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 – Q1 2026 Between an increase of 6.5% in invested VC volume and a €350mn funding round in the AI space, Germany is closing its venture capital landscape Q1 2026. Learn all about it in our latest analysis. May 20, 2026
VC Landscape European Venture Capital Landscape – April 2026 With 327 investments and $4.8 billion raised across Europe, April saw a 42% decrease in volume and 9% fall in deal count month over month. The largest round of the month was a $1.1 billion Seed Round by the London-based company Ineffable Intelligence, which develops machine learning systems that learn through interaction and experience. May 13, 2026
M&A European Roll-Up Market Report – April 2026 April 2026 presented a 0% year-over-year increase in the number of PE-backed acquisitions. In addition to Consulting, private equity investors are also targeting Software, FinTech and Transportation. Learn all about it in our report and case study, including NOD’s acquisition of Paintworks. May 11, 2026
M&A European Roll-Up Market Report – March 2026 March 2026 presented a 19% year-over-year increase in the number of PE-backed acquisitions. In addition to FinTech, private equity investors are also targeting Consulting, Software and Marketing. Learn all about it in our report and case study, including Syndigo’s acquisition of Taggstar. April 16, 2026
VC Landscape European Venture Capital Landscape – March 2026 With 360 investments and $8.2 billion raised across Europe, March saw a 86% increase in volume and 6% rise in deal count month over month. The largest round of the month was a $2.0 billion Series C by the London-based company Nscale, which builds AI data centers and provides GPU cloud infrastructure that companies use to train, run, and scale large AI models. April 9, 2026
M&A European Roll-Up Market Report – February 2026 February 2026 presented a 44% year-over-year increase in the number of PE-backed acquisitions. In addition to Software, private equity investors are also targeting Consulting, Manufacturing and Health Care. Learn all about it in our report and case study, including Ryan’s acquisition of WYM Real Estate. March 12, 2026
VC Landscape European Venture Capital Landscape – February 2026 With 339 investments and $4.4 billion raised across Europe, February saw a 6% increase in volume and 13% rise in deal count month over month. The largest round of the month was a $1.2 billion Series D by the London-based company Wayve, which develops autonomous driving technology using end-to-end deep learning models that enable vehicles to navigate urban environments. March 5, 2026
M&A European Roll-Up Market Report – January 2026 January 2026 presented a 8% year-over-year increase in the number of PE-backed acquisitions. In addition to Food and Beverage, private equity investors are also targeting InsurTech and Consulting. Learn all about it in our report and case study, including ClearScore’s acquisition of Acre. February 17, 2026
VC Landscape European Venture Capital Landscape – January 2026 With 299 investments and $4.2 billion raised across Europe, January saw a 7% decrease in volume and 1% reduction in deal count month over month. The largest round of the month was a $414 million Venture Round by the Montabaur-based company Klöckner Pentaplast, which is a manufacturer of plastic films and packaging for food, pharmaceutical, health, and durable products. February 5, 2026
VC Landscape 2025 Recap: European Venture Capital & Private Equity Landscape 2025 presented an 9% increase in invested Venture Capital volume and the Crypto Startup Binance raised the largest round of the year. Learn all about it in our in-depth analysis. January 21, 2026
All insights
Köln
London

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