Research

You’ve heard it before. AI is changing everything. But let me tell you what’s actually happening in our Zurich office at Albusi. We’re financial analysts. We build pitch decks. We create financial models. And we just cut our modeling time in half using Claude Projects. To be specific, AI financial modeling with Claude was just…

Here’s what most people don’t understand about business cases – the company with the better product doesn’t always win. I’ve spent over 15 years preparing companies for investment rounds, watching some pull in $40m+ while others crash and burn with superior technology. The difference? Strategy over innovation. Let’s talk about the perfect business case study…

You saying your merger and acquisition strategy will transform your business does not make it true, does it? What if you have more capital than your competitors? That still does not guarantee transformation success. Then what would? Having the best integration team? All these are elements. You could be stronger than someone else in a…

The traditional investment documents that entrepreneurs have relied on for decades are rapidly becoming obsolete. In my 15 years as an investment consultant in Zurich, I’ve witnessed the complete transformation of how investors evaluate opportunities, and frankly, static quarterly reports won’t cut it anymore. Why Traditional Investment Documents Are Failing Modern Investors AI has fundamentally…

When I first started my consulting practice in Zurich fifteen years ago, the healthcare sector was a fortress of human interaction. Every patient touchpoint required human intervention, creating what venture capitalists called “defensible moats.” Today, watching Assort Health secure $50 million to automate patient phone calls makes me question whether investing in biotech startups​ has…

AI financial statement analysis​ is rapidly becoming the latest tool that accelerators and investors claim will revolutionize due diligence. Big names like Y Combinator and Techstars are experimenting with these platforms. With their promise of instant insights, they’re positioning themselves as game-changers. But here’s what 15 years of investment consulting has taught me: when something…

A proper financial projections example should fit on one page and tell the complete story. For instance, if your startup generated $2 million in recurring revenue last quarter, that’s your opening line—not buried on page 15 of a complex spreadsheet. After 15 years of investment consulting, I’ve seen entrepreneurs lose deals because their financial projections…

You saying your financial analysis is bulletproof doesn’t make it accurate, does it? What if you’ve spent months perfecting your business plan’s financial projections? That still doesn’t guarantee you’ve caught every critical error. Then what would protect you? Advanced spreadsheet formulas? Complex financial models? These are just tools. In my 15 years as an investment…

In my 15 years as an investment consultant in Zurich, I’ve watched brilliant startups stumble during investor meetings simply because they couldn’t speak the financial language fluently. While these terms are essentially interchangeable, understanding their contextual usage can make or break your next funding conversation. There’s a voice in their heads that wonders what the…

When Ami Colé’s $3M venture collapsed last month, I wasn’t surprised—not because the beauty brand lacked potential, but because most private equity fund model excel templates focus on projections while missing the human dynamics that actually kill deals. After 15 years of investment consulting in Zurich, I’ve seen this pattern destroy more funded startups than…

We’re an investment preparation agency that’s been running for quite a while in Zurich, Switzerland. A team member once proposed to combine LLMs – financial statement analysis with large language models​ like GPT. Honestly, the opportunities if this works out are huge. For one, public companies release their financial statements all the time. A proper…

We’ve been building financial models for our clients for over 15 years. A CFO is a must when it comes to startups. But the costs of launching have been increasing, alot. The option of a fractional CFO just makes sense. But there is an appropriate fractional CFO hourly rate that you need to think of.…