As a financial modeling consultant in London, I build institutional-grade models that give startups, investors, and executives the clarity to make data-driven decisions and secure capital. With 15+ years of banking experience and a CFA Charterholder credential, I bring both technical expertise and strategic insight to every project. My financial modeling services are designed for investment firms, FinTechs, and startups seeking professional-grade analysis for fundraising, M&A, and strategic planning.

The models featured below are examples of my work, designed to showcase the structure, transparency, andi nstitutional 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 custom financial model built to reflect the unique drivers and nuances of your company. Whether you need a SaaS financial model, DCF valuation, or three-statement projection, I deliver models that stand up to investor scrutiny and due diligence.

• 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.

Model Features

✅ Professional Planning & Valuation Tool for SaaS Businesses
✅ 5 Year Projection with Monthly Customer & ARR Build-up
✅ Integrated 3-Statement Model (P&L, BS, Cash Flow) 
✅ Key SaaS Metrics (LTV, CAC, Churn, etc.)
✅ DCF & Multiples Valuation
✅ CapTable: Pre-Seed -> Series B
✅Debt, Equity, CAPEX & Depreciation Schedules
✅Clear Documentation, Video Tutorials Available

While this model covers standard SaaS start-up use cases, you can contact me for a custom model: 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.

Selcted worksheets, not all (total 15+ worksheets)

coming soon

Model Features

✅ Complete Documentation for educational purposes
✅ Color-coded inputs (yellow for user inputs, blue for calculations)
✅ 5 Year FCFF Forecast & Terminal Value Calculation 
✅ Sensitivity Analysis with heat map flexing terminal growth rate g and WACC
✅ Navigation buttons between sheets
✅ Chart section with multiple graphs

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.

Coming soon

Model Features

✅ Complete Documentation for educational purposes
✅ Color-coded inputs (yellow for user inputs, blue for calculations)
✅ Three DDM variations (Gordon, Two-Stage, H-Model)
✅ Sensitivity Analysis with heat map
✅ Chart section with multiple graphs

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.

Coming soon

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.

My financial modeling services include custom-built Excel models with 3-statement projections, DCF valuation, scenario analysis, and key metrics tracking. Each model includes documentation, video tutorials, and ongoing support.

Typical turnaround is 2-4 weeks depending on complexity. This includes discovery, model development, review cycles, and final delivery with documentation and tutorials.

Both. I build models for early-stage startups seeking Seed/Series A funding as well as established companies for strategic planning, M&A, and investor reporting.

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