A financial model that actually impresses investors.
We build a custom 3-statement financial model tailored to your startup—complete with revenue drivers, headcount plan, scenario analysis, and investor-ready formatting.
Investor-ready model — built to the standard VCs expect
Scenario toggles — base, upside, and downside in one click
Founder-friendly — you can update it yourself, no finance degree needed
✓ Money-back guarantee • One revision included • Delivered in 7–10 days
One-time
7–10 days
Financial Model
$1500 one-time
What's included:
3-statement financial model
24-month forecast
Revenue & headcount plan
Scenario analysis (3 cases)
KPI dashboard tab
Walkthrough video + docs
1 round of revisions
Money-back guarantee if not satisfied
Everything in your financial model
A complete, investor-grade model built around your actual business—not a generic template.
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3-statement financial model
P&L, balance sheet, and cash flow—fully integrated and dynamic
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24-month forecast
Month-by-month projections tied to your actual business drivers
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Revenue model
Bottom-up revenue build based on your pricing, funnel, and growth levers
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Headcount planner
Hiring roadmap with fully-loaded costs, by department and role
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Burn & runway analysis
Clear view of monthly burn, cash runway, and breakeven timing
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Scenario analysis
Base, upside, and downside cases with toggle-able assumptions
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KPI dashboard tab
Auto-calculated metrics: CAC, LTV, gross margin, rule of 40, etc.
Walkthrough video + docs
Loom walkthrough of the model so you can update it yourself
This is for you if...
- Raising a round and need a model that holds up in diligence
- Planning headcount & spend and need a structured framework
- Outgrew your spreadsheet and need something built properly
Not a fit if...
- You need ongoing CFO advice (that's our CFO Advisory module)
- You need a simple budget template (try a free one first)
- You need bookkeeping or tax filing handled
How it works
From checkout to a finished model in under two weeks.
01 Checkout + intake
2 minutes. We send you a simple data checklist right after.
02 Share your data
Upload your P&L, headcount info, and growth assumptions.
03 We build the model
7–10 business days. We'll check in if we have questions.
04 Review + revise
Walkthrough call, one round of revisions, and it's yours.
Included vs Not included
Included
- Custom 3-statement model (P&L, BS, CF)
- 24-month forecast with driver-based assumptions
- Revenue model + headcount planner
- Scenario analysis (base/upside/downside)
- KPI dashboard tab
- Walkthrough video + documentation
- One round of revisions
Not included
- Ongoing CFO advisory or monthly reviews
- Bookkeeping or accounting execution
- Tax filing or compliance
- Pitch deck creation
- Multiple revision rounds (1 included)
Money-back guarantee
If the delivered model doesn't meet the scope we agreed on, we'll refund you in full. No questions asked.