Startups

Here's what we do to speed up the fund-raising process

To start, we deliver an investor-quality financial model and initial forecast results within days of beginning our work together. Your business strategy is quantified in a complete yet easy-to-understand spreadsheet which is customized for your business needs.

Model outputs include a fully integrated income statement, balance sheet, cash flow statement, staffing plan, and executive summary.

Our comprehensive checklist helps management extend the company vision to include a practical implementation plan that can be in turn represented in a dynamic financial model.

Then we look at initial results compared to industry norms. Sometimes we just tweak numbers between periods so all looks OK. Other times, strategy has to be revamped considerably to get financials to work out. Whichever way, you get a fine-tuned strategy that is optimized for financial performance.

Then we boil model results down to the core economics of the pitch. We work with senior executives to create a pitch that leaves investors confident that the company has a financially competent and trustworthy management team.

How we work together to achieve success

To achieve the results discussed above, we apply four main services.

Spreadsheet Modeling involves the construction of customized spreadsheet software as well as tweaking inputs to make financial outputs conform to industry norms.

Pitch Presentation Review ensures that the PowerPoint slides used in the pitch and the verbal pitch delivery best communicate the economics of the business. Typically, our focus here is on every number the company presents to investors.

Strategy Optimization dovetails with Spreadsheet Modeling. Often, a company's initial strategy will not produce the required return for investors. We work with the client to brainstorm strategy changes-given the known financial constraints and drivers of value-to improve the strategy and thus the company's pro forma performance.

Data Coordination helps the company keep track of the dozens of disparate statistics so that only a consistent set of information is retained, updated, and communicated to investors.

Next steps

If you think this service can help you achieve these results, contact us.