Sapling was approached by a start-up which specialized in offering training services for advanced laboratory, science and medical equipment. The company was looking to develop a model that could be used to capture the business operations, as well as be used for presentation purposes for obtaining new grants or other funding
We built a comprehensive operating model with inputs specified on a quarterly basis, capturing all of the individual business lines of the company, including individual and corporate level pricing models, and different training methods
The model includes a detailed wages and salaries section, with inputs having the ability to specify staff on an individual level, or on a grouped “phase” level for flexibility
The model includes comprehensive outputs including full financial statements on a quarterly and annual basis, key shareholder metrics, financial ratios, cash burn breakdowns, gross margins breakdowns, headcount, and more
An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
