Clear plan, credible numbers, and investor-ready outputs. I build the narrative and a 5-year model with linked statements, charts, and scenarios.
For founders who need the plan, model, and assumptions organized.Short, skimmable chapters aligned with investor expectations.
Numbers unclear
Assumptions, scenarios, and runway get organized.
Plan is scattered
Strategy, market, and operations become a readable plan.
Fundraising proof
Charts and summary views connect numbers to the pitch.
Also a fit for
One page overview, vision, highlights, the ask.
Acquisition channels, pricing, funnel, sales process.
Key people, advisors, structure, hiring plan.
TAM, customer segments, competitors, trends.
Current performance, milestones, growth indicators.
Revenue, costs, cash flow, profitability.
Features, benefits, unique value proposition.
Why you win, moats, switching costs.
Allocation, milestones, runway, timeline.
Sophisticated financial modeling that provides deep insights into your business performance and funding requirements.
Financial story: Model, plan, and summary outputs investors can follow.
Pricing, unit economics, and growth assumptions.
COGS, OpEx, and scalability logic.
Headcount, payroll, and team growth.
Cash flow and funding requirements.
Base, upside, and conservative cases.
Monthly projections for years 1-2, quarterly for years 3-5.
Unit economics, pricing models, and growth assumptions.
COGS, OpEx breakdown, and scalability analysis.
Headcount growth, compensation, and benefits modeling.
Monthly cash flow projections and funding requirements.
Best-case, base-case, and worst-case financial scenarios.
Turn scattered numbers into a structured model and narrative.If your plan is spread across spreadsheets and founder memory, we can turn it into a structured model and narrative.
From assumptions to model, plan, and investor-ready outputs.From assumptions to investor-facing outputs. We organize the numbers, shape the plan, and connect the model to the fundraising story.
STEP 1
We collect numbers, assumptions, goals, and current materials.We collect current numbers, assumptions, round goals, product plans, hiring plan, and existing materials.
Inputs organized
Inputs organized
STEP 2
Revenue, pricing, costs, hiring, runway, and scenarios are mapped.We define revenue streams, pricing, costs, hiring, runway, growth drivers, and scenario logic.
Logic visible
Logic visible
STEP 3
Forecast logic, runway, use of funds, and summary views.We structure the spreadsheet with forecast logic, scenarios, use of funds, runway, and summary views.
Model ready
Model ready
STEP 4
Strategy becomes concise sections for investors or partners.We translate the strategy into concise narrative sections for investors, partners, or grant reviewers.
Plan drafted
Plan drafted
STEP 5
Outputs become charts, slides, and talking points.We package the outputs into clear slides, charts, and talking points for fundraising conversations.
Ready to explain
Ready to explain
A planning pack that makes the numbers easier to defend.
Planning handoff pack
Forecast, scenarios, runway, and assumptions.
Strategy, market, operations, and roadmap.
Charts and financial story for the deck.
Plain-language logic behind the numbers.
Editable spreadsheet with assumptions, scenarios, revenue forecast, cost plan, and runway view.
Structured plan that explains strategy, market, operations, roadmap, and financial logic.
Deck-ready charts and financial story slides that can plug into your fundraising materials.
Plain-language notes that make the model easier to defend in investor conversations.
Clear breakdown of capital needs, spend categories, runway, and milestone connection.
Base, conservative, or growth scenarios depending on the planning needs of the project.
Show how the company grows, spends, and reaches milestones.A clear financial model gives investors a stronger view of how the company grows, spends, and reaches the next milestone.
Pick the service that matches where your deck is right now.