Investor-grade financial models
We build investor-grade financial models, not showpieces
Plug in your drivers and get:
5-year forecast & company valuation
6 board-ready financial statements
Index of baseline metrics & KPIs
Adjust your inputs to update your forecast No flashy visuals. No gimmicks. No clutter.
Model features
- 60-month forecast & 2-part company valuation
- 7 auto-generated financial statements
- Analytics module with 6 key metrics
- Adjust drivers to update forecast in real time
Download a sample model
FORECAST & VALUATION MODELS
STRATEGIC PLANNING MODELS
ADDITIONAL TOOLS & RESOURCES
FAQ
Frequently Asked Questions
What products do you offer?
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.
What do your financial models do?
They generate set of GAAP-based, board-ready financial statements, company valuation, and an analytics section.
How is that different from accounting software?
Financial models use aggregated data for planning and decision-making. Accounting software uses hundreds of line-items for detailed transaction recording.
So the best models do both?
No. Hybrid tools fail both by reducing efficiency for each. Over-detail hampers forecasting. Irrelevant tabs & formulas impede bookkeeping.
There are tons of cheap products out there. How are yours different?
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.
Are they just a bunch of spreadsheets?
No. They’re standalone applications. You provide inputs, and the model does everything else
Who are your customers?
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