Every model is built to be a living tool your team can update and present from — not a static one-off spreadsheet that's obsolete the month after delivery.

Key Benefits

Why Clients Choose This Service

01

Fundraising-Ready From Day One

Models built to the standard investors and lenders expect to see in due diligence.

02

Scenario Planning, Not Guesswork

Test pricing, hiring, and growth scenarios before committing resources.

03

A Model You Can Actually Use

Clean, well-documented Excel models your own team can update going forward.

04

Valuation You Can Defend

DCF and comparable company analysis built on defensible, documented assumptions.

Features

What's Included

Areas of Expertise

Budgeting & Forecasting

  • Annual Budgets
  • Rolling Forecasts
  • Departmental Budgets
  • Variance Analysis

SaaS Modelling

  • MRR Forecasting
  • ARR Forecasting
  • Churn Analysis
  • CAC Analysis
  • LTV Analysis
  • Cohort Analysis
  • Runway Calculations

Startup Models

  • Seed Round Models
  • Series A Models
  • Investor Forecasts
  • Pitch Deck Financials

Valuation Models

  • DCF Valuation
  • Comparable Company Analysis
  • Acquisition Analysis
  • Business Valuation

3-Statement & Scenario Models

  • Integrated Income Statement, Balance Sheet & Cash Flow
  • Scenario & Sensitivity Analysis
  • Project Finance Models

Deliverables

  • Dynamic Excel Models
  • Management Dashboards
  • Investor Reporting Packages
  • Board Reporting Templates
  • Scenario Analysis Models
Industries Served

Where This Service Delivers The Most Value

SaaSStartupsE-CommerceReal EstateTechnologyProfessional Services
Software & Tools

Platforms We Work In

ExcelGoogle SheetsPower BI
Our Process

How a Financial Modelling Engagement Runs

01

Assumptions Workshop

We work with you to define the business logic and key assumptions driving the model.

02

Model Build

A fully linked 3-statement or scenario model is built to your specification.

03

Stress-Testing & Review

Assumptions are sensitivity-tested and the model is reviewed against your actuals.

04

Handover & Training

You receive the model, documentation, and a walkthrough so your team can run it independently.

FAQ

Financial Modelling — Common Questions

Yes — every model is built with clear, documented formulas and a structure your team can maintain without us.
Yes, this is one of our most common engagements — models built specifically to the standard investors expect for a given round.
Yes — MRR/ARR forecasting, churn, CAC/LTV, and cohort analysis are a core specialism.
Dynamic Excel by default, with Google Sheets available on request.
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