Custom Financial Model

Get funded and gain unique insights into your business.

You’ve probably spent days trying to build a credible financial model for your business using free templates. We are investors who see dozens of startup models every week and entrepreneurs who have raised venture capital and sold companies. Our financial model is more than a set of worthless financial statements.

Let us build a financial model tailored to your business that works.

User Guide

Every custom model has documentation and notes that serves as your user guide for your financial model.

Organizational Structure

We help design your hiring plan and organizational structure needed to execute your plan. This snapshot of your organizational structure helps your audience understand how your team will grow as the business matures.


All of the inputs and assumptions for your custom financial model are in a single place and can be changed making updates and scenario testing easy.

Income Statement

Your 5 year income statement automatically shows revenues and expenses on a monthly, quarterly and annual basis.

Cash Flow Statement: 

Your 5 year cash flow statement shows cash balance, inflows and outflows on a monthly, quarterly and annual basis.

Dashboard Key Metrics

All of your key metrics that we identify in the kick-off process are displayed on a single dashboard to make tracking your business performance simple.

Capital Raise & Use of Funds 

If you are raising venture capital or applying for a loan, we make it easy to see how much money you should raise and what kind of runway that gives you.

Presentation Charts

Visual charts automatically update with your custom financial model and make it easy to paste into presentations for pitch decks and board meeting updates.

Our models include monthly projections and operational dashboards of the organization’s growth over a 5-year period, summarized annually and includes:

  • Historical Performance
  • Key Cost Assumptions
  • Revenue Channels and Customer Growth Assumptions
  • Customer Growth Projections
  • Headcount Growth Projections
  • Revenue Growth Projections
  • New product/service roll-out plan

Unit economics & KRA dashboard that lays out time based:

  • Customer Acquisition Costs (CAC)
  • Average Revenue Per Service
  • A/R and A/P projections/
    Capital Expenses
  • Customer Life Time Value (LTV)
  • Sales Efficiency
  • Income Statement and Cash Flow
  • Unique Page Views
  • Operational Efficiency
  • Funding Requirements and Use of Funds

And More…

Custom finanical models start at $2,500 depending on the stage and complexity of your company.