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.
I have more than 16 years of experience in the financial sector, holding investment banking and corporate lending positions at internationally recognized banking institutions including UniCredit and Societe Generale. I've played a key role in creating and establishing mezzanine loan products and helped shape the market in Eastern Europe. Became a senior partner of one of the largest mezzanine loan providers in Eastern Europe at age 29 and was responsible for managing a team of 20 finance professionals. Managed a $450 million loan portfolio. Served on the board of directors for several large private companies and has extensive experience in alternative assets management. Stan recognized opportunities in the alternative assets space and joined a crypto investment fund startup which he managed since the start of operations in 2017. CFA Charterholder since 2013.
I'm a Fractional CFO and startup investor who's helped startups grow from founder->30 people, raise >$25M in funding, and grow revenue from 10K annually to >$10M while partnering with some of the largest advertisers and companies in the world. As the VP of Finance at SpokenLayer I built out a complex financial infrastructure, managed our enterprise SaaS and advertising financial models and budgets, raised $8M in venture funding, managed our cap table through 3 funding rounds, while also taking a heavy hand in operations. I've advised over 80 startups over the last 5 years, and currently act as Fractional CFO to several companies.
Causal is a tool for performing calculations, visualising data, and communicating with numbers, replacing workflows that are typically done in Excel and Google Sheets. Causal offers financial modelling specialists to help you set up a new model from scratch, as well as build your existing Excel or Google Sheets spreadsheet model into Causal. We also offer hands-on training and support as part of our Business plan, and typically run 4 x 1-hour training sessions as part of the onboarding, and use shared Slack channels for priority support.
I studied Physics with Languages (BSc) and Engineering and Finance (MSc), and I have been building financial and operational forecasts/models ever since - about 15 years. Most of my career has been spent in consulting (strategic, financial, operational and management), through which I have worked with startups, SMEs, VC/PE funds and enterprises (including multinationals) across more than a dozen industries. Since going independent in 2020, I have provided FP&A and Fractional CFO services to roughly 80 startups, SMEs and VC/PE funds - my focus being on building financial models to inform strategic planning and decision making, so 90% of what I do (for clients) is model building.
Forecastr is a tool for creating financial projections and managing your growing company. Create a hiring plan, expense forecast, and revenue projections, manage your runway, and create dashboards for yourself and your investors. Forecastr is powered by your data from Quickbooks, Xero, Hubspot, and Stripe to help you continually update your model. Ability to assist with building models as well as providing fractional CFO services
We work with mission-driven businesses in Edtech, Mediatech, Crypto/Blockchain, Climatetech, Entertainmenttech, Pharma, Healthtech, and other Saas businesses that support these industries. Headquartered in Washington, DC, Everest Capital Group provides strategic financial consulting and investment analysis to private mid-size and venture-backed growth stage companies in the United States and abroad. We specialize in founder-focused CFO advisory services aimed at helping our clients achieve strategic growth and profitability improvements for a meaningful exit. We specialize in founder focused CFO advisory services (and execution) through engagements aimed at helping our clients achieve strategic growth and profitability improvements for the purpose of a meaningful exit. In many cases, this begins by simply putting the financial fundamentals in place - financial statement review, cash flow management, forecasting scenarios, and hiring and training a finance team. For some firms, it means evaluating the existing business model and financials to drive growth and profitability to the next level. For others, it means creating a financial narrative-driven towards fundraising or a sale. From our work with VC groups and family offices, we know what a good deal looks like and how to position it.We work closely with your leadership team to understand hiring and training needs. Everest Capital Group is a fully engaged team member, working closely with your employees to train and develop the skills required to grow your business.
I am a certified FullStack Modeler and certified Advanced Financial Modeler. I've been on a financial modeling journey since 2010. It all started while I was working in Investment Banking. From there, I progressed to building models for countless distressed investment opportunities at a Private Equity firm during multiple acquisitions and turnaround management scenarios. I eventually ventured off on my own to start up businesses and raised over $1M in funding as an Entrepreneur. Today, I'm helping with a Venture Building company fundraise, deal structures, and consulting on their startup investments. I am interested to provide financial modeling services where I can apply my skills to help businesses make informed decisions and achieve their goals.
I have a Financial Modeling and Valuation Analyst Certificate from CFI, and an advanced financial modeling certificate from Schweser Institute. In terms of experience, I am working in a tech startup, where I built their financial models from scratch, and are used as FP&A models and for funding rounds. I also do consulting as a freelancer in the GCC, where I built financial models and completed valuation studies for ecom, restaurants, service companies, and FMCG distributors.
I have over 15 years of experience in finance and accounting roles, primarily with high growth VC-backed companies. For the past 5 years, I have worked in consulting; my work has been primarily focused on providing finance support to seed stage through Series C size clients. Through this work, I've experienced a broad range of industries, including food and beverage, software, cryptocurrency, AI, manufacturing, social media, life sciences, and agriculture. Prior to my consulting work, I worked as an early member of the strategic finance teams at both One Medical Group and Eventbrite. I spent a great deal of time building and planning forecast models to support the long-term direction of these high growth companies as well as custom models directed towards specific initiatives and business problems. I know that building trust with senior leadership is key and I’ve built influence with key decision makers by deploying data to help inform compelling stories. I enjoy working with business owners and would love to help them identify key business drivers and levers, model potential business plans and long-term scenarios and manage cash-flow.
I am a financial professional with a vast knowledge of the ins and outs of finance. I have invaluable experience in financial modelling, business plan and financial due diligence. I have worked with various start-ups and FinTech Companies to make their project bankable as well as dealing with investors externally. I was involved in major deals and transactions in Mauritius and regional islands. I have commendable knowledge in Digital Assets, Securities Token Offering, and Digital Custodian amongst others
I graduated from the University of Texas majoring in finance. I spent two years as an investment banking analyst at Evercore in the Houston M&A practice and was top bucket each year. I then moved to New York to work at Blackstone in their energy private equity group for two years, and then transferred over to their infrastructure fund where I helped train their new analysts.
I am a Columbia MBA with professional experience in private equity, growth equity, and investment banking. Currently, I am an instructor for Wall Street Prep and have led finance/modeling trainings for top investment firms including KKR, JMI, and others. As a startup consultant, I have advised tech companies on a range of fundraise related activity from business plan and pitch deck creation to financial modeling/valuation to investor outreach.
Entrepreneur and educator, having helped start and grow several venture-backed EdTech companies and currently serving as Program Director for [Accelerator], where I run the accelerator and incubator programs and teach entrepreneurship.
I build dynamic financial models that capture how a company functions in its entirety. Some of work was to conduct and price complicated sales proposals in multi-billion dollar transactions and some have been used to seek startup capital. I strive to capture drivers of pricing and all constraints. The valuation inputs are rooted in private equity or investments and the detail can be as precise as enzymatic activity in biotech products.
All the people here have chosen to be listed privately or publicly:
Not sure who to contact or what to expect for your need? contact me for referrals to potential experienced professionals for your projects, focusing on people with experience with financial models, business plans, pitch decks, and more.
Evaluating a tool for financial planning & analysis, FinOps, financial modeling, bookkeeping, accounting, FP&A, or other need? Start with Tools.
Questions, contact Taylor anytime.