B2B Consulting — Planning & Finance
Investor-ready business planning and flexible financial models that make decisions crystal clear.
Why Consulting with BDI
We build your roadmap and your numbers — objectives, milestones, GTM, and models that simulate realities before you spend.
Tech stack we typically use
Business Planning
Execution-ready plans with goals, milestones, GTM and KPI governance — tailored to your stage & sector.
- Vision & objectives
- Milestones & KPIs
- Market gap & audience
- Ops playbook & hiring
Financial Modeling
Flexible 3-statement models with scenarios, breakeven, and investor summaries.
- P&L, Cash Flow, Balance Sheet
- Capex/Opex & runway
- Scenario & sensitivity
- Integrated KPI dashboards
What to expect
- Model that mirrors operations
- Scenarios for growth & runway
- Artifacts ready for investors
Getting started
Share goals & constraints; we scope the plan/model and ship a first draft you can stress-test.
Dashboards, alerts, and automations — in one secure portal
Your teams get role-based access to live KPIs, scheduled summaries, anomaly alerts, and self-serve tools. Everything deployed from your project lives here.
- Role-based access
- Exec digests & anomaly alerts
- SLA & pipeline monitors
- Single tenant deployment
Ready to start?
We’ll scope a fixed first sprint and deploy dashboards, alerts and automations to your BDI SaaS portal. Clear ROI, fast.