Financial plan advisory: from numbers to strategy

Clarity first. Strategy always.

A financial plan is more than a spreadsheet; it's your company's strategic roadmap. It defines how ambition translates into capital needs, profitability, and long-term value.

At dups, we build financial plans that serve a purpose: raising funds, preparing for M&A, or guiding strategic growth. Our advisors combine financial modeling expertise with real-world deal experience to ensure your plan is credible, actionable, and investor-ready. We make your numbers tell a story that investors understand and believe.

Why a solid financial plan changes everything

Too many plans are built backwards; they justify what founders want to raise, not what the business actually needs. The result: weak projections, unrealistic assumptions, and investors who lose confidence halfway through the deck.

We reverse that logic. We start from your strategy (market, product, hiring, sales motion) and translate it into numbers that hold up under scrutiny. A strong financial plan gives you leverage with investors (you control the narrative), with your board (you set realistic KPIs), and with your team (you align growth with means). That's what separates an Excel file from a fundable plan.

Our financial planning approach

1. Strategic foundations

We begin by understanding your business model, growth levers, and upcoming milestones. What does your next stage look like? What resources do you need? What risks should we anticipate?

We then translate those insights into clear financial logic, defining your cost structure, revenue model, and unit economics. This forms the foundation for everything else: valuation, funding strategy, and governance.

2. Modeling and scenarios

We build a dynamic financial model that's flexible and decision-driven. It doesn't just project; it answers "what if."

We integrate revenue projections based on real traction and pipeline assumptions, cost modeling (COGS, OPEX, hiring plan), cash flow forecasts and burn analysis, valuation and dilution scenarios for fundraising, and stress tests for downside cases. Our models are designed to be read by investors and understood by management, not hidden behind formulas.

3. Validation and alignment

Numbers mean nothing without validation. We benchmark your metrics against market standards (SaaS multiples, growth-stage KPIs, investor expectations) to ensure credibility.

We also align the model with your legal and capital structure (cap table, equity plan, and governance setup) so that every assumption fits the real business context. We make sure your financial plan isn't just mathematically sound; it's transaction-ready.

4. Presentation and investor readiness

Once the plan is finalized, we help you communicate it. We prepare summary dashboards, visuals, and talking points tailored to investors, boards, or buyers. We also help you integrate your model into your pitch materials and due diligence data rooms. A clean, credible presentation accelerates trust and deals.

What makes dups different

At dups, we combine deal-level financial rigor with strategic insight. We've sat on both sides of the table (as advisors to founders, investors, and acquirers) so we know how each stakeholder reads your numbers.

Our strength lies in integration: legal alignment (your plan matches your governance and equity setup), transaction readiness (your plan supports your valuation and negotiation), and investor perspective (your assumptions make sense to professionals who see hundreds of deals a year). We don't just make plans accurate. We make them credible.

Deliverables you can expect

We deliver a comprehensive, investor-ready financial planning package:

• Dynamic financial model (P&L, balance sheet, cash flow, KPIs)
• Revenue and cost driver mapping
• Scenario and sensitivity analysis
• Valuation and fundraising simulations
• Investor-ready dashboard and summary deck
• Capital requirement and funding strategy memo

Each deliverable is clear, strategic, and tailored to your audience, from CFO to VC.