Technology      In Vestment  Ventures Inc. ... since 1983

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Finance Modeling

Models Available:

5-year Financial Plans - every conceivable Model

Sales Funnel and Sales Resource Simulations

Venture and Project Valuation Models

Equity and ROE from Founding through IPO

Over the years, including the past 5 years teaching venture finance at Duke-Fuqua's Executive MBA Programs, TechVest has developed useful models for everything from full-scale 5-year monthly business plan fiinancials to equity and ROI models. The distinction is that they are "useful" rather than superficial or overkill, and can be customized to any venture or project situation within about a day.

If entrepreneurs understand their business model (which is often not the case), the entire future of a company can be modeled, understood, and rationalized in one day. Complications arise, but we know how to grow. Such a foundation, and the ability to model what-ifs on a continual and spur of the moment basis, are an essential building block of ventures, and too often ignored or left to some cfo-type who alone understands the nuances of the models. Not so, the entire management team must fully comprehend these models.

We sell the models, and we provide 1-day or 2-day consultation, customization, and training services to go along with the package. The cost is a straight $3,000 plus any expenses, regardless of how you choose to take advantage of our expertise and time to help you implement the models. You may not copy these Excel-based models beyond your organization, but there are reasonable charges for multiple users. In most cases, you will assign one "keeper" of the models as the business moves forward to execute your plan and measure how well the plan is executed.

Most often, these "tools" are used to raise capital and to maintain credibility with investors on an ongoing basis. We would stress that these are NOT merely "templates" that look pretty, but customizable operating tools that help you manage your venture.