Capstone – Project

Financial Modeling & Fundraising Strategy for Social Impact Data Tracking Company

A Collaboration Between

Project Synopsis

Quantibly is preparing for a fundraising round and needs your help! They hope that you’ll be able to dive deep into their existing business model and traction in order to help establish a set of key assumptions required to develop a comprehensive financial model. After that, they hope your new-found knowledge will also assist as they look to develop out their fundraising strategy and support materials, including their pitch deck and data room.

Project Topics

Reporting, Financial Planning & Analysis

Company Information

CompanyQuantibly
HQNew York City
RevenueUnlisted
Employees5-10
StageEstablished Startup
Hiring PotentialFollow-on Projects, Formal Internship
Websitehttps://www.quantibly.com/

Company Overview

Quantibly is a unique SaaS solution that is targeted for the Social Sector to support every aspect of their data collection, fundraising, financial management and customer engagement processes. It allows the social sector organizations to set standards, realize their successes, and measure their impact.

Experiential Learning Program Details

SchoolDr. D Y Patil B School (DPU)
Engagement Format -
CourseDPU Student Consulting Experience
Level
  • All Graduate
Students Enrolled127
Meeting Day & TimeTBD
Student Time Commitment8-15 Hours Per Week
Company Time Commitment2 Hours
Duration7.14 Weeks

Program Timeline

Touchpoints & Assignments Due Date Type
DPU PRE-KICKOFF Q&A @ 8:00 AM ET

DPU PRE-KICKOFF Q&A @ 8:00 AM ET

July 23rd, 2021 Event na
REMINDER OF CONFIDENTIALITY

REMINDER OF CONFIDENTIALITY

During this program, you'll be working on a real project posed by a real industry partner. By registering for the CapSource system and participating in this Program, you are bound by the Rules of Engagement, including strict confidentiality of information shared with you. Please be respectful and professional.
July 23rd, 2021 Event na
Teams Finalized & Shared with Industry Partner

Teams Finalized & Shared with Industry Partner

 
July 25th, 2021 Event na
UPLOAD YOUR RESUME UPLOAD YOUR RESUME
 
July 26th, 2021 Submission Required submission-required
KICKOFF EVALUATION DUE

KICKOFF EVALUATION DUE

July 26th, 2021 Evaluation evaluation
Professional Development Session with Greg Zlevor, Westwood International

Professional Development Session with Greg Zlevor, Westwood International

July 27th, 2021 Event na
OFFICIAL PROJECT KICKOFF @ 8:00 AM ET

OFFICIAL PROJECT KICKOFF @ 8:00 AM ET

Industry Partner to Share Calendar Invite with Web Conference Details
July 27th, 2021 Event na
UPLOAD MILESOTNE #1 DELIVERABLE UPLOAD MILESOTNE #1 DELIVERABLE
August 3rd, 2021 Submission Required submission-required
TEMP CHECK #1 DUE

TEMP CHECK #1 DUE

August 10th, 2021 Evaluation evaluation
UPLOAD MILESOTNE #2 DELIVERABLE UPLOAD MILESOTNE #2 DELIVERABLE
 
August 18th, 2021 Submission Required submission-required
TEMP CHECK #2 DUE

TEMP CHECK #2 DUE

August 31st, 2021 Evaluation evaluation
UPLOAD MILESOTNE #3 DELIVERABLE UPLOAD MILESOTNE #3 DELIVERABLE
 
September 1st, 2021 Submission Required submission-required
Final Presentations

Final Presentations

Link provided by Industry Partner
September 14th, 2021 Event na
OFFICIAL PROJECT END

OFFICIAL PROJECT END

September 15th, 2021 Event na
UPLOAD FINAL PRESENTATION UPLOAD FINAL PRESENTATION
September 15th, 2021 Submission Required submission-required
UPLOAD FINAL REPORT UPLOAD FINAL REPORT
September 15th, 2021 Submission Required submission-required
PEER EVALUATION DUE

PEER EVALUATION DUE

September 17th, 2021 Evaluation evaluation
SELF EVALUATION DUE

SELF EVALUATION DUE

September 17th, 2021 Evaluation evaluation

Key Project Milestones

  • August 3, 2021 - Deep Dive on the Business Model Concept & Key Competitors

    • What is Quantibly trying to do?
    • Who is their target audience?
    • Who are their core users? How do they interact on the platform?
    • What do you think of the product experience so far?
    • How does the business make money?
    • Who are the company’s key competitors? What makes them similar / different?

    Suggested Deliverable:

    Produce an overview

  • August 18, 2021 - Establish Financial Model Assumptions

    • What is the company’s revenue model? Are there multiple?
    • What volume of customers does the company expect to serve over the next 1-3-5 years?
    • What are the key cost considerations for a talent platform like Quantibly?
    • Research financial model templates and resources that might be helpful as you explore this business model further
    • What percentage of costs should be allocated to
      • Product / Software Development?
      • Sales
      • Marketing
      • Operations
    • How will this ultimately change as the business grows

    Suggested Deliverable:

    Present your assumptions to the Quantibly team for feedback

  • September 1, 2021 - Develop Comprehensive Financial Model

    • Build a financial model that showcases the feasible growth of the company over the next 5-years
    • Do the revenues seem realistic?
    • How about the costs?
    • Does the company need to raise money? If so, how much? How soon?

    Suggested Deliverable:

    Showcase your working financial model to the Quantibly team

  • September 15, 2021 - Develop Broader Fundraising Strategy

    • How should Quantibly approach the fundraising process?
    • Can you help build a deck that showcases:
      • Problem Statement
      • Product / Solution
      • Traction
      • Team
      • Financial Model
      • Fundraising Terms & Use of Proceeds
    • What types of investors might be interested in participating in a Pre-Seed / Seed round?
    • How can you help Quantibly best prepare for an A-round in the future?

    Suggested Deliverable:

    Using the financial model and your understanding of the business, help Quantibly build a comprehensive fundraising deck and strategy

Project Resources

There are no resources currently available

Industry Mentors

Company Admin

Cyrus Kazi

[email protected]

Academic Mentors

Instructor

Sachin Napate 

[email protected]

Assigned Students

Student

Akshita Pokharna

[email protected]

Student

Anubhav Kumar

[email protected]

Student

Anup Kumar

[email protected]

Student

Manthan Ghadole

[email protected]

Student

Vinayak Sharma

[email protected]