Investor-Focused Financial Modelling
Investor-Focused Financial Modelling
You have a great business idea and a vision for the future, however, to turn that vision into a reality, you need a robust, credible, and professionally presented financial plan that will secure the investment.
At Suncroft Strategic Finance Partners we specialize in transforming your business plan into an investor-ready financial model that provides confidence, clarity, and a compelling narrative to investors.
What We Do
We go beyond simple spreadsheets to build a fully dynamic financial model that serves as the foundations to your investor pitch. Our service includes:
- Integrated Financial Statements: We create a comprehensive 3-statement model (P&L, Balance Sheet, and Cash Flow Statement) that is fully linked and reconciled.
- Driver-Based Forecasting: We translate your key assumptions (headcount, pricing, growth) into a flexible, bottom-up model that allows you to run “what-if” scenarios instantly.
- Strategic Scenarios: We develop and present multiple scenarios (e.g., Aggressive, Base Case, and Conservative) to demonstrate foresight and prepare you for any eventuality.
- Valuation & Investor Metrics: We provide a clear company valuation and calculate key investor metrics, such as the Internal Rate of Return (IRR) and Multiple of Money (MoM), to show any potential investor the return on their investment.
- Professional Dashboards: We create a suite of easy-to-read dashboards for both internal use and investor presentations, visually communicating your business’s story along with key financial trends.
- Complex Modelling: We handle and correctly account for complex financial issues, such as the capitalization of software development costs and non-standard reporting, to ensure your financials are audit-ready and defensible.
How It Benefits Your Business
Working with us gives you more than just a financial model, you gain a strategic tool that will help you:
- Increase Investor Confidence: A professionally prepared model signals that you are a serious, organized, and credible business leader.
- Quantify Your Vision: You will have a clear, data-driven answer to the question “How much money do you need and why?” which is the most critical part of any funding pitch.
- Understand Your Business: You will gain a deep understanding of your company’s cash burn, key growth drivers, and path to profitability.
- Make Better Decisions: The model becomes a dynamic tool for strategic planning, allowing you to quickly see the financial impact of your decisions and find the best path forward.
- Focus on Growth: We handle the complex financial work, allowing you to focus your energy on running your business and talking to investors.
So, whether you’re a start-up or a business looking for funding, an investor-focused financial model is a necessity. If you’re ready to turn your vision into a profitable reality, contact Suncroft Strategic Finance Partners today!