Products
FORECAST & VALUATION
Strategic Operating model
Focuses on margins, costs, and managing drivers
Startup Pathway model
For early-state ventures to validate ideas & pitch funding
Five-Year Outlook model
FP&A template for medium-term structured projections
Professional Services model
Ideal for consultants, agencies, legal, and accounting firms
SaaS & Recurring Revenue model
Structured for Subscription/ARR- based sales & income
CFO Enterprise model
Robust software for multi-scenario planning and financing
ADDITIONAL RESOURCES
Loan Origination & Monetization model
For building & managing a lending portfolio
GAAP Financial Reporting model
For quarterly & annual performance updates
Managerial Finance seminar
Ten lessons illustrated with Excel tables & formulas
Decision-maker
Quantifying the qualitative to yield answers to life’s questions
About Us
Our team holds Master’s degrees in Finance, Industrial Engineering, and Management.
We understand financial analysis & reporting from all angles.
We’ve served on Boards, led Finance and Analytics departments, worked in the trenches, taught finance courses at 2 universities, and built business models for more than 100 clients.
Feel free to contact us with any questions or concerns. We welcome your feedback.
Faq
No. It’s a complete system. You provide inputs once. Every statement, forecast, and output updates automatically.
Most free models are half-baked: inconsistent structure, sloppy formatting, no analytics, and not board-ready. Mine are designed for professionals who need credibility instantly.
Yes. You only edit the inputs tab. Everything else calculates automatically.