Get a starter financial model on day 1. We'll jump on a call learn about your business and set the first goals and priorities.
What we'll do
We'll begin designing the driver-based workflow of the model, and building your revenue lines.
What you'll do
By the end of Month 1 you should master the expenses part of the model, and use it comfortably to run budget estimations.
Month 3[Optional] Advanced Projections & KPIs
If additional revenue lines are needed, we'll get them added. Otherwise, we'll work on a dashboard for your KPIs.
What we'll do
Help you build custom dashboards according to your company stage and business needs.
What you'll do
Master financial modeling with real-world analytics. Combine revenue with expense projections.
Month 4 →
[Optional] Historical KPI Tracking
Including functionality to pull historical, and performance data into the sheet automatically.
What we'll do
Build advanced functionality to track KPIs.
What you'll do
At this point you should be using the financial model to make key budget, strategy and fundraising decisions.
