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FP&A Products & Services

FP&A Support for Climate SMBs and Startups

Our FP&A Offerings

A suite of products designed to bring clarity, strategy, and investor-readiness to your financial operations.

Pro Forma

A fully customized, comprehensive and live financial model, designed for extended planning and analysis.

Basic Dashboard

A streamlined, dynamic dashboard providing key financial indicators for a quick snapshot of financial health.

Enhanced Dashboard

A comprehensive, data-driven dashboard with advanced tools for deeper financial insights.

Cash Strategy Budget

An intuitive tool to manage liquidity and optimize cash deployment, built for flexibility and collaboration.

Valuation Model

In-depth analysis to determine your company's valuation for fundraising and strategic planning.

Model Audit

A thorough review and stress-test of your existing financial models to ensure accuracy and investor-readiness.

One-Time Model Builds

A complete financial model delivered as a one-time project, scoped to your specific needs.

Retainer Services

Ongoing, flexible FP&A support on an hourly basis to assist with your evolving financial needs.

Pro Forma

Forecast with Actionable Insights to Support Your Growth

Key Components

Assumptions Sheet

Drivers-based modeling for revenue, COGS, and all key assumptions.

Executive Summary

Dynamic scenario builder with visualizations for cash, revenue, and more.

Financial Statements

Fully-integrated statements, always up-to-date with your accounting.

Customizations

Custom sheets for LTV/CAC, Cap Table, Project Financing, and more.

Valuation Add-On

In-depth valuation analysis to support fundraising and strategy.

Key Features: Executive Summary

Scenario Builder

Visualize and compare different financial outcomes (Bear, Base, Bull) to make informed strategic decisions and prepare for a range of future possibilities.

Scenario Builder

The Short Run (Next Twelve Months)

Get a detailed, month-by-month forecast for the next year, providing a clear view of your projected revenue, profitability, and cash flow to guide your immediate operational strategy.

Short Run Forecast

Key Financial Indicators

Track high-level yearly financial graphs with an interactive dropdown, allowing you to select different end years to dynamically visualize your long-term performance and strategic goals.

Key Financial Indicators

Key Features: Detailed Financial Statements

Get a complete picture of your financial health with fully-integrated financial statements.

Income Statement

Income Statement

Balance Sheet

Balance Sheet

Cash Flow Statement

Cash Flow Statement

Our Collaborative Process

A structured, transparent journey from onboarding to a finalized, powerful financial model.

1
Submit Onboarding Documents

Your part: Submit FP&A Onboarding Documents. (Timeline: 1-2 weeks)

2
Onboarding Call

Our part: We'll review your documents and hold a call to dive deeper.

3
First Draft Delivery

Our part: We deliver the first draft with a full model walkthrough. (Timeline: est. 4-5 weeks)

4
First Round of Revisions

Your part: Request changes (up to 10 hours). (Timeline: 1-2 weeks)

5
Second Round of Revisions

Your part: Request final changes (another 10 hours). (Timeline: 1-2 weeks)

Significant changes after the two revision rounds or outside the contract scope will be billed at an hourly rate, ensuring fairness and transparency.

Dashboards

Your financial story, told through data

Dashboards

Choose the level of insight that fits your needs, from a quick health check to comprehensive performance analysis.

Basic Dashboard

The essential monthly snapshot of your company's financial health.

  • Profitability Trend Analysis
  • Top 10 Monthly Expenses
  • Historical Net Burn Analysis
  • Bank Balance Trends

Enhanced Dashboard

Everything in the Basic Dashboard, plus advanced analytics for strategic decision-making.

  • Variance Analysis: Actuals vs. Pro Forma projections.
  • Deeper Revenue Insights: Trends by customer or product.
  • Liquidity & Runway Forecasting: Identify future capital needs.
  • Monthly Insights Email: Concise summary of key trends.

Includes up to 3 hrs of customizations.

Basic Dashboard: Key Features

Runway

Based on the historical net burn rate, the dashboard calculates your company’s runway, helping you understand how long your available capital will last at your current spending rate.

Dashboard Key Metrics

Revenue by Segments and Historical Trends

Visualize revenue breakdowns by different segments of your business and track trends in those segments using absolute figures.

LTM Monthly Sales by Segment

Revenue Growth by Segments and Historical Trends

Visualize revenue growth percentages by different segments, to identify high-performing areas. View trends in your historical revenue to understand how your revenue has evolved over time.

LTM Monthly Sales Growth

Enhanced
Dashboard:
Key Features

Performance Analysis

Dive into a comparative financial performance analysis for all months available in your accounting system to track financial trends over time.

Financial Performance Analysis

Enhanced
Dashboard:
Key Features

Variance Analysis

Compare your actual performance with Pro Forma projections on a monthly and quarterly basis, helping you understand deviations and adjust strategies accordingly.

Detailed and Interactive Variance Analysis

Enhanced
Dashboard:
Key Features

Profitability Insights

Track your Top 10 expenses by year-to-date and previous year comparisons, alongside moving trends in gross margin and net margin.

Profitability Insights

Enhanced
Dashboard:
Key Features

Liquidity Insights

Track your liquidity position and analyze the cash drivers from operating, investing, and financing activities to understand short-term and long-term trends.

Liquidity Insights - Top Image

Enhanced
Dashboard:
Key Features

Runway Forecasting

Track your projected net burn and runway duration based on historical and forecasted cash flows, helping you plan for sustainability and identify necessary capital requirements.

Runway Forecasting

Enhanced
Dashboard:
Key Features

Insights Summary

Receive a monthly insights summary via email, summarizing key metrics and performance trends.

