Models we build
| Model | Typical use |
|---|---|
| LBO models | Acquisition returns and financing structure |
| M&A merger and accretion/dilution | Combining two companies |
| DCF valuations | Valuation for transactions, raises and planning |
| Three-statement models | Integrated income statement, balance sheet and cash flow |
| Scenario and sensitivity analyses | Testing assumptions and downside cases |
| Rolling forecasts | Forecasts that update as actuals arrive |
| Board-ready reporting models | Management, investor and lender reporting |
| Executive dashboards | Management reporting at a glance |
Automation, built in
We automate the repetitive parts of modeling and reporting with AI and automation tools, including Excel scripts, VBA, Python and Microsoft Power Automate. That covers data refreshes, reconciliations, scenario runs and dashboard updates, so your models stay current with less manual effort and fewer errors. A senior professional still reviews every model before it reaches you.
Keeping a model current
A model is only useful while it matches the business. We update models weekly, monthly, quarterly or per deal, so figures stay accurate for management, investor and lender reporting. If you already have a model that has become unreliable, we rebuild or take it over rather than starting from nothing.
How we work
Scoping call.
We agree what the model must answer, who will use it and how often it updates.
Data and requirements.
We gather the data and context we need through a secure platform.
Build.
Our senior team builds the model, with automation where it removes manual work.
Review and handover.
Key assumptions and open points are walked through with you.
Ongoing updates.
Models continue on your weekly, monthly or quarterly cadence.
Case study: Building an Investor-Ready Financial Model for a Pre-Seed SaaS Startup
A US pre-seed SaaS founder had built a model that was workable as a first pass but would not have survived investor scrutiny. We rebuilt it from scratch as one integrated, live model: documented assumptions, three-statement linkage, burn and runway, deferred revenue and breakage handled correctly, and scenario toggles. Actuals feed in monthly and sit against forecast.
Read the case studyWhy work with us
- Built for scrutiny. Clean, auditable Excel that can go to your client, lender or board.
- Automation built in. Excel scripts, VBA, Python and Power Automate keep models current with fewer errors.
- Senior review. A senior professional reviews every model before it reaches you.
- US CPA and Indian CA team. US GAAP fluency and investor and lender expectations built in.
- Confidential by design. Monitored devices, role-based access and an NDA on every engagement.
- Clear pricing. Fixed fee agreed before work begins.
Who it is for
- Advisory firms and funds that need a deal model or a client deliverable.
- Growing companies that need a forecast or board reporting they can rely on.
- Startups preparing for a raise (see also our Fractional CFO, FP&A and startup advisory).
Last updated October 29, 2026