Prepare the financial story, evidence and scenarios behind growth, funding and transaction decisions.
Financial preparation and decision support for funding, investment, expansion and transaction readiness.
Start with the friction, risk or decision—not a technology or procedure list.
The growth plan is not quantified
Strategic goals are clear, but investment needs, milestones, resources and financial effects are not connected.
Forecast assumptions are inconsistent
Revenue, cost, hiring, working capital and funding assumptions have been prepared separately.
Valuation expectations lack support
The expected value is not connected to an agreed method, evidence, risks or sensitivity range.
Investor material tells different stories
The pitch, business plan, model and management explanations contain conflicting numbers or definitions.
The data room is not ready
Financial records, contracts, corporate documents, tax information and explanations are fragmented.
Expansion choices cannot be compared
New products, locations, markets or acquisitions have not been evaluated through a consistent decision framework.
Six connected capability groups. One clear destination.
The six groups below connect planning, modelling, valuation and transaction readiness. Financy does not promise investment, financing, valuation acceptance or transaction completion.
01Business plans and feasibility supportStructure the commercial plan, operating model, milestones and financial implications into one coherent document.+
- —Business-plan structure and financial sections
- —Market and operating assumption coordination
- —Feasibility and break-even support
- —Milestone, resource and risk alignment
02Financial models, forecasts and scenariosBuild a transparent financial view of the base case, alternatives, funding needs and sensitivities.+
- —Integrated profit, cash and balance-sheet model
- —Revenue, cost and working-capital drivers
- —Base, upside, downside and stress scenarios
- —Funding need and runway analysis
03Company valuation and capital-structure reviewOrganise the methods, evidence, assumptions and ranges relevant to an internal or transaction discussion.+
- —Purpose and basis-of-value clarification
- —Method and input review
- —Sensitivity and value-range analysis
- —Debt, equity and dilution scenario support
04Investor pitch and presentation supportAlign the commercial narrative, financial model, use of funds and supporting evidence.+
- —Financial narrative and key metrics
- —Use-of-funds and milestone presentation
- —Pitch-deck financial sections
- —Consistency and question-readiness review
05Investment due diligence and data-room preparationPrepare an organised financial information set, open-item register and response process for review.+
- —Financial data-room index
- —Historical result and balance support
- —Quality-of-information and gap review
- —Question, response and evidence tracking
06Growth and expansion strategyCompare growth initiatives through financial, operational, funding and execution requirements.+
- —Product, location or market scenario review
- —Investment and resource requirement analysis
- —Growth KPI and milestone framework
- —Prioritised expansion roadmap
Choose the decision material that must become investor-ready.
The selector shows how plans, models, valuation and diligence evidence connect. It does not assess investment suitability or promise funding or transaction completion.
Select one option to see the recommended starting point.
General guidance only. Forecasts and valuations depend on evidence and assumptions; investment, financing and transaction outcomes remain outside Financy control.
A visible path from starting facts to an approved result.
Define objective
Confirm the decision, audience, timeline, transaction context and required output.
Collect evidence
Organise historical financials, commercial inputs, contracts, plans and current assumptions.
Build & challenge
Develop the plan or model and test the commercial, financial and operational drivers.
Compare
Review scenarios, sensitivities, funding effects, risks and alternative decisions.
Prepare
Align the model, narrative, presentation, evidence and question-response material.
Support decision
Record conclusions, unresolved matters, management approval and the next negotiation or execution step.
Designed for organisations that need a controlled starting point or a connected ongoing process.
- ✓Start-ups preparing a structured business and financial plan
- ✓Growing businesses assessing expansion or funding needs
- ✓Owners preparing for investor discussions
- ✓Companies reviewing valuation or capital scenarios
- ✓Management teams preparing a financial data room
- ✓Buyers or sellers organising transaction information
The exact output is defined in the written engagement.
- 01Business plan or feasibility pack
- 02Integrated financial model
- 03Assumption and sensitivity register
- 04Valuation analysis or scenario range
- 05Investor presentation financial sections
- 06Use-of-funds and milestone schedule
- 07Data-room and due-diligence index
- 08Question, risk and decision register
Speed and convenience do not replace evidence, review or accountability.
Source and assumption trail
Historical facts, management assumptions, external inputs and estimates are identified separately and can be traced.
Scenario discipline
Outputs are reviewed across alternatives and sensitivities instead of presenting one forecast as certain.
Version control
Models, presentations and supporting schedules use agreed dates, definitions and controlled versions.
No promised outcome
Financy supports preparation and analysis; investment, financing, valuation acceptance and transaction completion depend on third parties and decisions outside the engagement.
Clear scope before commitment.
01Can Financy prepare a business plan and financial model?+
Yes. The scope can connect the commercial plan, operating assumptions, integrated forecast, scenarios and supporting narrative. Management remains responsible for approving the assumptions and strategy.
02Does a valuation guarantee the price an investor or buyer will accept?+
No. Valuation is purpose-, method-, evidence- and assumption-dependent. Market participants may use different information, risk views and negotiation positions.
03Can you help us find investors?+
This page covers financial preparation and transaction readiness, not a promise of introductions or regulated investment placement. Any separate introduction or regulated activity requires explicit capability and scope approval.
04What is included in data-room preparation?+
The exact index depends on the transaction and reviewer. Financy can organise financial records, models, reconciliations, explanations, open items and response tracking, while legal, tax and specialist documents remain with the appropriate advisers.
05Can the model be updated after investor questions?+
Yes, subject to scope. New assumptions and scenarios should be recorded in a controlled version so management can distinguish the original case from later changes.
Advisory, CFO & Business Transformation
Connect the growth or transaction plan to ongoing management decisions, governance and implementation.
Accounting, Reporting & Finance Operations
Strengthen the historical records, schedules and reporting evidence used in models and diligence.
Company Formation & Corporate Services
Coordinate corporate structures, records and changes connected to the approved growth or transaction path.
Start with the decision, audience and financial question you need to answer.
Tell us whether you are planning growth, funding, valuation, investor preparation or a transaction. We will define the model, evidence, scenarios and decision material required.