Monthly insights summary with key metrics

Cash Strategy Budget

Master Your Liquidity

Proactive Cash Management

An intuitive tool to manage liquidity and optimize cash deployment, built for flexibility and collaboration. Move from reactive to strategic financial command.

Expense & Inflow Forecasting

Granular, short-term analysis of all expenses and key inflows.

Scenario Planning

Prepare for Bear, Base, and Bull cases to manage uncertainty.

Summaries & Analysis

Monthly cash summary, Burn & Runway Analysis.

Cash Strategy Budget: Key Features

Analysis and Forecasting of Key Inflows

Understand the timing and sources of key inflows to ensure you have a clear view of cash coming into the business.

Inflows Analysis

Scenario Planning

Includes Bear, Base, and Bull scenario planning to prepare for key uncertainties in your business and ensure you're ready for a range of financial outcomes.

Scenario Planning

Forecasting of Key Expenses

Analyze and forecast fixed, variable, and one-off expenses/vendor payments, ensuring all financial obligations are accounted for.

Expenses Forecasting

Cash
Strategy
Budget:
Key Features

Track your current cash position and see a clear six-month forecast to plan ahead with confidence.

Runway Analysis Chart

Model Audit

Free Review of Your Existing Pro Forma

A Thorough, Unbiased Review

Understand how we can be most helpful in your Pro Forma Build

What The Audit Includes:

Detailed Report

Analysis of your model on four crucial areas: forecast reliability, structure, clarity, and flexibility.

Actionable Recommendations

A prioritized list of concrete steps to improve your model.

Expert Consultation

A 30-minute call with our team to review the findings and recommendations.

Our Process

1

A 30-minute call to understand your specific needs.

2

Our team conducts the comprehensive audit.

3

A 30-minute review call to deliver the results.

Turnaround Time: 1 Week

Pricing

Choose the level of support that's right for your stage of growth.

Product Key Focus Price
Pro Forma Complete, investor-ready financial model for fundraises & long-term strategy.
from $1325/month
Valuation Services available as an add-on.
Enhanced Dashboard Advanced insights with variance analysis, revenue trends, and runway forecasting.
$750/month
Or $250/month as an add-on to the CFO Plan.
Basic Dashboard Monthly snapshot of profitability, burn, and liquidity. $500/month
Cash Strategy Budget Optimize liquidity and cash deployment with scenario planning. $500/month
One-Time Model Builds A complete financial model delivered as a one-time project. Custom Quote
Retainer Services Ongoing, flexible FP&A support on an hourly basis. $37.5/hour

The Enduring Planet Difference

We’re not just vendors; we are your embedded financial partners, dedicated to fueling the growth of world-changing climate ventures. Our model is designed for continuous value, ensuring your financial strategy is as resilient and impactful as the solutions you're building.

No Large Up-front Fees

Unlike the typical $8k-$10k consultant fee, we get you started without the heavy initial cost, preserving your cash.

Amortized Development

We spread the cost of the initial model build over an implied 12-month period, making best-in-class FP&A accessible.

All-Inclusive Monthly Support

Your single monthly fee covers the build, ongoing updates, regular meetings, and hands-on support.

Don't just take our word for it..

Hear directly from the climate leaders we partner with.

"Enduring Planet has a great reputation in start up support for advanced financial modeling, and strategic introductions to potential investors, helping us prepare for scale and align our fundraising with key growth milestones. Enduring Planet has been highly responsive and deeply capable, delivering an incredible pro forma that gives us the clarity and confidence to make smart growth decisions. Dimitry has been a great partner in shaping our investor strategy and making valuable introductions to potential investors. Their support has been instrumental in helping Windlift reach the next level of financial readiness and operational planning."
Laura Kottke, CFO, Windlift
"We chose to work with Enduring Planet because of their unique focus on climate tech companies and their deep understanding of the challenges in this space. Beyond their FP&A expertise, they also brought valuable connections to climate-focused venture investors, which aligned with our growth strategy. Their flexible engagement model and fair pricing made it easy to get the right level of support at the right time. Our experience with Enduring Planet has been excellent. They’re responsive, easy to schedule with, and the financial model they built is clear, practical, and easy to work with. They consistently answer our questions, proactively seek feedback, and adapt quickly when changes are needed. I also appreciate their patience and understanding with my busy schedule and the inevitable last-minute requests. We look forward to continuing to work with them for the long term."
Daniel Wojno, Co-Founder and COO, Loa Carbon
"Enduring Planet has an excellent understanding of the climate tech space, as well as a reputation with climate tech investors. They also deeply understand the needs of early stage start ups from an operational perspective. They worked with us on our pro-forma for our recent equity raise and their model was just what we and (and our investors) needed to understand the fundamentals of our business. I also find their monthly KPI dashboard extremely helpful as well in terms of gleaning insights on our financial performance."
Jon Schwartz, Head of Finance & Biz Ops, Elephant Energy
"My experience with Enduring Planet has been excellent. They’ve consistently met my needs as they’ve evolved, showing remarkable flexibility in building additional features into our reports, creating KPI dashboards, updating our model, and making modifications — all without nickel-and-diming us with extra hourly charges. They genuinely care about our business, often asking thoughtful questions about its health and offering insights from a finance perspective, including pointing out red or yellow flags and suggesting solutions. This combination of technical expertise, flexibility, and genuine interest has made them an invaluable partner. They’ve given us the confidence to make informed decisions and communicate our financial position clearly to both our team and investors. I would highly recommend them to any early-stage startup looking for a finance partner who truly treats their customers with care and respect."
Jesse Hynes, COO & CFO, Climatebase
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Ready to Build a More
Enduring Business?

Let's discuss how our FP&A expertise can support your mission.

contact@enduringplanet.com