Model Review + Dashboard
Already have a working model but need it investor-ready? We audit the logic, clean the structure and build a front-end Dashboard that showcases the metrics that matter most.
Who is this for?
This service is built for founders, CFOs, and Finance Controllers who:
Have an existing model but aren't confident it would survive investor scrutiny
Are approaching a fundraise and want to polish what they already have rather than start from scratch
Have inherited a model from a previous hire or advisor that needs a proper review
Need a dashboard to make the numbers visually compelling for board decks or investor updates
If you've been asked for your model by a VC or angel investor and felt that nervous moment of hesitation — this is the service for you.
The Gray Difference
Joe Hartman has spent years reviewing financial models as a VC investor. He knows the exact moments that cause investors to disengage — and the things that make them lean forward and ask for the next meeting. Every model we review is assessed through that lens. Not just is this accurate, but does this make someone want to invest.
What's Included
Model audit — we review every sheet, every formula, every assumption. We identify errors, circular references, weak logic, and structural issues that could undermine your credibility.
Logic refinement — we fix what's broken and strengthen what's shaky, ensuring your model reflects how your business actually works.
Restructure & reformat — we rebuild the layout so it's intuitive, easy to navigate, and follows best-practice financial modelling standards.
Bespoke KPI dashboard — a clean, visually compelling layer built on top of your model, designed to surface your most important metrics at a glance. This is what investors open first.
Scenario analysis — if you don't already have it, we'll add it. If you do, we'll make sure it's working properly.
Investor-hat review – a review by Joe Hartman, our Founder, to make sure it’s investor-ready
Handover walkthrough — a live session with Joe so you understand every change we've made and can confidently present and update the model yourself.
How we have helped our clients

Enterprise SaaS
Industry: Enterprise SaaS
Project Type: Series A Financial Model Build
Stage: Growth (Series A)

D2C Subscription
Industry: Digital Platform
Project Type: Pre-Seed Financial Model
Stage: Early (Pre-Seed)

Consultancy
Industry: Auditing / Pharma Compliance
Project Type: Management Buyout Model
Stage: Growth / Private Equity
You might also be interested in
Model Builds
Bespoke models built from the ground up for fundraising, M&A, management buyouts, or debt scenarios.
Includes an investor-hat review of inputs, outputs and metrics.
Available for both early-stage and later-stage companies.
Training Course
How to build a VC-Ready Financial Model
A 1 day intensive course teaching CFOs, FCs and Founders how to build credible, investor-ready models.
Includes our signature Excel template.
Early-stage Financial Model
Pre-revenue?
Get your initial numbers reviewed and rebuilt into a clear, dynamic 2 year P&L and Cashflow, with key insights.
"I wouldn't look any further than GRAY for a forecast model. The structure and sophistication was exactly what investors were looking for when evaluating our business. It wasn't just the model though. Joe's input was also extremely helpful during the fundraising process.”

Nnamdi Emelifeonwu
CEO/Founder, Definely
Testimonials
"Joe is unique. He combines impressive financial modelling skills with VC investment experience and provides commercial, honest feedback.
It’s a powerful combo."

Adam Levene
Founder, Hero and 37W Investments
What our clients say
"I've always been frustrated by the financial models I receive from companies, having to spend hours either re-building, or searching for input cells and KPIs. Thank goodness GRAY have finally changed the game with their financial modelling product and Founder support."
.jpg)
Edward Keelan
Partner, Octopus Ventures
What our clients say
"Joe balances decades of experience in Venture Capital with a uniquely measured and insightful approach. He is one of the most impressive individuals I have met in the space."
.jpg)
Dr. Reuben Wilcock
Head of Ventures, Blackfinch
What our clients say
"We came to GRAY at a critical juncture. What Joe was able to put together in a short period of time was nothing short of exceptional. Not only did the financial model completely realign our strategy, it presented as a seamless companion document and feedback loop for the pitch deck and brand itself. We would strongly recommend GRAY to anyone attempting to navigate the challenging and choppy waters of venture capital."

Ed Bennett-Coles
Co-Founder, ARK
What our clients say
"We needed someone to help us develop our forecasts for our startup and Joe came highly recommended. Joe really took the time to understand our business and how our specific revenue model works. He developed us a sophisticated model that we could both use with our investors for our pre-Seed fundraise but also, importantly, for us to use on an operational level to track our spend and cash going forward. I would recommend GRAY to any startup needing a professional model for fundraising and operations."

Darren Westlake
CEO/Founder, Disco
What our clients say
“Joe was a pleasure to work with and built a fully-integrated three statement forecast model very efficiently. The modelling was high quality, reliable and flexible, which made it easy for us and the management team to adopt it. Joe, and the team at Gray, were a key part of all parties reaching a successful outcome. I wouldn’t hesitate to recommend Gray’s services.”
.jpg)
David Fernie
Vice President, Kester Capital
What our clients say
"Joe was outstanding to work with. The concept of the fully integrated model for investment was a difficult problem to solve - with multiple areas of the business we know so well having to be forecasted out with detail we hadn't previously explored. Joe worked with the thought and process of a vast organisation but with the speed and nimbleness of a small one. He quickly became a critical part of the team. A BIG thank you for your brilliant work on our growth model.”

Joe Jaques
Jaques of London
What our clients say
"We received so much positive feedback about your model - it definitely helped us get the fundraising round closed. Thank you.”

Richard Remington
Co-Founder, SalesRook
What our clients say
" I was just doing a quick sweep of the data room - I couldn't help but mention that the Executive Summary tab in your financial model is BY FAR the best laid out summary tab I have ever come across! ”

Investor
Investor
What our clients say
“Joe worked to a tight timeline for us and delivered an exceptional model to support our financial planning.”
.jpg)
Elin Haf Davies
CEO, Aparito
What our clients say
“Our model needed tidying up for our Series A round. Gray professionalised the model, introduced sensitivity analysis and built an Executive Summary that highlighted our KPIs. I know the model impressed investors and helped us achieve our desired valuation.”
.jpg)
Mikhil Raja
CEO, SonicJobs
What our clients say
"'To prepare for our late-stage seed round, Joe took our existing financial model and upgraded it on multiple fronts, including a much-improved sensitivity analysis and a complex earnings predictor that took into account multiple revenue streams. He was the ultimate professional to work with and I have no hesitation in strongly recommending his services."
.jpg)
Gerry Lianos
CEO, Raffolux
What our clients say
"Joe worked tirelessly to produce an amazingly high quality model in record time. Really good comms and a pleasure to deal with. All at a very reasonable cost. I will happily recommend Joe to friends, family and colleagues."
.jpg)
Naveen Cavale
CEO, Real Plastic Surgery
What our clients say
"Most start-ups find it challenging to create a strong financial model due to its complexity, and our company was no different. Despite my background as a data analyst and creating a decent model, it lacked clarity. Luckily, Joe was able to assist us by restructuring the data in an appealing and easy-to-read format. He grasped our business model quickly and was very friendly and easy to talk to. I strongly recommend Joe to anyone seeking assistance with their financial model. Thank you Joe!"
.jpg)
Anderson Caicedo
Co-Founder, GreenBay
What our clients say




