Our organizational engine is built on brainpower.

The experts on SetPlans' team have developed time-tested and academically rigorous management strategies.

Our methodology applies their best thinking to every move we make in your business. Strategic thinking is how all the brainpower of our PhDs and MBAs goes to work for you.

The financial experts on SetPlans' team have developed time-tested and academically rigorous investment strategies.

Our methodology applies their best thinking to every move we make in your portfolio. Strategic thinking is how all the brainpower of our PhDs and MBAs goes to work for you.

PhDs and MBAs with passion.

The team that develops and continually improves our operational strategies includes both PhDs and MBAs from top universities in the world. They couldn’t be any more passionate about working for you.

Why follow generic rules of thumb when you can get sophisticated advice?

Daniel Frunza
Managing Partner, MBA

About Daniel
In charge of North American operations, Daniel's experience includes managing the Consulting department for the largest service provider for the Small Business Administration in the United States. In this role, for over 7 years, Daniel has guided over 2,500 entrepreneurs and companies in creating and implementing business plans, marketing plans, conducting market research as well as access funding.
Based in Austin, Texas, Daniel holds 2 Master degrees in Management, including a Master of Business Administration (MBA) from the University of Texas. A certified Entrepreneurship master trainer, Daniel has studied Global Socio-Economics at Wharton Business School as well as Technology Ventures at Stanford University. In his spare time, Daniel enjoys playing sports, especially basketball, and pursuing his interest in sports analytics.

We need to make planning easy, so people actually do it.

Robert Martin
Partner

About Robert
After a successful corporate career, Robert directed his efforts in assisting small and mid-size companies as both an investor and business consultant. His expertise includes feasibility analysis and market research studies. Robert graduated from Aston University with a degree in Management. His experience includes projects for Fortune 500 corporations and several Wall Street companies as well as governmental agencies throughout Europe and Asia, where he has assisted in developing economic development programs. In his downtime, Robert enjoys watching Game of Thrones and cooking Asian food.

We put decades of finance research to work for you.

Paul Istoan
Partner, PhD

About Paul
Paul oversees Information Technology projects, including e-commerce integration, website development, mobile applications and software engineering. His vast experience includes managing several large European Commission technology projects as well as spearheading numerous technology related projects for startup companies in multiple emerging markets around the world. Paul graduated with a PhD in Software Engineering from the prestigious Luxembourg Institute of Science and Technology. Outside work, Paul enjoys traveling and the outdoors.

Preparation prevents poor performance.

Stephen Thompson
Partner

About Stephen
Stephen's dedication to empowering entrepreneurs has afforded him the opportunity to become involved, first as an investor and later as a consultant, with numerous startup businesses. He provides guidance and expertise in creating and executing revenue models, as well as preparing companies for accessing capital.
Stephen has built a proven track record in banking, financial forecasting and modeling during his years as a consultant for several large European banks. Based in London, he holds a Bachelor's degree in Economics from Cranfield School of Management. In his free time, Stephen enjoys attending Arsenal soccer games and trying new restaurants.

The most powerful tool for a company is collaboration.

Simran Dhillon
Partner

About Simran
Simran oversees our clients’ larger technology-related projects, including artificial intelligence, machine learning, big data processing as well as database development and maintenance. Simran has vast expertise with large projects, having previously managed the network and database for Fanatics.com, the largest online sports equipment retailer in the United States. He worked directly with the NFL, the NBA and other professional leagues and corporations, implementing complex e-commerce platforms. Simran holds a Master’s degree in Database Systems Engineering from McNeese State University and has numerous advanced certifications in Technology Information Systems. Outside work, Simran enjoys riding his horses at his ranch in northeast Florida.

PhDs and MBAs with passion.

The team that develops and continually improves our operational strategies includes both PhDs and MBAs from top universities in the world. They couldn’t be any more passionate about working for you.

Why follow generic rules of thumb when you can get sophisticated advice?

Daniel Frunza
Managing Partner, MBA

About Daniel
In charge of North American operations, Daniel's experience includes managing the Consulting department for the largest service provider for the Small Business Administration in the United States. In this role, for over 7 years, Daniel has guided over 2,500 entrepreneurs and companies in creating and implementing business plans, marketing plans, conducting market research as well as access funding.
Based in Austin, Texas, Daniel holds 2 Master degrees in Management, including a Master of Business Administration (MBA) from the University of Texas. A certified Entrepreneurship master trainer, Daniel has studied Global Socio-Economics at Wharton Business School as well as Technology Ventures at Stanford University. In his spare time, Daniel enjoys playing sports, especially basketball, and pursuing his interest in sports analytics.

We need to make planning easy, so people actually do it.

