Your financial model is a way to forecast a business’s financial performance into the future. Oftentimes, entrepreneurs don’t have the financial know-how to build a dependable model for their startup or existing business. However, banks and investors are not only interested in your knowledge of your product or service, but also in how the sales and distribution of this product will translate to a financially successful company.
If your company is a startup, we will carry out our research to understand your industry and the best modeling practices. If you have an existing business, we will look into your company’s financial history in order to make the best recommendations while simultaneously preparing your financial forecast.The package ensures the following are spelled out clearly, among others:
Important elements to look out for
These form the basis for the entire financial model and are often at the center of financial discussions. They tell the story behind all your numbers and they must be well researched and justifiable, else, your financials could easily be tossed in the trash
This helps you present your most important top line numbers at a glance. These include your revenue, cogs, gross profit, operational expenses, interest payments (if applicable) and your net profit.
Your business must show enough liquidity for both long and short term sustainability. You stand the risk of going out of business if you don’t have enough cash to run your daily operations.
This is where the future financial health of your company will be evaluated by investors or banks. This is because it gives a snapshot of what the company owns and what it owes at the end of each financial year.
It is important to show the banks and/or investors the different scenarios possible for your sales and cost (if affected). Your ability to show with confidence, your worst to best case scenarios will definitely play to your favor in funding related discussions.
These show your numbers in simple, attractive and presentable formats. They are also important because they help capture a lot of information at a glance.
Michelle Clark is a clinical pharmacist who runs a company that specializes in procurement of FDA approved pharmaceuticals, PPEs and medical devices. She wanted a business plan primarily to seek an SBA loan, as she wanted to expand globally. She also wanted a working document in case she needed to show it to investors. She was not disappointed. She got all she wanted and probably more. As a satisfied client, she had this to say; "This looks so professional Aby! I love the graphics! I'm so impressed! Well worth the wait. I can't tell you how impressed and satisfied I am with your work. How can I send you a tip?" - Michelle Clark (Founder)Read more
Harlem America is an online clothing line that has been in operation since 2017 with huge media visibility due to endorsements by celebrities. The brand wanted to expand its operations to include clothing, home goods, multimedia content, hospitality, champagne and water due to increased brand awareness and a partnership opportunity with a wine brand. The CEO approached us to develop a business plan, pitch deck and financial plan to present to a potential investor who wanted to invest $500,000 for a 5% stake in the company within 2 days. Due to the nature of the proposals, we had to develop a structured expansion plan to explain how the CEO will introduce the new additions as well as the operational structures involved. Upon review, she left the comment below; "Great service! Went Above and Beyond to meet my schedule with detail and superb communication."Read more
Is a startup real estate company looking at the smaller apartment/complex market in Addis Ababa, Ethiopia. Initially, the business will allow Ethiopians in diaspora to leverage debt-capital to develop small-to-medium scale apartment complexes with Scandinavian Design. Abel Solomon, the founder, is a young entrepreneur with depth in economics, transportation, and project management. Abel wants to debt-finance the business and one of the requirements from the bank is to present a robust business plan. Abel reached out to us and this is what he had to say after delivering a representative business plan and financial projection: "They did an excellent job! The result exceeded my expectation by far. Highly recommended!!" He sought ETB 100-200 million (USD2.51-5.01 million) to kick start this business.Read more
The CEO of Heart of Bull Apparel, David Agbodji a professional model and muay Thai fighter, intended to branch into the apparel industry by launching an athleisure clothing and accessories online store inspired by Muay Thai and kickboxing. To launch the business, he required a business plan and financial plan which will be submitted to access business loan and partnership, the final results prompted the following review from the client; "They know their stuff!, I had a great experience all around. Highly recommend!"Read more
Upon request from Victor Adu to develop a business plan for TunTum, a secured learning platform for educational institutions to issue and verify official digital records. The team accessed the business core objectives to determine the business profitability and acceptance through on-ground research that produced incredible results. Upon completion, a business plan and pitch deck was developed utilizing the immeasurable knowledge and information gotten from potential end-users. The results presented to the CEO was met with the outstanding review below; "Aby was a complete delight to work with. He helped me build an awesome pitch deck for my business to pitch to a couple of Silicon Valley VCs; of which, I have gotten invitation to come back to their headquarters to discuss more, with hope of some positive outcome. My solution to the problem was super complicated, but he patiently listened, and offered concise and concrete responses in a clear articulative manner. What Aby and his team did that really took it over the top, was the fact that they went above and beyond to do extensive customer development and market research surveys to verify, and or, refute our initial assumptions, to only present objective data on the deck. Highly recommend!" - Victor Adu (CEO)Read more
Nour Sabri approached us to finalize his business plan, financial plan and pitch deck after two failed attempts. He requested for a killer business plan and investor pitch deck which he required to pitch his services to angel investors to access funding. The documents were prepared swiftly and efficiently with utmost confidentiality as the platform, BorrowMe which was still in development and was intended to enhance Peer-to-Peer (P2P) renting of underused items in the UAE. After a few reviews, we were able to deliver an unconventional, easy to read, concise, strong and investor ready documents which Nour was satisfied with and he left this review; "Excellent quality of work. Highly recommended to anyone looking for great value for money." - Nour SabriRead more
A business plan, financial plan and pitch deck was developed by AfriPoint, a fintech startup looking to secure license and investment from either investors or financial institutions. The client wanted the document to show that the business will bring huge economic benefit to Gambia and Africa at large. So we capitalized on the business strength by emphasizing on their unique selling proposition and showed the business viability through extensive market research. The CEO, had this to say after reviewing the documents; "ok, don't even know what to begin with. Could not have asked for a better person to write the business plan. communication, presentation, understanding, detail, I can go on and on. We already had a chat with funders for the 2 million pound project and looking forward to getting the project funded." - Annas Bah CEORead more
Travis LaFeye and his wife Kari LaFeye founded T.Lafeye Construction Management and Design, a startup full service design-bid-build construction company that has DBAs that handle farming, carpentry and interior design subcontracts. The business intends to operate in California using its founder's wealth of expertise in the construction and real estate industry respectively, strong portfolio as well as their connections. The client reached out to us to develop a business plan, pitch deck and financial document which he could use to apply for an SBA loan to fund the business which was delivered promptly and satisfactory. Travis had this to say about the submitted document: "Very professional and responsive. Great product and service. I am very pleased with the results and would recommend them to anyone looking for a well written, put together business plan. GREAT JOB!! THANK YOU" - Travis LaFeye (CEO)Read more
82% of startups fail because of poor cash flow management.
77% Fail because of improper pricing and poor understanding of unit economics
Most financial projections fail because sales are overestimated.
Years of understanding of financial modelling for varying industries
Our financial models get commendations from financiers
You get comprehensive financial models that are automated, easy to understand and edit