Financial models that speak Investor

Financial models custom-built from the ground up, tailored to your growth story and investor audience. Whether you're pre-revenue or planning a management buyout, we’ll structure a clear, credible financial model roadmap.

Plus our "Investor-hat" review of your financials and metrics.

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Use cases include:

• Fundraisings

• Management Buyouts

• Exits

• Debt Financing

• Operational planning

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Delivered in Excel, ready to share with investors.

Already have a working financial model but need it investor-ready?

We audit the logic, clean the structure and build a front-end, dynamic Dashboard that showcases the metrics that matter most.​​​​​

Includes:

• Review of existing financial model

  
  

• Cleanup & best-practice restructuring

  
  

• Custom dashboard design

  
  

• "Investor-hat" review of financials and key metrics

Trying to plan a new business venture and need to understand the potential revenue and costs involved? Our early-stage model product is the answer.

Includes;

• 2 year financial forecast + Dashboard - including integrated P&L and Cashflow statements and a Dashboard with key metrics

• Assumptions tab - separating all key inputs for ease of scenario planning

• ‘Investor-hat’ review - review by our Founder, Joe Hartman, of all key assumptions, outputs and key metrics

Thinking about selling?

Maximise your valuation with our exit-readiness programme;

Includes;

• Discovery & data audit — review of existing model, metrics, and data room against what a buyer's DD team will expect, and flag the gaps

  
  

• Model & metrics build — data analysis and financial model build generating your KPI base so it's accurate, consistent, and defensible

  
  

• Data room preparation — structure of financial data room and supporting schedules so requests can be answered fast

  
  

• Live DD support — we're on hand during the process to field financial and modelling questions from the buyer side, so you're not doing it alone