Investor-Grade Financial Modelling
Stop relying on fragile spreadsheets. We build dynamic, error-free 3-statement financial models that stand up to rigorous VC due diligence, secure funding, and drive strategic M&A exits.
Kish Patel, ACA
Founder, Consult EFC"A bad model breaks in the boardroom. We build robust, transparent architecture that gives investors absolute confidence in your growth narrative."
Model Architecture
- Fully integrated P&L, Balance Sheet & Cash Flow
- Driver-based calculations from a single 'Truth' tab
- Executive-level summary dashboards for reporting
- Automated working capital & runway forecasting
Why Consult EFC
- Big 4 Standard: Auditable, error-free architecture
- Bespoke Builds: No forced 'off-the-shelf' templates
- Investor Ready: Designed specifically for VC due diligence
Beyond basic spreadsheets
A professional financial model is not just a P&L projection. It is a dynamic, interconnected engine that translates your operational strategy into mathematical reality.
When raising capital or preparing for an exit, sophisticated investors will pull your numbers apart. If your balance sheet doesn't balance, or if a change in customer acquisition cost doesn't automatically flow through to your cash flow forecast, credibility is lost instantly.
We build bespoke, 3-way integrated models tailored entirely to your specific business mechanics. We do not use "off-the-shelf" templates that force your unique SaaS or SME metrics into generic boxes. Every model is constructed by Big Four trained experts corporate finance standards, ensuring structural integrity, absolute transparency, and investor readiness.
3-Statement Integration
The gold standard. Your Profit & Loss, Balance Sheet, and Cash Flow statement are mathematically linked. A change in one assumption flawlessly cascades through all three statements.
Driver-Based Forecasting
Revenues aren't hardcoded. They are driven by logic: marketing spend drives leads, conversion rates drive new clients, churn impacts recurring revenue. Investors want to see the mechanics, not just the result.
Scenario Planning
Built-in toggle switches allowing you to instantly view the impact of 'Base Case', 'Best Case', and 'Worst Case' scenarios on your runway without breaking the model.
When do you need a robust financial model?
Ambitious companies engage us when spreadsheet errors are no longer an option. A robust model is the backbone of any major financial event.
Series A & B Fundraising
VCs will heavily scrutinise your assumptions. An investor-grade model proves you understand your unit economics, burn rate, and exactly how their capital will be deployed to accelerate growth.
M&A and Exits
A robust model underpins your enterprise valuation. Presenting a buyer with a flawless DCF and clear synergies defends your multiple during hostile due diligence.
Cash Flow Visibility
Growth consumes cash. A proper model forecasts working capital requirements and warns you of impending cash shortfalls months before they happen, allowing for proactive debt structuring.
Management Buyouts (MBO)
Transitioning ownership to management requires heavy debt. An MBO model proves to commercial lenders that the company generates sufficient cash to service the loan while maintaining operations.
Debt Financing
Banks and private debt funds will stress-test your ability to repay. We build covenant-tracking into the architecture, giving lenders the security they need to approve facilities.
Strategic Board Planning
Should we hire 5 engineers now, or wait until Q3? A dynamic model acts as a financial sandbox for your board, allowing you to test decisions mathematically before committing capital.
How we build your financial model
We adhere strictly to corporate finance modelling best practices. Our models are transparent, easy to audit, and designed to be actively used by management—not filed away in a drawer.
Clear, Auditable Architecture
We strictly separate inputs, calculations, and outputs. No hardcoded numbers hidden inside complex formulas. A VC analyst should be able to audit the model and trace every figure back to its source assumption within seconds.
A Single Sheet of Truth
Every variable in your business (headcount salaries, churn rate, marketing spend, pricing tiers) is housed on a single "Assumptions" dashboard. You change the variable here, and the entire model updates automatically.
Sensitivity Analysis
What happens to cash flow if your conversion rate drops by 10%? What if the enterprise sales cycle takes 3 months longer? We build sensitivity tables that instantly calculate the financial impact of your greatest risks.
Executive Dashboards
Founders and board members do not want to stare at 5,000 rows of data. We layer elegant, presentation-ready dashboards over the raw mechanics, summarising runway, ARR growth, EBITDA, and cash curves visually.
From raw data to investor-ready in weeks
Building a bespoke model requires deep collaboration. We act as an extension of your management team to ensure the math accurately reflects your reality.
Discovery & Scoping
We map out exactly what the model needs to achieve. Who is the audience? What are the key revenue drivers? Is this for a Series A raise or an MBO? We agree on the scope and a fixed fee.
Data Gathering
We digest your historical accounts, current management data, sales pipeline metrics, and existing budget spreadsheets. We consolidate this fragmented data into a unified baseline.
Architecture & Build
Kish architects the model from the ground up. We construct the revenue engine, operational expense schedules, working capital timing, and integrate the 3-statement forecast.
Draft Walkthrough
We screen-share the draft model with your leadership team. We test assumptions live ("let's see what happens if we hire 3 less SDRs") to ensure the outputs logically align with your commercial instincts.
Final Handover & Training
We finalise the model, lock calculation cells to prevent accidental breaks, and provide training to your internal team so they feel completely confident presenting it to investors.
Ongoing CFO Support
If desired, we can be retained on a Fractional CFO basis to roll your model forward each month, run budget-vs-actuals variance reporting, and join you on investor pitches.
Frequently asked questions
How much does a bespoke financial model cost?
Do you just use generic spreadsheet templates?
Will I be able to update the model myself?
Do you build models for SaaS and Tech companies?
Can you join our investor pitch meetings?
What is a 3 statement financial model?
Do you build models for fundraising?
Can you improve an existing model?
Do you support clients outside the UK?
Ready to build a model investors trust?
Book a free 30-minute scoping call with us. We will discuss your current spreadsheets, your fundraising or M&A goals, and provide a fixed-fee quote for a bespoke rebuild.
Book Your Free Scoping Call