Stop settling for static spreadsheets. I provide complex, dynamic financial models built using investment banking best practices (FAST Standard) to ensure your business is bank-ready and investor-approved.
Whether you are applying for an SBA 7(a) loan, preparing for a Series A round, or performing a strategic M&A valuation, I build the engine that drives your financial narrative.
What Makes My Models "Complex" & Best-in-Class?
Fully Integrated 3-Statement Core: A seamless link between your Income Statement, Balance Sheet, and Cash Flow Statement to ensure the model always balances.
Modular Architecture: I use the FAST modeling standard (Flexible, Appropriate, Structured, Transparent), making the model easy for any CFO or Banker to audit.
Dynamic Scenario & Sensitivity Analysis: I build 'Control Panels' that allow you to toggle between Base, Optimistic, and Stress-Test cases with one click.
Advanced Debt Sculpting: Specifically for SBA and SME loans, I include detailed amortization schedules and Debt Service Coverage Ratio (DSCR) tracking to ensure loan covenant compliance.
Granular Revenue Drivers: No 'hard-coded' numbers. Revenue is built from the bottom up—analyzing CAC (Customer Acquisition Cost), Churn, and ARPU (Average Revenue Per User).
Industry Best Practices I Follow:
Strict Color Coding: Blue for hard-coded inputs, Black for formulas, and Green for cross-sheet references.
Error-Checking Suite: Integrated 'Check Tabs' to ensure no circular references or balance sheet plugs.
Executive Visualization: Professional dashboards that translate complex data into board-room-ready charts and KPIs.
Don’t leave your funding to chance. Leverage institutional expertise to build a model that wins.