Ideal for early-stage startups or small businesses needing foundational financial insights.
Includes:
Basic Financial Model (revenue, COGS, expenses, profit)
Valuation
Basic Scenario Analysis (2 cases)
Summary Dashboard (Excel-based)
1 Revision
Best for growing businesses preparing for investors or planning strategic decisions.
Everything in Starter, plus:
Detailed Financial Model (with assumptions tab, dynamic outputs)
Comprehensive Valuation (DCF + Comparable Analysis)
Scenario Analysis (Base, Best, Worst)
Basic Sensitivity Analysis (1–2 variables)
Professional Dashboard (visuals & KPIs)
1 investor-ready Pitch Deck (up to 10 slides)
2 Revisions
Designed for investor-ready businesses or those needing advanced decision support.
Everything in Growth, plus:
5-year Financial Projection
Advanced Financial Model (includes ratios, multiple revenue streams)
Valuation (DCF/Comparable/Precedent Transaction Analysis)
Advanced Sensitivity Analysis (multi-variable impact testing)
Extended Scenario Analysis (up to 5 scenarios)
Interactive Dashboard
Customized Pitch Deck (up to 15 slides)
Up to 3 Revision
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