R&D CONSULTING BUSINESS PLAN

I. Executive Summary

Company Description

The company name reflects its core role as an R&D advisory consultancy—named to convey that it embeds with clients to convert technical ideas into market-ready products. We operate in professional services for research and development, supplying senior consultants and subject matter experts who deliver milestone-based technical programs, feasibility studies, prototype roadmaps, regulatory guidance, and commercialization analytics. One-liner: We act as a flexible, lower-cost alternative to in-house R&D, accelerating product development and reducing time-to-market.

We serve small and mid-size enterprises (SMEs) across deep-tech, medtech, cleantech, and advanced manufacturing that lack scale in-house R&D. Core activities are project scoping, technical due diligence, experiment design, data analysis, vendor coordination, and stage-gate milestone delivery. What sets us apart is a formal, data-driven methodology, senior-level staffing, and strict milestone payments tied to measurable outcomes. Short-term goals: sign 12 client engagements and achieve $1.2M ARR in year one. Long-term goals: expand to three U.S. hubs and reach $12M ARR with repeatable productized service lines. One-liner: We turn R&D risk into funded, measurable progress for SMEs.

Problem

Many U.S. small and medium-sized enterprises (SMEs) have breakthrough ideas but lack specialized R&D expertise and structured processes to move from concept to commercialization, causing stalled projects, budget overruns, and missed market windows. Consequence: firms waste capital and lose competitive position when internal teams cannot execute R&D efficiently.

Existing options—lean internal teams or hiring permanent high-salary R&D staff—fail to provide flexible, milestone-driven technical oversight. SMEs face four clear pain points: repeated failed launches, unexpected R&D cost spikes, slow time-to-market, and the burden of permanent hiring for short-term needs. These needs are currently underserved by traditional consultancies that sell hours, not outcomes.

Founded for a 2026 U.S. launch with a first-year EBITDA target of -$8,000, our firm fills this gap by offering embedded, milestone-based R&D oversight that reduces failure, controls costs, and shortens commercialization timelines. One-liner: stalled ideas turn into lost revenue and shrinking market share.

Solution

U.S. SMEs often stall at concept because they lack in-house R&D capacity, face budget overruns, and miss market windows. We provide end-to-end R&D advisory services that guide businesses from concept validation to product launch, delivering market feasibility, technology sourcing, prototype development, IP strategy, and commercialization planning on a flexible, project basis. One-line: We turn early concepts into revenue-ready products.

Core offerings: validate market fit with quantitative feasibility analysis; source technologies and suppliers; develop and iterate prototypes; design IP strategies; and build commercialization and go-to-market plans. Competitive advantage: senior consultants embedded on client teams, integrated IP and commercialization workstreams, and hands-on prototype delivery that shortens time-to-revenue. Financial objective: achieve EBITDA of $360,000 by year two (2027).

Mission Statement

Our mission is to democratize access to world-class R&D expertise for small and medium-sized enterprises across the United States, enabling efficient, data-driven product development in technology, manufacturing, and consumer goods. We commit to reducing the risks and costs of innovation so clients can scale confidently, compete effectively, and deliver measurable market impact. We act as an embedded R&D partner focused on precision, strategic foresight, and lasting customer success.

Key Success Factors

Critical operational and financial milestones that drive delivery quality, unit economics, and scalable growth.

• High billable utilization across senior consultants and expert network to maximize revenue per FTE.
• August 2026 breakeven as an early signal of operational efficiency and market fit.
• Proprietary project management framework ensuring consistent delivery and converting projects into long-term retainers.
• Controlled CAC of $2,250 to preserve unit economics and shorten payback.
• Scale to 10 FTEs by 2030 while maintaining an 8% IRR to demonstrate profitable growth and market leadership.

Financial Summary

Summary of the plan's key financial outcomes and milestones for investors.

Financial requirements: Minimum cash cushion $689,000; breakeven in Aug-26; total payback 25 months. Anticipated returns: 6.05% ROE and 8% IRR over the initial five-year period.

Outlook: the business reaches breakeven in Aug-2026 and scales to $2,851,000 EBITDA by 2030.

Funding Requirements

We require $689,000 to launch in 2026 and reach breakeven in Aug-26; $689,000 funds launch and eight-month runway.