“Roger did a fantastic job of listening to the financial modeling for our business. He provided an excellent Financial Model, showed us how to customize it for our niche revenue streams, and how we may want to customize our numbers and utilize models within the spreadsheet.”
Katherine Freerksen
Co-Founder, All Access Chess
How I'll Help
I've reviewed hundreds of financial models created by startups from pre-seed to Series A companies. I can help you quickly identify and answer key questions and insights about your business. For most users, the Startup Virtue model and video walkthroughs are enough to get started. If interested, I provide this 1 hour session to help users set up their model quickly. Here's what you'll get:
A copy of the Startup Virtue financial model
Call and recorded screenshare to setup or refine the model for your specific situation
Assistance in customizing variables or achieving desired outputs
Translate your existing model(s) into a Startup Virtue structure
Review your assumptions and recommend next steps
Here's the typical process:
First fill out the booking form with your goals and outline how you plan to leverage the Startup Virtue model.
Prior to the call, we will determine if any customization is necessary to fit your business, and develop a plan on how to adapt the model. Extensive customizations may be subject to an additional fee.
After any needed customization and after you have input your assumptions, we will review the finished model. We will discuss the revenue model, cost budget, unit economics, and key metrics with a focus on how to communicate your business to investors.
Not using the Startup Virtue model? I'm still happy to help but I advise contacting me first to make sure I can assist.
Contact me
Logistics
I use Google Meet for screenshares but I am happy to use Zoom, WhatsApp, or a good old fashioned phone call. If you want to use a method not listed, just let me know after booking.
If you do not find a day/time that works for your schedule within an acceptable timeframe, please contact me and I'll see what I can open up.
Buy Model + Set Up a Call
