Build a Robust Financial Model
Create a comprehensive financial model that validates your business model, supports your valuation, and helps you make strategic decisions.
Why Your Financial Model Matters
Investor Credibility
A well-built financial model demonstrates to investors that you understand your business economics and have a clear path to profitability.
Strategic Planning
Your financial model serves as a roadmap for your business, helping you make informed decisions about resource allocation and growth strategies.
Valuation Support
A robust model provides the foundation for your company valuation discussions and helps justify your fundraising ask.
Risk Assessment
Scenario analysis in your financial model helps identify potential risks and develop contingency plans that investors want to see.
Our Financial Modeling Process
Business Model Analysis
We start by understanding your business model, revenue streams, cost structure, and growth drivers to create a model that accurately reflects your business.
Model Development
We build a comprehensive financial model with detailed revenue projections, expense forecasts, cash flow analysis, and key financial statements.
Scenario Analysis
We create multiple scenarios (base, upside, downside) to test the resilience of your business model and identify key sensitivities and risks.
Investor Preparation
We help you understand how to present your financial model to investors, anticipate their questions, and defend your assumptions with confidence.
What You Get
- Comprehensive Excel Model — A detailed, customized financial model with 3-5 year projections.
- Scenario Analysis — Base, upside, and downside scenarios to test different growth trajectories.
- Key Metrics Dashboard — Visual representation of your most important KPIs and financial metrics.
- Assumption Documentation — Clear documentation of all assumptions to help you defend your model.
- Investor Presentation Slides — Key financial slides for your pitch deck that highlight the most important aspects of your model.
Success Stories
Hear directly from founders who've transformed their fundraising journey with Vault
Working with Vault's team was such a great learning experience for us. Initially, we didn't even know the quality of the deck and projections that we needed for our fundraiser, but once we created that, our fundraising got much faster.
As a first-time founder, I was new to the concept of financial projections and whether we needed to make them. But it turned out to be the fundamental thing that made our business potential super clear and lucrative for investors and helped us close on our fundraising.
Ready to Build Your Financial Model?
Schedule a consultation to discuss how we can help you create a financial model that impresses investors and guides your business.