Business Planning & Valuation — Growth • Funding • Exit
Plans investors understand. Valuations you can stand behind.
Strategy Roadmap
1) Market & Positioning
Define the problem, ICP, channels and pricing — the value story.
2) Financial Model
Revenue build-up, cost drivers, capex and working capital — base, bull and bear cases.
3) Valuation
DCF with sensitivities, peer multiples and precedent deal checks.
4) Funding / Exit Plan
Use of funds, milestones, scenario runway and investor asks.
5) Pack & Story
Concise plan, KPI dashboard and a deck outline investors can skim.
How we value your business
Discounted Cash Flow using a forecast model, WACC, terminal value and sensitivity analysis (revenue, margin, discount rate).
Market multiples (EV/Revenue, EV/EBITDA, P/E) adjusted for size, growth and margin with sanity checks.
Deal comps for similar sectors/stages to cross-check control premiums and market conditions.
Revenue Quality
Recurring/contracted vs. one-off.
Growth & TAM
Market size and velocity.
Margins & Unit Econ
Gross margin and LTV:CAC.
Customer Metrics
Churn, retention and payback.
IP & Moat
Differentiation and defensibility.
Team & Governance
Capability and operating cadence.
Risk & Sensitivity
Concentration and scenario spread.
Cash & Runway
Working capital and burn.
SaaS scale-up
Valuation range supported: +18% after churn fix & pricing test.
E‑commerce
Inventory model improved cash conversion; valuation accepted by lender.
Services firm
Partner buy‑in at mid-point of comps with earn‑out structure.
Funding‑readiness checklist
- Three‑statement model with scenarios
- KPI pack: MRR/ARR, LTV:CAC or equivalents
- Data room: contracts, IP, cap table
- Go‑to‑market plan & milestones
- Use of funds & runway analysis
Frequently Asked Questions
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