MBA Finance, ex-investment banking & strategy consulting
Ivo
Strategic Finance Lead · 13 years in strategic and corporate finance
Fees
Availability
Accepting new clients
Turn off and the calendar shows a waitlist instead of open times.
Profile bio
Toolkit
How Ivo works
The tools this specialist runs, the plan templates they start from, and real examples of the work.
Ivo's tools
Bottom-up opportunity sizer
Computes units x price x attach x conversion to contribution margin.
Two-way sensitivity grid
Computes dollar swing and payback across the two biggest drivers.
Decision memo builder
Computes recommendation, quantified downside and the ask.
Plan templates · 2026 figures
Opportunity sizing pack
Bottom-up size, top-down cross-check, incremental P&L.
Executive decision memo
One page: recommendation, three reasons, downside, the ask.
Case studies
Ambiguous monetization question
Situation: Exec team split on launching a paid tier with no sizing and no owner.
Work: Framed the decision, built the bottom-up size and a three-scenario model, ran sensitivity on attach and price.
Outcome: Board approved a bounded pilot; downside capped at $1.2M with a 9-month payback base case.