Services
Financial Modeling for Series B & Beyond
Investor-grade models built to survive diligence.
Your Series B model is not your Series A model. The questions are harder, the diligence is deeper, and the assumptions need to be defensible line by line. We build models that get you through.
What we do
What we build
- Bottoms-up operating models
- Driver-based, fully dynamic, scenario-ready. Built from unit economics up, not top-down.
- Three-statement models
- Integrated P&L, balance sheet, and cash flow. Auditable formulas. No hardcoded numbers buried in cells.
- Fundraise scenarios
- Multiple raise sizes, multiple valuations, dilution analysis, runway extension math.
- Investor data room
- Model, historical financials, KPI history, cap table, and supporting docs organized for diligence.
- Board-ready outputs
- Charts, summaries, and narrative for board decks and investor memos.
Built for diligence
Built for the questions investors actually ask
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“Walk me through how you got to next year's revenue number.”
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“What happens to burn if you miss plan by 20%?”
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“Show me CAC payback by cohort.”
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“What's the path to default-alive?”
Our models answer these in one click, not three weeks of rebuilding.
When founders hire us
Signals it's time
- You're 3–6 months from your next raise and your current model won't hold up
- Your existing model was built in a hurry for your last round and has accumulated patches
- You need a model that ties to actuals so variance analysis is automatic
- You want a finance partner who understands what term sheets actually negotiate over
A model that holds up.
Send us your current model or tell us what you need built. We'll scope a project for your next raise.