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FINANCIAL MODELS

If you are trying to raise money, you will need financial projections. Yikes…, spreadsheets!!!
Taking your business model and translating that into a financial model can be daunting. However, as a startup, it isan effective way to validate the economics of your business model.

If structured properly, a financial model allows you to run sensitivity analysis to help you understand what truly drives your revenues and expenses. It’s also a document that investors will need to see to understand how you view the economics of your business.

We will develop a tailored financial model that you will use for years to come!

BENEFITS TO YOU

Save Time.Developing a financial model is time consuming, and when you are not a professional financial analyst, it can take even longer! We do it all for you, from A to Z.

A Tool to Help you Make Decisions for Years to Come.. When built properly, a financial model becomes a very useful tool for the entrepreneur: it helps you determine how much to raise, validate your business model, determine your burn rate, quantify your customer acquisition costs, determine your unit economics and much more…

Unlimited Revisions. We will update and revise the financial model until you are completely satisfied.

Customer Service and Ongoing Support. We offer the best customer service. You can call us at anytime, 7 days a week! And once the project is done, unlike any other competitor, we can provide you with continued support.

THE PROCESS

  1. We start with a kick off conference call to transfer the knowledge about your business
  2. We determine the revenue and expense drivers that will drive the model and validate those with you
  3. We have an open and ongoing dialogue throughout the process with emails and phone calls
  4. We present you with a first draft of the financial model
  5. We have another conference call to teach you how to use the model and to go over all the assumptions
  6. We incorporate your comments and iterate until you are completely satisfied!

HIGHLIGHTS OF FINANCIAL MODEL

  • Assumptions Tab
  • Income Statement
  • Cash Flow Statement
  • Balance Sheet
  • Monthly Projections
  • Dashboard and KPIs

SAMPLE OF FINANCIAL MODEL



View Financial Model

What our clients say

Rudy, Chemical Manufacturing
We have hired OnPoint several times. We are pleased with the professionalism and expertise they bring to the table. In addition to developing an investor presentation, OnPoint built a sophisticated financial model for us to project our margins and profits going forward.
Greg, SaaS
OnPoint worked diligently and professionally to provide us with an excellent investor presentation within a week! We were on a tight deadline. OnPoint worked overtime and exceeded our expectations. The value proposition provided by OnPoint was excellent. I will definitely recommend OnPoint to other startups
Bruno, Mining
We required an investor presentation for our company. It was done on time, on budget and with a high degree of specificity and know-how. OnPoint took the time to understand our company and our needs. They were very responsive
Anne-Marie, Mobile App
Thank you so much for your good work. You are a gem. I also wanted to let you know that the Government Grant Agency called me specifically to say that they thought the financial model I provided them was extremely well done!
Jeff, Real Estate Technology
J'ai été très satisfait des services d'Annie qui nous a présenté un plan d'affaire amélioré et concis nous donnant plus de crédibilité envers nos investisseurs. Nous continuerons à travailler avec elle dans le futur.
Eric, Cannabis
We had heard of OnPoint Business Plans and called them to ask for help in developing a presentation and financial model for a partnership we were interested in creating with a company. We were pleased with their service and excellent customer service.
Hope, Indoor Gardening Equipment
Working with Annie Bergevin was a remarkable experience from start to finish. Hiring her to build out our investors pitch deck was the greatest decision we have made as a start up. From her excellent communication skills, depth of knowledge and experience in business development and financial modelling, Annie provided us an invaluable backbone of support to clarify our direction and streamline our approach. She worked tirelessly to find ways to develop our pitch deck, as if she had been on our team for months. We were astounded by her commitment and final investors deck Working with Annie Bergevin was a seamless, efficient process that produced work of the highest quality.
Robert, Fintech
OnPoint helped us with our business plan. We would hire OnPoint again! The service is great, and you get exactly what you ask for. Very good customer service.
Sean, Entertainment
OnPoint helped us build a business plan to raise capital for a feature film. We were impressed with the team at OnPoint and their dedicated efforts to produce a winning business plan for us. We obtained financing and produced a great movie.
Julie, E-Commerce
Annie developed an investor presentation and financial model for my new startup and I couldn't be more pleased with the results. I now feel confident and well prepared to approach investors. Great value for the investment.
Krystal, E-Commerce
Thank you OnPoint for a superb job! I couldn’t be happier. The investor presentation and financial model were very well done and customer service is excellent. I could always reach Annie (after hours, weekends etc..) Thank you!
Paul, Service Business
We had heard of OnPoint Business Plans and called them to ask for help in developing a presentation and financial model for a partnership we were interested in creating with a company. We were pleased with their service and excellent customer service.
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