The numbers
The numbers, made defensible.
A model isn't a spreadsheet trick — it's your business expressed as a few drivers you can defend. Most owners carry the numbers in their head until a bank, investor, or board asks to see them.
The Financial Model turns your assumptions into a clear profit, cash, and metrics picture — produced as a branded document you can hand over with confidence.
What it is
It's a driver-based build: we start from the handful of levers that move your revenue, work through the cost and cash picture underneath, and surface the key ratios an outsider uses to judge the business fast.
It's plain numbers, not financial jargon — built with you, then produced as your branded financial model (PDF + Word).
What you leave with
Your revenue drivers and growth assumptions, written to be stress-tested
A clear profit picture — revenue, cost of delivery, fixed costs, gross margin
Cash & runway — burn, breakeven, and when the numbers turn
Key metrics — unit economics, CAC/LTV, the ratios that prove the model holds
Your branded financial model document (PDF + Word)
Who this is for
Operators going to a bank, investor, or board who need the numbers to hold up
Owners who've never put the model on paper and feel exposed because of it
Anyone building toward a raise or a sale
Who this is not for
Anyone who just wants a spreadsheet template — this is built with you, around your business
Businesses with no revenue data or assumptions to work from yet
Where it fits
Foundations
Foundation Set
The numbers
Financial Model
Investor-ready
Raise Ready
Transform
12-Week Bootcamp
Sell-ready
Exit Ready
Common questions
Is this just a spreadsheet I fill in?
No — it's built with you, around your business. You provide the assumptions and numbers; we structure them into a clear profit, cash and metrics picture and produce it as a branded document.
What if I don't have detailed financials yet?
You need enough to work from — revenue, costs, and the drivers behind them. If the numbers don't exist yet, an Advisory Session or the Jumpstart is the better starting point.
Who is the document for?
A lender, an investor, or your own board — anyone who needs to see that the numbers hold up. It's also the financial backbone of Raise Ready.
The first step is a conversation
Tell us where the business is at.
We'll confirm whether this is the right fit and what it involves for your situation. Pricing starts at $4,500 and is confirmed on scope.
Paid as a one-off — 50% to begin, 50% on delivery, invoiced net-14. No subscriptions.
Your engagement stays between us. No kiss and tell →