You will get a Line by Line Critique of Your Start Up Financial Model By a CFA
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Project details
Errors in a financial model can quietly destroy a funding round. I go through your startup model cell by cell and show you exactly what needs to be fixed so it is accurate, credible, and ready for serious investors. I am a Chartered Financial Analyst with 25 years of experience and more than 1,000 models and plans completed for founders in the United States and Canada.
You will receive detailed comments on structure, assumptions, and formulas, including revenue drivers, unit economics, hiring plans, operating costs, capex, working capital, and funding needs. I check links between sheets, test scenarios and sensitivities, and flag hard coded numbers, circular references, and unrealistic growth or margin paths. Where useful, I suggest cleaner layouts that make your model easier to follow during investor meetings.
Work is not delegated offshore, and I focus on clear, practical feedback that you can implement immediately. Turnaround is fast, with rush options available if you are working toward a deadline.
You will receive detailed comments on structure, assumptions, and formulas, including revenue drivers, unit economics, hiring plans, operating costs, capex, working capital, and funding needs. I check links between sheets, test scenarios and sensitivities, and flag hard coded numbers, circular references, and unrealistic growth or margin paths. Where useful, I suggest cleaner layouts that make your model easier to follow during investor meetings.
Work is not delegated offshore, and I focus on clear, practical feedback that you can implement immediately. Turnaround is fast, with rush options available if you are working toward a deadline.
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Agriculture, Animals & Pets, Architecture & Interior Design, Arts & Design, Audio Services, Beauty & Cosmetics, Biotech, Business Services & Consulting, Construction, Cryptocurrency & Blockchain, Cybersecurity, Data Analytics, Ecommerce, Education, Energy, Engineering, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Government & Public Sector, Hardware & Electronics, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Music, Nonprofit, Photography, Real Estate, Religion & Spirituality, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Wellness, Writing & PublishingTarget Country
WorldwideWhat's included $99
These options are included with the project scope.
$99
- Delivery Time 2 days
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PS
Puga S.
May 26, 2026
Employee Stock Options Expert Needed
Did a very good job, would hire again and would recommend to others also !!
JC
Julian C.
May 23, 2026
Fractional CFO for Manufacturing Company
William fully understood the task and was able to educate me along the process. He is an outstanding professional. Accomplished the task with minimal input from me.
LH
Leili H.
May 22, 2026
60 minute consultation
Thank you so much for your insights and support.
LH
Liam H.
Apr 22, 2026
60 minute consultation
LH
Liam H.
Apr 16, 2026
60 minute consultation
About William
25Yr CFA | Frac. CFO + Valuations + Decks + Modeling + Business Plans
100%
Job Success
Calgary, Canada - 12:08 pm local time
When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox.
I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans.
WHAT I DELIVER:
Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals.
Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning.
Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies.
Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds.
Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance.
Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B.
Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table.
Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals.
SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis.
Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research.
Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting.
BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow.
My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.
Steps for completing your project
After purchasing the project, send requirements so William can start the project.
Delivery time starts when William receives requirements from you.
William works on your project following the steps below.
Revisions may occur after the delivery date.
Provide Excel or Google Sheets Financial Model
That is all you have to provide.