The structured deliverable
A structured business plan deliverable typically includes:
- Three-statement model — integrated P&L, balance sheet and cash flow over a 3–7 year horizon.
- Bottom-up revenue build — volume × price × mix, with cohort assumptions and ramp logic.
- Cost build — variable, fixed, growth-step costs.
- Working-capital schedule — DSO, DIO, DPO assumptions tied to growth.
- Capex schedule — depreciation, replacement cycle.
- Funding plan — equity, debt, government schemes; round-by-round dilution.
- Sensitivity table — revenue, margin, cash burn under upside / base / downside.
- Scenario stacks — aggressive growth, defensive, exit-ready.
- Investor narrative — a written deck / memo explaining the model.
The use cases we build for
Founders preparing for fundraising (seed, Series A, growth, pre-IPO); promoters submitting business plans for term loans / project finance; companies seeking government scheme approvals; family businesses planning generational succession; M&A targets preparing for sale-process diligence.
Built to survive investor scrutiny
Our models are built to survive investor scrutiny:
- No circular references that aren’t supposed to be there. We use iterative debt sizing where the model legitimately needs it.
- Bottom-up revenue, not top-down. Each unit, segment, cohort builds up to the total.
- Working capital tied to operating drivers, not flat percentages.
- Capex tied to capacity, with depreciation flowing automatically.
- Tax computation explicit — current / deferred tax, MAT credit, carry-forward.
- Documentation — assumptions on the cover sheet, methodology in a separate tab, change log.
- Audit trail — cell colours by source (input / formula / link), no hidden inputs.
From discovery to defence rehearsal
- Discovery — understand the use case, audience, decisions to be made.
- Driver mapping — the 5–10 KPIs that drive the business.
- Model build — structured tabs, transparent formulas, scenario switches.
- Internal review — partner-led, with formal model-audit checklist.
- Iteration with founder / management on key assumptions.
- Investor narrative — deck or memo to accompany the model.
- Defence rehearsal — we mock the investor / lender questions and prepare responses.
What you receive
- Three-statement model in Excel (assumption sheet, P&L, BS, CF, debt, cap-table).
- Sensitivity and scenario tabs.
- Pitch deck or business plan memo (PowerPoint / PDF).
- Investor Q&A document.
- One round of model revisions post initial review.
How long & how we charge
Standard project: 4–6 weeks. Compressed timelines for time-sensitive fundraising or NCLT submissions: 2–3 weeks. Fixed-fee, scoped on the discovery call.
Common questions on projections & business plans
Do you take a success fee on the fundraise?
Not as a default. Our fee is fixed for the model + narrative work. Some engagements include a milestone fee on closing, structured separately.
Can the model integrate with our existing accounting system?
Yes. Historical actuals can pull from Zoho / QuickBooks / Tally exports. Forward periods are model-driven. We update with actuals monthly if retained for ongoing MIS.
Will you defend the model in investor meetings?
Yes — partner attends the diligence call (in person or video) and walks through assumptions, sensitivities, and the forward-burn / runway logic.
What’s the difference between a business plan and projections?
Business plan is qualitative + quantitative. Projections is the quantitative model. We deliver both as one bundle for fundraising; just the model for internal-use cases.
Talk to a partner.
A 30-minute call with a partner — no deck, no follow-up email blasts. Just a read on whether we’re the right team to build your business plan and financial model.