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Investor-ready financial modelling

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Financial models that speak Investor


Whether you're preparing for your first raise or structuring a buyout, we build, review, and refine financial models that give investors clarity and confidence. 

Perfect for: Pre-Seed to Series C, MBOs, debt raises, or strategic exits

Financial Model Build

Custom-built models 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 roadmap. Plus our "Investor-hat" review of your financials and metrics.

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Use cases include:

  • Fundraising (Pre-Seed to Series C)

  • Management Buyouts (MBOs)

  • Strategic Acquisitions

  • Debt Financing

  • Investor, board & acquirer presentations​​

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📈 Delivered in Excel, ready to share with investors.

Perfect for: Series A-C startups with an existing model
 

Model Review + Dashboard​ Build

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.

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Includes:

  • Full review of existing Excel model

  • Cleanup & best-practice restructuring

  • Custom dashboard design

  • Optional add-ons (board pack outputs, investor metrics)​

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🧼 Because your model should be as polished as your pitch deck

Perfect for: Early-stage Founders preparing for a raise but not ready for a full custom build

Early-stage Model + Investor Deck Review 

We'll review your financial model and pitch deck, providing detailed feedback, practical suggestions, and a short call to run through improvements — helping you get investor-ready quickly and affordably.

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✅ Review of your existing financial model structure and logic
✅ High-level review of your investor pitch deck for alignment with financials
✅ Actionable feedback report and 30-minute feedback call

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Perfect for: Pre-Seed to Series B CFOs and Founders on a budget (or as an add-on to the model build)

Training course – How to build a VC-ready Financial Model

You get:

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  • A step-by-step live, interactive course with Joe

  • VC-grade Excel template

  • Course slides and templates

  • Bonus 1/2 hour consultancy session with Joe 

  • Price: £1,500 (+VAT)

 

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Ideal for FCs, FDs, CFOs and Founders who want to build their modelling skills.​​​ Solid prior knowledge of MS Excel is needed for this course.

Perfect for: Optional support on top of your modelling package

Advisory Add-Ons

​Services:

  • Model updates and ongoing support

  • ​​Investor pitch deck feedback

  • FDD process support 

  • Strategy sessions​​

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Not sure what you need?

Jump on a free discovery call — we’ll help you figure out whether a course, full build, or review is the right fit.

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