Investor-Grade Financial Models that Get Deals Funded
CFO-level clarity for acquisition entrepreneurs, e-commerce founders, and agencies—without the $250k salary.
- 3-Statement Model + 3-Year Forecast (Base/Bear/Bull)
- SBA-ready DSCR & lender package
- Walkthrough + one revision included
Used by searchers, micro-PE, and founders closing SBA loans.
The Difference Between “Nice Spreadsheet” and “Funded Deal”
The Problem
- Banks and investors don't fund vibes; they fund credible models.
- DIY spreadsheets miss working capital, debt service, and seasonality.
- Most templates ignore how your business actually makes money.
The Outcome
- DSCR-correct, audit-ready model lenders understand
- Sensitivity analysis that won't implode on small changes
- KPIs that match your business (CAC/LTV, ROAS, inventory turns, utilization)
Built for Operators, Not Excel Tourists
If you're raising, buying, or selling, this is the model that turns your story into numbers lenders trust.
The Investor-Grade Model Package
What you get:
- 3-Statement model (P&L, Balance Sheet, Cash Flow)
- 3-year forecast with Base / Bear / Bull
- SBA-ready DSCR + amortization schedules
- KPI dashboard (by business type)
- Cohort/retention + CAC/LTV blocks (for e-com/agency/SaaS)
- 60-minute walkthrough + one revision
Turnaround
5–10 business days after intake
Format
Google Sheets or Excel (fully unlocked)
Pricing
Fixed, value-based pricing. No hourly surprises.
Deal Model & Forecast
$4,000–$6,000
For buyers/founders needing an investor-grade model and forecast.
Get StartedSBA Capital Package
$6,500–$9,000
Adds DSCR evidence, debt schedules, and lender packet.
Get StartedCFO-Lite Retainer
$2,000–$5,000/mo
Monthly reporting, cash planning, KPI reviews, and investor updates.
Get StartedComplex revenue models (marketplaces, multi-brand rollups) priced after a 15-min scoping call.
5 Steps. No Drama.
Scope & Quote(15 min)
confirm model type + price
Intake
pull P&L/BS/CF, bank statements, platform exports (Shopify, Stripe, Amazon)
Build
3-statement + scenarios + DSCR
Walkthrough(60 min)
decisions, levers, risks
Revision & Finalize
lender/investor-ready package
(10–12 bullets checklist)
Funding Wins & Better Decisions
“$1.7M SBA loan approved—DSCR passed on first review.”
“Killed a bad deal; saved $400k in future pain.”
“E-com model exposed inventory cash crunch; fixed before Q4.”
What You Get Here That Templates Can't
Underwriting-grade structure
working capital, debt service, seasonality
Operator metrics by niche
ROAS, CAC/LTV, cohort, utilization
Clarity, not complexity
clean inputs, lender-friendly outputs
Speed + accountability
days, not months; one owner, no handoffs
Free Download: SMB Deal Modeling Checklist
The 18 items banks and investors look for (and founders miss).
Frequently Asked Questions
Ready to turn your deal into numbers lenders trust?
Book a 15-minute call to discuss your needs and get a quote
Schedule a Call
Choose a time that works for you. We'll discuss your business type, purpose, and current financials.
Don't want a call? Send details
See a Sample Model
Explore a redacted investor-grade financial model. See how we structure 3-statement models, forecasts, and scenarios.
Sample Financial Model Package
This view-only model includes:
- Summary dashboard with key metrics
- 3-Statement model (P&L, Balance Sheet, Cash Flow)
- 3-Year forecast with Base/Bear/Bull scenarios
- SBA-ready DSCR calculations
- KPI tracking and cohort analysis
Note: All brand names, dates, and sensitive details have been redacted. Formulas and structure are intact.
Google Sheets Model
View Sample ModelBonus: What Lenders Look For
Download our 1-page guide on what banks and investors review in financial models.
PDF Guide
Download PDF Guide