Financial Modeling (Advisory First)

$3,000.00

A custom-built financial model tailored to your business, your stage, and your audience — whether you're preparing for a raise or building internal clarity around your numbers.

Every model is built from scratch around your actual business logic, not a generic template. Depending on your needs, it can include a model overview, assumptions dashboard, unit economics, revenue build, COGS, OpEx, burn rate and runway, valuation analysis, and investor waterfall. You get a clean, presentation-ready spreadsheet and training so you can defend it in a room.

This is particularly useful if you're approaching seed or Series A investors, preparing a SAFE or priced round, or simply need a credible financial foundation for strategic decisions.

What's included:

  • Intake session to map your business model and assumptions

  • Custom multi-sheet financial model in Excel or Google Sheets

  • Two rounds of revisions

  • Walkthrough session on delivery

  • 20% discount on hourly rate for continued support

Complex models involving multiple entities, fund structures, or full cap table/waterfall mechanics are scoped individually. Book a consultation to discuss.

A custom-built financial model tailored to your business, your stage, and your audience — whether you're preparing for a raise or building internal clarity around your numbers.

Every model is built from scratch around your actual business logic, not a generic template. Depending on your needs, it can include a model overview, assumptions dashboard, unit economics, revenue build, COGS, OpEx, burn rate and runway, valuation analysis, and investor waterfall. You get a clean, presentation-ready spreadsheet and training so you can defend it in a room.

This is particularly useful if you're approaching seed or Series A investors, preparing a SAFE or priced round, or simply need a credible financial foundation for strategic decisions.

What's included:

  • Intake session to map your business model and assumptions

  • Custom multi-sheet financial model in Excel or Google Sheets

  • Two rounds of revisions

  • Walkthrough session on delivery

  • 20% discount on hourly rate for continued support

Complex models involving multiple entities, fund structures, or full cap table/waterfall mechanics are scoped individually. Book a consultation to discuss.