In 2020, SavvY prepared a financial model for investors interested in the wine factory project. Throughout this project, the team developed the forecasted revenues and expenses, capital expenditures and working capital of the project, investment appraisal, and presentation for the company's founders.

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Supra wines

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At SavvY, our Investment Teaser service is designed to transform promising ventures into bankable opportunities by preparing investor-ready materials that clearly communicate the project's value, potential returns, and strategic positioning. Whether the goal is to attract equity investors, strategic partners, or institutional financiers, we build compelling, data-driven cases for investment.We help companies articulate their investment value through:<ul><li style="text-align:justify;">Commercial and Market Insight: We assess the industry landscape, consumer trends, and competitive benchmarks to validate the market opportunity. &nbsp;</li><li style="text-align:justify;">Financial and Operational Appraisal: We conduct thorough financial diagnostics, refine existing models or create new ones, and assess profitability potential using metrics like IRR, NPV, and payback period. &nbsp;</li><li style="text-align:justify;">On-the-Ground Validation: Through site visits and operational reviews, we ensure that the assumptions presented to investors are realistic and defensible. &nbsp;</li><li style="text-align:justify;">Tailored Investor Materials: We produce professionally structured teasers and pitch decks that present the opportunity with clarity, relevance, and credibility.</li></ul>

When you need us

We help businesses transform their concepts, assets, or operations into attractive, investor-ready propositions by offering a comprehensive blend of strategic, financial, and communication services:<ul><li style="text-align:justify;">Strategic Business Assessment We evaluate the company’s positioning, development prospects, and market relevance. This includes assessing the business model, identifying growth opportunities, and aligning the strategy with investor expectations and market dynamics. &nbsp;</li><li style="text-align:justify;">Market &amp; Competitive Intelligence We analyze global and local industry trends, consumer behavior shifts, and market entry or growth opportunities. Our benchmarking covers direct competitors, pricing structures, demand trends, and customer preferences to help contextualize the company’s value proposition. &nbsp;</li><li style="text-align:justify;">Financial Diagnostics &amp; Investment Modeling We review or develop financial models that reflect realistic revenue and cost structures. This includes due diligence of historical performance, analysis of business risks, and robust forecasting using key investment metrics such as ROI, IRR, and NPV. &nbsp;</li><li style="text-align:justify;">Operational Review &amp; Validation We conduct field assessments or site visits to understand internal processes, team capabilities, and operational risks. This grounds the investment case in verified data and demonstrates business readiness. &nbsp;</li><li style="text-align:justify;">Business Planning &amp; Value Storytelling We help businesses define or refine their growth strategy and articulate it in a compelling narrative. This includes structuring a development roadmap, outlining key initiatives, and linking financial returns with strategic actions. &nbsp;</li><li style="text-align:justify;">Professional Investment Materials We prepare high-quality investment teasers, pitch decks, and summary dossiers. These materials clearly communicate the business potential, investment needs, use of proceeds, and the expected value for investors. &nbsp;</li><li style="text-align:justify;">Investor Communication Support From positioning the opportunity to coordinating introductory conversations, we support the client in building trust with potential investors through clarity, transparency, and data-driven storytelling.</li></ul>

Wine factory Financial Model