Ever wonder why most business plans fall flat with investors or banks? What if you could walk into any room with a plan that actually gets taken seriously, not because it looks pretty, but because it’s built on real numbers and a clear story? That’s what this episode is all about.
Meet Joel Lowy. Joel is the founder of Kavana Business Deliverables, where he and his team create business plans and investor decks that get funded. Before launching Kavana, he spent years at B&H Photo preparing executives for high-stakes meetings with billion-dollar partners, learning how to cut through the noise and focus on what really matters.
In this deep-dive conversation, Meny Hoffman sits down with Joel to uncover how to turn big ideas into bankable plans, what investors actually look for, and how entrepreneurs can avoid the mistakes that kill funding before it starts.
You’ll discover:
👉 Why most business plans fail — and how to fix yours
👉 The “passport” mindset that makes investors say yes
👉 How to balance numbers and narrative in a pitch deck
👉 What to include (and what to leave out) if you want funding
👉 How Joel scaled his own service business by removing bottlenecks
If you’re a founder trying to raise money, a leader working to align partners, or anyone who wants to put their business on paper the right way, this conversation is essential listening.
