OGS Capital
OGS Capital is a privately held business plan consulting firm founded in 2006, serving SMBs, startups, immigration applicants, and franchisors across 100+ countries with custom business plans and adjacent financial advisory services including pitch decks, due diligence, and fractional CFO.
- Company typePrivate
- Founded2006
- HeadquartersBoston, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What OGS Capital does
OGS Capital is a privately held professional services firm specializing in custom business plan consulting and financial advisory for SMBs, startups, immigration applicants, and franchisors. Founded in 2006, the firm operates from offices in San Diego, London, and Ottawa, with additional phone presence in Ireland and Australia, and serves clients in 100+ countries. Its core offering is hand-crafted, consultant-delivered business plans — covering investor financing, SBA/bank lending, strategic planning, and 15+ visa-type immigration applications — alongside adjacent advisory services including pitch decks, financial due diligence and Quality of Earnings, feasibility studies, business valuation, fractional CFO engagements, CIMs, PPMs, and ICO whitepapers. Reported outcomes include 5,000+ plans delivered, $2.7B+ raised by clients, a 95%+ immigration approval rate, and a 90%+ SBA/bank loan approval rate.
OGS Capital firmographics
Firmographics- Name
- OGS Capital
- Legal name
- OGS Capital
- Website
- https://ogscapital.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- OGS Capital is a privately held business plan consulting firm founded in 2006, serving SMBs, startups, immigration applicants, and franchisors across 100+ countries with custom business plans and adjacent financial advisory services including pitch decks, due diligence, and fractional CFO.
- Ownership category
- akta.pro rank
OGS Capital industry classification
Industry- Product category
- Business Plan Consulting Services
- NAICS
- Management Consulting Services (54161), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Corporate Strategy Advisory (BPAHADAA)
Keywords
Where OGS Capital is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
OGS Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Business Plan Writing Services: Custom business plan writing services for investors, banks/SBA loans, immigration, and strategic planning. Professional consulting services delivering investor-ready documents including market research, financial modeling, and strategic planning.
- Pitch Deck Services: Creation of investor pitch decks for fundraising. Helps clients raise capital through compelling visual presentations.
- Financial Due Diligence and Quality of Earnings: Due diligence services for M&A transactions, helping buyers evaluate sustainable earnings of target companies.
- Feasibility Studies: Comprehensive feasibility study consulting to test business ideas and validate market opportunities.
- Business Valuation Services: Business valuation services providing indicative value assessments using multiple valuation methods.
- Fractional CFO Services: Part-time CFO services providing financial leadership and strategic guidance.
- Private Placement Memorandum (PPM): Preparation of PPM documents for Reg D private placements and securities offerings.
- ICO Whitepaper Services: ICO consulting and whitepaper development for cryptocurrency and blockchain ventures.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom Business Plan - Quote-based pricing |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
OGS Capital product offering
Product offeringCore offering
OGS Capital is a professional business plan consulting firm that creates custom, investor-ready business plans, pitch decks, financial due diligence, feasibility studies, business valuations, immigration business plans (L1, E1, E2, EB1/2/5, UK Innovator, Canadian PNP), fractional CFO services, and ICO whitepapers for startups, SMBs, and enterprises globally. Each document is built from scratch by senior consultants without templates or AI, supported by premium market research data and fully editable Excel financial models.
Product overview
OGS Capital is a business plan consulting firm offering professional business planning services. The company provides a comprehensive portfolio of consulting services organized across three main categories: (1) Business Plan Writing Services including investor-focused plans, SBA-compliant plans, strategic/operational plans, and immigration business plans for various visa types (L1, E1, E2, EB1, EB2, EB5, UK innovator/startup visas, Canadian provincial nominee programs); (2) Industry-Specific Business Plans for ecommerce, restaurants, real estate, mobile applications, and other sectors; (3) Advisory Services including pitch deck creation, financial due diligence/quality of earnings analysis, ICO whitepapers, feasibility studies, business valuation, fractional CFO services, business continuity planning, and confidential/private placement memoranda. The company emphasizes custom-built documents without templates or AI, delivered by senior consultants with MBAs and Big Four experience. OGScapital's service model combines strategic consulting with financial modeling and market research to produce investor-ready, lender-compliant, and immigration-authority-accepted documents.
Differentiator
Problem solved
Functional benefit
Products and services
- Business Plan for Investors Custom business plan for attracting equity financing from angel investors, venture capital, and private equity, designed to comply with complex investor requirements.
- Bank/SBA Business Plan Business plan document tailored for raising debt funding from financial institutions, meeting expectations of banks, the SBA, and government agencies.
- Strategic and Operational Business Plan Business plan containing a development roadmap and operational strategy to help companies achieve goals and become market leaders.
