Prepare an investor-ready startup financial plan

Delivery in
2 days
(12 reviews)
Response time
within 2 days

  • Views 2,271
  • Sales 9
  • 13
  • 13

What you get with this Offer

I'm a financial consultant and Certified Valuation Analyst with 10 years experience. I work with startups and SMEs on the financing and exit process.

I devised these services especially for startups to:
- provide ready models and documents for young companies, that are affordable and user-friendly, and allow the entrepreneur to keep editing them as necessary
- cut the delivery time by submitting an information request list at the beginning - the delivery time starts when you have submitted all available information
- the general feasibility of the information delivered will be analysed and general research carried out
- I will deliver the document together with an advice note on your situation and what I think you should adjust to improve your document and strategy
- *NO CONSULTING AND REVIEWS ARE INCLUDED*, but they can be purchased at an extra price
- Some non-editable tabs and the structure of the spreadsheet will be locked

I will prepare a 5-year yearly financial plan, only for a seed stage startup with no past financials, including:
- Market sizing
- Customers development and acquisition strategy
- Detailed revenue model
- Detailed costs
- Personnel development
- Investments
- Integrated financials with P&L and yearly cash flows (no balance sheet)
- Estimate of funds to raise
- Graphs and tables

The ADVANCED featured add-on includes: monthly projections, balance sheet, metrics and breakeven analysis, 2 scenarios. (recommended)

You can also select:
- the excel valuation, including an exit analysis (DCF) and one suitable angel or VC method
- the valuation summary in pdf is not an official or signed/ certified report, but a clear overview of the main assumptions used to understand and explain the valuation to third parties
- an executive summary (1-pager for investors)
- a simple pitch deck
- an investment teaser for meetings
- a standard startup business plan for investors

Please remember: these are professional documents, but they exclude consulting, adaptation to specific types of business models, detailed feasibility, in-depth research and reviews. No consulting or introductory calls apply here. All of these options are available for an extra fee (get in contact if you want to receive the Premium monthly services, with unlimited review and calls).

Get more with Offer Add-ons

  • I can add a simple startup valuation in excel with research

    Additional 1 working day

  • I can prepare a short estimate valuation report (+ prepare a valuation as above)

    Additional 2 working days

  • I can prepare an executive summary (1 page ppt)

    Additional 1 working day

  • I can create a pitch deck (10-15 pages ppt)

    Additional 2 working days

  • I can prepare an investment teaser (3-4 pages ppt)

    Additional 1 working day

  • I can deliver a startup business plan

    Additional 3 working days

  • I can include advanced features in the financial plan

    Additional 1 working day


What the Freelancer needs to start the work

Your company address, VAT and incorporation details

You will receive a link to submit all your information after purchase, depending on the add-ons you selected.