Growth & Planning

Financial foundations for startups and businesses planning their next move.

 

 

About This Service

Whether you’re validating a business idea, building your first financial plan, or preparing to raise investment — these services give you the structure and clarity to move forward with confidence. Every model is built in Excel so you can use it, update it, and grow with it.

 Should you launch? Get a clear answer before you commit.

 

A focused evaluation of whether a business idea is financially and commercially viable.

A fast, structured assessment designed for early-stage decisions. We test your assumptions, review your business model, run the basic numbers, and give you a clear recommendation: proceed, pivot, or stop.

This is not a full feasibility study — it’s quicker, more focused, and designed to save you time and money before you commit capital to something that may not work.

 

What´s Included

  • Business model review: revenue logic, cost structure, value proposition
  • Market assumption testing: target market sizing, competitive positioning
  • Financial feasibility: simplified P&L projection, break-even analysis, cash requirements
  • Key risk identification with qualitative assessment
  • Clear recommendation with supporting rationale

What You´ll Receive

What You’ll Receive

•       Launch assessment report (Word/PDF, 8–15 pages)

•       Simplified financial model (Excel)

•       Decision recommendation document

A financial plan you can actually use — built in Excel, not a slide deck.

 

 

Cash flow projections, scenario analysis, cost and revenue modeling delivered as a working Excel model.

A structured financial plan covering cash flow projections, cost and revenue analysis, and scenario modeling. Works for startups building their first financial plan and for established businesses that need forward-looking clarity.

We build the model in Excel so you can update assumptions, rerun scenarios, and use it as a living tool — not a document that goes into a drawer.

 

What´s Included

  • Cash flow projections: monthly for Year 1, quarterly/annual for Years 2–5
  • Cost and revenue build-up by product, service, or segment
  • Scenario modeling: base, optimistic, and conservative cases
  • Pricing and margin analysis
  • Inventory and stock optimisation (where applicable)
  • Break-even analysis and key financial ratios
  • Summary report with findings and recommendations

What You´ll Receive

What You’ll Receive

•       Financial model (Excel workbook with assumptions, projections, scenarios)

•       Summary report (Word/PDF, 10–20 pages)

•       Dashboard view of key metrics (Excel or Power BI, if requested)

The financial backbone investors will scrutinise during due diligence.

Investment-grade financial model, key metrics, funding analysis, and due diligence preparation.

Everything your investors will ask for, built before they ask. An investment-grade financial model with P&L, cash flow, and balance sheet projections, unit economics, funding requirement analysis, and a structured data room checklist.

This is not pitch coaching. It’s the analytical foundation that makes your pitch credible and survives due diligence.

 

What´s Included 

  • Investment-grade financial model: P&L, cash flow, balance sheet (3–5 years)
  • Key metrics: CAC, LTV, burn rate, runway, margins
  • Funding requirement analysis and use of funds breakdown
  • Valuation support with comparable analysis framework
  • Due diligence data room structure and checklist
  • Key metrics one-pager for pitch materials

What You´ll Receive

What You’ll Receive

•       Investor-grade financial model (Excel)

•       Funding summary document (Word/PDF, 5–10 pages)

•       Due diligence checklist and data room structure

•       Key metrics one-pager

Planning your next move?

Book a free discovery call. We’ll help you figure out whether you need a launch assessment, a financial plan, or an investor readiness pack.