Financial Modeling

Overview

What we deliver

We build three-statement models, fundraising decks, and decision-support models that stand up to investor diligence.

We build financial models that finance teams, boards, and investors trust. Our work covers three-statement operating models, fundraising and investor models, M&A and LBO models, unit economics, SaaS metrics, and capital project evaluation. We follow institutional best practice with clear inputs, calculations, and outputs, full audit trails, and consistent formatting so the model is easy to update and audit. Each model ties P&L, balance sheet, and cash flow with proper working capital, debt, and tax mechanics under the relevant framework, whether that is US GAAP, IFRS, or UK FRS. We pressure-test assumptions, build scenarios, and document logic so successors can maintain the model without rebuilding. The output is a working model with a written user guide, a presentation-ready summary, and the analytical scaffolding leaders need for major decisions.

Fit Check

Built for teams like yours

Who it's for

Founders raising a round
CFOs supporting M&A
Boards evaluating capital projects
PE deal teams
Companies entering new markets

Pain points we solve

Models that break under scrutiny
Inconsistent P&L, balance sheet, and cash flow
Hard-coded inputs and hidden errors
Missing scenario logic
Models no one can update

What's included

Capabilities

Everything we cover in this engagement.

Three-statement operating models
Fundraising and investor models
M&A and LBO models
SaaS and subscription metric models
Unit economics models
Capital project and ROI models
Scenario and sensitivity analysis
Model audit and rebuilds

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Brief and design

We confirm purpose, audience, and structure of the model.

02

Inputs and drivers

We gather drivers, historicals, and policy assumptions.

03

Build and link

We build the three statements with proper linkages and checks.

04

Scenarios and review

We add scenarios, run sensitivities, and pressure-test logic.

05

Handover

We deliver the model, user guide, and walkthrough.

What you get

Deliverables & outcomes

What you get

Working financial model
Scenario and sensitivity outputs
Summary output tabs and charts
User guide and assumptions log
Audit checks and integrity tests
Presentation-ready summary

Outcomes you can expect

Investor and board confidence
Faster decision cycles
Clear view of capital needs
Defensible assumptions
A model the team can maintain

Timeline

3 to 8 weeks per model

Engagement

Monthly retainer, Project, Sprint

Tools we use

Excel, Google Sheets, Causal, Macabacus, Power Query

KPIs we track

Model integrity, scenario coverage, build time, error rate, stakeholder approval cycles

Client stories

What clients say

"

We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.

P.M.

"

Our SDRs were spending two hours a day copying lead data between Salesforce, Outreach, and a Google Sheet nobody owned. They mapped the whole flow, stitched it together in n8n, and added a dedupe step we did not even know we needed. Got 38 hours a week back across the team. The SDRs were the ones who pushed to expand it further.

Rebecca F.

Proof