You will get a well-crafted business plan with robust financial analysis & projections.
Rising Talent
Rising Talent
Project details
I will help you take your ideas and expansion plans forward confidently by providing robust cost-benefit and risk analysis while giving you a clear picture of risk and returns. I want to make sure you are spending your hard-earned money wisely and getting returns that drive long-term success.
I know how critical it is for investors and lenders to buy into your vision for the future of your business. We will help you curate a business deck with thorough financial analysis, projections, profitability metrics, and long-term success plan that tells the whole story, and presents your vision in the best possible light.
I will do cost-benefit and risk analysis of your business ideas/plans, and curate a business deck with proper financial projections, metrics, ROI and help you present your business ideas and plans in the best possible light to your lenders/investors.
I will create multi-year proforma model to show financial projections for the next 3-5 years and calculate income, cash flows and profitability each year, and overall economics that the investors/lenders can expect to see going forward.
I know how critical it is for investors and lenders to buy into your vision for the future of your business. We will help you curate a business deck with thorough financial analysis, projections, profitability metrics, and long-term success plan that tells the whole story, and presents your vision in the best possible light.
I will do cost-benefit and risk analysis of your business ideas/plans, and curate a business deck with proper financial projections, metrics, ROI and help you present your business ideas and plans in the best possible light to your lenders/investors.
I will create multi-year proforma model to show financial projections for the next 3-5 years and calculate income, cash flows and profitability each year, and overall economics that the investors/lenders can expect to see going forward.
Language
EnglishBusiness Type
Small BusinessPlan Format
PowerPointPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal UseWhat's included $795
These options are included with the project scope.
$795
- Delivery Time 10 days
- Executive Summary
- Company Description
- Financial Forecast
Optional add-ons
You can add these on the next page.
Pricing Analysis
(+ 10 Days)
+$450
Revenue Analysis
(+ 10 Days)
+$650
Operating Expense Analysis
(+ 10 Days)
+$650
8 reviews
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MW
Mark W.
Jul 2, 2024
JW
Jordan W.
Nov 15, 2025
30 minute consultation
Naveen was very professional and helpful. He went above and beyond my expectations. You will not be disappointed working with him.
PR
Pete R.
Dec 13, 2024
Solar Farm Developer - Financial Consultant
Naveen is a pro! He is very thorough and did an amazing job on this project. I plan to work with him on many more financial modeling projects in the future.
MM
Michael M.
Oct 25, 2024
Estate Tax Calc Excel
GG
Gold G.
Sep 10, 2024
Inventory, Pricing Analysis and Shipping
Naveen is super detailed and thorough. Extremely efficient.
MW
Mark W.
Jul 2, 2024
You will get a well-crafted business plan with robust financial analysis & projections.
About Naveen David
FRACTIONAL CFO || MBA || 15 yrs Financial Mgmt with Fortune 500 & SMBs
100%
Job Success
Saint Paul, United States - 4:37 pm local time
With 15 years of financial leadership—from Fortune 500 companies to fast-moving SMBs—I serve as your go-to finance expert turning complexity into clarity and insights into measurable results. My engineering mindset drives data-backed analysis; my business experience ensures practical, results-focused solutions.
I wear three different hats to serve my clients:
1. FRACTIONAL CFO: Focus on the big picture, connecting the dots, providing financial leadership and guidance to tackle the most challenging problems for my clients
2. FINANCE MANAGER: Run day-to-day financial operations, focus on execution, create budgets, financial plans, generate cash flow projections and ensure the business stays on track to meet financial objectives.
3. FINANCIAL ANALYST: Dive deep into the numbers. Understand the story behind the numbers and pull relevant insights. Look at every action and decision in the business from a financial lens and understand the risk-reward calculus.
Here’s What I Deliver:
• Forecasting, budgeting & modeling (IRR, NPV, scenario analysis) for smart planning and growth
• Cash flow & expense diagnostics — stop leaks, optimize working capital
• Profitability, revenue and margin analysis, cost-benefit and risk management
• Business valuation & investment planning, go/no-go decision support analysis
• Investor-ready financial models & pitch deck support
Why Clients Work With Me:
• Personalized, hands-on support with weekly calls/meetings
• Focus on actionable insights and strategies, not just reports
• Proven track record of improving profitability, cash flow, and financial clarity
Current Role:
Founder & Owner/Fractional CFO | Profit Spear Consulting, LLC
My key differentiator is emphasis on being available to my clients whenever they need me with one-on-one weekly meetings and calls to support their business.
I provide customizable solutions that not only analyze financial health of businesses and identify underlying drivers of profitability, but also provide key valuable insights for informed decision making which will be a game changer for business owners and stakeholders seeking to maximize profits.
SOME OF THE SERVICES I OFFER:
-Revenue and Margin Analysis
-Expense Analysis
-Cash Flow Analysis
-Comprehensive Profitability Analysis and Diagnostics
-Capital Planning and Analysis
-Margin Expansion and Cost Reduction
-Financial Planning and Analysis
-Cash Flow Management and Analysis
-Profitability Analysis and Profit Maximization
-Business Case Development and Analysis
-Key Performance Indicator Analysis
Steps for completing your project
After purchasing the project, send requirements so Naveen David can start the project.
Delivery time starts when Naveen David receives requirements from you.
Naveen David works on your project following the steps below.
Revisions may occur after the delivery date.
Work on understanding scope and setting expectations with client.
Let's have zoom calls to kickoff this project and set expectations around what is required, deliverables, timelines etc. This will be a good time to understand the project scope/specifics and make sure I can deliver top-notch product to you.
Periodic check-in with client
Let's setup periodic zoom calls per client preference to discuss progress, and make sure client is up to speed on progress.