u/BourbonSipping

Are folks out here still hiring ppl to make pitch decks for them? You would think AI can do that now.

Over the past few years I’ve worked around finance, forecasting, and transaction environments where lenders, operators, and buyers closely scrutinize business performance.

One thing I’ve consistently noticed is that many logistics companies struggle with cash flow visibility, forecasting, and operational planning even during periods of strong revenue growth.

Common issues I see:

• growing too fast without enough working capital
• receivables crushing cash flow
• poor forecasting
• weak margin visibility
• equipment financing pressure
• not knowing true operating profitability
• reactive decision-making instead of planned growth

Happy to answer questions around:

• forecasting
• cash flow planning
• margins
• financing readiness
• KPI tracking
• scaling operationally
• preparing for growth or acquisition

Ask me anything.

And no this isn't an AI slop post lol

Not fishing but genuinely confused about next steps.

Over the past 3 years I've been helping private equity & venture capital firms with buying and selling companies. Part of this was getting the books ready for refinance or sell and to complete 24 month forecast. I want to expand and begin helping local businesses such as yourself with 12–24 month cash flow models, and monthly reporting packs banks or buyers will trust.

I have no idea how to get clients. Anyone here have any advice?

I'm trying to reach out to small retail property owners to offer portfolio optimization and asset management. Outside of crexi/costar, what are some good data sources? Plenty of SFH sources but can't find any really good ones outside of Crexi/Costar? I want to prove the concept first before I go with those more expensive services.