Executive summary
The thesis in a few pages: opportunity, proposition, key numbers and the ask.
Finder writes business plans that connect strategy, market and numbers: the business thesis, market and operating assumptions, financial projections, investment needs and sources of funding, in a document ready for shareholders, boards, lenders or investors.
A good plan is not a compliance document. It is the reasoning behind a decision, written so that whoever has to approve it can follow every assumption to the number.
When it makes sense
How much to invest, how long until payback and how to fund it.
Size of the opportunity, commercial targets and effect on group results.
Thesis, expected growth, use of funds and returns for incoming investors.
Project, investment schedule and debt service capacity for lenders.
Capital allocation justified, with risks and alternatives made explicit.
How the company moves from today's model, what the transition costs and what changes in cash.
What you receive
The structure adapts to the objective and the reader. These are the building blocks a plan usually contains.
The thesis in a few pages: opportunity, proposition, key numbers and the ask.
Value proposition, revenue model, operations, team and governance.
Market size and growth, competitors and positioning, with sources cited.
Targets, channels, capacity, rollout schedule and milestones.
Revenue, costs, capex, working capital, P&L and cash flow, from an integrated model.
How much the plan needs, what for, when and from where: equity, debt or incentive programs.
Base, downside and upside cases, critical assumptions and mitigation.
Written plan, presentation deck and, where in scope, the editable financial model.
When the plan depends on market assumptions not yet gathered, market research is included in the same scope. Projections follow our financial modeling standards.
Written for the decision-maker
Lenders, investors and boards read the same plan looking for different things. The plan is built for the right reader, without losing consistency between narrative and numbers.
That is why the first question is not about the market. It is about who has to approve, and what they need to see to say yes.
Debt service capacity, collateral, investment schedule and use of funds.
Size of the opportunity, growth, returns, use of capital and exit path.
Capital allocation, risks, alternatives considered and milestones.
How we work
Which decision the plan supports, who approves it and by when.
History, operations, market and information the company already has.
Assumptions agreed with management, projections in an integrated model.
Written plan and presentation, telling the same story.
Adjustments after the first conversations with decision-makers, where in scope.
In practice
We describe the situation, never the company.
Context
Startup planning an expansion, part of a larger group.
Challenge
Engaging investors while obtaining the parent company's approval to expand.
What Finder did
We built the business plan, with projections, assumptions and a feasibility analysis of the expansion.
Outcome
A single document supported both conversations.
Frequently asked questions
The financial model is the calculation engine: inputs, projections, scenarios and metrics. The business plan is the full thesis, with strategy, market, operations and numbers, written for the people who have to decide. Finder's business plans are built on an integrated model.
Recent financial statements, operating and commercial data, planned investments, management's plan and whatever market information the company already has. The rest is gathered and validated during the work.
Yes. For lenders, the plan supports the project, the investment schedule and the debt service analysis. Specific application forms are handled by our capital raising practice.
Yes. Finder can support consultancies and advisors with the financial core of a plan, the model, projections and financial narrative, within a scope agreed with them.
No. The decision belongs to the reader: lender, investor, parent company or board. Finder's job is to build a consistent plan with defensible assumptions and to point out its weak spots before someone else does.
Contact
Tell us which decision the plan needs to support and who will read it. We will suggest the scope, the information needed and the timeline.
The first conversation is free of charge.