PRO FORMA FORECAST CAPITAL RAISE

CASE STUDY

SITUATION / BACKGROUND

A former electricity energy trader had sold his company and retired. After a few months, he decided he wanted to get back in the game. He was seeking a financial leader to develop a pro forma forecast for the new business launch.

CHALLENGE

• Financial pro formas had to reflect the complex nature of the business to address industry and investor requirements.
• Owner was mobile between Minnesota and Florida during the year.

STRATEGIC STEPS

• Built Pro Formas through scenario stress tests to ensure realistic projections.
• Interacted extensively with the legal team as part of the Private Placement Offering as well as the Financial Summary for Investor packages.

RESULTS

The result of the work yielded quick and impressive outcomes.

• Early launch date

Team maximized specific in person work weeks to accelerate key decisions, resulting in early launch.



• Scenario-driven models

Forecasts tool enabled owner to show perspective investors different scenarios of returns based upon trading models.

• Exceeded capital raise

The company successfully raised an initial $5M for an energy trading pool within the first 60 days of launch.