You will get Investor-Grade Financial 3-Statement Financial Model (AI-Assisted)
Top Rated
Project details
This project leverages my proprietary Excel agent (EBITDAI) to allow a non-technical user to plan and build an investor-grade FP&A financial model directly inside Excel—at a fraction of the cost and time of a fully manual build. The agent loads natively in Excel, works like ChatGPT, and guides you through planning each part of the model and setting realistic assumptions. You can move quickly if you know what you want or take your time and iterate, with no time limit.
While planning, the model is encoded in the background, and the full build typically completes in 1–2 minutes. The agent then walks you through the model, explains how everything works, audits the outputs, and fixes issues if anything looks off. You can continue adding or replacing tabs after the model is built.
Many clients can complete the model entirely with the agent. If you want a human review or refinements, you can submit the model back to me. Higher tiers include built-in review time; otherwise I’ll quote any additional work. The result is a high-quality financial model comparable to my traditional consulting work, delivered faster and at a much lower cost.
While planning, the model is encoded in the background, and the full build typically completes in 1–2 minutes. The agent then walks you through the model, explains how everything works, audits the outputs, and fixes issues if anything looks off. You can continue adding or replacing tabs after the model is built.
Many clients can complete the model entirely with the agent. If you want a human review or refinements, you can submit the model back to me. Higher tiers include built-in review time; otherwise I’ll quote any additional work. The result is a high-quality financial model comparable to my traditional consulting work, delivered faster and at a much lower cost.
Industry
Financial Services, Real EstateTarget Country
WorldwideWhat's included
| Service Tiers |
Starter
$100
|
Standard
$300
|
Advanced
$1,500
|
|---|---|---|---|
| Delivery Time | 1 day | 3 days | 7 days |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$100 - $500Frequently asked questions
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About Joseph
CFO | Modeling Expert | Ex-JPMorgan | 1BN Modeled | CFA
98%
Job Success
Austin, United States - 11:46 am local time
I work with funded startups, growth-stage companies, and established businesses on the financial infrastructure that drives decisions: investor-ready models, board reporting, scenario analysis, valuation, and ongoing FP&A. My clients have raised over $1BN in debt and equity using models I built, from seed rounds through Series B, including a unicorn and multiple $100M+ ARR businesses.
I keep a small client base by design. The best results I've delivered have come from relationships where I have real context on the business, not one-off projects. I'm the person you call before a board meeting, during a fundraise, when an acquisition lands on your desk, or when you just need someone who understands your numbers as well as you do.
Financial Modeling: A model is only as good as the understanding behind it. I build FP&A models with a deep focus on usability, auditability, and, increasingly, AI integration. The goal is a financial source of truth that different teams across the business can actually work from.
Transaction Advisory: Extensive private equity and M&A experience across hundreds of millions of dollars of transactions. LBO models, waterfall structures, complex valuations, diligence-ready outputs. When the model is the deal, the details matter, and that's where the investment banking training shows up.
Send over a deck, a business plan, or just describe what you're working on. I'll scope it same day.
Steps for completing your project
After purchasing the project, send requirements so Joseph can start the project.
Delivery time starts when Joseph receives requirements from you.
Joseph works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1) I send you the access code and instructions for getting started
Loads directly in Excel and works like ChatGPT. Sign up, enter your code, and describe your business. Optionally connect QuickBooks so the agent pulls data straight from your accounting system.
Step 2) Plan the model with the agent
The agent guides you through planning every part of the model and setting realistic assumptions. It can take as little as 10 minutes if you’re clear, or longer if you want to think, iterate, and refine—no time limit.