Increase the Chances to get Startup Funding 

Lean-Case - A much better way than Excel to give Accelerators, Incubators, their Startups and Investors the numbers and metrics which they want

Creating meaningful, engaging and visually impressive business cases has never been easier!

A good business planning for your businesses should be easy, increase chances of startup funding for your portfolio companies and not take away from your time and energy. Lean-Case is the Business Planning Portal that is built from the ground up for investors such as accelerators, incubators and early stage VCs and their portfolio companies. And because we know that entrepreneurs are busy, Lean-Case is built with an obsessive focus on being as fast as possible to use. We’ve removed every possible barrier between the business idea in your head and a professional presentation of your Financial Business Model of that business to any investor.

The Big Idea in 155 Words

Not enough of your portfolio companies are getting funded.

One of the major reason they are not getting funded, is because they do not understand the metrics that matter – and do not know how to model their business and present it to investors. Business ideas may be novel and fun – but investors want to see hard numbers.

Revenues Customer Acquisition Cost Customer Lifetime Value Churn Cost Of Goods Sold Cost of Selling & Marketing Expenses & Overheads Unit Economics Cash-flow Profit and Loss

Excel is the business modeling tool of choice–but in Excel, most models are either too simplified, or overly complicated... and always error prone.


Investors have no patience for incompetence.

If you had a process and tool that allowed your portfolio companies to focus on simulating different business models - accurately and quickly –while presenting information in an investor friendly format ...

... your close rate on funded companies would increase dramatically.

Why It's Harder Than Ever for Incubators/Accelerators to Get Startup Funding ...

You have to find the best way to educate your startups and offer them real support and advice, in order to help them get the funding they need. Get all the support you need on a single business planning platform, with Lean-Case.

Economic Forces:

Tighter VC and angel money, means investors are more demanding, and want to see the numbers behind the story: Revenue projections, customer acquisition costs, lifetime value projections, how they interact with each other, and the assumptions behind the projections.

Technological Forces:

Crowdfunding, ICOs for tech startups –and other technologies allow startups tobypass Incubators and Accelerators– unless they deliver a higher percentage of funded projects.

Social Forces:

Business processes are going digital, and instant gratification is expected. Incubators and Accelerators who don't have a process and tools to create, analyze, and deliver accurate information to investors – will lose deals to those that do.

Startups Lack Expertise & Tools ...

You want your startups to get funded by investors.

But you're not really sure how to give them guidance so they produce the metrics that matter for investors.

In today's overheated market for capital –it's essential that startups are educated on: 

  • WHAT the metrics that matter are ...
  • HOW they work, and interplay with each other ...
  • How to PRODUCE these numbers ...

There is no proven and efficient process to create the business model, that lets startups "play" with the variables to verify their model.

There are no benchmarks for startups to reference, to be sure their models are in sync with business realities.

And finally, there are no tools– beyond unreliable Excel spreadsheets–to streamline this process. Tools that would prove he business model before submitting to investors. And tools that would provide the documentation and back-up investors want to see. 

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  • Startups might know the right business model for their business, but don’t understand how revenues, cash-flow and expenses are interrelated.
  • They don’t know the concept of unit economics that makes each business model work – Customer Lifetime Value and Customer Acquisition Cost are key metrics that most business plans ignore.
  • How to forecast revenues, using the right drivers, is a problem. How to link revenue-related costs to the right revenue drivers. And how to use the right formulas for recurring revenues.
  • For expenses, the assumptions used are too simplified. And headcount forecasts are usually wildly inaccurate and are not adapted to revenue side.

Startups Lack Expertise & Tools ...

If your portfolio companies have to create a business model to show investors, what are their options?

excel-problem

Excel is a solution. But it's really part of the problem. Using Excel always leads to inconsistent results.

You can't compare any of the business models, and probably 90% of the spreadsheets have significant errors.

Other solutions are built for professionals or designed for home businesses

To model the financials of a startup business – there are a few other solutions. The best are at the enterprise level – which require financial expertise and are priced out of range for most users. Then there are tools which are really designed for small home businesses. They only cater for very simple revenue models.

This is why we built Lean-Case

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It gives Incubators, Accelerators, and their portfolio companies the ability to quickly model and simulate different business models – accurately –and present the metrics in an investor friendly format.

