Prepare a fast-track investor-ready financial plan

$540
1
Delivery in
4 days
Rating
100%
(13 reviews)
Response time
within 2 days

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What you get with this Offer

I'm a financial consultant and Certified Valuation Analyst with 10 years experience. I specialise in fundraising and exit transactions of startups and fast-growing companies.

I prepared thus 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
* measure liquidity
* present all necessary figures to investors, with presentation-ready tables and graphs
* link the financials to advanced valuation techniques and risk assessment that are defensible in negotiations.

Fast-Track Financial Plan Project Description:
- Delivery 4 Days from submission of information and consulting call
- Max. ONE call included
- No extra updates or reviews (unlimited reviews & consulting can be purchased as add-on)
(If you require the premium services please get in contact)

Step 1 - You can submit your information through the link provided 2 days before the call, so I can review it and do some preliminary research (this speeds up the delivery)
Step 2 - We schedule a call to review the information & strategy and first draft of the financial plan
Step 2 - Receive the final financial plan after 2 days (after the submission of information and call)

The financial plan includes:
Editable assumptions page
Customers development and acquisition strategy
Detailed revenue model
Detailed costs (and inventory flows)
Personnel development
Investments
Integrated financials with P&L, balance sheet and monthly/yearly cash flows (and past financials analysis)
Estimate of funds to raise
Template structured for automatic updates with graphs and table for use in reports with changeable brand colours
Instructions on how to use the model

The Tabs or the Structure of the spreadsheet may be locked, but most of the spreadsheet is fully editable and user-friendly, with an assumptions page that you can change anytime.

Please view the video with details the financial documents above.

Get more with Offer Add-ons

  • I can include a fast-track advanced valuation

    Additional 2 working days

    +$186
  • I can include a fast-track pitch deck

    Additional 2 working days

    +$373
  • I can provide you with an unlocked customised excel model

    Additional 1 working day

    +$121
  • I can provide you with unlimited reviews and consulting calls for 1 week after the financials delivery

    Additional 5 working days

    +$307

What the Freelancer needs to start the work

Your company address, VAT and incorporation details

Step 1
Information submission for the chosen document
Financial Plan: https://www.valithea.com/advanced-financials-submission
Valuation: https://www.valithea.com/valuation-information-submission
Pitch Deck: https://www.valithea.com/pitch-deck-information-submission

Step 2
Schedule a call to review the financial plan information: https://calendly.com/valithea-advisory/call