Robert Martin
Partner

About Robert
After a successful corporate career, Robert directed his efforts in assisting small and mid-size companies as both an investor and business consultant. His expertise includes feasibility analysis and market research studies. Robert graduated from Aston University with a degree in Management. His experience includes projects for Fortune 500 corporations and several Wall Street companies as well as governmental agencies throughout Europe and Asia, where he has assisted in developing economic development programs. In his downtime, Robert enjoys watching Game of Thrones and cooking Asian food.

We put decades of finance research to work for you.

Paul Istoan
Partner, PhD

About Paul
Paul oversees Information Technology projects, including e-commerce integration, website development, mobile applications and software engineering. His vast experience includes managing several large European Commission technology projects as well as spearheading numerous technology related projects for startup companies in multiple emerging markets around the world. Paul graduated with a PhD in Software Engineering from the prestigious Luxembourg Institute of Science and Technology. Outside work, Paul enjoys traveling and the outdoors.

Preparation prevents poor performance.

Stephen Thompson
Partner

About Stephen
Stephen's dedication to empowering entrepreneurs has afforded him the opportunity to become involved, first as an investor and later as a consultant, with numerous startup businesses. He provides guidance and expertise in creating and executing revenue models, as well as preparing companies for accessing capital.
Stephen has built a proven track record in banking, financial forecasting and modeling during his years as a consultant for several large European banks. Based in London, he holds a Bachelor's degree in Economics from Cranfield School of Management. In his free time, Stephen enjoys attending Arsenal soccer games and trying new restaurants.

The most powerful tool for a company is collaboration.

Simran Dhillon
Partner

About Simran
Simran oversees our clients’ larger technology-related projects, including artificial intelligence, machine learning, big data processing as well as database development and maintenance. Simran has vast expertise with large projects, having previously managed the network and database for Fanatics.com, the largest online sports equipment retailer in the United States. He worked directly with the NFL, the NBA and other professional leagues and corporations, implementing complex e-commerce platforms. Simran holds a Master’s degree in Database Systems Engineering from McNeese State University and has numerous advanced certifications in Technology Information Systems. Outside work, Simran enjoys riding his horses at his ranch in northeast Florida.

Our Story

Our story began when Stephen and Robert while attending an investor pitch session, noticed how poorly prepared the presentations of several entrepreneurs were, in spite of having great products. As a consequence, no investor offered a deal. It became clear to them that there was a real problem, not only for those pursuing investor funding, but also for those seeking business loans: access to expertise.

They both noticed there was a major gap in assisting small businesses with consulting services, due to the unaffordable, high fees associated with this type of services. Statistics show that most businesses fail due to proper planning, which leads to cash flow shortages and eventually to closing the doors. This happens to over 50% of new businesses within 3 years of starting up. Both Stephen and Robert decided to do something about it.

On a mission to do good, they started tinkering with a few solutions and eventually the one that got traction was a consulting business, focusing on providing both existing and would-be business owners with premium yet affordable services.

After several successful quarters in European markets, they added a third partner. Daniel brought an unparalleled level of experience in consulting for small businesses. He had worked with more than 2,400 clients individually and had provided courses and presentations to thousands of individuals. Based in Austin, Texas, he began overseeing all North American operations.

The mission of SetPlans was to quickly become a leader in small business consulting by guiding entrepreneurs to reach sustainable growth. Services such as business plan development with focus on accessing funding, market research and opportunity analysis, marketing plans and financial forecasting were gradually introduced. Yet, there was one more gap to fill - technology. All businesses now need an online presence and SetPlans saw the need for adding that service. Stephen, Daniel and Robert listened and acted - adding a partner with vast experience in technology commercialization.

Paul brought a vast area of expertise, backed by a strong educational background, topped with a Ph. D. in software engineering from an acclaimed university in Europe. Based in Brussels, Belgium, Paul and his team have developed numerous large IT projects, from website development and e-commerce integration, to mobile apps and software development. His impressive track record includes creating and managing large technology projects for the European Commission.

Our leadership team is completed by Simran Dhillon. Mr. Dhillon brings a wealth of expertise to SetPlans, having managed technology projects for numerous Fortune 500 companies. His impressive track record includes managing the network and database for Fanatics.com, the largest online sports equipment retailer in the United States. In this capacity, he made sure all fan gear for all NFL teams, all NBA teams and other professional leagues got to fans safely and securely. We are fortunate to have Simran on board and thus strengthen our position as a valuable provider of business solutions to clients worldwide.

Thus SetPlans became a full service provider for small businesses. Today, we are excited to continue making sophisticated business solutions available to everyone. We are committed to make a positive impact in communities across multiple continents. From planning to executing, we provide clients opportunities to achieve their goals faster, cheaper and smarter.

We are here because more entrepreneurs around the world deserve to live secure and fulfilled lives.

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