Startup financials Case Study
Building a proprietary five year financial model for an innovative transportation technology startup.
The client is an innovative technology venture developing unique solutions for the bus transportation and logistic industries.
Client
The company is in a high growth phase and requires consistent fundraising to support operations. Due to the company’s unique business model, they cannot rely on standard templates and need a proprietary financial model. I create a five year financial model with pro-forma financial statements and easy-to-follow underlying assumptions.
Context
Work with the company’s CEO, COO, and team to understand the underlying assumptions that drive Revenue, Ebitda, and Cash Flow.
Develop an investor-ready pro-forma financial model that includes pro-forma financial statement projections and integration with their existing accounting system.
Create an accompanying investor ready pitch deck with charts that link to the proprietary financial model.
Tasks
The company has an investor-ready financial model and pitch deck which they use for fundraising.
Outcome
need help with startup financials?
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