Foundational C-Suite Analytics
We begin by establishing a foundation of budgeting, forecasting, and KPIs. This provides a clear financial narrative to guide management decision-making and establish credibility with the Board and Investors.
Detailed Annual Budget
A detailed 12-month budget showing a realistic pathway to the achieving the company’s financial goals.
Company-Specific Key Performance Indicators (KPIs)
Company specific performance metrics that translate operating performance into financial success.
Executive Team and Board Meeting Presentations
A clear financial narrative detailing historic and projected performance against budget together with associated KPIs.
Accurate Financial Forecast
12-month rolling forecast projecting key financial results. For small to medium sized businesses, we place a strong emphasis on cashflow.
Growth and Investment Analytics
With a firm foundation in place, companies can develop a strategic analytics capability, which includes detailed views of profitability, and an integrated financial and operating model. These capabilities support the long range planning necessary for successful fundraising and investment activity.
Integrated Financial and Operating Model
Quantitative model detailing how key operational inputs (staffing, productivity, output, etc.) impact financial outcomes.
5-Year Forecasts
5-year financial forecasts to support strategic planning and fundraising initiatives.
Profitability Analyses
Profitability measures by product, territory, business unit, etc.
Fundraising and Investment Decks
A clear financial narrative outlining projected investments, growth, and return on capital.