Software As a Service Startup Capital Raise
BluPrint developed a detailed, driver-based financial model to support capital raising efforts for an energy storage technology business. The engagement focused on quantifying future performance, assessing capital requirements, and framing investor return expectations across multiple growth and execution scenarios.
All deliverables were prepared on a confidential, white-labeled basis.
Services Provided: Operating Financial Modeling, Corporate Modeling, Scenario & Cash Flow Analysis
Engagement Context:
The business operated in advanced energy storage and power systems for industrial and commercial applications. While the company had promising technology and early commercial traction, leadership required a rigorous analytical framework to articulate future financial performance, estimate funding needs, and evaluate the impact of alternative capital structures.
The objective was to build a financial model that would support investor discussions, internal planning, and strategic decision-making during the capital raise process.
Our Work:
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​BluPrint developed a bottoms-up financial model tailored to the company’s business drivers, cash flow profile, and growth strategy.​
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The scope of work included:
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Constructing a detailed operating model capturing revenue streams, cost structure, research & development investment, and working capital dynamics
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Forecasting cash flow under base, upside, and downside scenarios to evaluate funding needs and runway under alternative growth assumptions
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Quantifying the impact of potential capital raise sizes on liquidity, projected returns, and growth pacing
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Producing investor-oriented outputs such as cash flow waterfalls, valuation metrics, and required return sensitivity tables suitable for integration into investor presentations and diligence materials
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Structuring the model with transparent assumptions and flexible logic to support ongoing iteration as investor feedback and market data evolved
Outcome:
The completed financial model provided leadership with a clear, data-driven view of future performance, funding requirements, and the financial implications of alternative capital raise scenarios. The analysis enabled disciplined planning around the size and timing of the raise, while supporting investor conversations with coherent, quantitative outputs. The model became a central analytical tool during the capital process, informing both internal decision-making and external presentations to potential investors.