Financial Plan

260

Financial projections  The basic option includes a simple yet top quality yearly financial plan for pre-revenue companies with quick turnaround.

Purchase all your extras below: + Select additional Financial Plan Features + Select Your Stage + Select unlimited consulting & reviews for 1 month.

VIEW SERVICE DESCRIPTION

Project Start: 22.05.2019
Delivery: 2 Days from the submission of information, estimated for 24.05.2019

3 in stock

Additional Financial Plan Features for Startups

Reviews for startups

Stage

Faster Delivery

Personalised Contract

Description

 

SIMPLE FINANCIAL PLAN

FEATURES: The basic financial plan can be purchased by startup companies with no revenue or past financials, by selecting the relevant add-on options. The basic financial plan includes:

  • Market sizing
  • Customers development and acquisition strategy
  • Detailed revenue model
  • Detailed costs
  • Personnel development
  • Investments
  • Integrated financials with P&L, balance sheet and yearly cash flows
  • Estimate of funds to raise
  • Template structured for automatic updates with graphs and table for use in reports with changeable brand colours

Some Tabs or the Structure of the spreadsheet will be locked, but most of the spreadsheet is fully editable and user-friendly, with an assumptions page that you can change anytime

INFORMATION: After purchasing, you can enter all your information here: Simple Financial Plan . If you select the reviews & consulting add-on option, we will instead collect all information via phone call while advising on the strategy.

DELIVERY: You will receive the ready financial plan with recommendations based on general market research and a feasibility of the information submitted. Consulting and reviews are included only when selecting the add-on (recommended). Delivery: 2 Days from the submission of information, estimated for 24.05.2019.

ADD-ONS: We recommend this option only for simple documents such as pitch decks, executive summaries and teasers. For financial projections to accompany business plans or for any in-depth analysis, select the advanced financial plan.

Financial Plan Valithea Advisory

ADVANCED FINANCIAL PLAN

FEATURES: The advanced financial plan includes monthly financials, scenarios, inventory flow and sector-specific metrics and breakeven analysis. This option is highly recommended, especially for startups and project financial plans that require the analysis of monthly cash flows. It provides all relevant analysis for fundraising purposes.

Some Tabs or the Structure of the spreadsheet will be locked, but most of the spreadsheet is fully editable and user-friendly, with an assumptions page that you can change anytime.

Financial Plan Valithea Advisory

VIEW THE PORTFOLIO for the document sample.

INFORMATION: After purchasing, you can enter all your information here: Advanced Financial Plan . If you select the reviews & consulting add-on option, we will instead collect all information via phone call while advising on the strategy.

DELIVERY: 3 Days from the submission of information, estimated for 25.05.2019

Financial Plan Valithea Advisory

CONSULTING & REVIEWS

FEATURES: With this option, we will start the project with a call to analyse your business model and collect all relevant information. You will then receive a first draft of the project, with possible additional Q&A before delivery. We can review and edit the financial plan as many times as needed until the end of the retainer month. This option is aimed at fast-growing startups.

During this time, you can set up consulting calls whenever needed HERE

The spreadsheet in this case will be fully editable.

INFORMATION Request: a list of typical information requested is included here

DELIVERY: 2 additional Days for the first draft delivery. Reviews & Consulting for 1 month until 21.06.2019

In this case, the project order and delivery will be as follows:

 

Financial Plan Valithea Advisory

You can only buy the consulting & reviews retainer at this reduced price when purchasing this financial plan. Alternately, you can purchase the extra document updates, consulting call or ask finance questions.

Financial Plan Valithea Advisory

GROWTH-STAGE FINANCIAL PLAN

FEATURES: If your company has past financials to include, please select the add-on option. The growth-stage financial plan includes past financials analysis and yearly financial projections. The spreadsheet will be fully editable. It already includes 1 month of reviews and consulting.

Financial Plan Valithea Advisory

VIEW THE PORTFOLIO for the document sample.

INFORMATION Request: a list of typical information requested in included here

DELIVERY: 6 Days from the submission of information, estimated for 28.05.2019

Reviews & Consulting for 1 month until 21.06.2019

Financial Plan Valithea Advisory

PROJECT FINANCIAL PLAN

FEATURES: This financial plan is recommended for real estate projects, energy efficiency or power plants development, for complex company structures or transactions or for multiple business lines. This option already includes 1 month of reviews and consulting and monthly financials.

The spreadsheet will be fully editable.

Financial Plan Valithea Advisory

VIEW THE PORTFOLIO for the document sample.

INFORMATION Request: a list of typical information requested in included here

DELIVERY: 8 Days from the submission of information, estimated for 30.05.2019

Reviews & Consulting for 1 month until 21.06.2019