STARTUP CONSULTANCY AUTOMATION

Problem Statement

Chartered Accountants and financial consultants engaged in startup advisory services face significant time constraints when preparing comprehensive documentation for clients. Creating market research reports, business plans, and financial models manually requires approximately forty to sixty hours per client engagement. This time-intensive process limits the number of startups a practice can serve, creates bottlenecks in service delivery, and makes it challenging to maintain consistent quality standards across multiple engagements. Furthermore, modern investors expect complete documentation packages that include business plans, pitch decks, financial models, and one-pagers, all of which must be internally consistent and professionally formatted.

How the Tool Works

The workflow begins when startup information is entered into a Google Sheets template. Upon triggering the workflow, the system automatically creates a dedicated Google Drive folder for the engagement and initiates parallel processing streams. A research agent conducts comprehensive market analysis using established consulting frameworks including TAM/SAM/SOM methodology for market sizing and Porter's Five Forces for competitive analysis, producing a six-page market research report that meets professional consulting standards.

Simultaneously, the financial modeling engine extracts assumptions from the research data and builds an integrated three-statement model covering profit and loss, balance sheet, and cash flow projections for twelve to thirty-six months. The system performs automatic balance sheet reconciliation, calculates comprehensive financial metrics including profitability ratios, liquidity measures, efficiency indicators, and growth projections, and converts the entire model into an interactive HTML dashboard.

A business plan generation agent then synthesizes the research and financial projections into an investor-grade document with proper structure, maintaining consistent professional tone throughout. The system integrates financial highlights naturally within the narrative rather than relegating them to appendices. In parallel, a pitch deck agent generates nine-slide presentation content following proven narrative structures, which is then rendered into a professional presentation through the Gamma API integration.

The workflow concludes by producing a one-page executive summary in HTML format that condenses key metrics, investment highlights, and contact information into a print-ready document. All outputs are automatically organized in the designated Google Drive folder with proper naming conventions and version control. The complete documentation package is delivered within twenty-four to forty-eight hours, representing a ninety percent reduction in time compared to manual preparation while maintaining professional quality standards suitable for investor presentation.

Throughout the process, the system maintains audit trails and ensures consistency across all documents by using the same underlying assumptions and data sources. Professional review and sign-off by a qualified Chartered Accountant remains essential before client delivery, with the automation serving to augment rather than replace professional judgment.