Strategy Financial Model
Investor-ready financial models are uniquely designed and built to suit your business growth strategy and fundraising.
What Is Financial Modeling?
Financial modeling is a process to assess the current and future prospects of a company, asset, portfolio, project or person. This can be compared to using various parameters such as income, capital, size of the workforce, market potential, stock value etc to create a profile for an organization and assess its future growth in those same parameters.
A financial model is simply a tool that’s built in spreadsheet software such as MS Excel to forecast a business’ financial performance into the future. The forecast is typically based on the company’s historical performance, assumptions about the future, and requires preparing an income statement, balance sheet, cash flow statement, and supporting schedules (known as a 3 statement model). From there, more advanced types of models can be built such as discounted cash flow analysis (DCF model), leveraged-buyout (LBO), mergers and acquisitions (M&A), and sensitivity analysis.
What is a financial model used for?
The output of a financial model is used for decision making and performing financial analysis, whether inside or outside of the company. Inside a company, executives will use financial models to make decisions about:
How We Help
Market Penetration can have great impacts on the sustainability of your business and better diversification for long term performance but it comes with risks and variables that need to be factored in before finalization Our financial models map out the risks, costs, hidden charges so you can make an informed decision.
Product development can be crucial for the success and sustainability of your business, however it requires an analysis of existing features such as timeline for development and deployment of the new product, costs involved, overheads, new hires, long term recurring expenses, emergency funds etc all of which is covered in our financial modeling services.
Diversification in different markets comes with its own set of risks, expenses and financial indicators to plan for. Our financial models make it possible for you to customize the risks, expenses and other indicators to get the best approximation of your business outcome over a period of time.
An acquisition or merger is one of the most common business growth strategies but it can come with its own set of problems and concerns. Our models help you calculate costs and benefits before taking the plunge.
05Funding – Key to Mobilize Growth Strategy
Attracting investments is a key part of business growth and our templates provide all the metrics that investors look for most often when assessing your business. This inspires confidence in your business & takes some of the burden away from you when you are looking to secure finances.