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

M&A European Roll-Up Market Report – September 2025 September 2025 presented a 4% year-over-year decrease in the number of PE-backed acquisitions. In addition to software, private equity investors are also targeting consulting and health care. Learn all about it in our report and case study, including Bionexo’s acquisition of Overmind. October 30, 2025
VC Landscape Germany Venture Capital Landscape – Q3 2025 Between an decrease of 44% in invested VC volume and a €134mn funding round in the SaaS space, Germany is closing its venture capital landscape Q3 2025. Learn all about it in our latest analysis. October 29, 2025
VC Landscape European Venture Capital Landscape – September 2025 September 2025 saw a rebound in VC activity, with 409 investments and $7.4 billion raised across Europe, representing a 409% increase in volume and 118% growth in deal count month over month. The largest round of the month was a $1.99 billion Series C Round by Paris-based AI platform Mistral AI, which offers large language models and AI services tailored to diverse enterprise applications. October 28, 2025
M&A European Roll-Up Market Report – August 2025 August 2025 presented a 17% year-over-year decrease in the number of PE-backed acquisitions. In addition to software, private equity investors are also targeting marketing and retail. Learn all about it in our report and case study, including Pursuit Aerospace’s acquisition of Aeromet International. September 9, 2025
VC Landscape European Venture Capital Landscape – August 2025 August 2025 saw a sharper pullback in VC activity, with 188 investments and $1.5 billion raised across Europe, representing a 56% decline in volume and 49% decline in deal count month over month. The largest round of the month was a $175 million Venture Round by Stockholm-based clean energy-tech company Aira, which provides heat pumps and home energy-saving solutions. Explore our full analysis for more. September 8, 2025
M&A European Roll-Up Market Report – July 2025 July 2025 presented a 17 % year-over-year decrease in the number of PE-backed acquisitions. In addition to software and FinTech, private equity investors are also targeting health care. Learn all about it in our report and case study, including Xeinadin’s acquisition of FCC Chartered Accountants. August 6, 2025
VC Landscape European Venture Capital Landscape – July 2025 July 2025 saw a pullback in VC activity, with 366 investments and $3.3 billion raised across Europe, a decline from June’s levels (volume fell 24% and deal count fell 9% month over month). The largest round of the month was a $200 million Series A by Stockholm-based AI startup Lovable, which became a unicorn with this investment; the company’s platform lets users build applications without extensive coding. Explore our full analysis for more. August 4, 2025
VC Landscape Germany Venture Capital Landscape – Q2 2025 Between an increase of 59% in invested VC volume and a €150mn funding round in the clean energy space, Germany is closing its venture capital landscape Q2 2025. Learn all about it in our latest analysis. July 21, 2025
M&A European Roll-Up Market Report – June 2025 June 2025 presented a 50 % year-over-year increase in the number of PE-backed acquisitions. In addition to software and FinTech, private equity investors are also targeting consulting services. Learn all about it in our report and case study, including ClearCourse’s acquisition of Rezcontrol. July 16, 2025
VC Landscape European Venture Capital Landscape – June 2025 June 2025 saw a rebound in VC activity, with 401 investments and $4.4bn raised across Europe, marking an increase from May's lows. The largest round of the month came from Helsing, which raised $694 million (€590 million) in a Series D to advance AI-powered defense systems. Explore our full analysis for more. July 14, 2025
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office@trustventure.de
+49 221 29 29 40 70