Business Plan & Pitch Deck Financials
Investor-ready financial models, projections, and pitch deck numbers.
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.
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
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
Our process
A clear, predictable path from kickoff to outcomes.
Discovery
Review business plan, GTM, and historical data.
Driver design
Define revenue, cost, and headcount drivers.
Model build
Build linked three statement projections.
Scenarios
Run base, upside, and downside cases.
Deck delivery
Produce investor slides and Q and A pack.
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
What clients say
Our old site was a Frankenstein of three previous agencies. We gave them a hard launch date tied to a trade show and they actually hit it. 47 templates, full product catalog migration, no broken redirects on go-live day. Our previous vendor missed the same deadline twice. This time my phone stayed quiet on launch morning.
My books were 90 days behind and I was avoiding my accountant. They cleaned up nine months of mis-categorized Shopify and Stripe entries, set up proper rules in QuickBooks, and now my close lands on day four of every month. First time in three years I opened a P&L without wincing. Cash forecasting actually makes sense now.
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Financial Statement Preparation
Compliant financial statements prepared under US GAAP, IFRS, and UK FRS.
We prepare accurate, audit-ready financial statements aligned with GAAP, IFRS, or FRS so your stakeholders get a clear view.
ExploreManagement Reporting (MIS)
Monthly management reporting that turns ledger data into decisions.
We build monthly MIS packs with P&L, balance sheet, KPIs, and variance analysis so leaders act on current data.
ExploreCash Flow Management
Operational cash flow management with rolling 13-week forecasts.
We run 13-week cash forecasts, manage working capital, and protect liquidity so you can plan with confidence.
ExploreFrequently asked questions
Quick answers to the questions we hear most.
Do you build models in Excel or Google Sheets?
Can you join investor calls?
What standards do you use for projections?
Do you handle tax assumptions?
Will the model be easy to update?
Need a model investors will trust?
We build the projections and pitch deck financials that close rounds.