You will get Financial Modeling — Startup to Mid Market
Top Rated
Project details
Most financial models are either overbuilt by consultants charging enterprise rates or underbuilt by generalists who've never sat across from an investor. I build assumption-driven, fully integrated models tailored to your stage and audience; from a clean 3-year P&L for an early-stage founder to an institutional-grade model built for an investment committee. Every model is formula-driven, stress-tested, and built to be used for strategic planning.
Target Country
United StatesWhat's included
| Service Tiers |
Starter
$500
|
Standard
$1,500
|
Advanced
$3,500
|
|---|---|---|---|
| Delivery Time | 1 day | 3 days | 7 days |
Spreadsheet |
Optional add-ons
You can add these on the next page.
Integrated Balance Sheet
(+ 2 Days)
+$500
Investor-Ready Assumptions Narrative
(+ 1 Day)
+$250
Cohort & Retention Analysis
(+ 2 Days)
+$500Frequently asked questions
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JR
Jackson R.
Apr 22, 2026
You will get a valuation for your business
He did great work on the valuation project and really helped us get the answers we needed and quickly!
BB
Brent B.
Apr 6, 2026
Fractional CFO – VC Metrics & Pitch Deck Support
Morgan always turned in great work and on time. Looking forward to working with him again.
KC
Ken C.
Jan 21, 2026
DCF Modeling Coach
CD
Chris D.
Sep 13, 2024
Re-format Revenues in Financial Model
DS
Daniel S.
Sep 17, 2023
Small Business Advisory Consulting Investor Equity
I interviewed six consultants to help me with an equity deal. Morgan was the best
About Morgan
Financial Models for Founders, Operators & Deal Teams
100%
Job Success
Los Angeles, United States - 2:49 am local time
I build financial models that founders can put in front of investors, operators can make real decisions from, and deal teams can defend in a room. Every model is assumption-driven, stress-tested, and built so you can update inputs and see the impact instantly without touching a formula.
WHAT I BUILD:
- Startup and growth models for seed through Series B raises
- 3-statement integrated financial models and forecasts
- Acquisition and buy-side underwriting models
- Unit economics, cohort analysis, and LTV:CAC modeling
- Rolling forecasts and cash runway models
- KPI dashboards and executive reporting
WHO I WORK WITH:
Founders preparing for investor conversations, operators running growth and scenario planning, CFOs needing overflow modeling support, and deal teams underwriting acquisitions. I've supported numerous businesses across a wide range of industries but primarily specialize in AI, SaaS, D2C, services, and franchise verticals.
HOW I WORK:
I operate like an embedded finance partner: fast-moving, strategic, and data-driven. I return clean, client-ready deliverables on a tight timeline. Most engagements are up and running within 24 hours of scope confirmation and are ready for review within 72 hours.
If your model needs to hold up in front of an investor, a board, or a buyer, let's talk.
Steps for completing your project
After purchasing the project, send requirements so Morgan can start the project.
Delivery time starts when Morgan receives requirements from you.
Morgan works on your project following the steps below.
Revisions may occur after the delivery date.
Business & Scope Discovery
I review all provided materials and context such as industry, business model, revenue streams, and model purpose in order to confirm tier alignment and identify any gaps before build begins.
Assumptions Framework Build
A single-source assumptions tab is built first, covering revenue drivers, cost structure, headcount, and capital inputs. All downstream sheets pull from here (nothing is hardcoded).