Stop Flying Blind. Start Making Decisions With Confidence.
Knowing where your business is going is just as important as knowing where it is. We build financial forecasts that give you a clear, honest picture of your runway, growth trajectory, and the decisions that will define your next stage — so you're never caught off guard when it matters most.
Financial models custom-made for your growth stage
We work with founders and leadership at all stages of growth with teams as small as 5 people to companies of 100+ to build the financial model and forecast that is right-sized for you and your business.
Revenue Forecasting
Early-stage companies often rely on guesswork to project revenue. We pair your internal company data with our rich industry experience to create forward-looking forecasts.
Operating Model
Your revenue targets don’t live in a vacuum. We build a comprehensive operational blueprint that brings in your headcount and overhead expenses with your ongoing growth.
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Revenue to Collections
Booked revenue does not equal cash in hand. We audit your finances deal by deal and invoice by invoice, giving you total visibility into exactly when and where your cash is coming from.
3 Statement Model
We tie your Income Statement, Balance Sheet, and Cash Flow Statement into a single, dynamic framework to show you the ripple effects of how income and expences affect your cashflow and balances.
Monthly Reporting
Don't ignore your financials. We dive deep into your reports and work alongside your accountants to deliver actionable monthly financial insights, benchmarks, and strategic recommendations.
Budget vs Actuals
We track your actual performance against your projected targets monthly. By isolating revenue and spend variances, we help you catch inefficiencies early, course-correct your strategy, and protect your company's financial health.
A forecast isn't a spreadsheet. It's a decision-making tool.
Most founders know their business deeply — but the financial picture lives in their head, not in a model. That works until it doesn't. A board meeting, a fundraise, a hiring decision, a slow month — all of these moments get easier when you have a clear, honest forecast you actually trust.
We don't build forecasts that look impressive but fall apart under scrutiny. Every assumption is documented, every driver is tied to something real, and every scenario is grounded in how your business actually works — not how you hope it might.
And we don't hand you a file and disappear. We walk you through the model, help you build the habit of using it, and stay available as your numbers evolve.
Discovery & Data Gathering
We start by understanding your business model, revenue drivers, cost structure, and the decisions you're trying to make. We gather your historical financials, headcount plans, and any existing models so we know exactly what we're building from.
Build & Pressure-Test
We build the model with you in the loop — sharing drafts, walking through assumptions, and refining until it reflects how your business actually works. Then we stress-test it with scenario analysis to make sure it holds up to hard questions.
Handoff & Ongoing Support
We hand off a model you understand and can update yourself — with full documentation of every assumption. We're available for monthly check-ins, actuals vs. forecast reviews, and model updates as your business evolves.
From scattered numbers to a model you can run your business on
Most engagements move from kick-off to a working model in two to four weeks — built around your business, not copied from a generic template.
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