Procedure: Business plan for startups - User Manual

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Description

Leanus allows you to process in real time a business plan complete with Cash Flow Statement, Balance Ratios, DSCR extension, LOM and much more on both an annual and monthly basis. The Business Plan generally uses historical accounting data as a reference for automatic processing

To elaborate the Business Plan for a startup, which therefore does not have an accounting history, it is necessary to create an analysis from scratch using one of the following procedures (or using the "Provisional Master Data" function provided for Corporate users.

Procedure #1

Log in to Leanus in the Reserved Area (if applicable)
Go to Menu Process Analysis / +Load Balance Sheets, Manual Entry of Accounting Data on Predefined Schemes
Select the Input Accounting Statement = Civil Code, Name, Tax Code , accounting period (generally coinciding with the expected date of incorporation)
Insert at least one value one value in the prospectus (generally Share Capital and Liquidity)
Confirmation
Go to the Business Module / Income Statement / Numerical Analysis to enter the Income Statement hypotheses (repeat the operation for the Balance Sheet)

Procedure #2

Access Leanus in the Reserved Area (if provided)
Go to the Menu Process Analysis / +Upload Balances, Loading procedure via L1
Enter the name and tax code (even fictitious) of the startup in Excel
Enter the month of creation of the startup in the excel (Ex. 30/09/2023(9) for a startup set up in September 2023)
Load model L1
Go to the Business Module / Income Statement / Numerical Analysis to enter the Income Statement hypotheses (repeat the operation for the Balance Sheet)