A plan nobody believes is worse than no plan. We build business plans, annual budgets, and rolling forecasts that survive investor, banker, and board questions — driver-based models, scenario analysis, and assumptions documented well enough to defend under interrogation.
Investors will interrogate the model, not admire the prose. We build it for the questions — every driver linked, every assumption visible.
Departments spending without ownership. We build the annual budget with accountability — then track it monthly.
Annual plan obsolete by March. We install rolling forecasts — quarterly updates against actuals.
Investor-grade plans with financial models — market, strategy, and numbers integrated.
Driver-based three-statement models with scenarios and sensitivities.
Department-level budgets with ownership and approval flows.
Quarterly forecast updates against actuals — the plan that stays alive.
Base, upside, downside — for fundraises, debt, and board decisions.
Unit economics and the metrics that actually drive the business.
Business model, drivers, and history — management interviews.
Driver-based financial model with scenarios.
We stress-test it before investors do.
Budget-vs.-actual discipline installed.
Three to four weeks for the full plan and model, including interviews and iteration.
They interrogate the model. Ours are built for that — drivers linked, assumptions visible.
Yes — monthly variance reporting with commentary.
Tell us where your company is headed. A partner — not a sales rep — will respond.
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