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I will build a 3 statement financial model with 5 year projections
Chartered Accountant, Financial Modelling, Valuation and Fundraising
Chartered Accountant (ICAI, first attempt) and FMVA-certified financial modeller with around 4 years across international assurance and corporate finance, and co-founder of YashRaj & Co. I build 3-sta...
About this Gig
Need a financial model that investors, lenders and your board can trust? I'm a Chartered Accountant (ICAI) and FMVA-certified financial modeller with experience on M&A, project finance and fundraising mandates.
What you get:
- A fully linked P&L, balance sheet and cash flow statement that balance every year
- 5-year projections driven by clear, editable assumptions on one inputs sheet
- Supporting schedules: revenue build, opex, capex and depreciation, working capital, debt and interest
- Integrity checks, no hard-codes and colour-coded inputs
- Standard and Premium: KPI dashboard, scenarios (bear, base, bull) and sensitivities
Who it's for: startups raising capital, SMEs applying for loans, and founders planning budgets.
How it works:
1. You share your business overview, historicals (if any) and key assumptions
2. I build the model and walk you through it
3. You get the Excel file plus a short assumptions note
Please message me before ordering so I can confirm scope and timeline.
Visualization Tools:
Microsoft Excel
Industry:
E-Commerce
•
Energy
•
Software
Target country:
India
•
United States
•
Worldwide
My Portfolio
FAQ
What do you need from me to start?
A short business overview, any historical financials (P&L, balance sheet or bank statements), and your key assumptions such as pricing, volumes, costs, hiring and funding. If you are pre-revenue, I will send a simple assumptions template to fill in.
Will the model be fully editable?
Yes. You get a fully linked Excel file with no hard-coded numbers in the calculations. All assumptions sit on one inputs sheet and are colour-coded, so you can change them and the whole model updates.
Can you build a monthly model or a longer forecast?
Yes. Premium includes a monthly first year. For a fully monthly model, a 7 to 10 year forecast or extra entities, message me with your needs and I will send a custom offer.
Is my data kept confidential?
Yes. As a Chartered Accountant I treat client information as strictly confidential. Your data is used only for your project, and I am happy to sign an NDA before you share anything.
