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
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

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 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

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.


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