Business Plan & Pitch Deck Financials

Overview

What we deliver

We build clear three to five year financial models, unit economics, and pitch deck slides that hold up to investor and lender scrutiny.

We help founders and finance teams turn business plans into defensible numbers. Our work starts with the revenue model, unit economics, and operating assumptions, then flows into a three statement projection covering profit and loss, balance sheet, and cash flow under US GAAP or IFRS presentation. We pressure test drivers, model funding rounds and debt structures, and build scenarios for base, upside, and downside cases. For the pitch deck, we shape financial slides that explain traction, burn, runway, and the use of funds in plain language. We support data room readiness for venture capital, private equity, and bank lenders, and align tax assumptions with IRS, HMRC, CRA, or ATO rules depending on entity location. Models are auditable, formula driven, and easy for your team to update after close.

Fit Check

Built for teams like yours

Who it's for

Seed and Series A founders
SaaS and tech startups
Professional services firms
Consumer brands raising capital
Acquisition targets in diligence

Pain points we solve

Investor questions on assumptions
Weak unit economics narrative
Disconnected P and L and cash flow
Unclear runway and burn
Pitch deck numbers that do not tie

What's included

Capabilities

Everything we cover in this engagement.

Revenue and pricing model build
Unit economics and cohort analysis
Three statement projections
Scenario and sensitivity analysis
Cap table and dilution modeling
Use of funds schedule
Pitch deck financial slides
Investor Q and A support

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Discovery

Review business plan, GTM, and historical data.

02

Driver design

Define revenue, cost, and headcount drivers.

03

Model build

Build linked three statement projections.

04

Scenarios

Run base, upside, and downside cases.

05

Deck delivery

Produce investor slides and Q and A pack.

What you get

Deliverables & outcomes

What you get

Excel or Google Sheets model
Three statement projections
Unit economics tab
Cap table schedule
Pitch deck financial slides
Assumptions documentation

Outcomes you can expect

Faster investor due diligence
Stronger narrative on growth
Clear funding ask and runway
Audit ready assumptions
Reusable model for board updates

Timeline

Three to six weeks

Engagement

Monthly retainer, Project, Sprint

Tools we use

Excel, Google Sheets, PowerPoint, Causal, LiveFlow

KPIs we track

ARR growth, gross margin, CAC payback, runway months, burn multiple

Client stories

What clients say

"

We were paying three agencies and a lifecycle freelancer to argue over attribution. RevoraOps absorbed all of it in 30 days, killed our worst-performing Meta ad sets, and rebuilt the welcome flow from scratch. CAC dropped 31 percent in the first full month. Honestly the relief of having one weekly call instead of four was worth it alone.

Megan W.

"

Our SDRs were spending two hours a day copying lead data between Salesforce, Outreach, and a Google Sheet nobody owned. They mapped the whole flow, stitched it together in n8n, and added a dedupe step we did not even know we needed. Got 38 hours a week back across the team. The SDRs were the ones who pushed to expand it further.

Rebecca F.

Proof