Financial Models

Going up for venture funding? Applying for a small business grant? Securing an equipment loan financing? Any of these business moves will need a financial model to accompany your business pitch.

From pre-seed small business to mid-sized public company, we've seen financial models and analyses at many different stages of growth. What is needed differs depending on the phase of your business's lifecycle. We partner with you to build the financial model that suits your needs.

Get started creating financial models in Excel* for your business.

*Models can be built in Excel, Gsheets, or your platform of choice. We're software obsessed, and love trying new tools.
Our expertise

Not sure what you need?
Explore the type of work we do.

From technical assessments to broader strategy recommendations - we've got you covered

Simple Cash Runway

SaaS Revenue Model

Headcount Planning

Operating Model

3 Statement Model

Budget Template

LTV to CAC Model

Marketing Funnel & Ads

Sales Capacity Planning

Let us help you build the financial model or suite of analyses tailored for your company's business goals.
Not ready to start? Read more on our blog.
Work with us

Don't know what your cash runway and financial health are? Work with us!

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