Investor and Bank Relations

Let us present your company’s financial story.

Let us present your company’s financial story.

Investors and Banks are looking for key performance indicators before investing or loaning funds to an entrepreneur.

At Triple M Professional Corp. we assist entrepreneurs with organizing their financial records and presenting it through relevant reports, charts and financial models. This allows investors to assess the company’s performance and make an educated decisions based on actual and forecasted results.

In addition to assisting businesses in measuring their financial history, we also help plan for the future through budgeting, forecasts and financial projections.

Financial Presentation

Financial Models – Summarizing monthly performance, analyzing key results, tracking loan covenants and compiling relevant industry reports.

Pitch Decks – Summary of your company’s mission and vision, your team, solutions, past performance, future projections, customers, suppliers and market opportunities.

KPI Calculators – Tracking Key Performance Indicators to your business such as – percentage of returning customers, ROI on marketing dollars, sales growth rates, company productivity and other key performance ratios.

Cash flow analysis – An organization’s cash flow is a key indicator of its financial viability to investors and financial institutions. We’ll assess and monitor a company’s current and future cash flow.

Graphs and growth charts – Most investors are looking for visual summary of your company’s performance and future outlook. We’ll assist in constructing relevant professional visual aides to communicate your financial outlook.

Next Steps

Book a 15 min phone appointment or contact us to discuss your objectives.

We’ll provide a quote and a list of data required to begin our work.

Review the file and deliver reports based on engagement requirements.

Looking for a quote on Corporate Tax Filing?

Need more information? Contact us.