The Simplified Financial Strategy to Secure Business Funding
Create a winning financial strategy and attract investors with our comprehensive toolkit
Are your financials holding you back?
- Are you struggling to present your financials in a way that resonates with investors?
- Do you find it challenging to forecast revenue and cash flow accurately?
- Have you missed out on funding opportunities because your financial documents didn’t inspire confidence?
If you answered “yes” to any of these questions, you’re indeed not alone. Many business owners have strong visions and solid business models but struggle to translate these into the numbers that investors need to see. Without clear, compelling financials, even the best ideas can fail to secure the funding they deserve.
Go from Financial Frustration to Funding Success
Imagine presenting your business to investors with complete confidence, knowing that your financials are not just accurate but are also compelling and tell a clear story of your business growth and potential.
Introducing the Pitch2Scale Financial Toolkit as the ultimate solution that will transform your approach to business finance:
- Understanding investor expectations:
Learn what investors are looking for in your financial documents and how to present your numbers in a way that aligns with their expectations. We’ll show you how to position your financials as a key asset in your pitch. - Mastering financial forecasts:
Accurate financial forecasting is critical for attracting investment. Our toolkit includes templates and tools that simplify the process, helping you create forecasts that are realistic, data-driven, and persuasive. - Creating compelling financial statements:
We’ll guide you through the creation of essential financial statements like balance sheets, income statements, and cash flow statements. With our toolkit, you’ll be able to produce professional-grade documents that clearly communicate your business’s financial health. - Building investor confidence:
Investors need to trust that your business is financially sound. We’ll teach you how to highlight the key metrics that matter most to investors, ensuring that your financials inspire confidence and show your business’s growth potential.
It’s about empowering you with the tools and knowledge to transform your financials into a powerful tool for securing funding.
What you get with the Pitch to Scale Financial Toolkit
- Financial Growth Plan: Step-by-step guide to map out your financial growth strategy.
- Income Statement Forecast Template: Easy-to-use template for accurate income projections.
- Cashflow Forecast Template: Ensure you always know your cash position with precise cash flow forecasting.
- Balance Sheet Template: Get a clear view of your business’s financial standing.
- Business Valuation Guide: Comprehensive guide to understanding and calculating your business’s value.
- Financial Analysis Guide: Tools and techniques for in-depth financial analysis and decision-making.
Testimonials
“Within the first 4 months of working with Jessica Oku (Founder Scaleup Coaching Inc.), we successfully recovered over $700,000 in excess bank charges, directly boosting our bottom line. She also helped negotiate a 40% reduction in finance costs during that same period. Her expertise has significantly improved our financial performance increasing our profits by over 40%.”
“We worked with Jessica Oku (Founder Scaleup Coaching Inc.) to improve our financial systems, and her impact was immediate. She led the creation of a new collections platform that completely transformed how we handle payments. Her expertise also helped us secure flexible debt solutions that were invested in our growth initiatives. We’re really seeing the benefits in both efficiency and cost savings.”
“Jessica Oku (Founder Scaleup Coaching Inc.) helped us secure $15 million in funding from an offshore bank to fund our capital investment projects. Thanks to her expertise and dedication, we were able to move forward with confidence and execute key initiatives that have been pivotal to our growth.”
To take the first step toward financial clarity and funding success.
What’s holding you back really?
- “I’m not a financial expert—I don’t think I can do this.”
That’s exactly why this toolkit is for you. We’ve designed the Pitch2Scale Financial Toolkit to be user-friendly, with step-by-step guidance that anyone can follow. You don’t need to be a financial expert to create investor-ready financials, we’ll show you how. - “I’ve already got financials, but they’re not attracting investors.”
This is a common issue, and it’s often because the financials aren’t telling the right story. We’ll show you how to align your financials with investor expectations and ensure that they highlight your business’s potential. - “I don’t have the time to create all these financial documents.”
The Pitch2Scale Financial Toolkit is designed to save you time. Our templates and tools simplify the process, allowing you to create professional-grade financials efficiently.
What’s the real price of neglecting your financials?
Every day that your financials aren’t up to standard is a day that you’re missing out on potential funding opportunities. What’s the true cost of your inaction?
- Missed investment opportunities:
Without strong financials, you could be passed over by investors who see potential in your business but aren’t convinced by your numbers. - Stalled growth:
Without the necessary capital, your business can’t grow, leaving you stuck in place while your competitors move ahead. - Financial strain:
Inaccurate or incomplete financials can lead to poor decision-making, putting unnecessary strain on your business’s finances.
Can you afford to let these opportunities slip away?
Get the Pitch2Scale Financial Toolkit
Instantly receive all the templates and tools you need to prepare investor-ready financials and secure funding for your business.
To take the first step toward financial clarity and funding success.