Financial Modeling

Models That Hold Up
in the Room.

Quality of Earnings, 5-year forecasts, scenario planning, capital-event models. Built to hold up under sophisticated questions. Behind every model: 100+ Quality of Earnings engagements.

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Our Modeling Approach

Financial Models Built by Operators

We don't build financial models in a silo. Every model we build is rooted in operational reality. What actually happens in your business. What the market actually does. That's what drives better forecasts, smarter scenarios, and decisions that actually stick.

Quality of Earnings
Adjusted EBITDA and addbacks. Working-capital peg. Revenue quality and customer concentration. Sub-$2M EBITDA sweet spot, the operator-grade QoE for deals the upmarket firms decline. 100+ engagements behind the work.
5-Year Forecast
Rolling forecasts. Quarterly updates. Scenario modeling. What if interest rates spike? What if revenue growth slows 30%? We build for reality.
Deal Models
Acquisition analysis. Returns modeling. Synergy capture. Built for PE teams and their portfolio businesses. Clean, auditable, ready for LP reporting.
Valuation Models
DCF, comparable multiples, precedent transactions. Built to support fundraising, M&A, and strategic decisions.
Unit Economics
Cohort analysis. CAC. LTV. Churn. Profitability by customer segment. Deep dives into what actually drives value.
Board Reporting
Automated package generation. Variance analysis. Commentary and forward guidance. Monthly. Quarterly. Annual. Ready to go.

Models That Actually Get Used

Most financial models end up in a drawer. Ours get used every week. Because they're built with your team, for your business, based on what you actually need to decide.

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