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.
- Launch Assessment
- Financial Planning & Modeling
- Investor Readiness Pack
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 |