Lender & Investor Financial Package

Service Description

Projections built the way lenders and investors expect to see them, for SBA and bank loans, investor pitches, or accelerator applications. What you get: • Three-year projections: profit and loss, cash flow, and balance sheet, linked together • Use of funds and break-even analysis • Base, upside, and downside scenarios • One round of revisions How it works: a 45-minute kickoff call to walk through your plan and assumptions, then we build the package. It's delivered within 7–10 business days of receiving your data. For existing businesses, projections start from your up-to-date books. If your books are behind, cleanup is quoted separately.