Financial models that speak Investor

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.

Already have a working 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:

• 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

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

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✅ Review of your existing financial model structure and logic

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