Get Investor Ready with a Custom Financial Model and a CFO Advisor

  • We help start-up founders build logical, detailed financial models that tell your full story from unit economics by segment to cash flow build to go to market strategy with Wall Street power and precision

  • Raise capital with confidence

  • With our white glove service, we treat your start-up like our own

  • For a custom financial model, the average project is between 30 and 60 hours, depending on ease of access to key information

* Limited time offer.

Table showing valuation sensitivity percentages versus current price, with EBITDA values ranging from $60,000 to $100,000 and EBITDA multiples from 6.0x to 12.0x, colored from red (negative) to green (positive).

Everything Your Future Investors Want to See - Already Modeled In

  • Tailored for your business model (SaaS, marketplace, DTC, retail, etc.)

  • Run unlimited scenarios for operating and financing, and compare the results simultaneously

  • Unit economics, CAC/LTV, runway, burn - modeled with Wall Street precision

  • Pitch-ready outputs and visuals

  • Stress-tested and vetted assumptions for investor due diligence and Q&A

CFO Advisor, Not Just an Excel Wizard

“We have a large-scale software solution for the legal industry. It comprises an open enterprise platform, a marketplace and a development sandbox. Brian took the time to understand the complexities of our solution and the business underpinning it. He created bespoke economic modeling and valuations that properly ,but simply captured our multi-faceted endeavor. His work was outstanding and thorough. His expertise and insights not only delivered a great product but also added significant value to our analyses and efforts. Brian enjoys a unique mix of high professionalism and easy-going personal skills, making working with him easy and enjoyable. He was timely and his billing was fair. We plan to work with Brian again and I would not hesitate to highly recommend him to anyone.”

— CEO at Legal Tech SaaS Start-up Pre-Seed

“It was truly a pleasure working with you this past year. Your support and dedication were invaluable to us. You consistently went above and beyond, and your contributions made a significant impact on our progress... We truly appreciate everything you’ve done and look forward to the opportunity to work with you again in the future.”

— CEO at Boutique Gym Start-up Pre-Seed

Ready to build a model that helps you raise and scale with confidence?

* Limited time offer.