Advisor

Annie Bergevin is the founder and president of OnPoint Business Plans. OnPoint helps startups get ready for a round of financing by helping them hone in on their value proposition within their competitive landscape and by developing pitch decks, business plans and financial models. OnPoint also helps growing companies make strategic decisions using their financial data.

Annie worked in investment banking at Credit Suisse in New York City where she was involved in M&A transactions as well as equity and debt financings. She also worked in investment banking at CIBC World Markets in Canada. Annie has an MBA from Columbia University in New York City. She is a Beta Gamma Sigma member after graduating with top honors.  She holds a Bachelor of Engineering degree from McGill University in Montreal.  She is a Chartered Financial Analyst (CFA), a certification obtained from the CFA Institute.

www.onpointbusinessplans.com