Financial Projections

Give me 90 days, and I’ll have you knowing your numbers like Matt Damon in Good Will Hunting — so you can price for profit, get buy-in from investors, and fast-track profitability.

Stuart Cockram, happy Startup Distillery client

"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!”

Stuart Cockram

Stuart Cockram Associates

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).

Illustration of rocket launching

In the words of Shark Tank’s Kevin O’Leary…

“If you don’t know your numbers, you’re toast.”

That’s why I created the…

Financial Projections Velocity Plan

As a startup founder, you’re a CEO now. That means learning things that are new to you — numbers included. While you don’t need to become a financial expert — you do need to have a working knowledge of the financial side of your business.

Most consultants and accountants hand you spreadsheets and walk away. I don’t believe in that. The whole point is for you to understand how all of the pieces connect. How pricing affects profitability. How one decision ripples through everything else. What levers to pull when things aren’t working — or when they are and you want to grow.

Together, we’ll build the 3 core spreadsheets every startup needs, even if you’re “not a numbers person.”

By the time we finish, you won’t just have financial projections — you’ll actually understand them and know how to use them to make educated, informed decisions about your startup.

Happy Startup Distillery client, Justin Dodson

"Diane is the startup consultant you never knew you needed."

“Diane helped me build a financial roadmap for my business while showing me how to grow my business and increase my income. She’s like a therapist for my inner entrepreneur.”
Justin Dodson

Navigating Courage & Consulting

A Financial Velocity Plan is tailor-made for you if…

Your business is 0-3 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 countless others.

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 to run out of cash.

You know that running out of cash is the kiss of death. (No cash = game over.)

Sound like you? You don’t have to figure this out on your own.

Diane was insightful, extremely knowledgeable and very patient in her responses to my many, many questions I posed as she helped us build our financial projections. Her input was invaluable.”
Charlie Smith

Master Distiller

“She was really adept at helping me through the very difficult process of creating and shaping my financial projections. I cannot say enough about how skilled, intelligent and fun to work with she is.”
Dan Szor

Cotswolds Distillery

Ready to talk numbers?

Or just call me: (773) 871-0110

Want to see all the ways we can work together?  →