Phoenix - Your AI AssistantCreate an outstanding financial model
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2 days
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What you get with this Offer
I build professional, comprehensive financial models designed to meet the highest standards of investors, lenders, and internal decision-makers. My goal is to give you a clear, credible view of your business’s financial future and maximise your chances of securing funding or making confident strategic decisions.
Each model is custom-built and includes:
Assumptions Sheet: A transparent input page where key drivers (pricing, growth, costs, headcount, etc.) can be flexibly adjusted.
Revenue Forecasts: Detailed modelling of revenue streams, pricing structures, and customer growth.
Operating Expenses: Itemised cost projections with the ability to stress test different scenarios.
Financial Statements: Complete 3–5 year Profit & Loss, Cash Flow, and Balance Sheet forecasts.
Valuation Analysis: Discounted Cash Flow (DCF), multiples, and investor return scenarios (if required).
Break-Even & Sensitivity Analysis: Insights into margins, payback, and the impact of key variables.
Charts & Dashboards: Clear visualisations of financial performance to make results accessible for stakeholders.
What You Can Expect When You Order
My process is collaborative and efficient, ensuring the model reflects your vision and stands up to scrutiny:
Step 1: Consultation & Scoping – We discuss your business model, funding goals, and specific requirements for the financial model.
Step 2: Data Gathering & Assumptions – I provide a structured template to capture inputs on pricing, sales, costs, and investment needs.
Step 3: Model Development – I build a tailored financial model in Excel, incorporating flexible assumptions and professional formatting.
Step 4: Review & Iteration – You’ll receive the draft model to test scenarios, with revisions made until you’re fully confident in the outputs.
Step 5: Final Delivery – You’ll receive a polished, investor-ready model, along with supporting notes so you can use and adapt it going forward.
Why Work With Me
My commitment is to deliver a financial model that is not only accurate and robust, but also easy to understand and present to stakeholders. Whether you’re raising investment, applying for a loan, or making key strategic decisions, I’ll equip you with a model that instils confidence.
Let’s work together to bring clarity to your numbers and credibility to your story.
Each model is custom-built and includes:
Assumptions Sheet: A transparent input page where key drivers (pricing, growth, costs, headcount, etc.) can be flexibly adjusted.
Revenue Forecasts: Detailed modelling of revenue streams, pricing structures, and customer growth.
Operating Expenses: Itemised cost projections with the ability to stress test different scenarios.
Financial Statements: Complete 3–5 year Profit & Loss, Cash Flow, and Balance Sheet forecasts.
Valuation Analysis: Discounted Cash Flow (DCF), multiples, and investor return scenarios (if required).
Break-Even & Sensitivity Analysis: Insights into margins, payback, and the impact of key variables.
Charts & Dashboards: Clear visualisations of financial performance to make results accessible for stakeholders.
What You Can Expect When You Order
My process is collaborative and efficient, ensuring the model reflects your vision and stands up to scrutiny:
Step 1: Consultation & Scoping – We discuss your business model, funding goals, and specific requirements for the financial model.
Step 2: Data Gathering & Assumptions – I provide a structured template to capture inputs on pricing, sales, costs, and investment needs.
Step 3: Model Development – I build a tailored financial model in Excel, incorporating flexible assumptions and professional formatting.
Step 4: Review & Iteration – You’ll receive the draft model to test scenarios, with revisions made until you’re fully confident in the outputs.
Step 5: Final Delivery – You’ll receive a polished, investor-ready model, along with supporting notes so you can use and adapt it going forward.
Why Work With Me
My commitment is to deliver a financial model that is not only accurate and robust, but also easy to understand and present to stakeholders. Whether you’re raising investment, applying for a loan, or making key strategic decisions, I’ll equip you with a model that instils confidence.
Let’s work together to bring clarity to your numbers and credibility to your story.
What the Freelancer needs to start the work
I can build as much detail into this model as you need - Just provide me with some costs, prices, approximate sales projections, and investment size, and I can take it from there.