Financial Performance Analysis

Maximize your funding potential with a thorough financial performance analysis for your Confidential Information Memorandum.

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The financial performance analysis is the make-or-break element of your CIM

The numbers in it tell potential investors and buyers whether your company is a financial burden or a lucrative opportunity.

Most Financial Performance Analyses significantly undersell businesses

The two common reasons are:

  • Failure to present financial data in a clear, concise, and compelling format.
  • Overlooking key financial metrics that demonstrate the company’s growth potential, such as LTV, CAC, CAC payback, Burn Multiples, and others.

We will help you conduct an accurate and effective financial
performance ration analysis

that highlights all key business aspects and captivates potential investors.

Our approach

  • Conduct an initial consultation to understand your business model, acquisition channels, financial history, goals, and unique selling points.
  • Thoroughly research and analyze your company’s situation and market positioning, performing an in-depth analysis of business performance.
  • Identify and present at key financial metrics and kpis for business analysts that showcase your business’s growth potential.
  • Create visually engaging charts, graphs, and tables to effectively communicate complex financial data in the financial performance analysis report.
  • Hold review and feedback sessions to ensure the result meets (and ideally exceeds) your expectations.
  • Finalize and deliver a polished, investor-ready Financial Performance Reporting.

Why Waveup?

Unparalleled experience

We’ve sat on both sides of the buy and sell table and can boast extensive M&A experience.

Wide expertise

Our unmatched expertise spans corporate finance, venture capital, strategy, design, and business storytelling, all backed by a track record of successful projects.

Unique approach

We provide competitive pricing and a hands-on approach, supporting you from concept to execution as a financial performance company.

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Need help crafting the full Confidential Information Memorandum?

You’re in the right place. Our seasoned experts can help you create a cogent, comprehensive CIM document that does your business justice and helps you secure the highest possible bid from potential buyers while evaluating financial performance and assessing financial performance.

What will you get?

1. Executive Summary

  • Company overview
  • Key financials and company drivers
  • Scope of transaction
  • Key investment considerations

2. Company

  • History and milestones
  • Legal structure
  • Business model
  • Corporate vision and strategy

 

3. Business

  • Business units and markets
  • Products and services
  • Customers, references, and networks

4. Resources

  • Organization
  • Employees
  • Infrastructure

5. Operations

  • Suppliers and procurement
  • Production and distribution
  • Quality management
  • Research and development
  • Logistics
  • Systems and processes
  • Marketing and sales
  • ABC analysis

6. Customers

  • Overview of key customers
  • Analysis of customer concentration
  • Summary of attrition trends and projections
  • Detailed account of current market share

7. Industry

  • Industry structure
  • Competitors
  • Competitive position
  • Strategic position

8. Financials

  • Overview
  • Profit/Loss statement
  • Current trading
  • Balance sheet
  • Cash flow statement

9. Outlook

  • Summarize existing state of affairs
  • Highlight long and short term goals
  • Summarize main strategies utilized in market trends
  • Summarize main growth strategies
Ready to talk? Get in touch with our experts

One of our unique advantages lies in our constant exposure to the new & emerging industries and sectors, thus giving us an unparalleled expertise in the areas of innovative business models, disruptive technologies and latest industry trends.

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