We Speak Both Languages.
The language of a founder's vision and the language a bank needs to fund it. That's the gap we close, every engagement.
Why Touchpoint Planning Exists
Every day, capable entrepreneurs walk into a bank with a strong business and walk out without financing. Not because the business isn't viable but because the financial story wasn't told in a language the lender could underwrite.
Touchpoint Planning LLC was founded to bridge that gap. We create bank ready business plans and underwriting grade financial projections that lenders use to evaluate deals accurately, honestly, and to the dollar.
We build defensible models that hold up under scrutiny because a projection that falls apart under questioning helps no one. When a deal is strong, we show why. When it needs restructuring to reach lender thresholds, we do that work too.
Your Vision. The Bank's Perspective. One Financial Story.
Our Founder
Orlando Marquez
Founder, Touchpoint Planning LLC
Orlando Marquez founded Touchpoint Planning LLC with a single conviction: that the gap between a great business idea and a funded one is almost always a problem of financial translation not viability.
With deep experience in financial modeling, business planning, and the SBA lending process, Orlando built a proprietary projection workbook that operates at the standard lenders actually use. 132 structured inputs, up to 21 tabs of underwriting grade analysis, and integrated P&L, cash flow, and balance sheet models that reconcile to the dollar.
His work spans startups and acquisitions, childcare and early learning centers, professional services, retail, food service, and community serving enterprises with a particular focus on first-time and underserved founders who deserve access to capital.
How We Work
Defensible Accuracy
Every model we build holds up under lender scrutiny. We don't produce projections that raise more questions than they answer.
Honest Assessment
When a deal needs work, we say so and show what would make it work. Protecting our clients and our credibility is non-negotiable.
Mission Alignment
We help first time and underserved founders access capital they might otherwise be denied. That's not a side effect of our work it's the point.
No Burden on Your Team
A structured intake process means clients and partner organizations always know exactly what's needed. We manage the financial work start to finish.
Ready to Build Your Financial Story?
Book a free consultation and we'll map out exactly what your lender will require.