How to plan and track your business
without Excel

How to plan and track your business without Excel

Click Play to Watch 5-min Product Tour

BCG DV
sage-new
sodexo-new
prosiebensat-new
ga-new
pwc-new

Yes! I am ready to win the trust of investors and executives

How it works

Plan growth
smarter

Apply our blueprints, models, drivers and benchmarks to standardize and supercharge your business planning

Manage metrics
which matter

Design business models based on metrics which matter most. Unlock untapped potential in shaping and validating them.

Make better
decisions faster

Delight Investors and Partners with the best growth scenario for your business

Track and finally
learn

Collaborate, gain transparency and insights from having all your cases in one place

Plan Growth Smarter

Create Your Business Model from Scratch 
to answer 6 Key Investor Questions

Q1: What's your revenue Potential? - Set up your Customer Lifecycle

  • Add Funnel, Subscription, One-Time or Pay-per-use Revenue Streams to model the customer lifecycle and contracts
  • Pick Forecast Models to feed Volume into the lifecycle model
  • Add Conversion Rules to simulate up-selling and convert customer from one stream to the next
  • Add Churn to mimic contract cancellations

Q2: Is Your Business viable ? - 
Add revenue related cost

Add Cost of Goods Sold and Cost of Customer Acquitions (for Leads, Marketing and Selling) as

  • Time-based Cost – e.g. Hosting
  • One-time Volume-based Cost – e.g. for Onboarding
  • On-going Volume-based Cost – e.g. for Call Center Charges
  • One-Time or irregular cost – e.g. for Events

Q2: Is Your Business viable ? - 
Add revenue related cost

Add Cost of Goods Sold and Cost of Customer Acquitions (for Leads, Marketing and Selling) as

  • Time-based Cost – e.g. Hosting
  • One-time Volume-based Cost – e.g. for Onboarding
  • On-going Volume-based Cost – e.g. for Call Center Charges
  • One-Time or irregular cost – e.g. for Events

Q3: When are you becoming profitabel?
Add Headcounts and Expenses

Set up Teams linking them to direct or indirect cost and hire

  • Jobs – e.g. Hire the CTO in February
  • Job Groups – e.g. Hire 1 Engineer per month
  • Team Roles – e.g. Hire 1 Agent per 100 Customer
  • Mgr. Roles – e.g. Hire 1 Lead per 6 Engineers
  • Add Staff related cost – e.g. IT Onboarding Cost per new Employee
  • Add Expenses Groups for indirect cost – e.g. Admin Cost in % of Revenue

Q4: What is the maximum Invest required?
Add Investments and Funding

Set up Capital Groups with

  • Funding Events – e.g.  Bank Balance at Start and Loans with interest
  • Investments – e.g. Buy IT Hardware and depreciate over 60 month

Q4: What is the maximum Invest required?
Add Investments and Funding

Set up Capital Groups with

  • Funding Events – e.g.  Bank Balance at Start and Loans with interest
  • Investments – e.g. Buy IT Hardware and depreciate over 60 month

Q5: What If?
Simulate, Share and Export

  • Create Scenarios of the Same Business Model and Compare Potential
  • Share your Lean-Case Scenarios with Peers or Decision Makers for Editing or Viewing
  • Browse and Download Data and Charts for further Analysis
  • … and even download a working Excel Model
    for banks or VCs or clients

Q6: What's your progress against plan?
Run monthly Standups

  • Measure projections against results
  • Track goals to understand the gaps
  • Integrate Actuals from 3rd party system
  • Track business objectives to ensure succes

Learn about our Metrics by Watching our Product Tour

Q6: What's your progress against plan?
Run monthly Standups

  • Measure projections against results
  • Track goals to understand the gaps
  • Integrate Actuals from 3rd party system
  • Track business objectives to ensure succes

Learn about our Metrics by Watching our Product Tour


Much wiser decisions

In using Lean-Case for our innovation services, we understand the realistic revenue levers and cost drivers much better. What a joy compared to any Excel work! Our financial decisions are much wiser now, our risk of taking bad decisions has decreased significantly.


Ralph Meister

COO Sodexho

ralph meister

Investor Trust

Ask any startup founder and they will tell you that the hardest part in succeeding is not getting funding for a great idea. I don’t think we would have managed to get our investors trust us without the solid business plan we’ve built with the help of Lean-Case.

