Forecast and valuation models
Decision-ready models for business planning, funding discussions, and valuation support — structured so every assumption can be defended line by line.
Where this started.
A pre-Series-A startup needed a model that could survive diligence, but their existing spreadsheet mixed formulas with hardcoded numbers, making it impossible to test alternative assumptions without breaking something.
How we worked through it.
- Rebuilt the model on a strict driver-based structure — every input isolated from every formula.
- Separated revenue logic by customer segment to match how the business actually sold.
- Built base, upside, and downside cases sharing the same structure, toggled from one input sheet.
- Ran a live walkthrough with the founder so every assumption had a rehearsed answer before the funding call.
What the delivered work looked like.
A look at the views and outputs built for this engagement.
Deliverables from this engagement.
Every file below is a fully worked sample — the same structure and formula logic we apply to live client work, built to demonstrate capability rather than serve as a template to copy.
What the client walked away with.
This model is a fully worked sample — built to the same structure, formula logic, and review standard we apply to live client work. Company names and figures shown are fictional demonstration data.
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