Experienced professionals to help you with financial models, business plans, pitch decks, and more.
In addition to the financial modeling templates, I provide custom services on a per-project and per-hour basis; I typically work in-depth with 50-100 clients a year, and I've built custom models for hundreds of clients since 2005 across a wide range of businesses, from ecommerce, SaaS, advertising, digital media, content, media, retail, gaming, in-app businesses, investment funds, and more, varying from pre-Seed, Seed and Series A funded startups to mature multi-million dollar businesses.
Of course, I'm not always a fit for what a company needs, so I am building a base of experienced professionals to recommend to potential clients for financial models, business plans, pitch decks, valuations, and more.
When am I not a fit? I focus on modeling for startups and venture funds, building company proforma financials, modeling investment strategies, cap table scenario planning, and forecasting investor returns. I do not work with many mature or late-stage companies, on leveraged buyouts, consolidation strategies, or investment structures typical for late-stage private equity, real estate, or hedge funds. I work on a lot of short-term projects with clients on a one-off and repeating basis, I do not generally take long-term projects, part-time CFO, or retainer-style enagements.
Browse their profiles below - some are private, some are public - and either reach out to them directly or request an intro (necessary if they have requested to remain private). If you have any questions, contact me and I'm happy to help you find the right assistance.
