A bottom-up
financial model, done well, is the only management tool an early-stage startup founder needs. It creates confident founders who know their plans to go big who can speak to them with clarity and conviction. A financial model is the
how exactly you’re going to get there that your conversations have been missing.
A dataroom is like packaging for your business. It says to investors and others, "Here's why you want to do business with us."
The dataroom has a lot of pieces. What we do is specialize in making sure all that information is telling the same story about the same product and the same opportunity so the plans come across clearly and, as consequence, influentially.
One of the first things we do is capture your
startup’s narrative on paper. This helps us understand your business and provide a highly contextual service. Then we flow it up into a pitch deck and augment it with data from your operations and your new financial model. Finally we'll go over everything about the dataroom with you and make sure you're ready to go out into the world and start pitching with it.
Gone are the days of low interest rates and that sweet, sweet back-of-napkin money. Now more than ever financial professionalism is what builds trust with those in your ecosystem.
We set up the financial systems that get you the information you need to make profitable decisions, consistently and quickly: financial models, budgets, variance analysis, support with grants, ad-hoc calculations, variance analysis, operational metrics, and sales targets, to name a few.
We do all this at your convenience, ad-hoc or as part of a monthly operating cadence. That’s your choice depending on what works best for you. See, we’re here with the finance and business skill. Deploy this how you want.
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