This template offers a deep dive into the financial strategies I employed at FundWiser. Covering everything from revenue forecasts and user growth projections to competitor analysis and startup valuation techniques, it's the framework that we used to define our financial direction and plan our growth journey.


When I crafted this financial plan for FundWiser, our organization was at a pivotal juncture. We were transitioning from the initial conceptual stages to a more growth-oriented phase, and it was clear that a robust, comprehensive financial blueprint was crucial. There were challenges in aligning our revenue forecasts with market realities, understanding our standing relative to competitors, and ensuring our valuation metrics were both ambitious and grounded. This artifact was born out of the need to harmonize these elements and provide a clear financial roadmap for our team. It was also designed to be a tool that would ensure all stakeholders, from team members to potential investors, were aligned in our financial strategy and vision


The artifact was generally well-received, a testament to the rigorous diligence we had put into its creation. In our engagements with potential investors, it became a focal point of discussions. We faced a myriad of calls where the intent was to critically dissect and challenge our financial projections.

However, more often than not, we found ourselves in a position of strength due to the robustness and depth of our document. Our meticulous groundwork allowed us to address and counteract most of the reservations or doubts investors brought up. In several instances, we could dispel their concerns with concrete evidence and data, underscoring the artifact's credibility. This not only fortified our confidence in our projections but also bolstered our credibility in the eyes of potential investors.

The most challenging aspect of crafting this artifact was undoubtedly the meticulous validation of every metric we incorporated. We recognized early on that inaccurate or baseless metrics could skew our financial trajectory and mislead stakeholders.

To ensure rigorous accuracy, we embarked on a comprehensive exercise of cross-referencing our cost projections. For every service we projected to need — whether it was legal consultation, software development, or KYC/AML services — we reached out to multiple providers. This allowed us to gather a range of quotes and thereby cross-check and refine every assumption in our document. The sheer depth and breadth of this validation process made it labor-intensive, but it was essential in ensuring the financial plan was as accurate and reliable as possible.

Miguel Frasco 

This template offers a deep dive into the financial strategies I employed at FundWiser. It's the framework that we used to define our financial direction and plan our growth journey.

This financial model has been prepared by ---- to assist the Founders in evaluating, on a preliminary basis, the fesability of a possible course of action, transaction or transactions and does not carry any right of publication or disclosure, in whole or in part, to any other party. The financial model is designed for use by specific persons familiar with the business and affairs of --- and is being furnished and should be considered only in connection with other information, oral or written, provided by the Founders in connection herewith. It may not be disclosed or used for any other purpose without the prior written consent of the Founders.

The information herein is based upon publicly available information, Founders forecasts and reflects prevailing conditions and our views of this date, all of which are subject to change.

Financial Plan for a Wealth Management Startup

Financial Model

Summary of Outputs

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