Have your financial plan created
The financial plan is the heart of every financing round – and the part where most people struggle. Our experts create your projections together with you: funding requirement, revenue, cash flow and profitability, clean and easy to follow.
Result: You have a solid financial plan – ready for banks and investors.
- Business and financial plan
- Pitch deck
- Investor strategy
What you get
We work with you to create a complete financial plan: funding requirement, revenue and cost forecast, cash flow planning and profitability calculation. As part of the package, you also get the matching business plan, a pitch deck and an investor strategy – all from one source.
How it works
After your enquiry, we discuss your assumptions and numbers. Our experts build a consistent financial model from them, check its plausibility and show you the critical points – such as when you reach break-even and how much capital you really need.
Why planix
A good financial plan is realistic rather than embellished. We bring business experience so that your numbers deliver what they promise – to yourself and to funders. Fixed price, no hidden costs.
Frequently asked questions
How much does it cost to have a financial plan created?
The financial plan is part of the “Investors” package for CHF 499, which also includes a business plan, pitch deck and investor strategy. For a financial plan on its own, get in touch.
How far ahead does the financial plan go?
Three years is usual, often with the first year monthly – including cash flow and profitability planning.
Is the financial plan suitable for the bank?
Yes. We create it so that it meets the expectations of banks and investors.
Ready to get started?
Fixed price, delivered personally – our experts handle the most important steps together with you.