Capstone – Project
Financial Modeling & Fundraising Strategy for Social Impact Data Tracking Company
A Collaboration Between
Quantibly is preparing for a fundraising round and needs your help! They hope that you’ll be able to dive deep into their existing business model and traction in order to help establish a set of key assumptions required to develop a comprehensive financial model. After that, they hope your new-found knowledge will also assist as they look to develop out their fundraising strategy and support materials, including their pitch deck and data room.
Project Topics
Reporting, Financial Planning & Analysis
Company Information
| Company | Quantibly |
| HQ | New York City |
| Revenue | Unlisted |
| Employees | 5-10 |
| Stage | Established Startup |
| Hiring Potential | Follow-on Projects, Formal Internship |
| Website | https://www.quantibly.com/ |
Company Overview
Quantibly is a unique SaaS solution that is targeted for the Social Sector to support every aspect of their data collection, fundraising, financial management and customer engagement processes. It allows the social sector organizations to set standards, realize their successes, and measure their impact.
Experiential Learning Program Details
| School | Dr. D Y Patil B School (DPU) |
| Engagement Format | - |
| Course | DPU Student Consulting Experience |
| Level |
|
| Students Enrolled | 127 |
| Meeting Day & Time | TBD |
| Student Time Commitment | 8-15 Hours Per Week |
| Company Time Commitment | 2 Hours |
| Duration | 7.14 Weeks |
Program Timeline
Key Project Milestones
-
August 3, 2021 - Deep Dive on the Business Model Concept & Key Competitors
- What is Quantibly trying to do?
- Who is their target audience?
- Who are their core users? How do they interact on the platform?
- What do you think of the product experience so far?
- How does the business make money?
- Who are the company’s key competitors? What makes them similar / different?
Suggested Deliverable:
Produce an overview
-
August 18, 2021 - Establish Financial Model Assumptions
- What is the company’s revenue model? Are there multiple?
- What volume of customers does the company expect to serve over the next 1-3-5 years?
- What are the key cost considerations for a talent platform like Quantibly?
- Research financial model templates and resources that might be helpful as you explore this business model further
- What percentage of costs should be allocated to
- Product / Software Development?
- Sales
- Marketing
- Operations
- How will this ultimately change as the business grows
Suggested Deliverable:
Present your assumptions to the Quantibly team for feedback
-
September 1, 2021 - Develop Comprehensive Financial Model
- Build a financial model that showcases the feasible growth of the company over the next 5-years
- Do the revenues seem realistic?
- How about the costs?
- Does the company need to raise money? If so, how much? How soon?
Suggested Deliverable:
Showcase your working financial model to the Quantibly team
-
September 15, 2021 - Develop Broader Fundraising Strategy
- How should Quantibly approach the fundraising process?
- Can you help build a deck that showcases:
- Problem Statement
- Product / Solution
- Traction
- Team
- Financial Model
- Fundraising Terms & Use of Proceeds
- What types of investors might be interested in participating in a Pre-Seed / Seed round?
- How can you help Quantibly best prepare for an A-round in the future?
Suggested Deliverable:
Using the financial model and your understanding of the business, help Quantibly build a comprehensive fundraising deck and strategy
Project Resources
There are no resources currently available