Provide you with a complete investor-ready financial plan
(13 reviews)
What you get with this Offer
I prepared this financial plan especially for startups or companies with no past financials to:
* realistically project growth and penetration
* test all types of revenue models
* display a changeable set of assumptions that entrepreneurs can update independently
* present all necessary figures to investors, with presentation-ready tables and graphs
PROCESS:
- I will send you a link to enter all the information about your business
- After submitting the information through the online form, you will receive the completed financial plan, with adjusted assumptions and written recommendations on what parts of the financials or business model to validate.
This service includes NO CALLS, NO REVISIONS and no past financials analysis, but you can purchase these add-on services below. However, the financial plan will be of top quality and I will analyse all information submitted, clean it, do some basic research and return a realistic financial plan ready to be used and edited.
The financial plan is on a MONTHLY and YEARLY basis, for 5 years, and includes:
Editable assumptions page with validation checks and with graphs for your presentations
Customers projections (only 1 target group)
Revenue calculation with 10+ possible types of revenue model
Direct costs (and inventory flow)
Marketing & Sales costs
Personnel development, operating and administration costs, recurring or one-time costs
Investments
Integrated financials with P&L, balance sheet and cash flows
Estimate of funds to raise
Budget
Investor Summary and Graphs, with adjustable colours
Additional services are included below.
For advanced consulting, unlimited revisions, advanced market sizing, please contact me in private and ask for the premium financial plan service (ca. €2k).
Get more with Offer Add-ons
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I can include an Initial Information Gathering & Strategy review Call
Additional 1 working day
+$107 -
I can provide a Final Financial Plan Presentation Call & Recommendations
Additional 1 working day
+$107 -
I can provide 1 Revision of the financial plan
Additional 2 working days
+$226 -
I can offer 1 Month of Unlimited Email Support
Additional 5 working days
+$226 -
I can prepare a professional Pitch Deck (with online information form submission)
Additional 4 working days
+$463 -
I can estimate your company's Valuation in Excel with advanced methods
Additional 2 working days
+$226 -
I can add your past financials to the model
Additional 2 working days
+$463 -
I can provide you with a list of 10 suitable investors
Additional 1 working day
+$226 -
I can add 1 customised page to the financial plan
Additional 1 working day
+$107 -
I can deliver all work in 1 working day
+$162
What the Freelancer needs to start the work
Your company's address, VAT (if in Europe or UK) for the official invoice.
Submit the information here for the Financial Plan: https://www.valithea.com/simple-financial-plan-information-submission-form/
If you have purchased the Consulting Call, book a time here: https://calendly.com/valithea-advisory/call?month=2022-09
If you purchased the Pitch Deck, submit the information here: https://www.valithea.com/shop/pitch-deck-information-submission/
If you purchased the Valuation, submit the information here: https://www.valithea.com/valuation-information-submission/
Reviews (13)
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Abi C.
London, United KingdomOlivia was fantastic to work with. She really took the time to understand what we needed and our market. Everything was done really efficiently to a tight timeline. Plus she was very helpful in answering lots of extra finance questions. Very happy with the end result - would definitely recommend.
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