Financial model provides a deeper understanding of your business and identifies key metrics that are important to investors. Meeting commitments to investors increases the chances of a project success and secure future investments.
What We Offer
We develop custom financial models that are relevant to your business stage and accurately represent your revenue and expense structure in an investor-friendly and appealing manner.
You will receive easy-to-use financial model
Which can be easily adjusted as your business grows,
Compliant with industry standards,
User-friendly for both investors and non-financial individuals,
Includes the necessary financial statements, key metrics, and
Executive summary for investor outreach.
Such model can be an effective tool that saves substantial time and resources for your business.
Depending on your business stage, we use two methods to develop a financial model: the top-down approach, which starts from the target market, or Serviceable Obtainable Market, and the bottom-up approach, which is based on a detailed analysis of growth capabilities (customer acquisition, team expansion, product development timeline).
1
Business Discovery
We deep dive into your business and fundraising strategy, revenue streams and expense models.
2
Market Research
We identify industry benchmarks and capture the necessary data for precise financial projections.
3
Investor-Ready Model
We build revenue and expense assumptions and calculations structured to fit your business model.
4
Executive Summary & Onboarding
We prepare key metrics & financial statements for investor pitch deck, and provide onboarding for your team.
Additional Benefits
Using well-designed financial models, managers and founders can choose the most effective path to achieve their business objectives based on well-informed and data-driven decisions.
Optimized Revenue Structure: Determine an effective pricing model and customer acquisition and retention strategy, considering Cash Flow dynamics and Net Profit.
Effective Expense Management: Anticipate expenses, establish budget control checkpoints, and identify hidden opportunities for cost savings.
Transparent Financial Projections: Calculate key investment metrics, such as ARR, Payback Period, and IRR, and understand the required investment amount, the breakeven point, and runway for effective due diligence and compelling pitch decks.
Various Scenario Testing: Evaluate the financial impact of different business ideas, such as pricing adjustments, increased marketing investments, or reduced R&D expenses, to make data-driven decisions and optimize outcomes.
Proper Goal Setting: Use financial model metrics to predict their growth and establish objectives and key results, creating a clear roadmap and tracking progress towards achieving targets.
Scalability: A well-designed financial model can be adjusted and scaled as your business grows, leading to more accurate projections. While the level of detail may vary depending on the project stage, it still consists of the same fundamental building blocks.
