You will get investor-ready Financial Model and Valuation for fund raising/ M&A


Project details
Your financial model will be handled professionally:
**Investment Banker, 15+ Yrs Exp, ex-KPMG, 200+ Financial Models, Valuations, Assisted in Fund Raise above $ 100M**
Basic Package:
Any number of revenue streams
Unlocked Excel Sheet - You can also change assumptions as you need.
2 Free Revisions. Additional Revisions are charged at $50 per revision
Assumptions Sheet
Calculations Sheet
Financial Statements
Standard Package:
Any number of revenue streams
Unlocked Excel Sheet - You can change assumptions as you need.
2 Free Revisions. Additional Revisions are charged at $50 per revision
Assumptions Sheet
Calculations Sheet
Financial Statements
Ratio Analysis
Premium Package:
Any number of revenue streams
Unlocked Excel Sheet - Revisions can be made by anyone
4 Revisions Free - Additional revisions are charged at $50 per revision
Dashboard for Graphs
Assumptions Sheet
Calculations Sheet
Financial Statements
Ratio Analysis
**Investment Banker, 15+ Yrs Exp, ex-KPMG, 200+ Financial Models, Valuations, Assisted in Fund Raise above $ 100M**
Basic Package:
Any number of revenue streams
Unlocked Excel Sheet - You can also change assumptions as you need.
2 Free Revisions. Additional Revisions are charged at $50 per revision
Assumptions Sheet
Calculations Sheet
Financial Statements
Standard Package:
Any number of revenue streams
Unlocked Excel Sheet - You can change assumptions as you need.
2 Free Revisions. Additional Revisions are charged at $50 per revision
Assumptions Sheet
Calculations Sheet
Financial Statements
Ratio Analysis
Premium Package:
Any number of revenue streams
Unlocked Excel Sheet - Revisions can be made by anyone
4 Revisions Free - Additional revisions are charged at $50 per revision
Dashboard for Graphs
Assumptions Sheet
Calculations Sheet
Financial Statements
Ratio Analysis
Industry
Agriculture, Animals & Pets, Architecture & Interior Design, Arts & Design, Audio Services, Beauty & Cosmetics, Biotech, Business Services & Consulting, Construction, Cryptocurrency & Blockchain, Cybersecurity, Data Analytics, Ecommerce, Education, Energy, Engineering, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Government & Public Sector, Hardware & Electronics, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Music, Nonprofit, Photography, Real Estate, Religion & Spirituality, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Video Services, Wellness, Writing & PublishingTarget Country
WorldwideWhat's included
| Service Tiers |
Starter
$400
|
Standard
$800
|
Advanced
$1,000
|
|---|---|---|---|
| Delivery Time | 5 days | 7 days | 10 days |
Spreadsheet |
About Yashpal
TOP RATED PLUS || M&A | Financial Model | Valuation | Pitch Deck [15Y]
Gurgaon, India - 5:04 am local time
Services: Financial Models, Business Valuations, Pitch Decks, Projections, P&L, Business Plans, Due Diligence, Financial Statements, Financial Analysis, Term Sheets, Share Purchase Agreements and Start-up Consulting
Potential Clientele: Start-ups, Companies looking for fundraise, revenue-generating companies with proven track record
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How do I assist:
1) Sell-side:
* Preparing the financial model to establish a value for your business
* Valuation for the business on the basis of projected cash flows/ trading comparable/ VC method
* Creating the marketing material – Pitch Deck
2) Buy-side:
* Strategizing the best alternative for the target acquisition
* Assistance in screening the ideal candidates and building upon detailed financial model for the target company
* Valuation for the target business on the basis of projected cash flows/ trading comparable/ VC method
* Help you negotiate with the target company, if required
3) In Valuations, by:
* Preparing the financial model, to establish value of your business
* Delivering a presentation with the key drivers of the business valuation
* Pitch deck alongside financial model for easy discussion with potential investors
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Information required for building a Pitch Deck:
* Company purpose: Define it in a single declarative sentence
* Problem: Define problem that you are trying to solve. If you are not solving any problem (like opening new coffee shop chain/ online), do not push unnecessarily for problem rather say 'Americans drink 400 million cups of coffee everyday' describing market size followed by company purpose
* Solution: Demonstrate your startup's value proposition
* Why now: Define recent trends that make your solution possible
* Market size: TAM, SAM. SOM
* Competition: List competitive advantages
* Business model: How do you make money?
* Critical metrices: CAC, LTC, Unit Economics
* Team: Founders, Management & Existing Investors
* Financials: Historical and Projected Numbers
* Cap Table: Pre funding and Post funding
* Equity Ask: Mention Valuation and Use of Funds
Information required for building a Financial Model:
* Financial Statements for last 3 to 5 years, if available
* Sales, material costs, staff cost, marketing cost, logistics, accounts receivable, account payable, cash balance, contingent liabilities and other information breakdowns.
* Key Business Matrix (depends industry to industry):
For retail business - Per day tickets, number of stores, store opening dates, store sales for last 3 years, rentals, new stores under construction, new stores signed, next 5 years projections, etc. We can discuss the scope of your project to determine how to proceed, on the basis of information you have available.
For e-commerce business - daily orders, order value, AOV, cost of material, marketing cost, per order marketing cost, shipping cost, app downloads, direct website/ app orders, marketplace orders, commission by marketplaces, unit level profitability, etc. For success in e-commerce business, lower cost of material and lower returns play a major role. This is mostly for D2C (Direct to Consumer) e-commerce companies.
For Hospitality - number of units, occupancy rate, unit opening dates, unit sales for last 5 years, rentals if not owned or franchised, new units under progress, etc.
For others - per day revenue, material costs, staff cost, marketing cost, logistics, rentals, overheads, next 5 years projections, etc.
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Keywords and Titles:
* Merger, Mergers, Acquisitions, Mergers and Acquisitions, Mergers & Acquisitions, M&A,
* PE, Private Equity
* VC, Venture Capital, Venture Capitalist
* Fundraising, Fund Raising, Financing
* Family Office, Family Offices, Angel Investor, Angel Investors
* Valuation, Valuations, Business Valuations, Equity Valuation, Startup Valuation
* WACC, Weighted Average Cost of Capital, Cost of Equity, CAPM, Trading Multiples, Transaction Multiples, Discounted Cash Flow, DCF, Future Cash Flow, FCF
* 3 to 5 years Statement Model, Financial Model, Profit & Loss, Profit and Loss, Balance Sheet, Cash Flow
* CFO, Virtual CFIO, Fractional CFO, Finance controller, Financial Controller, Finance Head, Mentor
* Financial Statements, Financial Analysis, P&L, Audit, Balance Sheet, Cash Flow Statements
* SOP, Risk Advisory, Review, Excel, Bookkeeping
Steps for completing your project
After purchasing the project, send requirements so Yashpal can start the project.
Delivery time starts when Yashpal receives requirements from you.
Yashpal works on your project following the steps below.
Revisions may occur after the delivery date.
Receive raw data from client
Data may include revenue projections, expense statement, cash flows, and any other relevant data
Share First draft with client
I share first draft of the financial model with client


