Rocket Marketing

Value Creation can be driven by making use of various levers at the portfolio company level, including sales & marketing, operations, HR, IT, legal, and finance. Sapling Financial Consultants Inc. (“Sapling”) focuses its value creation driving activities around the financial planning & analysis (“FP&A”)...

Introduction Large LLMs (LLMs) like ChatGPT have revolutionized the field of natural language processing, enabling machines to understand and generate human-like text. While they have found extensive applications in various domains, one intriguing and practical use case is their ability to assist in writing...

When it comes to building FP&A reports, users often desire two distinct views of operational data. On one hand, Key Performance Indicators (KPIs) should reflect the natural cadence of business operations, following the working week from Sunday to Saturday. These KPIs provide the user...

Exhibit A: A PowerBI dashboard with: A.1 Matrix Visuals; A.2 Donut Chart; A.3 Bar Chart; A.4 Combo Bar-Line Chart; A.5 Slicers Microsoft’s Power BI platform is an efficient tool for data visualization, allowing users to have a more “hands on” approach when working...

Event Description: Invest Canada 2023 is the premier conference for the Canadian venture capital and private equity industry. Sapling Financial Consultants is proud to be a bronze sponsor of the upcoming CVCA Conference, a premier event in the Canadian venture capital and private equity ecosystem....

Event Description: Sapling Financial Consultants proudly took part in the FEI’s 2023 Financial Leadership Summit, an esteemed gathering of industry leaders and experts. With a focus on driving financial innovation and fostering strategic partnerships, Sapling showcased their expertise in providing cutting-edge financial solutions, leaving...

The Ottawa Senators are making headlines with reports suggesting that a group of high-profile celebrities, including The Weeknd, Snoop Dogg, and Ryan Reynolds, are interested in buying the team. This news comes as the Senators’ valuation is at an all-time high, with Forbes recently...

Event Description: Join Sapling for the annual Microgrid Knowledge 2023 conference in Anaheim, California. Dave O’Brien, our consultant at Sapling Financial Consultants, was a speaker at the Microgrid Conference 2023. We are honored to participate and proudly hold a silver sponsorship for this influential event...

Since the popularization of ChatGPT in December, the availability and adoption of deployable AI models has increased dramatically. While the value derived from such algorithms most certainly extends to financial modelling in the form of improved speed, accuracy, and insights, it is important to...

Budgeting is an essential process for any organization, be it a business, government agency, or non-profit. It involves creating a financial plan that outlines expected income and expenses for a specific period. The budgeting process includes various steps, such as forecasting revenue and expenses,...