Lean-Case is perfectly tailored for any business model a startup might be using and produces the metrics that investors are looking to see. It supports any revenue model, is completely customizable, and you can build any model in it faster than you could in Excel.

Lean-Case provides the Metrics
which matter to Investors

Lean-Case keeps your portfolio companies focused on the business strategies that will lead to success. Training and proven benchmarks are provided to ensure models are in sync with business realities. Time will be invested in understanding the key metrics – rather than trying to build a complicated spreadsheet.

You and your portfolio companies will have the ability to very quickly explore and simulate different business models. And demonstrate how they can go to the market. 

Creating unit metrics, solid numbers for customer acquisition cost and lifetime value, will cut through the haze and give a crystal clear, non-emotional view of the new business.

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How Lean-Case work for you, your portfolio companies and your investors

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Accelerators/ Incubators

Take the driver’s seat


Learn More

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Startups

Get answers to your critical business questions

Learn More

simple-steps

Startups

Break down business planning into simple steps 

Learn More

investors

Investors

Get what they want


Learn More

Lean-Case puts Incubators and Accelerators in driver’s seat

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Finally In-Charge
Manage your portfolio in your own branded workspace

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Your Standards
Apply your Standards to Modelling and Tracking

metrics

Metrics Literacy
Boost qualification with Metrics-which-Matter workshops.

processes

Simplified Processes
Speed up and improve screening, decision making, and investor demo

Finally In-Charge - Manage your portfolio in your own branded workspace

branded-workspace

Create your own branded workspace.

Invite Members - as many as you want – to join your workspace.

Your members become the owners of Lean-Case Projects.

All Members can share their Projects with you, their peers or investors to collaborate and or present it

Your Standards - Apply your Standards to Modelling and Tracking

Customers can set up their workspace with preferred branding, defaults settings, integrations and even their own customized models.

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Metrics Literacy - Boost qualification with Metrics-which-Matter workshops

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Lean-Case comes with mentorship programs, train-the-trainer courses, in-depth workshops, coaching sessions and tutorials.

Lean-Case Metrics-which-Matter workshops help users to understand the 101 of key metrics, unit economics and business model elements. Startups learn how to turn a business model into a business case.

Simplified Processes - Speed up and improve screening, decision making, and investor demo processes

Today’s spreadsheet graveyards prevent you from running efficient number-centric processes across your value chain.

With Lean-Case, start out small but move to optimize your numbers value chain -from recruiting opportunities to tracking your portfolio companies.

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In our incubator, we get to work with fantastic people with brilliant ideas, but little business experience. Lean-Case has offered us the means to help them understand what matters in their plans and what investors really want to see, and that makes all the difference.

Our job, as an accelerator has become much easier since we are using Lean-Case. We got on the same page with our startups, our plans and pitches look better than ever before and we see real results in getting more funding.

Having all the cases of our startups in one place and being able to adjust them dynamically has been a tremendous help for us. Lean-Case is really the only software were we were able to model very specific business cases, in great detail, and that made all the difference.

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Dr. Sebastian Schäfer CEO Techquartier
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Ram Shoham Founder at Frankfurt Accelerator
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Ed Smith Program Manager

For Startups - A much better way than spreadsheets to get fast, easy and effective answers to your critical business questions

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Smart Revenue Forecasts
What is your revenue potential?

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Critical Lifetime Value Economics
Are your unit economics healthy and is your business scalable?

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Automated Profitability & Cash-Flow
When does your business turn profitable and what are investment required?

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Simple Tracking
How does your actual business performance compare against plan?

Smart Revenue Forecasts - What is your Revenue Model?

By entering the few key assumptions and verifying the relevance of key variables, one will have a solid business model – along with the documentation and back-up investors love to see.

Business-model

Start by selecting the business model. The Lean-Case service comes with many business models already mapped out - Services, SaaS, Trx, Licenses, and more...

Define a typical Customer Contract for your first revenue stream – sales, revenue, churn, payment terms, .. 

Next, pick the go-to-market model for each revenue stream -direct, with sales teams, via sales partners, ...

