I build institutional-grade models that give startups, investors, and executives the clarity to make data-driven decisions and secure capital.

The models featured below are examples of my work, designed to showcase the structure, transparency, and best practices I apply to every project. However, no two businesses are identical. Your final model will not be a generic template; it will be a tool custom-built to reflect the unique drivers and nuances of your company.

• 3-Statement Financial Models
• Startup & SME Projections
• Budgeting & Forecasting
• SaaS & E-commerce Models

• Discounted Cash Flow (DCF) Models
• Company & Asset Valuations
• Leveraged Buyout (LBO) Models
• Mergers & Acquisitions (M&A)

• Real Estate Development Models
• Project Finance
• Financial Planning & Analysis (FP&A)
• Custom Model Development

Whether I am building a complex financial model or developing a strategic narrative, my work is defined by clarity, professionalism, and a meticulous attention to detail. These are the qualities my clients value most.

Designed for founders and early-stage companies, this comprehensive model provides a 5-year forecast of the Income Statement, Balance Sheet, and Cash Flow Statement. It is the analytical bedrock for a business plan, investor pitch deck, and internal strategic planning, with a core focus on cash flow management and runway analysis.

My process as a CFA Charterholder always begins with a detailed discovery and scoping. I will ask targeted questions to understand your business model, revenue streams, cost structure, and strategic goals. This collaborative approach ensures the final model is a true and reliable representation of your business, ready for the highest levels of investor scrutiny.

Customized to Your Business: Before any numbers are entered, we will conduct a detailed analysis of your specific business drivers. This includes mapping out your customer acquisition funnel, defining your pricing structure, forecasting your staffing plan, and understanding your capital expenditure needs. Your model's logic will reflect your business, not a pre-set formula.
Transparency & Auditability: As a CFA Charterholder, I am committed to transparency. Every assumption is housed in a dedicated Inputs sheet, color-coded and clearly labeled. All formulas are dynamic and traceable, allowing any stakeholder to easily follow the flow of logic from input to output. This creates a trustworthy document that stands up to due diligence.
Dynamic Scenario & Sensitivity Analysis: I will build in dynamic functionality to test key assumptions. You will be able to instantly toggle between Base Case, Pessimistic, and Optimistic scenarios. This empowers you to understand the impact of variables like customer churn or market growth and confidently answer the tough "what-if" questions from investors.
Institutional Best Practices & Integrity Checks: The model is built to institutional standards, with a logical flow, clean formatting, and error-proof construction. I embed critical checks, such as ensuring the balance sheet always balances to zero, to guarantee the model's integrity and reliability.

Tell me some details about your project and I will get back to you with an initial assessment.