I will build a startup financial model and fundraising model in excel
Financial Modeling, Budgeting and Dashboards for Startups
About this Gig
Raising money or planning ahead? Get a financial model investors will actually take seriously.
I'm an FP&A professional with 4+ years' experience (ex-Wells Fargo), an MBA in Finance, and a CFA candidate. I've built operating plans from scratch, forecast cash flow for boards, and delivered 350+ financial business cases at a global bank - now I build that same caliber of model for startups and small businesses.
What you get:
- A fully driver-based Excel model - change one assumption, everything updates
- 3-statement model (P&L, balance sheet, cash flow) or a lean starter model, by tier
- A clear, labeled assumptions tab - no black boxes
- A model built to survive investor due diligence, not just look good
Who it's for: founders raising a seed/Series A, owners who need a real budget and forecast, and anyone who's outgrown a spreadsheet that "mostly works."
How it works: pick a package, fill a short intake (your numbers, assumptions, what the model must answer), and I'll build it - with revisions and a short walkthrough on delivery.
Not sure which fits? Message me first - happy to scope it for free.
Business type:
Startups
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SMBs
Industry:
Data analytics
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Financial services
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Writing & publishing
My Portfolio
FAQ
I don't have any numbers yet - can you still help?
Yes. I can build the model structure with placeholder/benchmark assumptions you refine, or we work through reasonable assumptions together on a call.
Can you sign an NDA?
Yes - happy to sign a standard NDA before you share any sensitive numbers.
Do you build in Google Sheets instead of Excel?
Excel by default (most investor-ready). Google Sheets on request at no extra cost.
Can this support my industry (SaaS, D2C, marketplace, real estate)?
Yes - I tailor the revenue and cost drivers to your business model. Real estate / lease feasibility is a specialty (see my portfolio).

