15 years of experience in entrepreneurship and finance. Idan Keisar, a CPA, economist, and entrepreneur, connects the numbers to your business plan and funding path: what needs to be true for the venture to work, how to present the opportunity, and what to prepare for potential funders.
The process starts with your venture’s current position and business goals. A sound plan connects the opportunity with funding and execution needs.
Financial modeling and scenarios
Build the numbers behind the business: revenue, costs, cash flow, and funding needs. Explore how changes in assumptions affect the outcome.
- Revenue, expense, and cash flow forecasts
- Sensitivity analysis and scenario comparisons
- Financial models and scenarios to support decisions
Your deliverable: A financial model you can review, update, and present, including scenarios and funding needs.
Business planning and strategy
Clarify the opportunity, target customers, value proposition, and business model. Connect the research to an action plan and a business story you can present and test.
- Review the business model and key assumptions
- Plan objectives, milestones, and possible actions
- A business plan tailored to your objective
Your deliverable: A clear business plan connecting the market, business model, objectives, and milestones.
Grant applications and funding preparation
Turn your plans and activities into materials suited to the relevant funding program. Get support preparing the business narrative and budget to match the application requirements.
- Review eligibility and program requirements
- Develop the plan, budget, and application materials
- Connect the business narrative, funding, and execution
Your deliverable: A plan, budget, and application materials aligned with the relevant program requirements.