Aran Hamilton

President / Founder Vantage

Aran Hamilton

Metrics which Matter

We were introduced to Lean-Case through our accelerator and we loved it right from the start. We are typical "Excel Modelers", but this amazing software got us understand what metrics matter for the business and the investors, how to plan the right way and how to get a flawless pitch.

Simone Di Somma

CEO INNaaS

Simone Di Somma

Yes! I am ready to win the trust of investors

Manage metrics which matter

Use One of Our Business Model Blueprints to get started

blueprint_overview
Getting started with Lean-Case Business Case Templates
  • If you don’t have the time or expertise to create your business model from scratch – simply pick from our growing list of business model blueprints below. This comprehensive set of blueprints covers most scenarios we see in business.
  • However, if you don’t find a blueprint to match your business scenario – let us know and we’ll create it.
  • Once you’ve picked your blueprint – load it in Lean-Case and you’ll be well on your way to creating a comprehensive business model – complete with alternate scenarios – and a full profile of your business numbers.

Pick from our Growing List of Lean-Case Business Model Blueprints:

  • Freemium – Subscriber Upsell
  • Freemium – Service Upsell
  • eCommerce – Acquisition
  • eCommerce – Loyalty
  • eCommerce – Hybrid
  • eCommerce – Dropshipping
  • Low Price Offer – Product Cross-Sell
  • Low Price Offer – Subscriber Cross-Sell
  • Advertising – Display Ads
  • Advertising – Affiliate Links
  • Advertising – Pay per Click
  • Mobile App Download
  • Account-Based Forecasting
  • Cost-Benefit Analysis
  • SaaS – SMB 
  • SaaS – Midmarket
  • SaaS – Enterprise Model
  • Sales Target (Rule-of-78)
  • SaaS Template – Point9 
  • SaaS Template – David Skok
  • Pay-per-Use – Minimum Fee
  • Pay-Per-Use – $-Fee per Transaction
  • Pay-Per-Use – %-Fee of Trx Volume
  • Pay-Per-Use – Trx-Fee which ever higher
  • Transaction Processing Model
  • Commission-based Model
  • Software License / Maintenance Model
  • IP License / Royalty Model

YES! I Want "The Lean-Case Business Planning Tool" Today

Make better decisions faster

Simulate with Business Model Scenarios (What If's)

Model the Real World

Lean-Case allows you to model the real world – as it unfolds in various business scenarios. For example, let’s say you want to figure out how to double your revenues.

If your model is in Excel – all you need to do is double your advertising or the number of salespeople – and your sales will double.

Get-Keep-Grow
Incremental Improvements

Create Scenarios

But that’s not how it works in the real world. In real life, it’s about incremental improvements in many different steps.

With Lean-Case, you can run as many Business Model Scenarios as you wish – seeing how realistic changes in different variables changes the final figures.

Learn about Scenarios by Watching our Product Tour

ProjectScenarios
Saving and switching Scenarios with descriptions
ProjectScenarios
Saving and switching Scenarios with descriptions

Create Scenarios

But that’s not how it works in the real world. In real life, it’s about incremental improvements in many different steps.

With Lean-Case, you can run as many Business Model Scenarios as you wish – seeing how realistic changes in different variables changes the final figures.

Learn about Scenarios by Watching our Product Tour

Ask Unlimited "What If" Questions

You can also ask an unlimited number of "hat If" questions in your new scenarios ... What if churn increases? What if we increase our prices? How will moving from momthly to yearly billing affect cash flow?

WhatIfScenarios-2
What If Questions

Loved by Corporate Investors

With Lean-Case, we created a revenue focused, transparent and logical financial plan for our follow up round. Highly professional, super efficient and loved by our corporate investors.

The Standard for Business Plannning

I have been extremely impressed at how Lean-Case has allowed the team to deliver highest quality efficiently across a wide variety of business cases in a very short time.Lean-Case will become our standard tool for business planning.

Business Focus

Trying to understand Excel Models to evaluate a business opportunity if frustrating. Lean-Case provides right platform to evaluate opportunities focusing the discussion on business assumptions and learnings. Now we can really focus on what matters, growing the business!

