Strategic Add-On

Custom models for
complex decisions.

Bespoke financial models built for your specific situation — fundraising, M&A, pricing strategy, or any decision that requires rigorous financial analysis.

DCF Model
Financial Model · 5-YearBuilt
Revenue CAGR38.4%years 1–5
Terminal Value$08× EBITDA
NPV (WACC 12%)$0↑ base case
Payback Period2.8 years↓ from 4.1
✓ Three-statement · DCF · Sensitivity · Investor deck
IRR: 34.2%5-year projection

What we build

Fundraising Models

Investor-ready financial models — 3-statement model, use of funds, and valuation support.

Pricing Models

The financial impact of pricing changes — on revenue, margin, and customer economics.

M&A Models

Acquisition analysis — synergies, integration costs, and pro forma combined financials.

Unit Economics

LTV, CAC, payback period, and contribution margin — the metrics investors care about.

Common pain points

When you need a model, not just a spreadsheet

Investor asks for a model and you send a P&L

A historical P&L is not a financial model. Investors want to see your assumptions, your drivers, and your scenarios — not just last year's numbers.

Acquisition math done on a napkin

M&A decisions made without a proper model — no synergy analysis, no integration costs, no sensitivity analysis. The deal looks good until it doesn't.

Pricing decisions without unit economics

You're setting prices without knowing your customer acquisition cost, lifetime value, or payback period. You're flying blind.

Fundraising without a defensible plan

A financial model built in a weekend for a fundraise — with assumptions that don't hold up to investor questions. It costs you credibility and time.

How it works

Three steps to clean financials.

01

Scope & Assumptions

We define the purpose of the model, the key decisions it needs to support, and the assumptions we'll need to build it. You review and approve before we start building.

02

Model Build

We build a clean, auditable model with clearly labeled assumptions, scenario toggles, and output dashboards. Every formula is documented and traceable.

03

Walkthrough & Handoff

We walk you through the model in detail — so you understand every assumption and can update it yourself. You get the model and a written summary of key findings.

By the numbers

Results that speak for themselves.

100%
Upwork Job Success Score
62+
Businesses served
0
Minimum per model
8+
Industries served
Common questions

Frequently asked questions.

What types of financial models do you build?

Three-statement models, LBO models, DCF valuations, unit economics models, SaaS metrics models, real estate pro formas, and acquisition models. If you have a specific use case, ask us.

How long does it take to build a model?

Typically 1–3 weeks, depending on complexity. A simple unit economics model can be done in a few days. A full three-statement model with scenarios takes longer. We'll give you a clear timeline after scoping.

Do you build models in Excel or Google Sheets?

Both. We default to Excel for complex models and Google Sheets for models that need to be shared and updated collaboratively. We'll use whatever works best for your team.

Build the model your decision requires.

Book a discovery call and we'll scope your financial model.