Model Library

A complete investor-grade financial model package for a Series A raise. Includes a fully integrated three-statement model, driver-based revenue forecast, unit economics, scenario analysis, and a formatted financial summary for the data room.

A comprehensive financial model for subscription and recurring revenue businesses. Covers ARR and MRR mechanics, cohort-based retention analysis, net revenue retention tracking, and a growth model calibrated to the company's acquisition dynamics.

A structured financial model for pre-Series A companies. Covers the three-statement foundation, cash management, early unit economics, and a twenty-four-month forecast with scenario analysis.

A fully diluted cap table with SAFE and convertible note modeling at cap-based and discount-based conversion prices, option pool governance, and a waterfall analysis across a range of exit scenarios.

A complete financial data room preparation package, structured to Level 2 FFI Standard compliance. Includes the investor-grade financial model, management accounts structure, financial summary, and a formal data room index.

A board-approved annual operating plan with departmental budgets, headcount planning at fully loaded cost, a monthly variance reporting template, and a KPI framework with documented metric owners and thresholds.

A precision unit economics model calibrated to the company's specific revenue model. Covers cohort-based lifetime value, fully loaded customer acquisition cost, payback period, and a growth scenario model connecting unit economics to the revenue forecast.

A multi-methodology valuation analysis covering discounted cash flow, comparable company analysis, and the venture capital method. Produces a documented valuation range with sensitivity analysis on the three most material assumptions.

A structured cash management model with a thirteen-week rolling cash forecast, net burn rate tracking using the correct net-burn methodology, and runway-to-milestone calculation connected to the use-of-proceeds plan.

A financial model for capital-intensive deep tech and hardware companies. Covers milestone-based capital deployment, long development cycle cash modeling, manufacturing cost structure, and a revenue forecast calibrated to hardware unit economics.

A full exit preparation model covering waterfall analysis across ten exit scenarios, preferred return calculations for each share class, strategic versus financial acquirer analysis, and a pre-diligence financial summary.

A financial model built to the specific requirements of the engagement, structured against the applicable FFI Standard compliance criteria for the relevant service layer and compliance level.