Helping the Founder Who Drew the Short Straw: Pitch-Deck Financial Model Review

< 1 min read

Services: CFO

We worked with a tech startup that was seeking a Series A round and wanted a second look at the financial models they had used for their pitch deck. We like to joke that the founder who has to handle the finances for a company drew the short straw when the partners were divvying up responsibilities. In this client, one of the founders was responsible for the projections and the financials, despite not having a financial background. We reviewed his projections, indicated a number of areas where the assumptions were unreasonable, and uncovered some significant infrastructure costs that were missing entirely. This helped them to revamp their model, understand their cash runway, and look at the total funding they were seeking and re-evaluate their ask and options.

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