Financial Operation Services

Financial Planning

Laying the groundwork for optimal business development

By establishing clear financial goals and creating a strategic plan to achieve them, our integrated financial planning services play a critical role in guiding businesses towards success. 

Our approach involves analyzing recent financial data against initial projections to track progress and assess performance. Additionally, we help define the valuation of your business, streamlining processes for improved clarity and efficiency.

We offer customized financial models tailored to the specific needs of each company. These integrated models are designed for easy adaptation to changing business circumstances, providing flexibility in decision-making.

Furthermore, our services include the development of a controlling model based on the financial plan. This model serves as a tool to evaluate success and identify deviations, offering guidance to steer the company in the right direction.

50+ organizations trust Trustventure
Genki How.fm Kavall PyroCCS Reos Rytle
Flow Integrated financial model with profit, loss and cash flow statements, and balance sheets
icon_blocks Dashboard with jointly defined KPIs to ensure a comprehensive overview of outputs
icon_blocks If required: a scenario planning containing various business outlines
icon_pages Underlying account mapping, enabling adaptable control models for enhanced flexibility
icon_connection If required: a controlling model to assess business success and plan deviations

What you get

Process steps

  • 1

    Conceptual design and analyses of model requirements

    We kick off the financial planning process by analyzing the requirements of the financial model based on the company's business model, previous financial models, and future business plans. Together, we design the underlying concept of the model and define the necessary outputs required to reflect the financial development of the company.

  • 2

    Creation of the financial planning model's first draft

    Based on the conceptual design and model requirements, we create an integrated financial model. To facilitate its integrated structure and potential use as a controlling model, we base the model on an underlying account mapping and employ a flexible input of assumptions.

  • 3

    Fine-tuning with multiple iterations of input, feedback and improvements

    After the initial draft is presented to the portfolio company, we iteratively enhance financial planning through multiple feedback and input loops. We implement requested changes and incorporate relevant assumptions regarding the expected future development of the business.

  • 4

    Handover of the final financial planning model

    At the end of the process, we hand over the finalized financial planning model to the management. The entire model, including its structure and calculations, is explained in detail, enabling the company to implement changes independently.

Hear from our clients

“

Working with Trustventure gives me peace of mind because I know that all finance related matters are being taken care of in the most professional way without our founding team having to lose focus on organizational growth.

Farhoud Cheraghi Co-Founder how.fm
“

With Trustventure, we have a professional partner at our side with whom we were able to set up our financial processes in a strategic and structured manner, especially during the growth phase.

Kjell Ole Beckmann Managing Director REOS
“

The tools that Trustventure has developed for tenac.io are super structured and allow us to plan solidly for the future. The team quickly and reliably develop solutions that meet the requirements and implements all of our ideas.

Dr. Georg van Husen Co-Founder tenac.io

Join us in supporting the industry leaders of tomorrow

We are always on the lookout for top-tier talent to join us and further drive the growth of our clients and Trustventure.

We advocate for flat hierarchies, an ongoing steep learning curve, as well as taking on responsibility starting from the early days.

Career

Our latest insights

VC Landscape Germany Venture Capital Landscape – Q4 2024 Between a decrease of 5% in invested VC volume and a €150mn funding round, Germany is closing its venture capital landscape Q4 2024. Learn all about it in our latest analysis. January 9, 2025
VC Landscape European Venture Capital Landscape – December 2024 December 2024 presented an 4% increase in invested Venture Capital volume and Renewable Energy Provider "1Komma5°" raised $156.5 million. Learn all about it in our in-depth analysis. January 9, 2025
VC Landscape European Venture Capital Landscape – November 2024 November 2024 presented an 11% decrease in invested Venture Capital volume and E-Commerce Payment Provider "SeQura" raised $453 million. Learn all about it in our in-depth analysis. December 6, 2024
VC Landscape European Venture Capital Landscape – October 2024 October 2024 presented a 41% increase in invested Venture Capital volume and Green Energy Startup "Green Genius" raised $110 million. Learn all about it in our in-depth analysis. November 6, 2024
VC Landscape Germany Venture Capital Landscape – Q3 2024 Between a increase of 53% in invested VC volume and a $490mn AI funding round, Germany is closing its venture capital landscape Q3 2024. Learn all about it in our latest analysis. November 4, 2024
VC Landscape European Venture Capital Landscape – September 2024 September shows a 34% decrease in invested Venture Capital volume and a Atonomic Energy Startup raised $151 million. Learn all about it in our in-depth analysis. November 4, 2024
VC Landscape European Venture Capital Landscape – August 2024 August shows a 39% decrease in invested Venture Capital volume and a FinTech Startup raised $120 million. Learn all about it in our in-depth analysis. November 4, 2024
VC Landscape Germany Venture Capital Landscape – Q2 2024 Between a decrease of 24% in invested VC volume and a $300mn funding round, Germany is closing its venture capital landscape Q2 2024. Learn all about it in our latest analysis. November 4, 2024
VC Landscape European Venture Capital Landscape – July 2024 July shows a 24% decrease in invested Venture Capital volume and an AI Defence Startup raised $488 million. Learn all about it in our in-depth analysis. October 31, 2024
VC Landscape European Venture Capital Landscape – June 2024 June shows a 5% decrease in invested VC volume and a Cyber Security Startup raised more than $500 million. Learn all about it in our in-depth analysis. October 31, 2024
All insights
Köln
London

office@trustventure.de
+49 221 29 29 40 70