I will prepare a financial plan and model with a forecast
Strategic consultant, entrepreneur, writer
Top Rated
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About this Gig
I have an MBA in a Business School among the top 10 worldwide, and more than a decade of experience as a business consultant and entrepreneur. I specialize in creating financial plans that can be presented to investors, loan officers and other stakeholders.
The Premium package will empower you to raise funds with investors or obtain SBA loans or grants. I will:
- Create a professional document to be presented to investors or loan officers
- Create a full financial forecast with monthly an annual breakdown, fundamental KPIs and returns analysis (cash flow, balance sheet, ROI, payback period, break-even), and a scenario analysis (negative, neutral, positive scenarios)
- Turn the analysis into digestible insights via charts and tables
Please note that:
- Basic package does not include a scenario analysis or a monthly breakdown
- Standard package does not include a scenario analysis
- Only if I genuinely believe in the idea, I can introduce you to VCs and business angels from my network
Contact me now to discuss your financial plan needs!
Visualization tools:
Microsoft Excel
Service type:
Forecasting
Industry:
Business services & consulting
•
E-Commerce
•
Software
Target country:
Canada
•
United Kingdom
•
United States
Clients I’ve worked with
Wayfair
Home & kitchen Stores
Led a team of four to manage a portfolio of ~200 suppliers and a product catalog accounting for €130.00 mln, representing ~20.00% of EU gross revenues.
May 2019-Mar 2020
Henkel
High-Tech Company
Managed the P&L of one of Henkel's D2C haircare brands for the Italian and the French market. Led a team of eight to boost revenue by x5 within one year, while keeping positive ROI, contribution margin and sustainable profitability.
Apr 2020-Sep 2021
My Portfolio
FAQ
What does the 5-year financial forecast include?
The 5-year financial forecast includes basic financial indicators for your business, such as sales, growth, and margins, as well as return KPIs such as ROI, payback period, and break-even point. Cash flows and returns will be visualized in charts.
Can you provide examples of your previous work?
Of course. Under request, I'd be happy to do so.
Can you sign a Non Disclosure Agreement?
Of course! All of the work I do is confidential. I'm happy to sign an NDA. Send it to me whenever you feel comfortable doing so.
Do you have any experience in the sector?
I have a lot of experience from B2B to B2C. I've worked extensively with startups for the last 8 years across several geographies industries, including digital and e-commerce. Send me a message, describing your project and I'll show you some of my thinking about your niche and its potential.
Do you fill third party templates?
No. Most financial models tend to be extremely complicated and convoluted. My financial plans only come in my original templates, which are easy to manipulate, digest, understand, and represent.
Do you correct financial plans prepared by others?
No. Corrections or revisions of existing documents are outside of the scope of my work.

