✦ BUSINESS PLAN✦ EUROPEAN METRICS✦ FUNDING & CAPITAL RAISING✦ COMPANY VALUATION✦ KPI & MANAGEMENT CONTROL✦ M&A AND RESTRUCTURING✦ STARTUPS & NEW VENTURES✦ FREE ANALYSIS IN 24H✦ BUSINESS PLAN✦ EUROPEAN METRICS✦ FUNDING & CAPITAL RAISING✦ COMPANY VALUATION✦ KPI & MANAGEMENT CONTROL✦ M&A AND RESTRUCTURING✦ STARTUPS & NEW VENTURES✦ FREE ANALYSIS IN 24H
📊 Strategic Financial Consulting for Companies  ·  Business Plans with European metrics  ·  Free meeting
Logotipo Cláudio Gomes - Consultor Financeiro
Cláudio GomesCrédito • Seguros • Imobiliário • Consultoria
📊 Companies & New Ventures · 15 Years of Experience

Strategic Financial Consulting
for Companies and New Ventures

Preparation of business plans with European metrics, financial structuring, strategic planning and support in funding, M&A and sustainable growth processes.

I give personal, dedicated attention to each project — I don't work in volume.

EBITDAIRRNPVWACCPaybackIFRSDCFStress Test
💬 Book a Free Meeting📋 Request a Business Plan
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European Metrics
Services for Companies

Financial Solutions for Growth

From idea to investor, from business plan to restructuring — full coverage of corporate financial consulting.

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Business Plan with European Metrics

Projections that pass scrutiny with banks and funds.

Preparation of professional business plans with 5-year financial projections, sensitivity analysis, scenarios and metrics aligned with the standards required by European funds and banks.

Detailed financial projections (P&L, Balance Sheet, Cash Flow)
Metrics: EBITDA, IRR, NPV, Payback, WACC
Stress test and pessimistic/base/optimistic scenarios
IFRS, ESMA and EBA Guidelines standards
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Structuring & Funding

Capital raising ready for investors.

Full preparation for capital-raising processes — equity, debt, European funds, business angels and venture capital. Includes pitch deck and financial model.

Professional Pitch Deck
Financial Model in Excel
Due diligence preparation
Funding roadmap
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Strategic Planning & KPIs

Management by numbers, not by intuition.

Definition of financial strategy, KPIs, management-control dashboards and monthly/quarterly monitoring of company performance.

Definition of strategic KPIs
Executive management dashboard
Quarterly performance review
Detailed budget control
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Company Valuation

What is your company really worth?

Professional valuation of companies and projects using multiple methods in line with international standards — DCF, market multiples and net asset value.

DCF valuation and market multiples
Complete valuation report
Sector comparables analysis
Fairness opinion for M&A
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Support for Startups & New Ventures

From the idea to the first round of funding.

Support from the initial idea through to the first funding round. Creation of a business model, projections, cash-flow plan and full preparation for investors.

Validated business model
3-5 year projections
Cash-flow plan and burn rate
Investor pitch preparation
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M&A and Restructuring

Mergers, acquisitions and capital exits.

Support in merger, acquisition, company-sale or financial-restructuring processes, including financial due diligence and negotiation of terms.

Complete financial due diligence
M&A transaction modelling
Negotiation of terms and conditions
Post-M&A integration
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Business Plan with European Metrics

Business plans that meet the highest standards required by institutional investors and European banks.

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Financial Projections

Detailed 5-year P&L, Balance Sheet and Cash Flow, with assumptions explained.

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Key Metrics

EBITDA, ROE, ROIC, IRR, NPV, Payback Period, WACC and Break-even.

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Sensitivity Analysis

Pessimistic, base and optimistic scenarios with stress testing of critical variables.

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European Standards

Alignment with IFRS, ESMA and EBA Guidelines — the standard for European funds.

Not All Business Plans Are the Same

Three Types, Three Different Objectives

A business plan for bank financing, for a European fund application or for a private investor don't share the same focus — each responds to different evaluation criteria.

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For a Bank

The focus is repayment capacity: cash flow available for debt service, collateral, amortisation schedule and the business's resilience to adverse scenarios. This is what credit-risk analysis will scrutinise.

Guide: Bankable Business Plan →
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For a European Fund / Portugal 2030

Here the criteria change: eligibility against the specific call, impact indicators (employment, innovation, sustainability), execution timeline and budget framework within the programme's rules.

Guide: Portugal 2030 Calls for SMEs (PT) →
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For an Investor

Here what matters is the growth story: market size, competitive advantage, traction, valuation, use of funds raised and exit strategy — what underpins the decision to invest.

How I Work

From the initial meeting to final delivery

1st meeting
01

Briefing Meeting

We understand the project, objectives, market and financing needs.

1-2 weeks
02

Data Collection

We analyse financial information, market, competition and baseline assumptions.

3-5 weeks
03

Preparation & Review

Building the financial model, validating the data and reviewing it together.

final delivery
04

Delivery & Support

Delivery of the business plan, pitch deck and support presenting to investors.

FAQ

Frequently Asked Questions About Consulting

What is the difference between a regular business plan and one with European metrics?+

A business plan with European metrics includes detailed projections under IFRS standards, sensitivity analysis, stress testing, DCF valuation and metrics such as IRR, NPV and WACC — the standard required by European investment funds and banks.

How long does it take to prepare a complete business plan?+

Typically between 4 and 6 weeks, depending on the complexity of the project and the availability of information from the client.

Do you work with early-stage startups?+

Yes. I have experience with seed and Series A projects, helping structure the business model, projections and pitch preparation for investors.

Does the business plan include support for presenting to investors?+

Yes. In addition to the full document, I also deliver a professional pitch deck and support in preparing the presentation for investors and banks.

Do you carry out company valuations for sale processes?+

Yes. I carry out professional valuations using DCF, market multiples and net asset value analysis, including a valuation report and fairness opinion for M&A processes.

Strategic Meeting

Structure your project

Free meeting. Response within 24 hours. No obligation.