Description
These documents involve the submission of information through our web form only. No other financial plans to extract information from. No information can be accepted per email. They are delivered without consulting calls or revisions, only 1 version. Revisions and consulting can be purchased separately.FINANCIAL PLANThe financial plan template is ideal for new businesses and startups with no past financials. The vast majority of business and revenue models can be represented with this financial plan. 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. The financial plan is on a monthly and yearly basis and includes:
The template is created in Microsoft Excel. Compatibility with other software is not guaranteed. All the instructions can be found here. VIEW THE PORTFOLIO for the more advanced monthly document sample for Startups. INFORMATION: We will start the project after collecting all relevant information (you can enter all your information here: Financial Plan Information). DELIVERY: 4 days from payment, estimated for 09.09.2026. PITCH DECKFEATURES: The pitch deck is suitable for startups and companies in search of funding. The result is a professional investor-ready pitch deck of around 15 pages, in a beautiful branded power point landscape format The financial plan is not included, you can submit yours or buy one from us as a download, fast-track ready financial plan with this service or advanced financial planning service, depending on your budget. If not submitted, we will simply leave the page empty for you to complete later. The business plan contains all important information and it is mainly a sales document for investors, but it can also be used internally. For internal analysis and business planning, we recommend our feasibility analyses. INFORMATION: simply complete the questionnaire here and receive an investor-ready pitch deck within 2 working days. Complete as much as you can in one single submission, we will do our best to fill in the remaining gaps, even with some research and adjustment of your contributions. Only a one-time information submission through the questionnaire will be accepted, not by email or other means: if you have too many documents to submit, select the most important ones, as pitch decks must be brief. No updates after the initial information submission is included: for future services and updates, you can refer to the hourly services.
VIEW THE PORTFOLIO for the document sample. DELIVERY: 2 working days for first-draft delivery from the submission of information and payment, estimated for 07.09.2026. No after-sales service is included, but you can receive support by purchasing the 1 month unlimited email support, including help with completing the pitch deck and fundraising/ financial advice. VALUATION ESTIMATE IN EXCELDoes not include a financial plan This type of valuation is suitable for any company: startups, small exit transactions of micro-businesses, small rounds of funding or investor-led valuations with very little data on the underlying company. It can be purchased by new founders, investors or SMEs who want a quick investment assessment. This is relevant for fundraising transactions only, and only when there is an expectation to sell the company. For advanced analyses and unique type of companies, please purchase our standard financial planning and valuation services. The estimate will be carried out using 1-3 suitable methods, without any financial projections, but including expert research on transactions (adapted Gordon growth model, Cost method, adapted Market Method, adapted Rule of Thumbs method for startups of growth-stage company). The Deliverable will be an excel sheet with valuation estimate calculations and the result. We will also provide a commentary by email as an additional explanation about the valuation at delivery. If you also selected the estimate report, you will receive a 4-pages pdf presentation report with the company’s potential and resulting valuation estimate, if you have selected this. The short report will have our company’s logo. The report is not a Calculation Engagement or Valuation Engagement, only an internal presentation on the estimation of value. INFORMATION Request: The project will start after the information has been submitted through our online form only. Submit all your information here. Any information delivered the day after the start of project will not be accounted for. Information to be collected and submitted to us before the start of the project (when available, the valuation estimate will be carried out regardless, based on the information available, and it will take into account any information gap):
Please don’t send more information than requested: we will not be able to analyse extensive market reports for the scope of this project. For a more comprehensive analysis and valuation, please purchase the standard financial plan and valuation in our list of services. DELIVERY OF VALUATION: 2 working days (from the submission of information), estimated for 07.09.2026. If you also purchase the financial plan, the valuation will be delivered once the financial plan is completed. Reviews & Consulting are not included.
FINAL REVIEW CALLAfter delivery of the documents above.
2-DAY 2 DOCUMENT REVISIONSubmit all changes when ready, and receive in 48 hours. FUNDRAISING STRATEGYUnderstand the funding market and learn how to raise funds for your company Detailed presentation of 45 pages on Fundraising Strategy know-how that can apply to all types of companies, particularly startups or small companies with no previous fundraising experience. The document covers the following topics:
We recommend this document to all of our fundraising clients (as well as those preparing for an exit), as during the typical consulting calls there isn’t enough time to communicate all the wealth of knowledge contained in this document. It will help you take better decisions and also speed up our project work. Together with the presentation you can also download a questionnaire that you can use for your own fundraising strategy, to write down notes related to your company as topics are introduced in the main document. You can also use it to write down your list of investors and keep track of introductions. Feel free to submit this document to us to discuss it in consulting calls.
1-MONTH UNLIMITED CONSULTING BY EMAILRequest advice by email on any topic related to fundraising, valuation, corporate finance, due diligence, financial planning, negotiations. Each response will take 1-2 working days. DURATION: 1 Month from the Day of Purchase (cannot be postponed, paused or extended) until 04.10.2026
INVESTMENT OPPORTUNITY DISTRIBUTIONGet your investment opportunity listed in Valithea’s newsletter. We have hundreds of subscribers among investors, finance professionals and entrepreneurs. Simply fill in the appropriate information request form and your information will be included in our next newsletter within 1 month from submission and payment. You can submit an investor-ready document such as a pitch deck and/or business plan, which can be listed on our website for a period of 6 months. It should have your contact details so an interested party can contact you directly. If you want to change your submission, simply resubmit your data: however, once we begin working on the post, the information can no longer be changed (unless you purchase this product again). (The investment may also be included on our social media platforms) INVESTORS LIST 10XWe will provide you with a list of 10 investors that are specifically suitable to your company, sector, stage and location. The list may include grants or other types of financing suitable to your situation. This is suitable for a DIY approach. The list includes:
We have years of experience in the sector, a list of 5+ thousand of investors, a network in key locations, access to databases, and knowledge of investors demands and suitability. We will consult with you on the choice of investors to optimise suitability and avoid conflicts of interest. The list will make it easy to keep track of your approach. If you want the names of more investors, select multiples products. Delivery: 1-2 business days.
INVESTORS APPROACH 10XWe will contact specific investors within a list that we previously provided for you, or a list of your choice. A list must be prepared previously as it’s not part of this service. We will approach these 10 investors, and follow-up for a maximum of 3 months. All emails after the end of this period will be forwarded to you, and the follow up period can be extended with the Updates & Consulting Retainer. Contact approach is documented wherever possible, but an answer or feedback from the investor is not guaranteed, as it is outside of our control. We can present our documents or your own, contact the investors through a variety of different channels to sell your investment to the best of our abilities. If you want to approach more investors, select multiples products. Updates on the fundraising process will be provided every 2 Weeks. |
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