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Reporting & Projecting

Reports and financials which open multiple avenues for your business. 

Reporting

Reporting of your business, whether it is financial reporting or project report of your latest plan or it is a pitch deck, you understand it makes a first impression. Your to be lenders and investors are probably going to make their lending or investment decisions based on how good your report is. 

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You can find thousands of report templates and presentations online, but are you sure it fulfills your purpose? We believe every business is unique and new which needs a handcrafted report to fulfill its purpose. 

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If you are a manufacturing entity setting up a new plant or expanding, your lender would have probably asked for a Techno Economic Viability (TEV) report from bank empaneled agencies. We handhold you throughout the entire process from negotiating, sharing the documents and evaluating the content quality of the report that ensures your lenders are satisfied.

Projecting

Projections are the essence of decisions. Projection of your performance form an integral part of your reports. Numbers are the the most primary thing lenders and investors are interested in. They want to know what you have already established and achieved and what miracles you are going to do after they have given you money. 

 

Projecting your incomes and expenses need thorough analysis and justified assumptions and a lot of professional touch. A full fledged projection sheet includes the basis of arriving at those projections, the reasons for assuming your growth rates and then finally building your balance sheet, statement of profit and loss, cash flow, a lot of ratios that the lenders and investors are interested in, the timeline and structure that you will be following to repay them, sensitivity analysis and many more things. Yes, it is going to be tough and we are here to build your projections. 

© 2024 by CredLock Advisors LLP

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