Client Context
The company was preparing to raise capital and needed both a clear narrative and a financial model that aligned with investor expectations. The existing materials lacked structure around revenue build-up, unit economics, and key assumptions.
Problem & Objective
The existing materials lacked clarity, particularly around revenue drivers, unit economics, and the assumptions underpinning projections. There was a need to align the story and the numbers — so investors could follow the logic and stress-test the assumptions confidently.
Approach
We developed the financial model and supported the refinement of the pitch narrative in parallel, ensuring the outputs and the story reinforced each other.
- Revenue build-up with clear driver-based assumptions and growth logic
- Unit economics including CAC, LTV, payback period, and contribution margin
- Scenario-based projections covering base, upside, and downside cases
- Alignment of financial model outputs with the investor pitch narrative
- Clean formatting and clear structure for use in investor conversations and due diligence
Outcome
The final output was clear, structured, and easy to present and defend in investor conversations.
- Enabled the founder to communicate financial assumptions with confidence
- Improved the quality and credibility of investor conversations
- Produced a coherent, investor-ready pitch deck and financial model aligned on the same story