“Roger was awesome! He helped me build a financial projection for my B2B SaaS startup. I had a somewhat unique revenue model, and he delivered way ahead of schedule. I strongly recommend him!”
Evan Wade
President & CEO, Epoch Lending
How I'll Help
I've created hundreds of financial models, generally consisting of growth and revenue model customizations in the Startup Virtue template. I also help clients update or revamp existing spreadsheet models. Custom services for complex financial modeling needs could include:
Call and recorded screenshare to setup or refine the model for your specific situation
Assistance in creating a custom revenue or growth model
Update your existing model or translate it into a Startup Virtue structure
Build a completely custom model for forecasting and budgeting
Input informed assumptions based on industry and market research
Build a custom cap table and waterfall analysis
Review outputs and create custom metrics and charts for investor audiences
And much more
Set up a call
Here's the typical process:
First we'll discuss your goals and financial modeling needs on a 15-30 minute call.
We will co-create a plan to either adapt the Startup Virtue template, update an existing model or create a completely custom model.
You will receive a custom quote with a delivery timeframe. Most custom models are delivered within 3 business days but you have the option to expedite.
I will submit the custom model along with a recorded screenshare to walk you through the model design and explain how you can make adjustments.
We will have 1 to 2 follow-up calls to make refinements based on your needs.
Logistics
Set up a call to inquire about a new project.
Set up a call