Forecast your revenues by applying your sales targets - New customers, Revenue Quotas, Marketing Spent, ..

go-to-market
dashboard-reports

Comprehensive dash-boards and reports display all numbers visually, so you can see forecast results, revenue growth, number of customers, impact of customer churn as well customer downgrades and upgrades across time periods and revenue streams

No detail is too small –Lean-Case provides a true-view model of the business, with complete "what-if" flexibility – letting you and your start-ups run "stress-testing" scenarios to see how the model stands up.

Critical Lifetime Value Economics - Are your unit economics healthy and is your business scalable?

Next, Lean-Case walks the user through everything that is needed to calculate Customer Lifetime Metrics, to show the unit economics of a Customer Order, a Sales Team or Sales Partner

Enter the expenses related to revenues and customer acquisition - costs of goods sold, costs of selling, cost of marketing, sales staffing, ..

Link expenses to relevant cost drivers – on a % basis, based on time or driven by number of units, customers, sales teams, sales partners, ... so that your models make sense

cost-goods-sold

Lean-Case will now calculate unit economics - the customer lifetime value, and the CAC, or customer acquisition cost. It will also provide you with "viability metrics"– the LTV/CAC ratio, and months to recover CAC.

Dashboards provide a visual view of customer lifetime metrics, and economics for a single customer, sales team, and sales partner.

lifetime-metrics
customer-economics

Automated Profitability & Cash-Flow - When does your business turn profitable and what are investment required?

Finally, enter all other expenses related to Headcounts and Sales & Marketing, Research & Development and General & Administrative - so that Lean-case can calculate overall profitability, cash-flow and funding requirements

Set up dynamic teams structures - individual jobs and job groups with similar salary profiles such as software engineers.

Set up any Sales, Account Management and Customer Service Roles. Group them in hierarchies. Link hiring to your revenue forecast.

Capture headcount related cost making assumptions for one-time and on-going cost per headcount

Add any expense by linking them to cost drivers or by creating, editing or uploading any data series (e.g. rising interest cost, ..) 

Tag all your expenses enabling meaningful data analysis and simulation

dynamic-teams
investor-report

You’ll get all financial reports investors expect to see - a complete profit & loss statement, cash flow forecast, balance sheet, and more - all without ever having to look at a spreadsheet or worry about breaking a formula.

Your start-ups will be 100% investor prepared, with all the statements and metrics that matter to them, and all the back-up required to verify every number and scenario they might ask about.

Simple Tracking - How does your actual business performance compare against plan?

Finally, enter all other expenses related to Headcounts and Sales & Marketing, Research & Development and General & Administrative - so that Lean-case can calculate overall profitability, cash-flow and funding requirements

simple-tracking

To track your performance against your plan, capture your actuals on a monthly data or – in the future - connect to Quickbooks, Xero to upload them.

Track your actuals to support your quarterly and monthly business reviews and make the right adjustments

Our job, as an accelerator has become much easier since we are using Lean-Case. We got on the same page with our startups, our plans and pitches look better than ever before and we see real results in getting more funding.

Having all the cases of our startups in one place and being able to adjust them dynamically has been a tremendous help for us. Lean-Case is really the only software were we were able to model very specific business cases, in great detail, and that made all the difference.

In our incubator, we get to work with fantastic people with brilliant ideas, but little business experience. Lean-Case has offered us the means to help them understand what matters in their plans and what investors really want to see, and that makes all the difference.

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Ram Shoham Founder at Frankfurt Accelerator
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Ed Smith Program Manager
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Dr. Sebastian Schäfer CEO Techquartier

Lean-Case breaks down the business planning process into simple steps with instructions and examples

step-by-step

Step-by-Step Guidance
Follow instructions and Verify your assumptions against industry Benchmarks

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Realistic Models
Easily model the real world with forecast models, cross-sellling, up/downgrades mechanisms, virality and cost drivers

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Excel-like flexibility
Check, filter, slice, export and adjust your assumptions

share

Share and stay in control
Easily share your financials with your peers and investors

Step-by-Step Guidance - Follow instructions and verify your assumptions against industry Benchmarks

revenue-system

Get started in assisted mode - Lean-Case prompts for all the necessary information. Make use of definitions, charts, benchmarks, videos, examples, and tutorials built right into every screen and form.

