Financial Modeling Services for Startups & SMEs
A financial model is a linked forecast of your P&L, balance sheet and cash flow that lets investors, lenders and your board stress-test the plan. We build investor-ready, three-statement models with scenarios and unit economics — for fundraising, board reporting, banking and operating planning.
What's Included
Three-statement model — P&L, balance sheet and cash flow (3 to 5 years)
Revenue build by segment, channel and pricing tier
Unit economics — CAC, LTV, payback, contribution margin
Cohort analysis and retention modelling where data is available
Scenario and sensitivity analysis (base, upside, downside)
Fundraising / runway model — burn, months of runway, funding ask
Working capital, capex and debt schedules linked to the operating plan
Dashboard summary view designed for investor and board sharing
Our Process
Understand the business, decision the model must support, and existing data.
Week 1
Agree the assumption set, model architecture and scenario logic.
Week 1
Build the three-statement model with revenue, cost, working capital, capex and funding schedules.
Week 2
Layer in scenarios, sensitivities and unit economics; founder walkthrough.
Week 2–3
Deliver Excel model, assumptions log and dashboard; investor / board Q&A support.
Week 3
Documents Required
- Last 2–3 years of audited financials and management accounts
- Current pricing, customer and revenue data
- Headcount plan and major cost line detail
- Existing budget or board deck (if any)
- Cap table and outstanding debt / convertibles
Frequently Asked Questions
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