FinPlan

We support ventures with the capability to develop solid financial plans.

We provide  training on financials to initiate  financial planning and support the venture in defining its financing strategy.

1. Review existing financial plans to challenge key assumptions of the financial plan and validate overall coherence
2. Assist entrepreneur in key questions on financials
3. Discuss & validate ‘stress test’ scenarios and implications
4. Bring expertise to support / challenge company financing strategy
5. Bring expertise to support investor approach / investor relations

Value Added outputs

• Identification of key parameters to which financial planning is most sensitive
• A reality check on plausibility of key assumptions and financing
• A plausible financial plan and a coherent financing strategy
• Ability to articulate and defend various scenarios & their implications
• Identified next steps to progress financial planning process
• Clear objectives and messages to approach potential investors

Please use the following checklist to prepare your financials

FinPlan Checklist

The workshop can be introduced with a case study using excel spreadsheet FinPlan:

FINPLAN SCENARIOS CASE STUDY ‘GREAT MEDTECH SA’

Please contact us to arrange a FinPlan workshop or obtain support on critical aspects of your financials: