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FINANCIAL MODELING

Financial models built for fundraising decisions

We build clean, defensible models that help you raise, plan, and answer investor questions with confidence.

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What this is

A good financial model is not a spreadsheet that "looks complex." It's a decision tool that ties your strategy to numbers investors can believe. We help you build (or rebuild) a model that is:

  • Easy to understand and audit
  • Grounded in clear assumptions
  • Consistent with your deck narrative
  • Ready for investor diligence

What you get

  • 3-statement model (P&L, cash flow, balance sheet) or a simpler forecasting model when appropriate
  • Unit economics (CAC, LTV, payback, gross margin drivers)
  • Revenue build matched to your business (SaaS, marketplace, fintech, e-commerce, services, etc.)
  • Headcount and opex planning tied to your operating plan
  • Runway and cash needs with burn and hiring scenarios
  • Scenario planning (base, upside, downside)
  • Key metrics dashboard for founders and investors
  • Clean formatting, structure, and documentation so it's usable

Use cases

  • Fundraising (pre-seed to Series A+)

  • Pricing changes and go-to-market planning

  • Budgeting and runway management

  • Board updates and KPI reporting

  • Diligence prep and investor follow-ups

Our process

1

Intake and context

We align on your business model, pricing strategy, go-to-market, team plan, and fundraising goal.

2

Assumptions and drivers

We define the key value drivers and assumptions, then pressure-test them.

3

Model build

We build a structured model with clear tabs, logic, and checks.

4

Scenarios and sensitivity

We create base, upside, downside, plus sensitivities on the most important drivers.

5

Review and handoff

We walk you through how it works, what matters most, and how to update it.

Package

Recommended

Full Financial Model

Built for fundraising and real planning, not spreadsheet theater

A complete financial model that investors can trust and you can actually use.

Includes

  • Driver-based revenue build (SaaS, marketplace, fintech, e-commerce, services, etc.)
  • 3-statement model (P&L, cash flow, balance sheet) when relevant for your stage
  • Unit economics (CAC, LTV, payback, gross margin drivers)
  • Headcount plan and operating costs tied to your plan
  • Base, upside, downside scenarios + key sensitivities
  • Runway, burn, cash needs, raise planning
  • KPI dashboard + assumptions documentation
  • Clean structure, checks, and audit-friendly formatting
Turnaround2 to 4 weeks
Revisions2 rounds
DeliverablesExcel or Google Sheets + export-ready PDF + walkthrough call
Start Financial Modeling

FAQs

Yes. We'll build a model around drivers and assumptions, and make uncertainty explicit.
Yes, but we keep it simple and defensible for your stage.
That's the point. Clean structure, clear assumptions, and checks.

Get a model investors can trust and you can actually use.

Send what you have (even if it's rough) and we'll recommend the right scope.

Start a financial model project