Solution for Consultants
01
Create investor ready pitch decks and business plans for your clients with a step-by-step guided business planning process.
02
Forecasting made fast & easy. Skip the spreadsheets. Create financial forecasts for clients 90% faster, helping steer their strategic plans.
03
Offer Fractional CFO services with visual and automated financial reports. Keep your clients engaged on regular basis.
CLIENTS & PROJECTS
Praised by Our Customers
Daniel
CEO Bergerlin
Igor
Business Development Director
“We are in the process of fundraising for a SaaS tool and had hired a consultant to help us with the pitch and financial model. We got stuck with an overcomplex and unusable Excel model. We then found Modeliks, and our consultant completed the job in 48 hours. We are still using the model and reporting tools every week.”
Nicolas
Chief of Staff
“I recently took over management of a chocolate retail business. I needed to quantify the potential of the business to negotiate a fair profit and equity share agreement with the shareholders. Since I am no expert in financial planning, I couldn't have imagined building the financial plan without Modeliks”
Craig
Serial Entrepreneur
“We are looking to sell our business in a few years and neither of us have experience in such transactions. I needed help with planning the sale to achieve the valuation I want. Modeliks helped me build my business and financial plan towards my goal of selling the business.”
Owen Pickrell
SaaS Founder
“Modeliks has saved me days of work poring over spreadsheets to create the financial model for my startup. It’s a completely stress-free experience. Making best-case/worst-case scenarios couldn't be easier. The UI is so presentable that it won't be long before every investor is saying, 'Can you send me your Modeliks?“
Nadica G.
Co-Founder ChiaDia
“Easy to use business planning software. I like how it's structured with all the necessary components that are needed to have a clear overview of all parameters that are important when running a business. Especially the forecast section, which is pretty simple to navigate without previous finance experience.“
Seamless Implementation & Support
Customized Onboarding
Benefit from a bespoke onboarding experience that seamlessly integrates Modeliks into your consultancy's practices, aligning perfectly with your specific needs.
Dedicated Support
Our committed support team is always available to offer training, technical assistance, and strategic advice, ensuring you fully leverage Modeliks to enhance your consultancy services.
Benefits and Solutions for Consultants
Portfolio view and pipeline management for you as Consultants. Plan, and prepare for fundraising of your startups + receive reporting
FEATURES
Financial Planning
Guided financial forecasting
Automated financial statements (P&L, Balance Sheet, Cashflow)
Financial model templates by industry
Advanced, driver-based planning
Scenario planning
Collaboration with all stakeholders
“Modeliks business planning software was a game changer for our last debt financing. Prior to Modeliks, it took us 3 months trying to fulfill the bank requirements of developing our business plan and financial projections. With Modeliks, we did it in 3 days. Never again this hassle, thanks Modeliks!”