Financial Statements Quantify a Story
Financial Models Are an essential tool
What a robust model can do for you:
- Project cash flow
- Pay bills on schedule
- Identify financial & operational trends and changes
- Understand which variables have the biggest impact on performance
- Test assumption scenarios
- Understand how timing impacts the cash balance
- Anticipate resources required to scale up the business
- Illustrate your investment story in numbers
- Reassure investors that you understand how to deliver returns for them
We build the financial tools you need
- Your pitch deck tells your business story - how you will succeed.
- Your financial model tells your investment story - how you make money and where the risk lies.
- We create financial models and tools that tell your unique story through numbers, to show that you know what you need to do and are gaining traction.
- Tools are interactive for scenario testing and are designed to adapt as the business grows.
- We train you on how to talk to investors in the language they understand.
Our products are easy-to-use for founders and for investors
- Financial forecasts of operating performance and capital requirements
- Capitalization and valuation tools
- Strategies for funding
- Coaching on financial strategy and terminology
- Understanding of how to clearly articulate what matters to investor
Be Ready for Investor Scrutiny
We make your financial potential stand out.
- Most founders can project next year's performance.
- We have the expertise to paint a picture of the next 5 years before you have the information you need to credibly do so.
- Investors want to know that you understand and are focused on the activities that drive growth.
- Having reviewed performance of hundreds of companies over decades, as both buyers and sellers of equity, we know which benchmarks matter most and what performance levels are reasonable to expect