DFM Planning is a joint creation by Ilana, an entrepreneur, and Brian, an experienced, financial planner, who combined their skills and experiences to create a model that provides start-ups with the process and documentation necessary for presenting to investors and demonstrating business growth.

 

One of the key challenges Ilana faced when raising money was creating clear financial forecasts which followed a process, told a story and directly linked with her business plan. 

 

Accountants can provide basic forecasts, but these often don't get to model the key drivers of your business.

 

Ilana was introduced to Brian, who has created the DFM, the Dynamic Financial Model, a tried and tested comprehensive and adaptable business analysis tool. It empowers business owners to make informed decisions by projecting a company's performance over time, accommodating changing variables, and modelling various business systems.

 

Together, they adapted this model for Ilana’s start up. Its logical process, interdependently modelled every aspect of the  business from marketing to capital expenditure and produced all the supporting financial information for the investment pitch.

 

They realized how invaluable this was to any start-up.  It not only gives founders and investors the full financial insight and understanding of a start-up, it looks at risks, it shows sensitivity analysis and most importantly, gives founders the agency to discuss the numbers and the key assumptions behind the model to investors.

 

Ilana and Brian have spent the last few months “productising”  the DFM to make it affordable and usable for founders in the startup community