SASB SUSTAINABILITY REPORTING SERVICE BUSINESS PLAN

I. Executive Summary

Company Description

Named Verity SASB Advisory — where "Verity" signals clear, verifiable reporting — the firm is a New York, NY–based sustainability advisory practice launching in 2026. We operate in the corporate ESG and sustainability reporting sector and focus exclusively on the Sustainability Accounting Standards Board (SASB) framework. Our core services are high-touch consulting, quantitative data analysis, and strategic communications for SASB-aligned reporting. We bill by the hour and target public and large private corporations in high-impact sectors that need investor-grade, industry-specific ESG disclosures. One-line: We turn complex SASB requirements into audit-ready disclosures for capital-market audiences.

The firm delivers its services through client workshops, materiality mapping, metric collection and validation, gap remediation plans, and external disclosure drafting and review. What sets us apart is exclusive SASB specialization, a senior-team-led model, and a process tuned for speed and auditability—designed to shorten client time-to-disclosure and reduce downstream verification costs. Short-term goals are to onboard pilot clients and establish core engagements in 2026; long-term goals are rapid scale to a Year 5 revenue target of $3,836,000 and category leadership among SASB-focused advisors. One-line: We aim to be the go-to SASB practice for capital-market clients within five years.

Problem

US public and large private companies face fragmented ESG reporting standards and rising pressure from institutional investors and regulators to deliver transparent, comparable disclosures under the SASB framework. Many firms lack industry-specific expertise, produce inaccurate or misaligned metrics, and face increased regulatory noncompliance, litigation risk, and reduced access to institutional capital.

Current advisory options leave a gap for a focused, SASB-first practice offering high-touch consulting, rigorous data analysis, and strategic communication. Addressing this gap is necessary to lower compliance risk, restore investor confidence, and capture market demand targeted by the firm’s Year 1 revenue goal of $545,000 and planned scale to $3,836,000 in Year 5.

Solution

US companies face a complex, changing ESG reporting landscape and many lack internal capacity for investor-grade disclosures, creating regulatory risk and lost investor confidence. Our firm delivers end-to-end consulting exclusively on the Sustainability Accounting Standards Board (SASB) framework to close that gap and link sustainability to financial performance.

We provide comprehensive materiality assessments, rigorous data validation, drafting of standardized disclosures, and strategic communication advisory. Target Year 5 revenue: $3,836,000. One-line summary: We turn SASB complexity into investor-ready disclosures that meet financial stakeholders’ needs.

Mission Statement

We empower US companies to master sustainability reporting by delivering industry-specific, investor-grade disclosures grounded in deep SASB standards expertise. We simplify the complex ESG landscape, build investor confidence, and drive long-term corporate value through clear, auditable reporting and pragmatic advice. We aim to be the most trusted specialist advisor for firms transitioning to standardized sustainability reporting, reflected in our projected $3,836,000 annual revenue.

Key Success Factors

Five operational and financial priorities will determine success.

• Maintain exclusive focus on SASB standards.
• Sustain 22.5 billable hours/client/month efficiency.
• Control CAC $4,500 in Year 1.
• Scale team to 13.0 FTEs from 4.0.
• Reach breakeven by October 2027 and sustain referral network.

Financial Summary

The five-year plan projects revenue growth from $545,000 in 2026 to $3,836,000 in 2030, with breakeven in Oct-27 and payback in 55 months.

Financial requirements include maintaining a minimum cash balance of $275,000; key milestones are breakeven (Oct-27) and full payback at month 55; the plan delivers an IRR of 1.1% and ROE of 0.73%.

Overall outlook: steady revenue growth, EBITDA positive by Year 3, limited investor return at current assumptions.

Funding Requirements

The round seeks capital to cover initial capital expenditures, Year‑1 marketing, core 2026 management salaries, and working capital to month 22.

Projected five‑year revenue grows from $545,000 in 2026 to $3,836,000 in 2030; initial Year‑1 EBITDA is -$324,000, breakeven at month 22, payback in 55 months, Year‑3 EBITDA $63,000, Year‑5 EBITDA $946,000, and plan assumes a minimum cash balance of $275,000 and a 1.1 percent IRR.