Services

Our Unique Insights. 

 

We are uniquely able to help you with your various financial modelling needs. We have profiled more than 50 business sectors and helped 100+ clients in preparing their financial models, business plans, and/or pitch decks.  We likely know the best sector for business.  We can help you whether you are looking for:

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1.  A review of your existing model.

2. A rebuild of an existing model that you would like to enhance.

3. A new build for a new business idea/model. 

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Pair your financial model with a comprehensive Business Feasibility Study for best results.

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The process we follow includes:

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1. You complete the Financial Model intake form.  In this form we ask to know information such as:

• Business type (e.g. SAAS, E - commerce, Services, Market Place,  Financial Services, Agriculture).

• Stage of business (e.g. pre - revenue or revenue generating)

• Purpose of the modelling (e.g. investor pitch, internal planning, grant/loan application, business valuation)

• Features you want (e.g. charts and dashboard, monthly breakdown)

• Additional information (e.g. deadline, budget estimate). 

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2. We undertake the review or build the model. We include/consider the following:

• Assumptions (reasonableness, applicable)

• Sector specific matters (e.g regulated business, product or inventory type, franchise)

• Key business drivers - revenue, cost structure, Capex/financing.  

• General soundness and reasonableness of the model

• Advanced thinking tips to consider/the future of the idea or the sector

• Risks and risk management tools

• Technology/software stack 

• Special Requirements/Requirements of the third party (e.g bank, grant provider)

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3. We share the model and any additional documents and set up a review meeting.

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Manage your financial strategy better with our Office of the CFO services.

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Types of models built

The models built vary by requirements which are confirmed during a scoping meeting. Here are examples to guide you:

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Starter Model

• Basic forecast for pre-revenue or small business founders 

• 3-year P&L, simple assumptions sheet 

• Ideal for early-stage decks or business plans

 

Growth Model

• Full 3-statement model with dynamic inputs 

• Built-in scenarios + investor summary tab 

• For companies preparing for seed to Series A/B raises

 

Custom / Sector-Specific Model

• Tailored by sector, for example Real estate, SaaS, e-commerce or fund-level models 

• Includes ROI or IRR calculators + strategic advisory call

 

Ongoing Model Maintenance Plan Model

• Monthly updates to forecasts and KPIs 

• Adjustments for new assumptions, hires, revenue lines, or cost changes 

• Quarterly check-ins with an Inachee finance expert 

• Ideal for startups scaling fast, or reporting to investors/boards.

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Strengthen your financing pitch with accurate Financial Readiness planning.