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Technology & ProgrammingWriting & TranslationDesignDigital MarketingVideo, Photo & ImageBusinessMusic & AudioMarketing, Branding & SalesSocial Media

Provide you with the ultimate investor-ready financial plan

$605
1
Delivery in
4 days
Rating
100%
(13 reviews)
Response time
Instantly

  • Views 3,569
  • Sales 10
  • 17
Amount of days required to complete work for this Offer as set by the freelancer.
Rating of the Offer as calculated from other buyers' reviews.
Average time for the freelancer to first reply on the workstream after purchase or contact on this Offer.
Show more details »
   
  • 17
  • 17

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 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 and NO REVISIONS, but you can purchase these extra below. However, the financial plan will be of top quality and I will analyse all information submitted, clean it, do some basic reserach and return a realistic financial plan.

The financial plan is on a YEARLY basis and includes:

Editable assumptions page with validation checks and with graphs for your presentations
Market sizing for 5 markets and vendors
Customer Acquisition costs for 5 types of channels
Marketing & Sales costs
Revenue calculation with 7 types of revenue model and revenue/customer matrix
Detailed direct costs for each revenue type (and inventory flow)
Personnel development, operating and administration costs, recurring or one-time costs
Investments
Integrated financials with P&L, balance sheet and yearly cash flows
Estimate of funds to raise for 1 year
Snapshot and Breakeven analysis
Adjustable colours

Additional services are included below: they also include a dedicated online submission form, but also exclude calls and revisions, which can be purchased extra.

Get more with Offer Add-ons

  • I can add a pdf valuation estimate report based on startup valuation methods

    Additional 3 working days

    +$545
  • I can prepare a pitch deck

    Additional 2 working days

    +$485
  • I can include an initial strategy call

    Additional 1 working day

    +$91
  • I can include a final review / consulting call

    Additional 1 working day

    +$91
  • I can offer a 24 hour work revision: submit changes and receive 1 day later

    Additional 1 working day

    +$182

What the Freelancer needs to start the work

Your company address, VAT and incorporation details

Submit the information here: https://www.valithea.com/advanced-financial-plan-information-submission-form/

Reviews (13)

  • 19 Nov 2019 Abi C.
    Abi C.
    London, United Kingdom

    Olivia 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.

  • 03 May 2019 Praveen A.
    Praveen A.
    Seattle, United States

    Olivia has time and patience to work with me to prepare my financial models.

  • 01 May 2019 Praveen A.
    Praveen A.
    Seattle, United States

    Olivia is very helpful and responsive.

  • 22 Apr 2019 Praveen A.
    Praveen A.
    Seattle, United States

    She is fast and good in responding to my requests.

  • 17 Apr 2019 Praveen A.
    Praveen A.
    Seattle, United States

    Clear and through communication about the financial plan and Valuation.

  • 16 Apr 2019 Praveen A.
    Praveen A.
    Seattle, United States

    She is great to understanding of my business and the way to get the requirements for my business.

  • 04 Dec 2016 Irfan M.
    Irfan M.
    Wandsworth, United Kingdom

    Another great result. Thank you!

  • 04 Oct 2016 Gail M.
    Gail M.
    London, United Kingdom

    Excellent model produced. Very professional and well presented, good communication throughout. Will definitely use again.

  • 04 Sep 2016 Hani S.
    Hani S.
    Amman, Jordan

    Olivia was very cooperative and prompt in her service. Delivered work was professional. She is recommended.

  • 11 Aug 2016 Mase Y.
    Mase Y.
    Courbevoie, France

    Excvellent work done by Olivia. I really recommended her four your valuation work

  • 1
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$605
1
Delivery in
4 days
Rating
100%
(13 reviews)
Response time
Instantly

  • Views 3,568
  • Sales 10
  • 17
Amount of days required to complete work for this Offer as set by the freelancer.
Rating of the Offer as calculated from other buyers' reviews.
Average time for the freelancer to first reply on the workstream after purchase or contact on this Offer.
Valithea OÜ
Valithea OÜ
Financial Modelling, Valuation and Strategy Consultant

Certified Valuation Analyst (NACVA USA/ EACVA Germany) with 10+ years of experience in Advisory (valuation, M&A, restructuring, due diligence, capital markets, business development,...Read moreCertified Valuation Analyst (NACVA USA/ EACVA Germany) with 10+ years of experience in Advisory (valuation, M&A, restructuring, due diligence, capital markets, business development, financial research) in London and Vienna.

I specialise in the valuation of startups and fast-growing companies, early-stage fundraising and exit transactions. I help innovative entrepreneurs globally to validate their strategy and maximise their value.

I work with both early-stage and late-stage investors on fund models, portfolio valuation and due diligence.

Author of the book: "Startup Valuation in the 21st Century" discussing theories and setting standards for the financial planning and valuation of early-stage ventures.

Austria
Contact

Money protection guarantee
Money Protection Guarantee
Project done or your money back

  • Buyer Tips
  • How it works
  • The Offer price is fixed - you never pay a penny more
  • Your money is safe until you agree to release funds to the Freelancer
  • After purchase, you should contact the Freelancer and let them know about your requirements
Read more
  • Every Offer is a fixed price job to ensure that you never worry about any hidden extras.You pay only the list price no matter how much time the Freelancer spends.

  • Your money doesn’t go directly to the Freelancer; we keep it secure in escrow until the work is done to specification and you are satisfied with the deliverables.

  • After purchase, you should contact the Freelancer and let them know about your requirements. This is when you can add your input to the Offer making it completely bespoke to your business.

  1. You buy an Offer and your payment is held in escrow
  2. You contact the Freelancer and specify your requirements
  3. Work is delivered
  4. If you are happy you release the money to the Freelancer
Read more
  • You buy an Offer and your payment is held in escrow;

    This keeps it secure until work is delivered. You pay only the list price no matter how much time it takes the Freelancer to complete.

  • You contact the Freelancer and specify your requirements.

    This is when you can make your Offer completely bespoke to your business.

  • Work is delivered.
  • You release the money to the Freelancer.

    In the unlikely event that you're not completely happy with the work done, we will refund the full amount directly to you.


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