Client Overview: A tech startup in its early growth phase, seeking to attract investors and plan for expansion.
Challenge: The startup needed a reliable financial forecasting model to present to potential investors and to guide internal planning.
Solution: I developed a detailed financial forecasting model in Google Sheets, incorporating historical data, projected growth rates, and various financial scenarios. The model included interactive elements to adjust assumptions and immediately see the impact on financial projections.
Results:
- Quantitative: Successfully secured $500,000 in investment funding by demonstrating solid financial planning.
- Qualitative: Gained confidence in strategic planning and budgeting, providing a clear roadmap for future growth.