Financial Modeling Services

Our financial modeling services give you a clean, defensible model that holds up under investor and lender scrutiny. We build driver-based projections, clear unit economics, and scenario analysis in an editable spreadsheet you fully control, with every assumption documented so you can answer any question in due diligence with confidence.

What is in our financial model

A good model is readable, not a black box. Reviewers should be able to trace any number back to an assumption and test it themselves. Every model we build includes:

• A fully editable Excel or Google Sheets file.
• 3 to 5 year income statement, cash flow, and balance sheet.
• A single assumptions tab where every driver lives and can be changed.
• Scenario toggles and a key-metric dashboard.
• A written walkthrough of how the model works and how to update it.

A linked 3-statement financial model

We build a connected three-statement model so a change in one assumption flows correctly through the income statement, balance sheet, and cash flow. That structure is what lets the model show not just profit but whether the business has the cash to operate. Our explainer on the 3-statement financial model covers how the pieces connect.

Unit economics that prove profitable growth

Investors look past top-line growth to the economics underneath it. We surface your unit economics, customer acquisition cost, lifetime value, margins, and payback, so the model shows that more spending produces more profit, not just more activity. See our guide to CAC and LTV for the metrics we build in.

Startup financial models, shaped to the business model

The drivers change with what you sell, and a model built on the wrong ones reads as template work. A SaaS model runs on MRR, churn, and net revenue retention; an ecommerce model on traffic, conversion, average order value, and repeat rate; a marketplace model on GMV and take rate with both sides of the network to grow; a services model on billable utilization and rates. We build on the drivers your reviewers will actually interrogate. If you want to feel the mechanics before commissioning the real thing, our free interactive startup financial model projects twelve months from a handful of assumptions; the commissioned build extends that logic to five years, your full driver set, and a document that survives diligence.

Fundraising, cap table, and dilution

When you are raising, we can model funding rounds, a cap table, and dilution so you understand ownership over time. The model shares its assumptions with your business plan and pitch deck, so the numbers are identical across every document a reviewer compares.

Scenario analysis

We build best, base, and worst-case versions so you and your investors can see how the business performs under different conditions. Scenario analysis signals maturity and helps you plan runway and hiring with eyes open. If you want to understand the method first, read how to create financial projections for a startup.

Hiring a financial modeling consultant

Vet a financial modeling consultant on how they structure assumptions, whether it is a genuinely linked three-statement build, and whether you can edit it yourself afterward. The real test of a financial modeling company is whether you can open the file six months later and still trace every number back to its driver. We work online with founders and small businesses nationwide, so the right financial modeler for hire is not limited to your zip code.

Cost and process

Models are quoted to scope. You send a written brief and your inputs, we build the model and document how it works, then refine across the included revisions. Most models are delivered within 7 to 10 business days, faster than the 2 to 4 weeks typical of larger firms, with rush options for active raises or loan deadlines. You leave able to edit and update it yourself. Request a tailored quote for your model.