Financial modeling services
Custom Excel, Google Sheets and web-based models for fundraising, financial planning, performance management and investment decisions.
Discuss your project
Startups and new ventures
Models for founders, corporate venture teams and investors who need to challenge an idea, plan capital and explain how the business can grow.
Translate the operating plan into a credible capital requirement and a funding story you can defend.
Typical scopeA connected view of how commercial assumptions flow through the company’s financial statements.
Typical scopeTest whether customer acquisition and retention can support profitable, scalable growth.
Typical scopeUnderstand ownership before and after a financing round, including different deal structures.
Typical scopeEvaluate the commercial case before committing resources to a launch or investment.
Typical scopeGive a venture studio, fund or private investor a consistent financial view of potential and existing portfolio companies.
Typical scopeOperating businesses
Models for management teams that need a connected view of performance, cash and the decisions that shape the next forecast.
Connect the income statement, balance sheet and cash flow so every planning decision has a complete financial effect.
Typical scopeMove from a static annual budget to an updateable view of performance and the months ahead.
Typical scopeSee when cash enters and leaves the business, how much headroom remains and where pressure may appear.
Typical scopeUnderstand the true economics of products, markets, channels or business units.
Typical scopeLink operating activity to financial results and expose the drivers management can influence.
Typical scopeCompare capital projects, product launches, locations or market-entry options on a consistent basis.
Typical scopeConsulting and model review
Online sessions for teams that want an expert second opinion, need to prepare for an important conversation or want to structure a commercial or analytical problem.
Bring an existing model—including the one an AI tool produced with impressive confidence. We will check whether its logic is equally convincing.
During the sessionPractice presenting the financial and commercial story before an investor, board or important internal meeting—and prepare for the questions behind the spreadsheet.
During the sessionWork through what needs to change to reach a target such as break-even, EBITDA, revenue or customer growth.
During the sessionStructure the analytical layer of a B2B or software product: what different user roles need to understand and how the data should support their decisions.
During the sessionSelected work
Selected client projects, explained through simplified demonstrations with synthetic data.
Connect company building, funding and investor returns.
View case study
From fragmented data to consolidated management reporting.
View case studyWhat you receive
Excel, Google Sheets or a web interface—the format follows how the result will be used.
Editable inputs, connected calculations and decision-ready outputs in an agreed format.
Clear notes on inputs, methodology, dependencies and the sources behind researched assumptions.
An online review of the structure, scenarios, outputs and how to update the model.
Scope, fees and timing
The service ranges are a starting point. Your fixed fee reflects the logic, data and outputs we agree to include.
Complex assignments can exceed the typical upper ranges. Larger projects can be divided into separately agreed stages.
Research, data preparation and complex model logic affect the schedule.
Talk through your scopeWhat influences the fee
The number of revenue streams, products, regions and acquisition channels matters, along with how differently they behave. A second revenue stream using the same logic may be simple; one with a different sales cycle, cost structure and payment schedule can require a separate model within the model.
Monthly or quarterly forecasts, customer cohorts, seasonality, capacity, inventory, working capital and asset lifecycles all affect the work involved. The useful level of detail depends on the decisions you need to make.
A financial forecast can be extended with a cap table, funding rounds, dilution, debt schedules, ROI, NPV, IRR or portfolio economics. The price reflects the calculations and relationships we agree to include.
Changing a few assumptions is different from comparing alternative business models, market launches or financing structures. We agree which alternatives need to be modeled and how you will switch between them.
The scope depends on whether you provide organized actuals and supported assumptions, or need help consolidating data and researching benchmarks. Research is agreed separately within the project, and the sources behind its assumptions are documented.
Imports, classification rules, scripts, dashboards and web interfaces add implementation work. Team training, additional documentation and future update requirements are also considered when we define the scope.
Building a startup model yourself? Explore Stavia Models (opens in a new tab).
Yes. We first look at what you have and what is missing. Organizing the data or researching assumptions can be part of the agreed work. For a new venture, we can start with assumptions and make clear which ones still need testing.
Yes. We can use a consultation to work through a specific question, or agree a project to improve the model. I review the existing file first so we can decide what is useful to keep and what needs to change.
We agree the format around how your team will use the result. That may be a spreadsheet, a web interface or a combination. In a financial model, the inputs are separate from the calculations, and I explain how to update the file during handover.
A short description of your business or idea, the question you want to answer and any timing constraints is enough. It helps to know what information or files you already have, but you do not need to send confidential materials before the introductory call.
Yes. We can agree a consultation or a further stage of work for new scenarios, changes to the business or additional features. We agree the scope and fee before starting that work.
Free 30-minute introductory call
Send me a few lines about what you are working on and the decision you need to make. I’ll suggest the next step, including a free introductory call if it would be useful.
No confidential files are needed for this first conversation.