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bank and investor grade planning​

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Our planning service provides you with robust trading and cash flow projections, constructed to bank and investor standard.

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Crucial, as poorly prepared financial plans can lead to existential funding issues and can destabilise management teams focused on performance and incentives.

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As important as your business story, the financials are often decisive when trying to attract or maintain bank and investor support.

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FDlink's success with private equity, bank-sponsored business recovery, US-listed businesses, and multiple funding projects and acquisitions, means we understand what banks and investors are looking for, and how to best meet their gateways to secure and maintain funding.

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Our financial projections minimise reliance on error-laden and impenetrable spreadsheets, instead using proprietary systems to derive robust cash flow, balance sheet and funds flow projections - all to bank and investor standard.

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Benefits and features of our financial planning service include:

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  • Bank and investor grade projections to promote confidence

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  • Specialist proprietary solution - avoiding unpickable spreadsheets

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  • Multi-company consolidations

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  • Multi-currency projections

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  • Multi-year projections

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  • Projections fully phased, if required

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  • Flexing functionality to evaluate what-if scenarios

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Projections are suitable for a range of business sizes and types - from smaller standalone businesses, right up to consolidated, multi-company, multi-currency corporate groups.

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Our projections can be flexed to explore what cash an upside outcome might bring, or to stress test downside trading scenarios against funding covenants, for example.

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Being fully phased, across multiple years, you can identify peaks, troughs, and trends - allowing acceleration or deferral of strategic and tactical measures to comply with liquidity constraints.

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FDlink gives you the confidence to present your expected financial future with confidence - helping you make informed decisions to secure the financing you need to grow your business - knowing your projections are robust and meet the standard required by banks and investors.

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Contact FDlink to understand how you can take your financial planning and cash flow projections to the next level - to secure and maintain the funding you need to achieve your business goals.

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