Financial Forecasting & Valuations

Starting a business is hard, and business owners frequently have to overcome difficult obstacles in order to expand their enterprise. The largest obstacle for any start-up is handling its money; overcoming it will enable the business to follow its intended course. Most new businesses consider financial planning a few years after they are founded. However, they overlook how important it might be to plan ahead for the future and strategically approach their deals. An investment is often chaotic in the early stages of a start-up, with the primary focus being on operating the business profitably.

Steps in financial forecasting includes:

Understanding the business -Industry and competitive analysis together with company disclosures.

• Financial Model Map:
  We'll get on the phone, learn about your company, and decide which tasks should come first in our sprint.
  Deliverables:
  A flowchart that illustrates the reasoning behind your financial model.
• Constructing the Model:
  Our team will embark on a sprint to "code" the financial model's functionality into the spreadsheet.
  Deliverables:
  A functional financial modelling spreadsheet that incorporates the model map's functionality.
• Including KPIs and Projections:
  We'll help you test your financial projections to see whether they pass investor muster.
  Resultant Items:
  You will be able to speak with a financial analyst at the CFO level about your projections for income, costs, and fundraising.
• [Optional] Including Historical Costs:
  We'll build functionality to import past KPIs and performance at the end of the month if your company is already making money.
  Deliverables:
  Custom KPI dashboards and historical data tracking functionality.
• Valuation Techniques Based on Stage:
  We apply multiple valuation methodologies tailored to your startup's stage and sector — including Discounted Cash Flow (DCF), Residual Income Method (RIM), Venture Capital (VC) Method, and others.
  Deliverables:
  A defensible valuation range backed by investor-accepted frameworks, aiding both internal planning and external fundraising.
• Founder-Friendly Financial Walkthroughs:
  We understand that not every founder comes from a finance background — so we schedule interactive walkthrough sessions to help you fully understand your financial model and how it ties into your company's growth strategy.
  Deliverables:
  Clarity on key metrics, confidence in conversations with investors, and the ability to make informed business decisions.