Crypto, Web3 & Blockchain

Business and financial plan for Web3 and blockchain: revenue in francs, not in tokens.

Wallet, protocol or infrastructure: planix calculates in local currency – paying customers, development and start-up losses until the first contract.

Paying customers, development, ramp-up – in local currency.

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Geschäftskonzept · Furrer Portfolio Analytics

1Zusammenfassung

Furrer Portfolio Analytics bietet in der Branche Krypto, Web3 und Blockchain eine Software im Abo, mit der Privatanlegerinnen und Privatanleger ihre Aktien, ETF und Kryptowährungen an einem Ort analysieren. Das Angebot richtet sich an technikaffine Anlegerinnen und Anleger in der Deutschschweiz, die ihr Vermögen auf mehrere Anbieter verteilen und keinen Gesamtüberblick über Rendite, Risiko und Klumpen haben. Anders als internationale Portfolio-Werkzeuge unterstützt die Software Schweizer Banken und Steuerwerte, und anders als reine Krypto-Übersichten zeigt sie auch Aktien. Der Ertrag stammt ausschliesslich aus Abos, die monatlich oder jährlich im Voraus bezahlt werden. Hinter dem Unternehmen steht Elias Furrer, Softwareentwickler und Informatikstudent an der ZHAW, der eigene Anlagen analysiert und die erste Version der Software selbst entwickelt hat.

Business and financial plan · Elias Furrer

Example · Zürich

1Executive summary

Furrer Portfolio Analytics offers private investors in Switzerland a software subscription to analyse their shares and cryptocurrencies in one place.

Capital requirement: CHF 52’344
Revenue 2027: CHF 47’008
Net result 2027: CHF -11’621

Revenue year 3	CHF 156’211.00
Break-even month	10.2027
Lowest liquidity in the planning horizon	CHF 10’876.00
Equity ratio year 3 (in %)	57.2 %

Debt service
Equity ratio
Leverage
Private needs

PDFPDF · 30 pagesXLSExcel · 8 sheetsDOCWord

In Web3, the bank only counts what arrives in local currency

Tokens and community are not revenue for a bank – it wants paying customers and an answer to what the team lives on until the first contract. planix calculates only in local currency: contracts and fees, development as investment, start-up losses month by month.

What carries the plan in this industry

Rules in detail

Revenue

Contracts, fees, licences

Paying customers times price in local currency. Token proceeds only if you enter them as an amount.

Costs

Development and compliance

Development is the largest item, plus audits, compliance, legal opinions, infrastructure.

Capital

Development and start-up losses

Hardly any physical investments: development as investment and start-up losses until the first contract.

What bank and funding agency check first

1
Paying customers in local currencyWhere the first revenue in francs comes from – and when. Nothing else counts for the bank.
2
Start-up losses and reserveHow many months the team works without revenue – and how much equity that takes.
3
Regulation and licenceWhether a FINMA licence is needed is in the company chapter – the costs in the income statement.
4
Founders’ living costsWhether and from when the business pays the team – with a traffic light per year.

Metrics that appear in the plan

Paying customers
Revenue per contract
Monthly costs
Months to first contract
Start-up losses
Break-even month

Where you submit

House bank for business account and loan
Funding agency for innovation projects
Just for your own planning, before a funding round
Landlords and partners

Industry benchmark from: Swiss Federal Statistical Office, Eurostat, Zefix, Web research

Typical financing

Equity and investors, bank loan rarely

Banks rarely finance Web3, funding agencies do when the technology benefit is clear. Typical are equity, a funding round and a small working capital loan once revenue is in place.

Banks rarely finance Web3, funding agencies do when the technology benefit is clear.

Which package fits

Business & financial planning Pro

The concept is free: technology, customer benefit, target customers and competitors. Business & financial planning Pro (CHF 49) calculates development, ramp-up, living costs and scenarios.

View pricing

FAQ

Frequently asked questions from the industry

Can I enter token proceeds in the plan?

Only as an amount in local currency that you enter – planix derives nothing from token prices.

Does the plan replace the pitch deck?

No. The plan delivers the numbers; investment story and pitch are made by “Convince investors” – with the numbers from this plan.

How does regulation get into the plan?

The licence is in the company chapter, costs for audits and compliance in the income statement. Which licence you need is clarified by “Found company”.

Supported by leading start-up experts and partners

ConsultingNetworkSwitzerland.

swissstartupassociation+

SWISS DESIGN
& ENGINEERING

collumino.com

STARTUPS

EXPERTSuisse

4localCH

Buchhaltungs AG

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