• Since 2008, over 18,000 people from over 98 countries have downloaded financial model templates from Foresight. For many, a template - and my free email support - is enough for them to build the financial model they need.
  • But I also provide advisory services to help entrepreneurs accomplish their business forecasting goals. I work with entrepreneurs to customize Foresight templates, transfer their existing models into a Foresight structure, refine or review an existing model already being used by an entrepreneur, build completely custom models for forecasting and budgeting, review fundraising pitches, and more, all on a per-hour or per-project basis. For a select number of companies, I lead the monthly recurring reporting, analysis and forecasting process and assist with strategic analysis of financial and operational metrics as a part of the team.
  • As a former venture capitalist and part-time CFO, I have the experience from both sides of the table. I’ve worked with thousands of entrepreneurs to use financial models and metrics to tell the story behind their businesses.
  • A number of options are available for project or recurring services:
  • Get Started. 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, and key metrics, creating a plan on how to communicate your business to investors. Optional: If you have an existing model that you want to input into a financial model, I can roll over your model into a Foresight template, transferring your core assumptions, revenue structure and costs into a Foresight template; and 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 operating metrics into a Foresight template as a base for your forecast.
  • Custom model. Input your existing financial model into a Foresight template or build a custom model specific for your business. If you have an existing model that you want to input into a financial model, I can roll over your model into a Foresight template, transfering your core assumptions and revenue structure into a Foresight template. Custom models are built specifically for a customer’s needs. I’ve delivered models for a wide range of businesses including pre-Seed, Seed and Series A funded startups to mature multi-million dollar businesses. Industries modeled have included ecommerce, SaaS, advertising, digital media, content, media, retail, gaming, in-app businesses, investment funds, and more.
  • Forecasting + Reporting. For companies that have an ongoing business and are looking for the help of an experienced part-time CFO and former VC to help them understand their business and make significant business and financial decisions. Lead regular reporting, budget analysis, and management of the financial reporting process. Update company’s financial model on a regular basis, monitor actual results compared to forecasted, project year-end financials, prepare financials for company and board presentations, and strategic analysis of financials and operational metrics. We’ll use Slack (if desired), email, phone, video conferencing and more and share Excel, Google Docs, Quickbooks, Xero, etc. I integrate with what you use, or I’ll setup your infrastructure and process. 5 hours of support per month.
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  • Questions? Send me an email to hello@foresight.is
  • After purchase you will receive an email follow-up details for the specific package you purchased.
  • All custom model work requires a contract and statement of work to be agreed upon by the user and Foresight.
  • Credit/Debt Cards and PayPal accepted; all transactions are SSL secured and no payment details are stored by Foresight (see here to understand the details behind our transaction provider, their security and how they never store payment details).
  • If applicable, VAT is extra
  • Purchase signifies acceptance of terms and privacy policy
  • Questions? Alternative billing? Email hello@foresight.is
“Anyone can toss together a quick and careless excel spreadsheet but what is it really worth if it doesn’t truly tell the story of the business? Taylor took the time to understand the ins and outs of our business and helped build a flexible model that made sense. His guidance and work helped secure us a loan from the bank (who thought it was one of the best models they’ve ever seen).”