- Immigration Business Plan
Quantifiable outcome
- $2.7B+ raised by clients across funding rounds, loans, private equity, and venture capital
- +5 more outcomes
Companies that use OGS Capital
Customer profileNamed customers12 records
Segments6 records
Ideal customer profiles6 records
OGS Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
OGS Capital partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Legal Attorneys NetworkcorePartnership program targeting legal attorneys who need business plans for immigration clients. OGS provides business plan services while attorneys refer their clients seeking immigration office approval. 140 partners enrolled in the program.
- Investment Bankers NetworkcorePartnership with investment bankers who need business plans, pitch decks, or CIMs for fundraising or M&A deal due diligence. OGS provides MBA-level consultants with experience at major consulting firms (Deloitte, PWC, Bain).
- Franchisors NetworkcorePartnership with franchisors seeking compliant business plans for franchisee expansion. OGS helps applicants write attractive franchise business plans following franchisor guidelines.
- Business Brokers NetworkminorPartnership with business brokers who recommend OGS services to their clients for various business planning needs including M&A, valuation, and strategic planning.
Scale indicators10 records
Recent moves6 records
Expansion highlights6 records
OGS Capital competitors and assessment
Company assessmentBroad incumbents
- Bplans: Long-established business planning resource and software provider (owned by Palo Alto Software). Offers templates, samples, and software tools that overlap with OGS's market at the entry-level, though OGS sits in the premium custom-consulting tier.
Direct peers
- Plan Writers: Business plan writing service delivering custom plans for SBA loans, bank financing, and investor fundraising. Comparable to OGS on core service offering, US small-business customer base, and SBA approval-rate value proposition.
- Wise Business Plans: US-based business plan writing firm offering custom plans for SBA loans, immigration, and investor fundraising. Closely comparable to OGS Capital in service mix, target customer base (startups and SMBs seeking funding), and custom consulting delivery model.
- Fundability: Business plan and investor deck creation service targeted at startups seeking funding. Comparable to OGS on core deliverable (investor-ready business plan) and primary customer segment (early-stage founders).
- Murgado Strategic Services: Boutique consulting firm offering business plans, market research, and strategic advisory for SMBs and franchise buyers. Comparable to OGS in horizontal consulting delivery and immigrant-visa-adjacent clientele.
- Visa Business Plans: Focused exclusively on US immigration business plans (E-2, L-1, EB-5, EB-1C). Directly competes with OGS's immigration vertical with similar consulting-led delivery and USCIS-oriented expertise.
- Growthink: Long-standing business plan consulting firm offering business plans, strategic planning, and M&A advisory for startups and growth-stage companies. Direct competitor to OGS across investor pitch decks, business plans, and feasibility studies.
- Delphie Strategies: Boutique consulting firm providing business plans and pitch decks for early-stage and growth-stage startups seeking capital. Directly comparable service offering and target customer as OGS Capital.
- Cayenne Consulting: Specializes in immigration business plans (E-2, L-1, EB-5, EB-1, EB-2 NIW) for US visa applicants. Directly competes with OGS's immigration sub-products on service scope, target customer (visa applicants), and pricing model.
Emerging players
- LivePlan: Software/SaaS business planning platform with automated financials, pitch decks, and SBA-compatible templates. Competes with OGS from a different delivery model (self-service software vs. bespoke consulting) but targets the same founder/SMB customer.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
OGS Capital social profiles
Digital presenceOGS Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
OGS Capital leadership team
Management profileNumber of profiles
Profiles1 record
OGS Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
OGS Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about OGS Capital
What does OGS Capital do?
OGS Capital is a professional business plan consulting firm that creates custom, investor-ready business plans, pitch decks, financial due diligence, feasibility studies, business valuations, immigration business plans (L1, E1, E2, EB1/2/5, UK Innovator, Canadian PNP), fractional CFO services, and ICO whitepapers for startups, SMBs, and enterprises globally. Each document is built from scratch by senior consultants without templates or AI, supported by premium market research data and fully editable Excel financial models.
Is OGS Capital a public or private company?
OGS Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was OGS Capital founded?
OGS Capital was founded in 2006. It employs 11 to 50 people.
Where is OGS Capital based?
OGS Capital is headquartered in Boston, United States, in the North America region.
How does OGS Capital make money?
Eight revenue lines are on record. Business Plan Writing Services are the primary driver. The others are pitch Deck Services, financial Due Diligence and Quality of Earnings, feasibility Studies, business Valuation Services, fractional CFO Services, private Placement Memorandum (PPM) and ICO Whitepaper Services.
Who are OGS Capital's main competitors?
Bplans is listed as a broad incumbent. Direct peers are Plan Writers, Wise Business Plans, Fundability, Murgado Strategic Services, Visa Business Plans, Growthink, Delphie Strategies and Cayenne Consulting. LivePlan is listed as an emerging player.
Does OGS Capital have an API?
No public API is recorded for OGS Capital.
What industry is OGS Capital in?
OGS Capital's product category is Business Plan Consulting Services. Its primary akta.pro industry code is BPAHADAA, Corporate Strategy Advisory. Its NAICS code is 54161 and its SIC code is 8742.