Investor-Ready Financials

Services Overview

POINT NUMERA — SERVICES OVERVIEW PAGE

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Complete Description

Translate your financials into a clear and compelling investor narrative. We structure and refine your financial statements, projections, and key metrics to ensure your business is presented professionally, consistently, and with the clarity investors expect.

Service Objective

Prepare founders for conversations with investors by converting raw numbers into a coherent, credible story. The objective is to align your financials with your business strategy, highlight growth potential, and remove inconsistencies that can slow down or derail investor discussions.

Benefits

Financials that meet investor expectations and due diligence standards.
Clean, consistent, and easy-to-understand financial presentation.
Clear explanation of revenue model, costs, runway, and ROI potential.
Better preparedness for investor Q&A and follow-up requests.
Higher confidence when pitching, negotiating, or fundraising.

Ideal Client

Startups or SMEs preparing for fundraising rounds (pre-seed to Series A+).
Founders who have a pitch deck but need stronger financials behind it.
Businesses approaching banks, lenders, or grant committees.
Companies that have financials scattered across multiple spreadsheets and need a clean investor-ready package. </aside>

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Process & Methodology

Initial Review

Evaluate existing statements, models, and pitch materials.
Financial Structuring

Clean up P&L, balance sheet, cash flow and ensure alignment with the business narrative.
Metric Calculation

Develop the key metrics investors expect (LTV, CAC, gross margin, runway, burn rate, etc.).
Forecast Refinement

Adjust assumptions to ensure your projections are realistic and defensible.
Investor Narrative Alignment

Connect the financial model with the story in your deck.

(Included fully in the Complete package.)
Q&A Preparation

Prepare responses for common investor questions and challenges.

Deliverables

Cleaned and structured financial statements
Forecast model aligned with business strategy
Key investor metrics (LTV, CAC, burn, runway, margins, etc.)
Summary insights & recommendations
Optional: pitch-deck financial slides or one-pager financial overview

Estimated Duration

Typical timeframe: 2–3 weeks </aside>

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Pricing & Packages

Feature	Basic	Full
Initial financial review	✅	Extended deep-dive
Statement restructuring	Standard	Comprehensive alignment
Forecast refinement	Light	Full review + scenario testing
Investor metrics	Core set	Full suite (LTV, CAC, runway, churn, etc.)
Pitch deck financials	—	Included
Investor Q&A prep	—	Included
Review sessions	1	2–3 rounds
Deliverables	Summary deck/PDF	Full financial pack + presentation-ready slides
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Success Stories or Previous Projects

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Frequently Asked Questions

Do my financials need to be complete before starting?

No, we help clean and refine whatever you have.
Will this improve my chances of fundraising?

Strong, coherent financials always improve investor perception and trust.
Do you also help with the pitch deck?

Yes, especially in the Full package, where we align the narrative and numbers.

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