360° Financial Plan

Work with our in-house experts to maximise the amount you raise in just a few steps.

Powered by:

Find out how we can help your business

Are You Looking For Debt Or Equity Finance ?

1. Accelerate decision-making with a real-time financial assessment of your business

Having to rely on year-old company accounts hampers lenders and investors’ decision-making. Developed using CRIF’s Open Banking and Moody’s Analytics, our solution helps you provide funders with a more accurate real-time analysis of your business’s financial standing, leading to faster decisions and potentially better terms.

2. Maximise your business credit limit with accurate projections.

Presenting realistic financial projections is essential to demonstrate your capability to meet return targets. Our experts will help you prepare a detailed financial model including solid, data-backed cash flow projections that can stand out from the scrutiny of lenders and investors.

3. Create a comprehensive plan in a few steps

The next step is to present convincingly your financial plan to risk-averse lenders and investors, alongside a solid strategy. The result is an expert-guided, evidence-based presentation of your business’s financial health and strategic goals showcasing its potential to lenders and investors. All achieved in a few steps.

Unlock Your Business’s True Potential

Book a free consultation with us.
Book Now

360° Financial Plan Journey

Explore Latest News

Credit Data Research and Inventya launch 360° Financial Plan powered by Credit Passport Plan in the UK
Read More
Would You Lend Your Business Money? 3 Crucial Questions Businesses Must Ask Before Applying for a Loan
Read More
See more