Service — 03
Financial planning
Forecasts, budgets and investor-ready reporting that keep growth funded. We turn messy books and hopeful spreadsheets into numbers you can steer by.
What this service entails
Growth dies in the gap between ambition and cash. We rebuild your financial picture from source data — revenue drivers, margins, burn and runway — then model scenarios so you know exactly what each hire, launch or price change costs and returns.
Founders use our packs to raise; operators use them to run the month. Either way, the numbers finally tell one consistent story.
What's included
Everything in the engagement
- Driver-based forecast: revenue, margin, cash and runway
- Annual budget with monthly variance tracking
- Pricing, hiring and expansion scenario models
- Investor and board reporting pack, ready to present
- Finance handover: templates your team owns afterward
Process
From messy books to clarity
Step 01
Reconcile
We rebuild the true picture from bank, sales and payroll data.
Step 02
Model
Forecasts and scenarios stress-tested against your plans.
Step 03
Steer
Monthly reviews where numbers drive decisions, not anxiety.