Matt Katase, Cofounder, Brew Gentlemen

Options

Get Started
  •  Be prepared for business planning and investor conversations and customize the template for your business.
  •  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, 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 roll over your model into a Foresight template, transferring your core assumptions, revenue structure and costs into a Foresight template.
  •  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.
  •  Max 3 hours of support, additional time (if needed) billed separately.
$825+
Custom Model
  •  Custom models are built specifically for a customer’s needs. I’ve delivered models for a wide range of businesses including pre-Seed, Seed and Series A funded startups to mature multi-million dollar businesses. Industries modeled have included ecommerce, SaaS, advertising, digital media, content, media, retail, gaming, in-app businesses, investment funds, and more.
  •  Max 6 hours of support, additional time (if needed) billed separately.
  •  For custom models, scope and project plan will be determined prior to start. Final hours and cost are TBD based on scope, and are billed either per-hour or per-project.
$1,650+
Forecasting
+
Reporting
  •  For companies that have an ongoing business and are looking for the help of an experienced part-time CFO and former VC to help them understand their business and make significant business and financial decisions.
  •  Lead regular reporting, budget analysis, and management of the financial reporting process. Update company’s financial model on a regular basis, monitor actual results compared to forecasted, project year-end financials, prepare financials for company and board presentations, and strategic analysis of financials and operational metrics.
  •  We’ll use Slack (if desired), email, phone, video conferencing and more and share Excel, Google Docs, Quickbooks, Xero, etc. I integrate with what you use, or I’ll setup your infrastructure and process.
  •  5 hours of support per month.
  •  Subscribe and pay month-to-month or 3 months upfront (10% off).
$1,850/month
  •  Be prepared for business planning and investor conversations and customize the template for your business.
  •  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, 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 roll over your model into a Foresight template, transferring your core assumptions, revenue structure and costs into a Foresight template.
  •  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.
  •  Max 3 hours of support, additional time (if needed) billed separately.
  •  Custom models are built specifically for a customer’s needs. I’ve delivered models for a wide range of businesses including pre-Seed, Seed and Series A funded startups to mature multi-million dollar businesses. Industries modeled have included ecommerce, SaaS, advertising, digital media, content, media, retail, gaming, in-app businesses, investment funds, and more.
  •  Max 6 hours of support, additional time (if needed) billed separately.
  •  For custom models, scope and project plan will be determined prior to start. Final hours and cost are TBD based on scope, and are billed either per-hour or per-project.
  •  For companies that have an ongoing business and are looking for the help of an experienced part-time CFO and former VC to help them understand their business and make significant business and financial decisions.
  •  Lead regular reporting, budget analysis, and management of the financial reporting process. Update company’s financial model on a regular basis, monitor actual results compared to forecasted, project year-end financials, prepare financials for company and board presentations, and strategic analysis of financials and operational metrics.
  •  We’ll use Slack (if desired), email, phone, video conferencing and more and share Excel, Google Docs, Quickbooks, Xero, etc. I integrate with what you use, or I’ll setup your infrastructure and process.
  •  5 hours of support per month.
  •  Subscribe and pay month-to-month or 3 months upfront (10% off).
$825+
$1,650+
$1,850/month

Questions?

Happy to answer any questions about my services offerings, just email hello@foresight.is or call +1 646.770.0052

How it Works

  • Decide on your goal

    The most important thing - and one of the first questions I’ll ask - is what you want to accomplish with a model. Having the goal set - a customization to a template to exactly fit your business, a custom model targeted for an investor pitch, a forecasting model to use your existing financials and track your forecasts and budgets to actuals - is the first step in figuring out the best way for us to work together.
  • Refine your existing model, roll your model into a Foresight template, or build a new custom model.

    The right path to accomplish your goal can vary depend on what you are coming from. You might have an existing model that can be refined by adding on a couple key components. Or you may have an existing model that is better moved forward by rolling it into a Foresight template. Or you may need to customize a template to fit your business idea. Or, perhaps you will need a completely custom model that’s made specifically for your business. The right path varies, but it you have an idea of your end goal I will help figure out the best path to get to what you need.
  • One-time project or monthly forecasting and analysis?

    For many entrepreneurs, creating the right model is a one-time process; we can work together to build the right model that you can then own and update without needing additional help in the future. But for others, we can work together on a regular basis to continue to update your model to update your forecasts, refine your analyses, and compare your forecasts and budgets with your actual results. Let’s talk and figure out the best path for you.
  • Questions?

    Email me at hello@foresight.is to ask more questions, happy to help.

Learn Financial Modeling

In 5 free lessons I share what I’ve learned from helping more than 18,000 early-stage entrepreneurs from over 98 countries learn financial modeling.

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How can I help?

Hi, this is Taylor. Is there anything I can do to help? I’m happy to explain more about the models or services and help determine what you need. Just call +1 646.770.0052 or email hello@foresight.is

Looking for a discount code? Use THANKYOU at checkout for $30 off.