Financial Plans

A financial plan is essential for understanding your startup’s financial health, forecasting future performance, and making informed decisions. It’s also a key tool for attracting investors and securing funding. 

While a business plan and pitch deck outline your overall strategy and goals, a financial plan goes deeper into the numbers behind your plan. It’s an important tool for validating your assumptions, assessing risks, and demonstrating financial viability to investors. Without a financial plan, investors/lenders will most likely choose not to fund your startup. 

The turnaround is typically 7 days, possibly sooner if you are in a hurry. 

We’ll be in close contact throughout the process. We work in Excel and Google Sheets for the financial plan so it will be easy for you to share comments and make edits.  

We treat all our customers’ information and documents with the strictest confidentiality. If you’d like us to sign an NDA, we’d be happy to sign it.   

We have supported over 450 startups and scaleups across many industries and verticals including consulting, SaaS, PaaS, fashion clothing, construction, manufacturing, drop ship fulfillment, health and wellbeing, ed tech, med tech, health clinics, beauty, restaurants, F&B, fintech, marketplace, and e-commerce / online retail across B2B, B2C, and B2B2C.

We want all the founders we work with to be thrilled about the service and deliverables they get. If that’s not the case, we’ll do our best to fix it if at all possible. If not, we’ll work with you to determine if a partial or full refund is justified and fair under the circumstances.