Investor-ready, decision-grade financial pro forma models built to support fundraising, strategic planning, valuation, and operational forecasting.
Request a ConsultationWe design and build comprehensive financial pro forma models that translate assumptions into clear, defensible forecasts. Our models are built to answer real business questions— how much capital is needed, when the business becomes cash-flow positive, how sensitive outcomes are to key drivers, and what scenarios investors or lenders are likely to test.
Pro formas are developed with transparency and flexibility in mind, typically delivered in Excel or Google Sheets so that finance teams, founders, investors, and advisors can easily review, audit, and update assumptions over time.
Fully linked income statement, cash flow statement, and balance sheet projections built from the ground up. Models ensure internal consistency across operating assumptions, working capital, capital expenditures, and financing activities.
Clear and auditable assumptions for revenue growth, pricing, costs, headcount, margins, and capital needs. Models are structured so key drivers can be adjusted without breaking logic or requiring technical knowledge.
Base, upside, and downside scenarios with sensitivity analysis on the variables that matter most. Designed to support investor questions, board reviews, and risk assessment around growth, margins, and cash runway.
Pro formas built specifically for equity raises, debt financing, and capital planning. Includes cash runway analysis, use-of-funds modeling, and outputs suitable for pitch decks, investment memos, or lender packages.
Support for M&A evaluation, new product launches, pricing changes, expansion initiatives, or restructuring scenarios. Models are designed to clearly show financial impact and tradeoffs across multiple strategies.
We review and improve existing models that are fragile, inconsistent, or difficult to explain. This includes fixing structural issues, validating assumptions, simplifying logic, and making models presentation-ready.