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Financial Planning

Translate your business plan into financial value creation potential

Effective financial planning is critical for startups aiming for sustainable growth and successful fundraising. Many founders struggle with forecasting, budgeting, and cash flow management, which can hinder their ability to secure funding and scale efficiently. Our financial planning service provides startups with structured, dynamic financial plans that align with investor expectations and business growth objectives.

Our unique approach

Our financial planning service is designed to equip startups with a robust financial framework that supports growth, decision-making, and fundraising efforts. We work closely with founders to create detailed financial plans, ensuring they have clear visibility into revenue models, cost structures, cash flow dynamics, and financing needs.

We help startups build a financial plan that covers:

  • Sales Forecasting – Translating business models into dynamic revenue projections.

  • Personnel Planning – Mapping hiring needs and associated costs.

  • Setup Costs & Capital Expenditure – Identifying initial investment requirements.

  • Spending Forecasts – Categorizing direct and indirect costs for accurate financial control.

  • Cash Flow Management – Developing monthly in- and outflow forecasts to track liquidity.

  • Profit & Loss Statements – Creating financial snapshots that provide insight into profitability.

  • Balance Sheets – Structuring assets and liabilities for financial health monitoring.

  • Financing Need – Identifying immediate and subsequent financing needs as critical inputs to startup's funding strategies.

  • Scenario Analysis – Evaluating different business conditions to mitigate risks.


Our process is structured to provide startups with a tailored financial roadmap. We start with your existing business and financial plans.

  • Bottom-Up & Top-Down Modeling – Creating ambitious but realistic projections grounded in business fundamentals.

  • Investor-Ready Financial Planning – Ensuring financials align with expectations of banks, investors, and other stakeholders.

  • Iterative Approach – Refining assumptions and scenarios to achieve an optimal business case.

  • Financial Compliance & Reporting Setup – Getting ready for budgeting, financial tracking, and variance analysis.

  • Pitch & Fundraising Support – Preparing financial documentation that strengthens fundraising proposals.

What we deliver

  • Realistically ambitious financial plans

  • Fully dynamic financial model

  • Fundraising readiness

  • Investor-aligned projections

  • Clear cashflow visibility

  • Transparency for use of funds

  • Visibility of growth potential

  • Solid foundation for budgeting

The Team

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Finance Specialist (Business Consulting)

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Founding Partner (Business Consulting) & COO

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Finance Manager

Want to learn how Alfred can unlock your business potential?

Book a complimentary intro call with us. We’d love to discuss your financial planning needs and how we can assist you.

Flexible Packages

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The Alfred Advantage

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Made by Founders

Alfred is run by successful startup founders. That’s how we are uniquely equipped to see eye-to-eye with entrepreneurs. We know the problems and we find the solutions with you.

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Legal & Business

Our long experience in the startup world has shown us: A symbiosis of legal and business knowledge delivered from a single source brings startups more effective and pragmatic solutions.

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Always Actionable

We know you have no time to theorize. You need actionable solutions now. We do research, so you don’t have to and quickly point you toward impactful adjustments.

“Thanks to their expert guidance and personalized approach, we navigated the complexities of starting our Zurich based business with ease. Their comprehensive legal support gave us confidence every step of the way.”
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Sarah L.
Tech Startup Founder

“Thanks to their expert guidance and personalized approach, we navigated the complexities of starting our Zurich based business with ease. Their comprehensive legal support gave us confidence every step of the way.”
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Sarah L.
Tech Startup Founder

FAQs

Have questions? We have answers. Can’t find what you’re looking for? Don’t hesitate to contact us or schedule an intro call 

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Ready to take your vision to the next level?

Email us at info@alfred.ch or schedule a free introductory call to discuss how we can support you.
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