Saad Khalid

Pitch Decks & Financial Models for Early-stage Startups | Co-founder @ Ideate Business Plans

Lahore, Punjab, Pakistan

About

I’ve been helping startups raise money for the past 6 years. Sure, I build pitch decks and financial models, but it’s really about telling a story that goes beyond just the numbers—one that pulls investors in and shows them the big picture. I started Ideate Business Plans because I wanted to do more than just hand over a slick deck. I wanted founders to feel confident about every step of the fundraising process. Over the years, I’ve worked with tech-focused teams—including AI, SaaS, and Blockchain startups—to raise over $80 million collectively. One of my favorite projects was helping an NFT startup land $2.3 million in seed funding after we revamped their strategy and pitch. If you’re building something new and need an extra edge to stand out, let’s connect.

Experience

  • Co-Founder at Ideate Business Plans
    Nov 2022 - Present · 3 yrs 8 mos

    Ideate Business Plans works with early-stage startups as well as established companies to prepare their investment materials such as business plans, pitch decks, financial models and investment teasers.

  • Chief Growth Officer at First Block Inc.
    Jul 2024 - Present · 2 yrs

  • Director Business Advisory at Growise Shahbaz Hannan & Co. Chartered Accountants
    Nov 2020 - Present · 5 yrs 8 mos

  • Hassan Naeem & Co (Lahore District, Punjab, Pakistan)
    • Senior Audit Associate
      Mar 2019 - Aug 2020 · 1 yr 6 mos

      - Reviewed, prepared, and compiled financial statements in accordance with the reporting framework comprising of International Financial Reporting Standards (IFRS) and applicable local laws. - Maintained clear and accurate records as per the applicable financial reporting framework. - Assessed compliance with financial regulations and controls. - Tested various financial documents and reports for accuracy and compliance - Identified of ongoing compliance issues, process weaknesses, and inefficiencies. - Experienced in liaising with internal auditors. - Annual provision for income tax and calculation deferred tax - Understanding of the International Standards on auditing - Collection of financial data and analyzing trends.

    • Business Advisory Associate
      Mar 2017 - Feb 2019 · 2 yrs

      - Identified control gaps in processes, procedures, and systems through in-depth research/assessment and suggested methods for improvement. - Established, maintained, and coordinated the implementation of accounting and accounting control procedures and highlighted discrepancies, and recommended possible rectifications. - Performed financial analysis, trend analysis, documentation of processes, and designed standard operating procedures - Managed business advisory assignments including report writing, investment appraisals, marking areas of emphasis, allocating resources, organizing information gathered by cross-functional teams, and presenting it as per TORs. - ERP implementation and support for different clients.

  • Taxation Associate at Tariq Abdul Ghani Maqbool & Co.
    Dec 2016 - Feb 2017 · 3 mos

    - I worked on and filed various wealth statements and Income tax returns which included returns of individuals, AOP and different listed, unlisted and private limited companies. - My job included replying to to various notices by Federal Board of Revenue (FBR) e.g. I prepared working of section 161 of the Income Tax Ordinance, 2001 of various private companies. - I have also worked on and filed various sales tax returns of companies.