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18 Ways to Make Your Financial Model Stand Out to Investors

David Teten

This allows readers to differentiate your file from all of the other files they receive, and also easily track the evolution of your document as it changes. A good model needs to factor in cash collections, disbursements, and other working capital considerations with a Balance Sheet and Statement of Cash Flows.

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The Key Elements of the Financial Plan

Up and Running

Balance sheet. Major corporations use pro forma statements to illustrate projected numbers, like in the case of a merger or acquisition, or to emphasize certain current figures. Balance sheet . Your balance sheet is a snapshot of your business’s financial position—at a particular moment in time, how are you doing?