Confirming Financial Story
Goal Librio: Make the pitch deck and financial model “investor ready so that the numbers back up the story.”

FS Partners Approach: Ideation workshops and financial model draft
In a series of workshops, Ed Russel (CEO Librio) and Christian Nauer (Scaleup Desk FS Partners) reviewed Librio’s track record identifying key variables that support the firm’s growth ambitions. Diving into the behaviors of the different cohorts it was found that the firm has accumulated an extremely sticky and engaged community of fans, a truly remarkable success for an e-commerce venture. Subsequently, Christian implemented a detailed financial model based on the growth levers identified that was subsequently used as the basis for a customized fundraising strategy.

Ed’s take on it
«FS Partner's service was tailor made for Librio as a company transitioning to scale but without the budget or workload for a full time CFO. Christian showed an incredible depth of understanding in our business and not only created an impeccable financial model but also gave the management team an entirely new insight into the driving factors behind our business.» 

Business Intelligence Dashboard
Goal OneDoc: Dashboard for daily financial data analysis and tracking performance of different license plans

FS Partners Approach: Connect Data of existing systems into a Power BI app
Leveraging OneDoc’s existing financial model and its underlying KPI framework, developed in an earlier project with FS Partners, Leandro Aeschlimann (Scaleup Desk FS Partners) gathered Arthur Germain’s (CEO OneDoc) core questions and requirements towards the dashboard in a series of workshops. Based on this, a data model and a visual mockup was established. For the MVP, it was decided to connect data from Bexio into a Power BI app. Once published, further changes were made based on OneDoc’s requirements.

Arthur’s view
«Leandro did an outstanding job understanding our requirements, building connectors to extract data from our existing software and consolidate it into a powerful and actionable dashboard. Leandro's business understanding and technical expertise were invaluable to the success of the project. Thanks to the dashboard, we are able to better understand our financials, including our revenue sources and customer segmentation and see the evolution per month, quarter and year. FS Partners’ dedication to finding the best possible solutions and delivering robust structures was evident throughout the project. Leandro's suggestions and inputs on best practices across different markets and businesses were also greatly appreciated.» 

Non-Dilutive Funding
Goal Digt: Close the deal with the bank for debt funding

In particular, DIGT was faced with the challenge of developing a financing strategy in line with its growth and ownership strategy and mapping it out in an adequate financial plan that would meet the demands of potential investors.

FS Partners Approach: Ideation workshops to identify funding options and amend financial model to cater to banks’ requirements
Tom Schlup (Scaleup Desk FS Partners) assisted DIGT's Finance Team in discussing their financing options and refining their financial plan. The financial model was extended with an integrated balance sheet and cash flow planning and the effective capital requirements as well as the intended use of funds were derived. On this basis, the expected cash flows of the planned growth could be planned and plausibly presented over several years and a sound basis for argumentation could be developed.

How DIGT experienced the FS Partners Support
«The cooperation with FS Partners has been extremely valuable and sustainable for Digt AG. Christian and Tom have not only supported us in the creation and specification of our financial model, but are also straightforward and solution-oriented advisors who are intensively involved with our strategy and business model. Together we develop solutions to position ourselves optimally for future challenges.»

Flexible Financial Expertise
Goal Lionstep: Access to senior financial knowhow to support internal finance resources

FS Partners Approach: CFO on Demand
Over the course of several years, FS Partners supported Lionstep to scale. As CFO on Demand, Isabelle Weber (Scaleup Desk FS Partners) helped Claudia Bolliger-Winkler (CEO Lionstep) setting up the financial structure and processes to be able to continue growing. Isabell also accompanied the firm through the yearend closing and its first audit. Additionally, Isabelle provided operational relief by taking care of global daily and monthly cash management, budgeting, lead and coordination of the subsidiaries’ financials, and monthly reporting and consolidation.