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Financial consulting

Financial forecasting and funding readiness

Forecasts, analysis and a capital strategy that hold up when someone else is reading them.

Overview

Funding decisions are made on numbers. We build the forecast and the analysis behind it, then get you ready for the conversation, whether that is a bank, a grant body or an investor.

Who this is for

  • Businesses applying for grants or external funding
  • Owners who need a forecast they can explain line by line
  • Companies that want to understand their own margins properly

Scope

What’s included

The concrete pieces of work covered by this service.

  • Financial forecast development
  • Financial analysis
  • Capital formation strategy
  • Grant help
  • Budget planning

How it works

The engagement, step by step

  1. Financial review

    We look at what the numbers say now: revenue, costs, margin and cash.

  2. Forecast build

    A financial forecast built on stated assumptions, so every figure can be traced back to a reason.

  3. Capital strategy

    We identify the funding routes that fit the business, including grant opportunities.

  4. Application support

    Help preparing and presenting the material a funder or grant body will ask for.

Related

Other ways we can help

These areas work best together. Most engagements touch more than one.

Talk to us about financial consulting

Book a consultation and we will tell you what we would do, in what order, and what it would cost.