ProgramsDPU Student Consulting ExperienceProjectsFinancial Modeling & Fundraising Strategy for Social Impact Data Tr...

Project Title: Financial Modeling & Fundraising Strategy for Social Impact Data Tracking Company

Quantibly

Details
Project Title Financial Modeling & Fundraising Strategy for Social Impact Data Tracking Company
Project Topics Reporting, Financial Planning & Analysis
Skills & Expertise
Project Synopsis: Challenge/Opportunity
Quantibly is a mission-driven technology company offering data tracking and performance tools for nonprofit and social impact organizations. As the company prepares for its next fundraising round, leadership is seeking support in building a robust financial model that reflects both the company’s existing traction and future growth plans.

This project invites a team of graduate students to analyze the company’s business model, develop a set of key financial assumptions, and support the design of fundraising strategy materials, including a pitch deck and data room structure. Students will work closely with the founding team to understand the social impact technology space and contribute directly to a capital-raising effort with meaningful financial and strategic implications.
Project Synopsis: Activities/Actions Required
  1. Review Quantibly’s current financials, pricing model, unit economics, and revenue projections.
  2. Conduct market research on comparable SaaS and impact-focused platforms to benchmark growth assumptions.
  3. Collaborate with the Quantibly team to define key assumptions (e.g., customer acquisition, churn, lifetime value).
  4. Develop a comprehensive 3–5 year financial model, including revenue, expense, cash flow, and valuation projections.
  5. Draft and iterate on an investor-ready pitch deck, integrating messaging, metrics, and visual storytelling.
  6. Recommend structure and materials for an investor data room, including due diligence documentation and KPIs.
  7. Propose a target list of investors or funding sources aligned with Quantibly’s mission and stage of growth.
Project Synopsis: Expected Results
  • Delivery of a detailed and flexible financial model grounded in research and internal data.

  • Development of a clear and compelling investor pitch deck.

  • Practical fundraising recommendations, including data room checklist and investor targeting strategy.

  • Positive feedback from Quantibly’s leadership and (if possible) investor stakeholders.

  • Alignment of materials with best practices for early-stage SaaS fundraising and impact investing.

Project Timeline

Quantibly - Financial Modeling & Fundraising Strategy for Social Impact Data Tracking Company
Due Date
Activities
Deliverables
Status
Action
Sat, 01/09/21
12:00 AM UTC
UPLOAD MILESOTNE #3 DELIVERABLE
Required Deliverable
Required Deliverable
Deliverable submission is required.
Mon, 03/08/21
12:00 AM UTC
UPLOAD MILESOTNE #1 DELIVERABLE
Required Deliverable
Required Deliverable
Deliverable submission is required.
Tue, 07/27/21
12:00 AM UTC
Program Kickoff
No Deliverables
No deliverables are required for this action item.
Location:
Fri, 10/08/21
12:00 AM UTC
TEMP CHECK #1 DUE
Required Evaluation
Evaluation submission is required.
View
Description:
Survey link: https://forms.gle/qehdB9gNSetDBLERA
Professional Development Session with Greg Zlevor, Westwood International
No Deliverables
No deliverables are required for this action item.
Description:
WATCH THE RECORDING
OFFICIAL PROJECT KICKOFF @ 8:00 AM ET
No Deliverables
No deliverables are required for this action item.
Description:
Industry Partner to Share Calendar Invite with Web Conference Details
TEMP CHECK #2 DUE
Required Evaluation
Evaluation submission is required.
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Description:
Survey link: https://forms.gle/qehdB9gNSetDBLERA
Final Presentations
No Deliverables
No deliverables are required for this action item.
Description:
Link provided by Industry Partner
OFFICIAL PROJECT END
No Deliverables
No deliverables are required for this action item.
PEER EVALUATION DUE
Required Evaluation
Evaluation submission is required.
View
Description:
Survey link: https://forms.gle/ENFdrEDMqt8oYNfN9
SELF EVALUATION DUE
Required Evaluation
Evaluation submission is required.
View
Description:
Survey link: https://forms.gle/Lu4riHeLYKUEdnGEA
UPLOAD YOUR RESUME
Required Deliverable
Required Deliverable
Deliverable submission is required.
UPLOAD MILESOTNE #2 DELIVERABLE
Required Deliverable
Required Deliverable
Deliverable submission is required.
UPLOAD FINAL PRESENTATION
Required Deliverable
Required Deliverable
Deliverable submission is required.
PRE-KICKOFF Q&A @ 8:00 AM ET
No Deliverables
No deliverables are required for this action item.
Description:
WATCH RECORDING
UPLOAD FINAL REPORT
Required Deliverable
Required Deliverable
Deliverable submission is required.
REMINDER OF CONFIDENTIALITY
No Deliverables
No deliverables are required for this action item.
Description:
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.
Teams Finalized & Shared with Industry Partner
No Deliverables
No deliverables are required for this action item.
KICKOFF EVALUATION DUE
Required Evaluation
Evaluation submission is required.
View
Description:
Survey link: https://forms.gle/za5XPXjP7HQcauYr8