You will get Custom Financial Model for Startups, Investors & Businesses
Top Rated
Project details
With a background as a former Big-4 consultant and extensive experience in finance and management consulting, I have helped companies and startups secure funding, make strategic decisions, and drive growth with detailed financial insights.
I specialize in creating tailored financial models for startups, investors, and established businesses across various industries. Whether you need a model for raising funds, evaluating business performance, or making strategic decisions, I can provide you with a robust and flexible financial model.
What you’ll get:
• 3-5 year financial forecast (Revenue, Expenses), 3-statement model (Net Income, Cash Flow, Balance Sheet)
• Scenario analysis for best, worst, and base cases
• Profitability analysis (gross margin, net profit, EBITDA)
• Valuation models (DCF, Comparable Company Analysis)
• Customized dashboards and visuals to track key financial metrics
• Clear documentation for easy understanding and future use
I will ensure that the model is dynamic, allowing you to adjust key assumptions to see real-time impacts on your financials. My models are built with investor expectations and business goals in mind.
I specialize in creating tailored financial models for startups, investors, and established businesses across various industries. Whether you need a model for raising funds, evaluating business performance, or making strategic decisions, I can provide you with a robust and flexible financial model.
What you’ll get:
• 3-5 year financial forecast (Revenue, Expenses), 3-statement model (Net Income, Cash Flow, Balance Sheet)
• Scenario analysis for best, worst, and base cases
• Profitability analysis (gross margin, net profit, EBITDA)
• Valuation models (DCF, Comparable Company Analysis)
• Customized dashboards and visuals to track key financial metrics
• Clear documentation for easy understanding and future use
I will ensure that the model is dynamic, allowing you to adjust key assumptions to see real-time impacts on your financials. My models are built with investor expectations and business goals in mind.
Industry
Architecture & Interior Design, Beauty & Cosmetics, Business Services & Consulting, Construction, Cybersecurity, Data Analytics, Ecommerce, Education, Energy, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Government & Public Sector, Hardware & Electronics, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Nonprofit, Real Estate, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, WellnessTarget Country
WorldwideWhat's included
| Service Tiers |
Starter
$100
|
Standard
$200
|
Advanced
$300
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Spreadsheet |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$50Frequently asked questions
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About Alex
Financial Analysis & Consulting | ex-Deloitte, PwC
100%
Job Success
Dubai, United Arab Emirates - 8:13 am local time
If you're raising capital, pursuing an acquisition, or presenting to investors, your materials need to do more than inform - they need to convince. I help founders and executives communicate with clarity and credibility when the stakes are high.
I've supported deal communications for sovereign wealth funds (Saudi PIF), institutional asset managers (BNP Paribas, Nordea), government entities (Dubai Economy & Tourism), and growth-stage startups across the US and Europe. View my portfolio below. Let's connect.
———
𝗛𝗲𝗿𝗲'𝘀 𝗵𝗼𝘄 𝗜 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽:
I'm Alex. Most clients come to me at a specific moment: they have a meeting coming up, a deadline approaching, and materials that don't yet match the opportunity in front of them.
Here's what I've learned after working on 100+ deals: investors and lenders aren't just evaluating your numbers. They're evaluating whether you understand your own business. The model, the deck, the business plan - these are proxies for your judgment. If the materials feel rough or the logic doesn't hold, confidence erodes before you've said a word.
I help close that gap. I take the complexity in your head and turn it into clear, structured materials that build trust on the other side of the table. Whether it's a $2M seed round or a $20M debt facility, the standard is the same: institutional quality, defensible assumptions, and a narrative that earns conviction.
My background spans institutional finance and government consulting. I left to focus on what I do best - building the financial models and investor materials that get deals across the line.
𝗪𝗵𝗮𝘁 𝗜 𝗱𝗲𝗹𝗶𝘃𝗲𝗿:
- Investor pitch decks and fundraising materials
- Financial models for due diligence and valuation
- Business plans and lender-ready packages
- Board presentations and strategic analyses
- Market research and competitive positioning
𝗦𝗲𝗰𝘁𝗼𝗿𝘀 𝗜'𝘃𝗲 𝘄𝗼𝗿𝗸𝗲𝗱 𝗮𝗰𝗿𝗼𝘀𝘀:
SaaS, Fintech, Real Estate, Healthcare/MedTech, Mobility, Infrastructure, Hospitality, eCommerce, Renewable Energy.
𝗥𝗲𝗰𝗲𝗻𝘁 𝗰𝗹𝗶𝗲𝗻𝘁 𝗳𝗲𝗲𝗱𝗯𝗮𝗰𝗸:
"Working with Alex is more than just receiving a business plan - it's a comprehensive consulting experience that enhances your understanding of your business. Thanks to his exceptional work, I secured bank approval for my investment." (verifiable on my Upwork profile)
𝗪𝗵𝗲𝗻 𝘆𝗼𝘂 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝗺𝗲:
- Materials built to institutional standards
- Clear assumptions and documentation throughout
- A walkthrough call to align on logic and narrative
- Revisions until it's right
𝗦𝗼𝘂𝗻𝗱 𝗹𝗶𝗸𝗲 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱?
Send me a message with your timeline and context. I'll respond with a proposal and, where helpful, a suggested structure. Looking forward to hearing what you're working on.
Best,
Alex
PS - If you're in a niche industry or have an unconventional ask, still reach out. I've worked across enough sectors to adapt quickly.
Steps for completing your project
After purchasing the project, send requirements so Alex can start the project.
Delivery time starts when Alex receives requirements from you.
Alex works on your project following the steps below.
Revisions may occur after the delivery date.
Assumptions
We craft the assumptions together based on your business needs and once validated we proceed with completing the full model
3-statement model
I create customized financial models for startups, investors, and businesses, including 3-5 year forecasts, valuation models, scenario analysis, and profitability analysis.