Models built to be used — not just admired.
Investor-ready financial models that turn assumptions into a clear, dynamic tool for planning, capital allocation and fundraising.
A model is a decision tool, not a spreadsheet exercise.
Every model starts with the decisions it needs to support. The result is an integrated, auditable forecast — clear enough to present to investors, flexible enough to test scenarios, and structured so your team can keep using it long after delivery.
The models I build most often.
Operating-business models
Integrated three-statement models for revenue, margin and cash planning.
Real estate & development models
Project budgets, land assumptions, draw schedules and return analysis.
Hospitality models
Occupancy, rate and operating economics for hospitality and destination ventures.
Land & agricultural projects
Long-horizon feasibility and phasing for land and regenerative ventures.
Fund & multi-project models
Master models that roll up multiple projects, entities and capital sources.
Investor & fundraising models
Use-of-proceeds, capital structure and scenarios prepared for investor review.
Acquisition & scenario models
Deal structures, sensitivities and downside cases for major decisions.
Budget & long-range forecast models
Annual budgets and multi-year plans that connect to operating reality.
Six steps from assumptions to a tool you own.
Define the decisions and assumptions
Start from the decisions the model must support and the assumptions that drive them.
Structure the model
Design a clear, auditable architecture with inputs, calculations and outputs separated.
Build integrated forecasts
Connect operations, cash, debt and equity into a coherent, dynamic forecast.
Test scenarios
Stress base, upside and downside cases to understand sensitivity and risk.
Present outputs clearly
Translate the model into dashboards and materials that communicate the story.
Deliver a usable decision-making tool
Hand over a model you and your team can own, update and trust.
Walk into investor conversations prepared.
I help you prepare financially for a raise — the requirements, assumptions, structure and narrative investors will scrutinize.
This is preparation support. I do not act as a broker or directly raise capital on your behalf.
- Financial preparation for fundraising
- Funding-requirement analysis
- Investor assumptions and scenarios
- Capital-structure analysis
- Due-diligence preparation
- Investor reporting
- Financial narratives
- Presentation support
Have a modelling project in mind?
Whether it’s an investor-ready model, a development feasibility build or a fund roll-up, start with a short conversation about the decisions it needs to support.