Financial Modeling
Numbers that tell the truth
Robust financial models and projections you can trust for decisions. From simple forecasts to complex investment analysis—built right the first time.
What's Included
What You'll Get
Working Model
Excel or Google Sheets model with clear structure, documented formulas, and input flexibility.
Visual Dashboard
Charts, graphs, and KPI summaries for easy interpretation and presentation.
Analysis Summary
Written summary of key findings, assumptions, and recommendations.
Pricing
Basic Financial Model
Clean, functional models for straightforward projections.
- Single scenario projections
- Clear assumptions documentation
- Excel/Google Sheets format
- Built-in charts and visuals
- 1 round of revisions
- Video walkthrough of the model
Ideal for: Early-stage projections, simple P&L forecasts, or personal financial planning.
Get StartedComplex Financial Model
Sophisticated models with scenarios and sensitivity analysis.
- Multi-scenario analysis
- Sensitivity tables and toggles
- DCF or comparable analysis
- Dashboard with KPIs
- 2 rounds of revisions
- Detailed methodology notes
- Live walkthrough session
Ideal for: Fundraising, M&A evaluation, real estate investments, or board presentations.
Get StartedDue Diligence Package
Comprehensive financial analysis for major decisions.
- Full company/asset analysis
- Risk assessment framework
- Comparable company analysis
- Investment memo format
- Red flags and concerns flagged
- 3 rounds of revisions
- Q&A follow-up session
- Updates for 30 days
Ideal for: Investment decisions, acquisitions, major partnerships, or investor pitches.
Get StartedWho This Is For
Perfect For
- Founders preparing for fundraising
- Real estate investors analyzing deals
- Corporate teams building business cases
- Individuals making major financial decisions
- Advisors needing client-ready models
Common Models
- Startup financial projections (3-5 year)
- Real estate pro formas and IRR analysis
- SaaS metrics and unit economics
- DCF and comparable company valuations
- Personal financial planning models
Frequently Asked Questions
What tools/formats do you deliver in?
I primarily work in Excel and Google Sheets for maximum compatibility. Models are structured with clear tabs for inputs, calculations, outputs, and documentation. I can also deliver in other formats upon request.
Can you work with my existing models?
Absolutely. I can audit, improve, or extend existing models. Often, cleaning up and documenting an existing model is faster than building from scratch.
How do you handle confidential financials?
All client data is treated as confidential. NDA available upon request. I can work with anonymized data for highly sensitive situations, or use secure file sharing for materials.
What if my needs are outside these packages?
These are starting points—most projects are custom scoped. Book a call to discuss your specific needs and I'll provide a tailored quote.
Do you provide ongoing model maintenance?
Yes! I offer retainer arrangements for clients who need ongoing updates, scenario runs, or model enhancements. Ask about monthly retainer options.
Ready to Model Your Future?
Book a free 15-minute call to discuss your modeling needs and get a custom quote.
Book Your Free Call