Custom Financial Model

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About this service

Summary

A clear, user friendly financial model to support your business decisions and pitches. Wondering what this really means? Here's a quick overview, with work samples at the end.
Supports business decisions and pitches:
Dashboard that provides clear insights at a glance
Your story and assumptions are backed by data
Review Actual vs Projected to adapt as needed
Clear and user-friendly:
Looks and behaves more like an app, as opposed to a spreadsheet that makes you dizzy 😵
My Background
Ex-Deloitte CPA, with 20 years of experience. But someone knowing how to "build a model" is only a fraction of what you need to be successful.
You need someone with the ability to understand your business and goals, collaborate with management and work unsupervised. Leading to the best possible end result, with the least possible back and forth.
💬 Interested in a quick chat? Drop me a message

FAQs

  • What makes you different?

    A financial model is not about wiring up a spreadsheet, which is what most "experts" do. There's an end goal behind it, usually to support a pitch or manage finances. I act more as a business partner to help you achieve your goals offering advice and guidance.

  • Will you simply hand me a pre-built template?

    No. Every model is unique. There's always some degree of overlap between financial models, but I will only use a pre-built section if it's relevant. And customize it to make it a perfect match.

  • Will you disappear after you deliver your model?

    There is an end goal behind every model. I will be by your side until that goal is met. I will gladly answer any questions you have or revise the model to make it a better fit. Please be reasonable though. This doesn't mean lifetime support for free.

  • Is my data safe?

    Yes. ✨ I never share information between clients ✨ I don't use subcontractors ✨ Will sign any NDA ✨ Nobody touches my business laptop for any reason ✨ Everything is password protected (and it's not a name, date of birth, etc.)

  • Why don't you mention the price?

    Because every model is unique 😊. Prices typically range from $2.500 - $5.000. But if you also want to connect it to your systems so that it auto-updates itself on a daily basis then we really need to discuss your needs.

What's included

  • Dynamic Financial Model

    Build to your needs for decision making or funding: ✨ Custom inputs ✨ Cash Flow Forecasts (monthly and annual) ✨ Dashboard with key info ✨ Actual vs Projected


Skills and tools

Financial Advisor
Financial Consultant
Business Consultant
Microsoft Excel

Industries

Venture Capital
Finance

Work with me