Case studyKAN InvestmentFinancial planning · Commercial coordination

Financial planning and commercial coordination for a new product launch

BAMBUP is a bamboo-frame pop-up tent manufactured in Vietnam for export buyers, currently at prototype stage. Responsible for the commercial workstream: the 10-year financial model, pricing and MOQ analysis, supplier and contract coordination, and weekly project tracking.

Scenario model Pricing analysis Demo workbook

CompanyKAN Investment

Period2026, ongoing

RoleExecutive Assistant to CEO

ToolsExcel · web-based tracker

Data noteFigures are disguised planning outputs from a demo version of the model. They are forecasts, not achieved results; no buyer or agreement is presented as confirmed.

10 yearscash-flow model, 2026-2035

20comparable products benchmarked

12workstreams tracked weekly

3agreements prepared and followed up

Context and responsibilities

Product design was led by the investor and the production partner. Key inputs, including the joint design, unit cost, packed size and freight, were not yet final, so all commercial tools were built to be updated as inputs changed.

Responsibility 1

Financial planning and pricing

Built the 2026 monthly plan and the 2026-2035 cash-flow model with three scenarios.
Benchmarked 20 comparable products across five markets and prepared the quote and MOQ analysis.
Researched and shortlisted potential buyers and sourcing channels.

Responsibility 2

Supplier and contract coordination

Sourced canopy fabric suppliers and coordinated the sample to completion.
Obtained options and quotations for connectors, packaging and photo/video production.
Prepared and followed up one LOI and two framework agreements.

Responsibility 3

Project tracking

Set up and maintained the weekly tracker for 12 workstreams.
Recorded status, blockers, next actions and owners, with a weekly history.
Prepared the weekly status review for management.

10-year financial model

All assumptions are held on a single input sheet. Volume and price drive revenue, unit cost and freight drive margin, then expansion, royalty, marketing, tax and working capital lead to cash.

NPV (12% discount rate)

IRR

Payback year

Capacity expansion

Revenue per yearCumulative net cashUSD, demo values

Show the numbers

Capacity expansion is triggered when average monthly volume exceeds 500 units. Royalty is calculated on gross profit after expansion costs and split between two partners.

Units × price→Revenue−Unit cost & freight−Expansion=Adjusted gross profit−Royalty, marketing, tax−Working capital, capex=Net cash

Pricing and MOQ analysis

Twenty comparable 3×3 m shelters were benchmarked across five markets. Retail prices supported the intended quote; the analysis tested whether that quote remained profitable on a delivered B2B basis.

Quote per tent, Ex-Vietnam Core cost per tent

Net after 5% first-order discount

Margin Ex-Vietnam

Quote needed for 20% margin

Smallest order that breaks even delivered

Delivered margin by order size

Delivered cost includes fixed freight and handling per order, a per-unit delivery cost and a channel buffer. Smaller orders absorb a higher share of fixed cost.

Findings

At the intended quote, the Ex-Vietnam margin was thin and delivered orders were loss-making at every tested order size.

Recommendation

Hold the quote for review until the bill of materials, freight quotations and buyer margins are confirmed, before any buyer outreach.

Supplier and contract coordination

Coordination of supplier requests and commercial documents, with open terms and status maintained in one register.

Canopy fabricCompared fabric suppliers, selected one for sample production and coordinated the sample to completion. A supply framework agreement followed.Sample done · agreement pending signature

Components & servicesRequested options and quotations from connector, packaging and photo/video suppliers, and documented the specifications each quotation required.Quotes wait on final dimensions

LOI & framework agreementsPrepared and followed up one LOI and two framework agreements covering roles, confidentiality and supply terms, with comments and open terms consolidated.In follow-up · not presented as signed

Project tracking

A weekly tracker covering 12 workstreams, recording status, blockers, next actions and owners, with a week-by-week history. It serves as the basis for the weekly management review.

12 workstreams3 completed6 in progress3 pendingstatus, early October 2026

Outcomes

The product is pre-launch; outcomes are decisions and working practices rather than sales.

Centralised assumptionsSupplier quotes and price changes are entered once and update the full 10-year view.

Quote on reviewThe pricing analysis prevented an under-priced first quote from reaching buyers.

Weekly reviewEach workstream has a defined owner, blocker and next action every week.

07 · Demo files

Demo workbook

Select a scenario on the Dashboard or change any input cell; the forecast, KPIs and chart update accordingly. The pricing analysis and tracker template are included.

Disguised values. Structure and formulas follow the working model.

XLSX

BAMBUP Demo Model.xlsxDashboard · Inputs · Forecast · Scenarios · Pricing check · Tracker

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