Lean-Case sets a Standard

Lean-Case should be the Standard for every VC! We've been able to raise our initial round of $36m for Newstore working with the Lean-Case Team. The approach is focused on the customer lifecycle which is the key driver for revenue planning. Logical but very hard to do in spreadsheets.

profile-pic
Elmar Eperiesi-Beck CEO & Founder - eperi Software
profile-pic
Jürgen Eckel Partner and Managing Director - BCG Digital Ventures, Berlin
profile-pic
Ingo Franz Venture Partner - Kreaxi
profile-pic
Stephan Schambach Serial Entrepreneur - Newstore, Demandware, Intershop

YES! I'm Ready To Create A Strong Business Plan Quickly

Track and Finally Learn

Sharing - Reporting - Exporting Your Lean-Case

Sharing

You can share your Lean-Case projects, and set permissions for each user. You can also select which “Scenarios” are shared with them.

share_lean_case
Sharing with Editors and Viewers

Reporting

The Dashboard is split up into 3 sections: Profit & Loss – Insights – and Key Metrics.

Within each of these, you can explore many different views of your data.

See summary reports of your profit & loss summary, paying customers, cash flow, and key metrics. Or review detailed level reports, or comparison reports from dozens of viewpoints.

Learn about Scenarios by Watching our Product Tour

NEW Demo 17-7.00_27_00_19.Still238
Insights Menu with different views
NEW Demo 17-7.00_27_00_19.Still238
Insights Menu with different views

Reporting

The Dashboard is split up into 3 sections: Profit & Loss – Insights – and Key Metrics.

Within each of these, you can explore many different views of your data.

See summary reports of your profit & loss summary, paying customers, cash flow, and key metrics. Or review detailed level reports, or comparison reports from dozens of viewpoints.


Learn about Scenarios by Watching our Product Tour

Data Exporting

Lean-Case also provides exporting functionality for all data calculated in Lean-Case. You can export the charts, or the data from each chart. 

From any Check Page and your Profit & Loss statements, you can export monthly, quarterly, yearly, or only the “totals” data.

From the Insights menu, you can download the data for every chart – allowing you to create the charts in Excel.


data_export
Exporting Data

And For Stakeholders That Require It:
Export Lean-Case Project as working Excel Model

Even though Lean-Case is a far superior way to create business models and scenarios - there are still stakeholders that require your business model in Excel.

You may need to submit a spreadsheet for a bank loan, or send to VCs for funding consideration. And if you are a consultant, you can amaze your clients with the most comprehensive business model in Excel they have ever seen.

Lean-Case allows you to download the full model - so you'll have a fully editable Excel sheet of your entire business model.

I'm in to Create a Strong Business Plan -
even exporting an Excel Model all without using Excel

Track and Finally Learn

Lean-Board Enables The Monthly Standup:
Measure Projections Against Results

While Lean-Case enables you to set forward-looking projections, Lean-Board allows you to measure the projections against the actual result and set, manage and track your business objectives - even by connecting to 3rd party systems.

There is a huge opportunity if you measure the actuals and progress. Where you are today versus where you set the projection? Understand if there are any huge gaps.

Understand the gaps - Track Goals

Goals are numbers that define what success looks like. In reviewing your KPI goals, check actual data, analyse problems and define Goal Status as well as Progress and Next Steps.


LB_Goal_1
Lean-Board - Tracking Goals

Ensure Success - Track Objectives

Objectives set the direction for the organization on what are we trying to achieve. In tracking objectives, define objectives and their priorities, capture status and analyse progress and define next steps.

Learn about Scenarios by Watching our Product Tour

LB_Obj1
Insights Menu with different views
LB_Obj1
Insights Menu with different views

Ensure Success - Track Objectives

Objectives set the direction for the organization on what are we trying to achieve. In tracking objectives, define objectives and their priorities, capture status and analyse progress and define next steps.

Learn about Scenarios by Watching our Product Tour

Integrates Actual Data

Integrate performance data from 3rd party systems  (e.g. from ChartMogul or DATEV - more to come).


LB_Goal_CM
Lean-Board - Tracking Goals

Make the right investment decisions

Over the past 20 years, I've worked closely with startups - I've been a startup - I've invested in startups - and I've worked with consultants, VCs, incubators and accelerators.

I understand all sides of the game. I know what all parties want, and need. And how to bridge the gap between them.

Lean-Case was born out of this experience. And from seeing countless attempts by startups, entrepreneurs, and businesses to recreate the wheel when presenting to investors and other stakeholders.

I've already paid these dues ... you don't need to.


Everything you need has been built into Lean-Case, so you can on DAY ONE, present your business like a seasoned professional - and get the green light you're seeking.

Eckhard Ortwein

Echkard Ortwein
CEO & Founder Lean-Case

Calculating your Business Plan
without Excel

>