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Financial Model Development

A solid financial model brings credibility to your pitch deck and business plan.

Examples of feedback we can help you avoid:

  • "Your revenue projections seem overly optimistic and lack realistic market validation."

  • "The expense forecasts appear inflated without clear justification for the increased spending."

  • "Your cash flow projections overlook critical seasonal fluctuations in the industry."

  • "The lack of sensitivity analysis makes it challenging to assess the model's resilience to market volatility."

  • "The assumptions underlying your growth trajectory don't align with industry benchmarks or historical data."

  • "The profit margins seem unrealistic given the competitive landscape and pricing strategy."

  • "The financial model fails to account for potential regulatory changes that could impact expenses."

  • "The projected burn rate raises concerns about the runway and sustainability of operations."

  • "The balance sheet projections lack clarity on how you plan to manage debt and equity financing.

If you have already received feedback like above, not to worry, we can help.

The best way to learn about your prospective business is to dig deep into a robust financial model. The process will surface important questions you may not have considered.  We work with entrepreneurs collaboratively, not just to complete the financial model, but to use it as a learning opportunity.  When working with us you will come to understand best practices for an efficient approach and learn common nomenclature that will be helpful when speaking with prospective investors.  In the end you will have a financial model that you can proudly circulate to all stakeholders.

  • Available Online

    Crafting Tailored Solutions with Unmatched Expertise and Value.

    30 min

Winding Road

"Your financial model will never be 'right', there is no 'right' when it comes to projections. As both an investor and a business consultant, when I look at a financial model, what is most important to me is: Does it make sense? 

The process of creating a financial model is equally as important as the end product. The value of the financial model is the underlying work it takes to provide the figures on the Excel spreadsheet. In this case, the old adage rings true, 'it is the journey not the destination'."

Image of Justin M. Dovidio, MBA, CEO of RoadmapMetrics, Inc.

Justin Dovidio, MBA

CEO RoadmapMetrics, Inc.

  • Available Online

    Crafting Tailored Solutions with Unmatched Expertise and Value.

    30 min

Our Approach

We pride ourselves on our collaborative approach to creating, refining, and finalizing financial models for entrepreneurs' new ventures. When working with entrepreneurs, we follow a systematic approach to ensure the development of a robust financial model that aligns with their business objectives and market realities.

Firstly, we initiate an in-depth consultation with the entrepreneur to understand their business concept, goals, and timeline for the financial model. We work closely with them to gain a comprehensive understanding of their business model, target market, competitive landscape, and revenue streams.

Next, we conduct thorough market research and analysis to gather relevant industry data, market trends, and competitor information. We utilize this information to inform the financial projections, assess growth potential, and identify potential risks.


Collaborating with the entrepreneur, we establish clear and realistic assumptions for revenue growth, pricing strategy, operating expenses, and other key variables. Using financial modeling tools and techniques, we develop a structured and flexible financial model that accurately reflects the nuances of the business.


Throughout the process, we engage in an iterative review process with the entrepreneur to refine the financial model iteratively. We solicit feedback, validate assumptions, and conduct sensitivity analysis to ensure the model's accuracy and coherence.


Once finalized, we provide comprehensive documentation outlining the model's assumptions, methodology, and key findings. We present the finalized financial model to the entrepreneur, offering a detailed explanation of its underlying components and projected financial performance.


Moving forward, we offer ongoing support and guidance to the entrepreneur, assisting them in utilizing the financial model for strategic decision-making, fundraising efforts, and business planning purposes.


By following this collaborative approach, we aim to empower entrepreneurs with a robust and reliable financial model that serves as a valuable tool for guiding their new venture towards success.

  • Available Online

    Crafting Tailored Solutions with Unmatched Expertise and Value.

    30 min

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