FORECAST & VALUATION MODELS
Strategic Operating model
Focuses on margins, costs, and managing drivers
$210.00
Startup Pathway model
For early-stage ventures to validate ideas & pitch funding
$220.00
Five-Year Outlook model
FP&A template for medium-term structured projections
$240.00
CFO Enterprise model
Robust software for multi-scenario planning and financing
$280.00
Professional Services model
Ideal for consultants, agencies, legal, and accounting firms
$240.00
SaaS & Recurring Revenue model
Structured for Subscription/ARR- based sales & income
$270.00
Customization and build-out are available for an additional fee.
ADDITIONAL TOOLS & RESOURCES
Faq
Six financial forecasting models for different user types, and one for building & monetizing a loan portfolio. We also have a template for earnings reports, a 10-lesson course on finance fundamentals, and a tool to aid in decision-making.
They generate set of GAAP-based, board-ready financial statements, company valuation, and an analytics section.
Financial models use aggregated data for planning and decision-making. Accounting software uses hundreds of line-items for detailed transaction recording.
No. Hybrid tools fail both by reducing efficiency for each. Over-detail hampers forecasting. Irrelevant tabs & formulas impede bookkeeping.
Nearly all of them are hybrid models. Most have uneven formatting, inputs on every tab, and useless graphs. Our models are purpose-built for finance. They’re intuitive, uniform, and modular. No flashy visuals, no clutter.
No. They’re standalone applications. You provide inputs, and the model does everything else
Investors, CFOs, Analysts, Founders, Lenders, and other decision-makers
About Us
We’re a 3-person team with backgrounds in finance and economics
Throughout our 5 decades of collective experience, we’ve done it all:
- Worked in the trenches
- Served on Boards
- Raised funds
- Completed acquisitions
- Led Finance and Analytics Departments
- Taught finance courses at two universities
- Built business models for more than 100 clients
Contact
Feel free to reach out with questions or comments