Planning & Analysis
Empowering venture-backed startups with customized planning processes
At Virgo Strategic, we help clients optimize the drivers of valuation and execute their next major transaction. Our Planning & Analysis services are designed to identify gaps versus what must be true to unlock your next round of financing or a successful exit. We work closely with your leadership team to develop strategic, operational, and financial plans, supported by robust modeling and performance metric analysis to guide decision-making and drive sustainable growth.
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Discovery Analysis
Analysis of key performance drivers to identify gaps, opportunities, and potential actions.
Virgo supports with key analyses of:
• Financial statements
• KPIs / metrics
• Unit economics
• Sales & services motions
• GTM productivity
• Forecasting accuracy
• Capital structure -
Strategic Plan
Develop a Board-approved strategic plan working backwards from the Founder's vision.
Virgo supports with process design, facilitation, and key analyses:
• Market sizing & segmentation
• ICP analysis & definition
• Competitive review
• Strategy articulation & presentation
• Inorganic growth opportunities -
Operating Plan & Budget
Develop a Board-approved operating budget aligned to the strategy and a cascade of organizational and individual goals.
Virgo supports with process design, facilitation, and key analyses:
• Driver-based business modeling
• Bottom-up functional expenses
• Cross-functional dependencies
• Constraints & guideposts
• Board & internal presentations
Plan for Success Today
Ready to optimize your business and drive sustainable growth? Let us help you craft a strategic and financial plan that sets your company up for long-term success.