Financial Roadmap Velocity Plan
Give me 90 days, and I’ll have you on your way to knowing (and understanding) your numbers like Matt Damon in Good Will Hunting so you can: (i) price for maximum profit, (ii) get buy-in from investors, and (iii) reach your profit goals faster.
"Diane built and taught us how to understand and use our financial model."
“We needed a financial consultant with real startup experience. Diane built and taught us how to understand and use a sophisticated startup financial projection model. I was surprised by how much I enjoyed the whole collaborative experience!”
Let’s cut to the chase: The single biggest reason most startups fail is they run out of cash.
The culprit? Poor (or zero) financial planning.
Before you pitch investors or start to even think about growing and scaling your business, it’s mission critical that you know how much money you need to launch and run your business until you reach profitability.
Whether you’re “a numbers person” or not, as a startup founder, you want to be in control of your financial destiny. That doesn’t mean you need to become an expert… but you DO need to have a working knowledge of the financial side of your business (yep, even if you have a bookkeeper or accountant).
In the words of Shark Tank’s Kevin O’Leary…
“If you don’t know your numbers, you’re toast.”
And you don’t plan to be toast.
You plan to bring home the bacon. Lots of it.
That’s why I created…
The Financial Roadmap Velocity Plan
Give me 90 days, and I’ll give you the financial know-how and roadmap you need to build and understand the 3 core spreadsheets you need for financial projections that help you make strategic, profitable decisions as a CEO (and attract investors).
(Whether you hate numbers, you’re a financial whiz, or somewhere in-between.)
"Diane is the startup consultant you didn’t know you needed."
“Diane helped me build a real roadmap for my business finances while showing me how to grow my business and increase my income. I really valued her perspective and expertise.
Diane is the startup consultant you didn’t know you need. She’s like a therapist for my inner entrepreneur. I am so grateful for her guidance.”
This 90-day experience was tailor-made for you if…
Your business is 0-5 yrs old — in any industry.
Yes, I’ve worked with distilleries, as my name suggests. I’ve also worked with tech startups, consumer products, retail, food & beverage, entertainment and more.
You want to be in control of your financial destiny.
You know you need financial projections, but you don’t even really know what they are or where to begin. And you want to know exactly how much money you need to launch and run your business (whether you’re bootstrapping or raising funds).
You want to plan for growth.
You’re working toward growing or scaling your business, and you want to make sure you know exactly what it will take financially to get there.
You need investor funding.
The bottom line is, if you don’t know your numbers, investors will simply write you off — instead of writing you checks.
You want to price for maximum profit.
You want to feel confident that you’re pricing your products & services for maximum profit.
You don’t want run out of cash.
You know that running out of cash is the kiss of death. (No cash = game over.)
If any of these apply to you… you’re in the right place.
The bottom line is this… no matter where you are in your startup journey, you don’t need to become a financial expert, but you do need to have a working knowledge of the financial side of your business.
After our time together,
here’s what you’ll walk away with…
Confidence
Confidence in your understanding of standard financial vocabulary (even if you hate numbers).
Clarity
A clear understanding of the 3 core spreadsheets, what they show you, how to use them, and how they work together.
Investor Insight
A clear understanding of exactly what investors are looking for so you can get funded.
Direction
Specific direction on how to find and/or forecast the realistic numbers you need.
Critical Answers
Clear answers on how much money you’ll need to invest or raise to launch and operate until you’re reliably profitable.
Momentum
The expert guidance you need to speed up your learning curve, fast-track profitability, and avoid expensive mistakes.
What you’ll get.
Accountants and bookkeepers don’t speak “entrepreneur,” but I do. I differentiate my work with a hands-on collaborative approach — I don’t do it for you, I do it with you. Regardless of how much or little you know about financials, I meet you where you are to ensure that you not only understand your projections, but can use them (without having to rely on me or anyone else if you want to change something).
Together we will build your financial projections, including (at a minimum) the three core spreadsheets: (i) Cash Flow Projections, (ii) Forecasted Profit & Loss and (iii) Sources & Uses of Funds — and you will understand them, I promise. Even better, you will learn how to use them so that you won’t need me.
You’ll know how to forecast, what questions to ask when speaking with your bookkeeper, accountant and/or CFO and MOST importantly, you will be in control of your financial destiny because you’re able to make informed, educated decisions.
“Diane is a brilliant consultant. I hired her when my business faced some very tough challenges, and she really exceeded my expectations.
I highly recommend her for anyone needing guidance around business strategy or financials.”
Chris Campbell
ReviewTrackers
Charlie Smith
Master Distillery
I cannot say enough about how skilled, intelligent and fun to work with she is.”
Dan Szor
Cotswolds Distillery
Ready to fast-track your success?
Let’s talk cost.
You can get my brain on your business as we build your tailored Financial Roadmap and I teach you how to think like the CEO of your business so you can: (i) price for maximum profit, (ii) get buy-in from investors, and (iii) reach your profit goals faster.
YOUR INVESTMENT: Starting at $2,250/month for 3 months
Ready to talk numbers?
Frequently Asked Questions
1. Do you only work with distilleries?
No! I work with businesses of all kinds, ranging from clean energy to life sciences, retail to consumer products, entertainment, food & beverage, health and wellness, tech of all kinds and more. Together, we combine your industry expertise with my expertise in building companies that grow and get funded.
I named my company Startup Distillery because I take all of the ideas, dreams, plans and goals swirling in your head, synthesize them, and then distill them into a coherent roadmap that gets you from here to there. (I also happen to enjoy distilled spirits.)
2. What is a Velocity Plan?
A Velocity Plan is a 90-day, personal 1:1 consulting package. During this time, we will build your financial projections in Google Sheets, with a good portion of work done together in real time and a good portion done as part of your homework (along with guidance from me on what you’ll need to do in-between our meetings). By the time your projections are built, you will be so comfortable with your numbers, you’ll be able to explain them to investors, partners — even your accountant ;-)
During this time we’ll have regularly scheduled calls, plus you’ll get unlimited access to me* via email and phone. You will wake up each morning knowing exactly where to focus your time and energy, because I’ll be guiding you every step of the way… you’ll have clear, actionable steps to get you where you want to go better, stronger and faster.
*within reason
3. Do you help with pitches?
Yes. I’ve spent years developing pitch deck content — specifically slide -and- script content (your script DOES NOT belong on the slides!). I’ve even been known to provide guidance on presentation skills. If you’re interested, we can hop on a call to discuss pricing.
You had me at “maximum profits”
You can get started by requesting a totally free “let’s see if we’re a good fit” call below.