Wanda Halpert

Wanda Halpert

21+ years preparing Business plans, pitch decks and everything for over 750 startups. Love what I do as it keeps me in the forefront of what is current.

Website: www.wandahalpert.com
LinkedIn: https://www.linkedin.com/in/wandahalpert
Twitter: https://twitter.com/wandahalpert
Others: www.concordbusiness.com
Vancouver, BC
Member since February 07, 2017
Wrote 750+ business plans that raised over $2 billion in investment for startups, private and public companies. Quote_down
  • About
Capilano University , MBA , Economics

I am a(n):


Companies I've founded or co-founded:
Concord Business Development Inc
Companies I work or worked for:
Business Development Bank of Canada
Achievements (products built, personal awards won):


If you're an entrepreneur or corporate innovator, why?

I love hearing about leading edge business models and get inspired by startups and ideas.

My favorite startups:

Uber and Airbnb because they shook up legacy business models irrevocably.

What's most frustrating and rewarding about entrepreneurship/innovation?

The time it takes to implement a startup can be frustrating. The reward is when it is successful.

What's the No. 1 mistake entrepreneurs/innovators make?

Adapt or Die - not adapting to changing times can break a business.

What are the top three lessons you've learned as an entrepreneur?

Be the best, stick with it, adapt or die.

What industries are you interested in investing in or innovating in?

Today, the leading sectors are AI, VR, blockchain, cannabis, health tech, biotech, energy and software. Everything in these sectors is inspiring at the moment.

Full bio

Wanda S. Halpert is the President of Concord Business Plans where she has completed 750+ business plans for startups and public companies that have raised more than $2 Billion in investment capital. Since 1997, our plans have been well received by bankers, investors, large and small capital companies, shareholders, auditors, securities counsel, brokers, and investor relations professionals. Additionally, we have aligned our clients with funding sources and Mergers & Acquisition opportunities. We have completed business plans for industry sectors such as: resources - oil & gas, mining; clean technology - water, wind, hydrogen; technology companies, entertainment, real estate development, manufacturing, shipping, hotels, and airlines. Specialties: Business plan, business planning, business plans, marketing plans, strategic planning, corporate profiles, executive summaries, financial projections, and PowerPoint presentations, pitch decks, videos, stock research reports, valuations, startup, MMPR and immigration plans. Areas of Expertise Automotive Cleantech - water, wind, bio-fuels Consumer Products & Manufacturing Medical Marijuana – applications, business plans and strategy Financial Services – Re-Insurance Life Sciences - Biotechnology Media & Entertainment Mining & Metals – Gold Oil & Gas Power & Utilities – geothermal, hydrogen Real Estate Technology – internet, hardware, marketing, e commerce, security Telecommunications Advanced Materials – Nanotechnology, ceramics