Plan

Financial models that hold up to scrutiny.

3–5 year projections, cash-flow, and unit economics built to withstand the toughest lender questions. Defensible assumptions, clean models, faster approvals.

Why It Matters

Numbers tell the story — or they don't.

Lenders don't just read your business plan, they interrogate your numbers. Weak assumptions, circular logic, or unrealistic growth curves will stall or kill an application that should have been approved.

Our financial models are built by analysts who've seen what banks and investors actually scrutinize. Every assumption is documented, every number is traceable, and every scenario is stress-tested before it reaches a desk.

Revenue Year 1$285,000
Revenue Year 3$920,000
Gross Margin62%
Break-even MonthMonth 14
5-Year NPV$1.4M
Sample output, illustrative only
What You Receive

Every number you need.

📈

P&L Statement

Month-by-month and annual profit & loss for 3–5 years, with revenue, COGS, gross profit, operating expenses, and EBITDA.

💵

Cash Flow Statement

Monthly operating, investing, and financing cash flows, the document lenders care about most.

⚖️

Balance Sheet

Projected assets, liabilities, and equity, fully reconciled to the P&L and cash flow.

📊

Revenue Model

Detailed build-up from unit economics, pricing, volume, customer growth, and seasonality.

🎲

Scenario Analysis

Base, optimistic, and conservative scenarios, showing lenders you've stress-tested the plan.

🎯

Break-Even & KPIs

Break-even analysis, key ratios (current ratio, DSCR, gross margin), and dashboard visuals.

FAQ

Financial model questions.

We'll send you a straightforward questionnaire covering your pricing, target customer, expected volume, major costs, and funding ask. You don't need to have it all figured out, our job is to help you build defensible assumptions, not just fill in numbers you give us.
You receive a fully unlocked Excel or Google Sheets model, so you can update it as your business evolves, plus a PDF export with formatted statements and charts ready for submission to lenders or investors.
Absolutely, and we strongly recommend it. When the financial model and business plan are built together, the numbers in both documents align perfectly, which is exactly what sophisticated lenders expect. We offer a bundled rate when you order both together.

Build the model that gets you funded.

Book a free consultation and we'll scope your financial model the same day.