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Fiverr Pro
English
$
USD
I will build a financial plan and projections
About this Gig
Need solid numbers to convince a bank, an investor or yourself? I'll build a clear, realistic financial plan, fully linked in Excel.
WHAT'S INCLUDED
BASIC Starter Plan (3 years)
- Startup costs and funding needs
- Profit & loss forecast
- Break-even analysis
STANDARD Bank-Ready Plan (3 years)
Everything in Basic, plus:
- Monthly cash flow forecast
- Loan repayment schedule
- Methodology report and visual dashboard
PREMIUM Investor Plan (5 years)
Everything in Standard, plus:
- Projected balance sheet
- Bank ratios (debt coverage, solvency, liquidity)
- 3 scenarios: pessimistic, realistic, optimistic
- Full analysis report with recommendations
HOW IT WORKS
1. You answer a short questionnaire
2. I build the model and flag any unrealistic assumption
3. You get an editable Excel file: change one assumption and every statement updates
WHY ME
- Expert in the field
- Former e-commerce founder
- 100% confidential
GOOD TO KNOW
- 5 revisions included in every package
- One business and one currency per order
Not sure which package fits? Message me first.
Visualization Tools:
Microsoft Excel
•
Power BI
•
Tableau
Industry:
Data analytics
•
E-Commerce
•
Financial services
Target country:
Worldwide
My Portfolio
Other Financial Planning & Analysis Services I Offer
FAQ
What's the difference between this and your budget gig?
A budget plans the next 12 months to run your business. A financial plan projects 3 to 5 years with funding needs, cash flow and loan repayments, to support a business plan, a loan or an investment.
Will my bank or investor accept the plan?
I can't guarantee their decision, but you'll get a consistent, professional plan with the figures lenders and investors usually ask for: funding needs, cash flow, repayment capacity and key ratios.
My business hasn't started yet. Is that a problem?
Not at all. Most financial plans are built before launch. We start from realistic assumptions about prices, volumes and startup costs, and I flag anything that looks too optimistic.
Which package do I need for a bank loan?
Standard is usually enough: it includes the monthly cash flow and the loan schedule. Choose Premium if the bank asks for a projected balance sheet and ratios, or if you're pitching investors.
How many revisions do I get?
5 revisions are included in every package. Tell me what you'd like changed and I'll update the model, as many times as needed within those 5 rounds.
What does "number of accounts" mean?
It's the number of revenue and expense lines in your plan (e.g. rent, salaries, marketing). Basic includes 25, Standard 50 and Premium 80. Need more? Add the "10 extra accounts" extra.
Can I update the plan myself later?
Yes. All assumptions sit in one tab: change a price, a cost or a loan rate and every statement updates automatically.
Do you write the full business plan too?
Yes, as an extra: I can write the business plan text (project, market, strategy) around your figures. Add the "Business plan text" extra or message me first.
Is my financial data kept confidential?
Absolutely. Your data is only used for your order, never shared, and deleted on request after delivery.
