is for a bank, a development fund or a state body.
- Do you work in English?
- Yes, we prepare the model, memorandum and presentation in Russian and English.
- How much does a financial model for an investor cost?
- From ₸350,000, from 3 working days. The price depends on the business’s complexity and whether a memorandum and presentation are needed.
- Have you worked with startups?
- Yes, since 2019 we have prepared 162 Astana Hub applications without a rejection, plus models and presentations for private investors. Cases are on this page.
Cases
Startup in Dubai
Private investor money for the launch. Plan, model and investor presentation. Amount: $290k
Geothermal resort
Investors and a bank for construction. Model that reflects the independent expert review. Amount: $3.5 mln
Engineering complex, UAVs
Participant status in a SEZ technopark. Feasibility study aligned with the technopark’s priorities
Sources
Programme terms change. Checked on 15 October 2026. Verify with the primary source before applying:
The first review of your project is free and without obligation. We reply in working hours and tell you where to apply and whether you are in time.