Phoenix - Your AI AssistantBuild an investor-ready 3-statement financial model
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5 days
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What you get with this Offer
I will build you a full 3-statement financial model (profit and loss, balance sheet, cash flow) that ties together properly and holds up when investors dig into it. Clear assumptions you can change yourself, scenario toggles, and the outputs a raise actually needs: monthly and annual views, runway, headcount plan, unit economics and a summary page you can drop into your deck.
What you get with this offer:
- An integrated 3-statement model built for your business model, not a generic template
- A clearly laid out assumptions page anyone on your team can drive
- Scenario toggles (base, upside, downside) and sensitivity on the drivers that matter
- Investor-ready outputs: runway, burn, KPIs and a one-page summary
- A walkthrough call so you can present it with confidence
The base offer covers a single-entity model for one business line. If you have multiple entities, revenue lines or an existing model to rebuild, message me first and I will quote a fixed price before you buy.
I am a Fellow Chartered Accountant and CPA and have built more than 500 financial models over 16 years; clients have raised over $1B with them. After the build, most founders keep me on a monthly retainer to keep the model current as the numbers and the plan change.
What you get with this offer:
- An integrated 3-statement model built for your business model, not a generic template
- A clearly laid out assumptions page anyone on your team can drive
- Scenario toggles (base, upside, downside) and sensitivity on the drivers that matter
- Investor-ready outputs: runway, burn, KPIs and a one-page summary
- A walkthrough call so you can present it with confidence
The base offer covers a single-entity model for one business line. If you have multiple entities, revenue lines or an existing model to rebuild, message me first and I will quote a fixed price before you buy.
I am a Fellow Chartered Accountant and CPA and have built more than 500 financial models over 16 years; clients have raised over $1B with them. After the build, most founders keep me on a monthly retainer to keep the model current as the numbers and the plan change.
What the Freelancer needs to start the work
Your pitch deck or a short description of the business, any historical financials or bookkeeping exports you have, your current pricing, and the raise amount and timeline if you are fundraising. If you have an old model, send it too.