Numberly Insights

Financial strategy for
growing businesses.

Read our latest thoughts on cash flow forecasting, protecting net margins, and navigating the complexities of scaling a traditional small business.

All You Need to Know About Cash Flow Valuation Before Your First Investor Meeting
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All You Need to Know About Cash Flow Valuation Before Your First Investor Meeting

When approaching potential investors for your business, it’s essential to clearly understand what cash flow valuation is and how it can affe...

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Using Financial Models As Negotiation Tools: Tips and Benefits
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Using Financial Models As Negotiation Tools: Tips and Benefits

Financial models have many uses. From budgeting and forecasting to fundraising and investment decisions, financial models provide a wide ran...

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Financial Forecasting vs. Budgeting: How Do They Differ and How Financial Modeling Helps?
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Financial Forecasting vs. Budgeting: How Do They Differ and How Financial Modeling Helps?

A company needs to budget and forecast its finances to understand how its financial situation will likely evolve over time. Budgeting and fo...

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Cash Forecasting for Founder Confidence: How Does It Work
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Cash Forecasting for Founder Confidence: How Does It Work

Did you know poor cash flow management is the reason for the failure of nearly 82% of small businesses? While large enterprises often have e...

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How to Incorporate Operational Data in Financial Forecasting Models
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How to Incorporate Operational Data in Financial Forecasting Models

Financial forecasting models pave the way for companies to estimate future revenue and expenses. Moreover, startups use models in order to a...

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How a Smart Summary Dashboard Can Improve Your Financial Model for a Pitch Deck
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How a Smart Summary Dashboard Can Improve Your Financial Model for a Pitch Deck

A DocSend report showed that investors barely spend a bit over two minutes on each pitch deck. That means you have less than 120 seconds to ...

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Financial Models in Excel: What Startups Need to Know
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Financial Models in Excel: What Startups Need to Know

Microsoft Excel serves many purposes. It’s an excellent tool for organizing data, performing calculations, and creating charts and graphs. B...

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How Financial Modeling Helps Startups: Use Cases and Benefits
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How Financial Modeling Helps Startups: Use Cases and Benefits

Financial modeling can be applicable in a wide range of scenarios for startups. Investors often look at a startup’s financial model to asses...

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6 Things Early-Stage Startup Founders Should Know About Financial Modeling
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6 Things Early-Stage Startup Founders Should Know About Financial Modeling

Creating a financial model as a startup can be a daunting task. There are many moving parts, and it’s easy to get lost in the weeds. On top ...

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