Investor-Ready Financial Model for Wellness Startup

Are you building the next premium wellness space? This project showcases how I developed a dynamic, investor-ready financial model for a private members club, helping the founder refine pricing strategies and secure funding. With detailed revenue and cost projections, breakeven analysis, and a robust financial roadmap, this project demonstrates my ability to translate ideas into actionable business plans that win investor confidence.

Comprehensive financial model with dynamic variables for revenue, costs, and tiered memberships.

Pricing strategies to align value with profitability.

3-year financial projections, including breakeven and sustainability metrics.

Investor-ready documentation with clear insights and actionable data.

Understanding the Vision: Conducted collaborative workshops with the founder to understand the brand’s mission, target market, and operational blueprint.

Market & Data Research: Researched competitor pricing models, industry benchmarks, and market dynamics to inform financial assumptions.

Dynamic Model Creation: Built an adaptive Excel model with variables for membership tiers, pricing strategies, and service add-ons, allowing for scenario planning.

Testing & Iteration: Reviewed model functionality with the founder and refined projections based on feedback.

Polished Delivery: Delivered the final financial model with a clear investor-facing summary, ensuring the founder was prepared for funding discussions.

Outcome: The financial model positioned the wellness club as a viable business opportunity, helping the founder secure critical investor interest and initial funding.