Get Started Services

How I'll Help #

I’ve reviewed thousands of financial models created by startups through Series B companies over the past decade and can quickly help you identify and answer the key questions and insights about your business.

For most users, the template and free email support is enough for them to build the financial model they need. If interested, I provide this 1 hour further assistance to help users get started in using their template.

• Call and screenshare for assistance in getting started and using a Foresight template for your specific situation
• Assistance in customizing Foresight templates
• Translate your existing models into a Foresight structure
• Refine or review your existing model

Here's the typical process:

• First, we discuss your goals for your financial model and outline how to use a Foresight template (purchased separately).
• We determine if any customization is necessary to fit your business, and develop a plan on the most important things to use or adapt in the model to make it a perfect fit for your business.
• Then, after any needed customization and after you have input your assumptions, we review the finished model. Focus is typically on the cost budget, unit economics, revenue model, and key metrics, creating a plan on how to communicate your business to investors.
• If you have an existing model that you want to input into a financial model, I can link your existing revenue and cost forecast into the model, taking advantage of the BYOM capability to limit editing.
• If you have existing financial and operating metrics you want to use in your model and need assistance, I can roll your historical financials and metrics into a Foresight template as a base for your forecast.

This is provided for a fixed fee of $395 USD, and covers one 1 hour of service, which can consist of a full one hour call, or a shorter call with time reserved for offline edits, based on the need.

Additional customization may be necessary - I cannot guarantee that I can do everything you want in 1 hour without knowing more about what you need - and is quoted and billed separately, under my custom model services.

Not using a Foresight template? I'm still usually happy to help, but I advise contacting me first to make sure I can assist.

Logistics #

I use Zoom or Google Meet for screenshares, also happy to do phone call, WhatsApp, Skype, or other methods. If you want to use a method not listed, just let me know after booking.

If you do not find a day/time that works for your schedule within an acceptable timeframe for you need, please contact me and I'll see what I can open up.