Investor-ready financial model, 3-year forecast, cap table, and pitch deck financials — everything a sophisticated investor or private equity firm expects, prepared by someone who knows what they actually look for.
A financial model is the first thing a sophisticated investor pulls apart. If yours doesn't hold up — wrong assumptions, broken formulas, revenue that doesn't tie to the unit economics — the conversation ends there. We build models that are robust, auditable, and built to be interrogated.
Investors don't expect you to predict the future — they expect you to demonstrate that you understand your business well enough to make credible projections. A well-constructed 3-year forecast shows strategic thinking, not just optimism.
A messy cap table kills deals. Investors need to see a clean ownership structure, understand the dilution history, and model the economics of their own entry. We build and clean cap tables that tell a clear story — and hold up under legal scrutiny.
The financials slide is where most pitch decks lose credibility. Numbers that don't tie, metrics that are cherry-picked, and projections with no visible basis — investors have seen it all. We prepare pitch deck financials that are clean, consistent, and backed by a model.
Private equity due diligence is a different level of scrutiny. PE firms move fast, ask detailed questions, and expect your financials to be clean, well-documented, and immediately accessible. We prepare businesses for PE processes so the diligence phase accelerates — rather than kills — the deal.