Lean-Case not only forces you to think about and estimate all key variables, but also to consider the relations between all variables.

You can check against industry benchmarks – which are provided – plus play with various scenarios, to be sure all makes sense.

benchmark-data

Realistic Models - Easily model the real world with forecast models, cross-sellling, up/downgrades mechanisms, virality and cost drivers

Your model can include several revenue streams, e.g. license and subscription revenue as well as related professional service revenues.

Each revenue stream might use a different go-to-market model with related sales forecast quotas.

Revenue streams can even be linked to model cross-selling or customer up- & downgrades.

A Lean-Case can be a mix of components, with different revenue streams growing at different rates.

All variables, interrelationships, and potential scenarios are pre-built into the Lean-Case service.

realistic-model

Excel-like flexibility - Check, filter, slice, export and adjust your assumptions

flexibility

Adjustments can be made to any variable on a % basis, over time, or as specific values or increments. And broken out by individual months, quarters, years. Values can be edited directly, or Lean-Case will allow you to upload detailed spreadsheets of revenue or cost information.

As part of the modeling process, Lean-Case breaks each section out into "Plan", "Check", and "Track." Filter and audit data to be sure all the details are accounted for and simulate scenarios.

filter-audit

Share and stay in control - Easily share your financials

Collaborate easily- just share your Lean-Case.

Invite your team, your accountant, your business partners or investors to edit or review your Lean-Case.

While controlling full access to your model, you can even allow viral sharing

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Lean-Case gives Investors what they want

investor-dashboard

Investor-Ready Dashboards
Explore all key financial data in one dashboard

unit-economics

Unit Economics
Understand the viability of business, critical issues and sensitivities

standard-reports

Standard Financial Reports
All reports are generated which investors expect to see

insights

Finally Insights
Compare business models, metrics and ratios all using the same definitions

Investor-Ready Dashboards - Explore all key financial data in one dashboard

Explore out the box Investor-ready dashboards. All key parts of your business at a glance: Revenues & Profitability, Cash-Flow, Funding, Headcounts, Expenses and Break-Even.

Set filters to slice data for dashboard views across different revenue, cost and time dimensions.

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Unit Economics - Understand the viability of business, critical issues and sensitivities

Is your Lifetime Value significantly higher than the Customer Acquisition cost and are you recovering your CAC fast enough?

 Understand the viability of your plan, critical issues and sensitivities immediately and make changes before they happen in real life.

Bundle streams into different scenario. Test different what-if scenarios to maximise your outcomes

lifetime-metrics
sales-team

Standard Financial Reports -All reports are generated which investors expect to see

standard-report

You’ll get all financial reports investors expect to see.

Review your automatically generated financial forecasts as bank-ready reports and integrate them in your pitch.

Review all aspects – from your general cash-flow projections, to how much funding you need, to the value of your business.

Explore detailed operational reports for sales or headcount with all employee-driven costs

Finally Insights - Compare business models, metrics and ratios all using the same definitions

One place, all cases
Having all cases in once place, provides transparency and efficiency

Compare
No longer compare apples and pears. Compare business models, metrics and ratios all using the same definitions

Gain Insights
Learn across your portfolio. and make business analysis a piece of cake and demonstrate impact

insights

Having all the cases of our startups in one place and being able to adjust them dynamically has been a tremendous help for us. Lean-Case is really the only software were we were able to model very specific business cases, in great detail, and that made all the difference.

Our job, as an accelerator has become much easier since we are using Lean-Case. We got on the same page with our startups, our plans and pitches look better than ever before and we see real results in getting more funding.

In our incubator, we get to work with fantastic people with brilliant ideas, but little business experience. Lean-Case has offered us the means to help them understand what matters in their plans and what investors really want to see, and that makes all the difference.

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Ed Smith Program Manager
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Ram Shoham Founder at Frankfurt Accelerator
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Dr. Sebastian Schäfer CEO Techquartier

Take Your Company to the Next Level in Business Planning

Lean-Case will transform the way you create business cases and will put the power of revenue forecast, sales planning, and more, at your fingertips. Stop wasting time with cumbersome spreadsheets that aren't focused on your business growth. Click the button below and get started with Lean-Case today: