Professional services face a 40% failure rate over five years, highlighting the sector's competitive and demanding nature
Professional Services Challenges
Innefective business planning
- Overestimating revenues
- Underestimating costs
- Running out of money
- Lack of time and skills
Poor management
- No clear goals
- Lack of progress tracking and adopting to changes
Underestimate market forces
- Inadequate marketing
- Underestimating competition
Raising funds
- Securing funds from investors or banks
- Cashflow management
Build accurate financial plans
Automated reports & dashboards
Write bankable business plans
Create investor-ready pitch decks
Fully guided financial planning process
Advanced driver-based financial planning
Forecast revenue, costs, employees, assets, financing, taxes, working capital
Predefined financial models by industry
Automated financial statements
Advanced subscription revenue modeling
Advanced tax planning (Income Tax, Sales Tax, VAT, GST)
Automated dashboards to manage your business
Plan vs. Actual vs. Previous Year vs. Previous Period
100+ financial charts and tables automatically calculated
Bridge and Waterfall charts
Ratio analysis (16+ key ratios)
Custom KPIs to track every important indicator
Custom dashboards for one click management reporting
Step by step guidance to create a fundable pitch deck
Integration with your financial plan
Professionally designed pitch deck templates
Download in PDF or share online with investors
Create your pitch deck in less than 2 hours
Collaborate with team members, advisors, investors
SBA-format business plan to ensure compliance with bank requirements
Step by step guidance to create a fundable business plan
Seamless integration with your financial plan
Online business plan software, accessible from anywhere, at any time
Collaborate, download or share online
Build accurate financial plans
Fully guided financial planning process
Advanced driver-based financial planning
Forecast revenue, costs, employees, assets, financing, taxes, working capital
Predefined financial models by industry
Automated financial statements
Advanced subscription revenue modeling
Advanced tax planning (Income Tax, Sales Tax, VAT, GST)
Create investor-ready pitch decks
Step by step guidance to create a fundable pitch deck
Integration with your financial plan
Professionally designed pitch deck templates
Download in PDF or share online with investors
Create your pitch deck in less than 2 hours
Collaborate with team members, advisors, investors
Automated reports & dashboards
Automated dashboards to manage your business
Plan vs. Actual vs. Previous Year vs. Previous Period
100+ financial charts and tables automatically calculated
Bridge and Waterfall charts
Ratio analysis (16+ key ratios)
Custom KPIs to track every important indicator
Custom dashboards for one click management reporting
Write professional business plans with AI
SBA-format business plan to ensure compliance with bank requirements
Step by step guidance to create a fundable business plan
Seamless integration with your financial plan
Online business plan software, accessible from anywhere, at any time
Collaborate, download or share online
CLIENTS & PROJECTS
Praised by Our Customers
Daniel
CEO Bergerlin
Igor
Business Development Director
“We are in the process of fundraising for a SaaS tool and had hired a consultant to help us with the pitch and financial model. We got stuck with an overcomplex and unusable Excel model. We then found Modeliks, and our consultant completed the job in 48 hours. We are still using the model and reporting tools every week.”
Nicolas
Chief of Staff
“I recently took over management of a chocolate retail business. I needed to quantify the potential of the business to negotiate a fair profit and equity share agreement with the shareholders. Since I am no expert in financial planning, I couldn't have imagined building the financial plan without Modeliks”
Craig
Serial Entrepreneur
“We are looking to sell our business in a few years and neither of us have experience in such transactions. I needed help with planning the sale to achieve the valuation I want. Modeliks helped me build my business and financial plan towards my goal of selling the business.”
Owen Pickrell
SaaS Founder
“Modeliks has saved me days of work poring over spreadsheets to create the financial model for my startup. It’s a completely stress-free experience. Making best-case/worst-case scenarios couldn't be easier. The UI is so presentable that it won't be long before every investor is saying, 'Can you send me your Modeliks?“
Nadica G.
Co-Founder ChiaDia
“Easy to use business planning software. I like how it's structured with all the necessary components that are needed to have a clear overview of all parameters that are important when running a business. Especially the forecast section, which is pretty simple to navigate without previous finance experience.“
“Modeliks business planning software was a game changer for our last debt financing. Prior to Modeliks, it took us 3 months trying to fulfill the bank requirements of developing our business plan and financial projections. With Modeliks, we did it in 3 days. Never again this hassle, thanks Modeliks!”