How Enduring Planet builds, audits, and maintains the financial infrastructure of climate SMBs and startups — from first model to investor-ready reporting.
Forecast with actionable insights to support your growth — a fully-integrated, drivers-based financial model built for fundraising, planning, and the decisions in between.
Objective & Use Cases
A long-range, accrual-basis integrated model covering key revenue segments, cost layers, headcount, CapEx, and capital formation strategy — tailored up front for either investor fundraising or internal strategic planning.
Fundraising for an equity or debt raise of any type or stage.
Long-range strategic architecture to plan for revenue mix, margin waterfall, profitability, working capital forecasting, lease liabilities, headcount planning, capital formation planning.
Overview
Every build starts with the decisions the model needs to support, then works backward to the structure that answers them defensibly and credibly. Each model has detailed financial statements, a narrative-driven executive summary or dashboard, an assumptions sheet, and additional layers as required.
Executive Summary
Visualize and compare different financial outcomes — Bear, Base, and Bull — to prepare for a range of future possibilities.
A detailed, month-by-month forecast for the next twelve months — projected revenue, profitability, and cash flow.
High-level yearly graphs with an interactive dropdown to visualize long-term performance and goals.
Statements
A complete picture of your financial health, fully-integrated.
Add-Ons
Custom features and one-time analyses can be built upon request. Such work will be scoped separately, with a cost estimate provided and approved in advance.
Scope
Built collaboratively with shared access throughout the build. Ongoing actuals updates, support meetings, and minor refinements are covered under an optional FP&A retainer — see Pricing.
Once the Model Is Live
Process
A Pro Forma build typically runs five weeks from onboarding to first draft. The schedule below sets out what happens at each stage and who is responsible for it.
Week 1 begins once the onboarding materials are received in full. Timelines shift with data readiness and scope; where a shorter turnaround is required we agree it on the discovery call. The two revision rounds cover changes aligned with the original scope of the build — material changes to that scope may require additional charges.
Monthly rolling forecasting that is simple, dynamic and easy to navigate to make key decisions and understand cash position.
Objective & Use Cases
A cash-based, monthly rolling forecast — lightweight, simple, dynamic, and easy to navigate — providing immediate visibility into cash in the bank, expected inflows, and committed outflows through an exclusively cash lens.
Weighing where limited cash goes based on expected inflows: when to make next hire, marketing budget expansion.
Post-fundraising evaluation of most optimum utilization of cash.
Overview
Built collaboratively with shared access. Updated monthly using data from Plaid.
Features
Understand the timing and sources of key inflows.
Bear, Base, and Bull scenario planning for key uncertainties.
Fixed, variable, and one-off expenses and vendor payments.
Current cash position with a clear six-month forecast.
Add-Ons
Custom features and one-time analyses can be built upon request, scoped separately with a cost estimate approved in advance — see Pricing for rates.
Scope
Reporting and Tracking
Process
A Cash Strategy Budget build typically runs three weeks from onboarding to first draft and hand-off, transitioning immediately into a monthly rolling forecast.
Week 1 begins once bank feeds are connected via Plaid and initial accounts are linked. The forecast updates continuously each month.
Your financial story, told through data — a monthly view of performance, profitability, and liquidity, updated with your actuals as each month closes.
Objective & Use Cases
A live, interactive reporting layer that synthesizes accounting and pro forma data into horizontal and vertical analysis, variance analysis with commentary, and clear trend visualizations.
Provide a comprehensive, executive-ready monthly reporting pack to leadership and the board.
Understand the pulse of the business and track performance against plan without navigating multiple disparate spreadsheets.
Determine the extent of accounting cleanup required — ensuring underlying book data is clean, consistent, and decision-useful.
Overview
One monthly dashboard, built on your accounting data and refreshed as each month closes. Coverage spans four areas.
Revenue
Where the growth is coming from
Profitability
What the growth actually earns
Cash and Runway
How long the cash lasts
Variance and Reporting
Where actuals part from plan
Updated monthly with actuals. Additional KPI customization available — up to 3 hours.
Features
Based on historical net burn rate — how long available capital lasts at current spending rates.
Revenue broken down by business segment, with trend tracking in absolute figures.
Growth percentages by segment to identify high-performing areas.
A comparative performance analysis for every month available in your accounting system.
Actuals against Pro Forma projections, monthly and quarterly.
Top 10 expenses, YTD and prior-year, plus margin trends.
Cash drivers across operating, investing, and financing activities.
Projected net burn and runway duration from cash flows.
A monthly summary emailed directly — key metrics, distilled.
Process
A Financial Dashboard build typically runs three to four weeks from onboarding to live reporting, followed by ongoing monthly refreshes.
Week 1 begins once accounting data access is granted. Dashboards refresh monthly following the client's close of books.
Dedicated finance partners, modelers, and strategic operators backing climate ventures.
Ramsha brings deep underwriting and credit analysis experience to Enduring Planet, evaluating over $10M across dozens of transactions. Previously supporting SIMA Fund I and Spark+ Fund, she is a CFA Charterholder and top IBA graduate.
Saqlain brings strategic expertise in financial planning, corporate budgeting, and treasury operations from K-Electric, Zaraye, and Louis Dreyfus Company. He holds a Warwick MSc in Finance, an IBA BSc, and is a CFA Level 3 candidate.
Mina brings extensive experience in financial modeling, valuation, investment diligence, and corporate planning across U.S. and Pakistan markets. Dedicated to scaling climate ventures, she holds an MS in Financial Engineering from New York University.
Ayesha brings five years of analytical experience across public equities and private equity, focusing on FP&A, M&A diligence, and restructuring at Arising Ventures. She holds a finance degree from IoBM and is a CFA Charterholder.
Abdul Basit brings five years of financial planning, forecasting, and performance modeling across the energy and industrial sectors, including K-Electric, Cnergyico, Nexamp, and Enerflex. He holds an NED engineering degree and an IBA MBA.
Asher brings over four years of investment banking, corporate finance, and valuation experience at True North Advisors, advising on local and cross-border transactions. He holds a degree from IBA Karachi and is a CFA Charterholder.
Zain brings over four years of FP&A and financial modeling experience across power, healthcare, and manufacturing, leading tariff and investment models at K-Electric. He holds an IoBM BS and is an MBA Fintech candidate at KSBL.
Umair brings deep expertise in FP&A, commercial analysis, and business partnering across Scents & Stories, Imtiaz, and Ideas, leading budgeting, variance reporting, and ERP implementations. He is ACCA qualified and an FMVA candidate.
Direct accounts 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 KottkeCFO, 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 WojnoCo-Founder & 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 our investors) needed to understand the fundamentals of our business. I also find their monthly KPI dashboard extremely helpful in terms of gleaning insights on our financial performance.
Jon SchwartzHead 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 HynesCOO & CFO, Climatebase
Let's discuss how our FP&A expertise can support your mission.
contact@enduringplanet.com