During your VFD Pro trial you can evaluate the full functionality of the platform and have access to the ‘Support’ and ‘Resources’ available in the VFD Academy. Request a 28-day trial.
What’s included in your 28-day trial:
Future Focus
Create a future focused client meeting agenda in under 5 minutes. Demonstrate the current value of their business and the potential for the future.
Regular Reporting
Every business owner serious about growth and efficient management of their business needs a regular review of their Management Information.
Planning & Forecasting
Everything you need for planning and forecasting as part time Finance Director / CFO to provide the financial support essential to all businesses.
Exit Planning
Everything you need to help your clients build equity value and when the time comes, to exit successfully. Including valuations and due diligence.
Your VFD Pro trial timeline
VFD Pro flexible approach means you can tailor reporting and model generation to you particular needs. Each VFD Pro connection generates range of reports linked to level of support and planning required.
Business Overview (Unlimited connections)
Generate the incredibly valuable Business Overview Report for as many clients as you wish.
Compliance+
Transform your client meetings by focusing on the future and potential for improvement in profit, cashflow and the value of the business by using the Client Discussion Model, preparing for high value client meetings in under 5 minutes. Further info.
Advisor Lite
Provides a comprehensive set of management reports track and highlight variance in performance this year (rolling 12 months and/or year to date) covering every financial aspect of business performance. Further info.
Advise & Grow
Everything you need to provide your clients with a comprehensive part-time FD / CFO service, including growth planning models and tools and the Forecast, Funding Proposal and Performance vs Forecast reporting. Further info.
Grow & Exit
Everything you need to help prepare for business exit, including the Financial Due Diligence Report, Valuation Model and the Exit Forecast, Funding Proposal and Performance vs Exit Forecast reporting. Further info.
Reports produced in your branding
Your reports will be produced with your own branding. Your logo and colour scheme will be used throughout.
What happens after 28 days?
Once your trial period is complete you will still have access to the following:
Business Development (1 connection)
Access to a full suite of Growth Planning Models, Reports and Analysis.
Compliance+ (1 connection)
Transform your client meetings by focusing on the future and potential for improvement in profit, cashflow and the value of the business by using the Client Discussion Model, preparing for high value client meetings in under 5 minutes, and automate the delivery of the Business Overview Report to deliver outstanding value for clients, and increased fee income for the practice.
