CASE STUDY
Customer
Industry: Sustainable Materials
Project: Preparing for investor outreach with financial planning and company valuation, supporting negotiations through to closing.
Company: Circularful GmbH, Österreich
Contact person: Veran Judmayer, Co-Founder & SEO
Financial Planning
A solid financial plan is the foundation of every well-informed decision.
Challenges
Following a successful market launch with over ten prominent hotel clients in Austria and Germany, Circularful Gmbh was preparing for another funding round with existing investor Greiner Innoventures.
Solution
- Support in preparing investor pitch materials
- Financial plan review and scenario analysis
- Valuation review and validation
- Briefing and debriefing for investor meetings
Results
Successful closing of the funding round in October 2024.
MATR. in the Media:
- Press Release on the Greiner Innoventures funding round
- Article in Brutkasten.
About the collaboration
Verena Judmayer on the collaboration:
As a young company, we faced the challenge of drawing up a convincing financial plan for investor meetings. With Petra’s support, we redesigned the entire financial plan, worked specifically on the structure, assumptions and calculation methods and were prepared for all queries. Her expertise and experience in M&A and startups were incredibly valuable. In the end, not only did we as founders have a clear roadmap, but we were also able to convince our investors and close a six-figure financing round.
Petra Wolkenstein on the collaboration:
It’s a true pleasure to support female founders with a sustainable product and an innovative business model. Verena and Michaela have a remarkable understanding of their market and have successfully translated their vision into a product that’s been enthusiastically embraced by the hotel industry. My heartfelt congratulations to both of you – wishing you all the best for your continued expansion!
Financial Planning
A solid financial plan is the foundation of every well-informed decision.