Revenue forecasting
Driver-based forecasts across direct-to-consumer, B2B and subscription revenue, tied to the levers your team controls.
Solutions / Strategy & Finance
A plan leadership can run on
A forecast nobody trusts makes every decision harder. We build forecasts, plans and reporting that tie the whole business to one set of numbers.
Sound familiar?
Signs it's time to bring us in
- Sales, marketing and finance each have their own version of the forecast
- The annual plan is out of date by the end of the first quarter
- Board prep takes two weeks of pulling numbers by hand
- An acquisition closed and the reporting still hasn't caught up
What we do
Strategy & Finance, start to finish
Annual planning and budgeting
Plans built from the same drivers as the forecast, so targets and budgets line up.
Board and leadership reporting
One standard set of numbers and a monthly rhythm, so leadership spends meetings deciding instead of reconciling.
Acquisition integration
Map the acquired business, align processes with its leaders, and build the reporting that's missing.
What you get
Working tools your team keeps
Everything we build is yours, documented, and running before we step back.
- A driver-based forecast model your team owns
- A plan and budget built on the same drivers
- A board and leadership reporting pack
- An integration roadmap for acquired businesses
Results
What this looked like in practice
Client names stay confidential. The numbers are real.
Connected-care health company
One forecast across three revenue models
Owned the company sales forecast across direct-to-consumer, B2B and remote patient monitoring revenue, prepared board materials, and built the reporting for two acquisitions.
Revenue models in one company forecast3
Revenue across two acquisitions$100M→$400M
Questions
Common questions
Are you a fractional CFO?
No. We focus on the commercial side of finance: forecasting, planning and reporting. We work alongside your CFO or controller, not in place of them.
What tools do you use?
The ones you already have, from Excel to your BI platform. We pull data directly with SQL, so we don't wait on exports.
Can you help before a deal closes?
Yes. We can map the target's commercial processes during diligence and have the integration plan ready at close.
Other practices
Most problems cross more than one
Next step
Thirty minutes on your numbers
Tell us where growth is stalling. We'll tell you where we'd look first, and whether we're the right fit.
Book a call