Financial Modeling

 For startups and small businesses who need clarity on basic financial performance

• 3-statement model (Income Statement, Balance Sheet, Cash Flow)
• 12-month projections
• Basic assumptions and inputs
• Visual dashboard summary
• PDF and Excel output

For businesses planning expansion or requiring deeper insights for budgeting and forecasting

• Full 3-statement model with linked schedules
• 3-year projections
• Sensitivity analysis (up to 2 variables)
• KPI dashboard and charts
• Budgeting template
• PDF, Excel, and walkthrough call

 For companies preparing for fundraising or presenting to lenders/investors

• Detailed 3-statement model with scenario analysis
• Investor-focused metrics (IRR, NPV, Payback Period, etc.)
• 5-year projections
• Valuation summary (DCF or multiples-based)
• Pitch deck financial slides
• Data room-ready files
• 1 revision round + presentation briefing

 For established businesses or corporate clients with unique modeling needs

• Tailored model for M&A, pricing, revenue modeling, or feasibility studies
• Flexible categories (such as product lines, locations, or departments)
• Advanced dashboards and performance metrics
• Editable outputs in PDF and Excel
• Training session for your team
• Ongoing support (monthly or quarterly)