Financial models for high growth & innovative startups

Startup Financial Models


New ventures with innovative business models cannot rely on standard financial models. These companies require proprietary financial models that are made from scratch and tailored to their unique business model. These models should be simple enough to navigate while being robust enough to properly forecast different scenarios.

I develop financial models and accompanying pitch decks / formal business plans for founders of innovative, high growth business models.

Specializing in high growth startups with innovative business models.

Experience and services


For six years I have served as a Financial Planning & Analysis lead for an innovative technology company operating in the logistics and transportation sectors. I have developed financial models for innovative companies in the Events, Consumer Products, Pet Services, and Hospitality industries.

Services

Proprietary financial model creation and maintenance

Financial model review and recommendations

Pitch deck creation

Formal business plans for bank loans

Investment ready financial models.

Perspective


You can bet that I will mention these when we work together. Through my experience innovative startups need to account for these core beliefs in the construction of their financial model.

Core beliefs

  1. The logic behind assumptions is more important than the assumptions itself.

  2. There needs to be a “path to profitability” by year 5 in the projections.

  3. Market sizing is necessary to provide sanity checks for revenue projections.

  4. Everything is more expensive than you initially forecast.

my core beliefs.

Case studies


Transportation technology venture

Pet therapy franchise

Golf consumer product