you learn

Spend this time understanding the numbers, not coding spreadsheets

we build

Leave the formulas to the pros: we'll build a custom financial model by your side

Learn how to stay on top of your startup runway at the end of each month

Understand the growth budget that you need to spend to achieve your revenue goals

Learn exactly how much you need to raise from your investors

Budget new team members and other company expenses

Financial Model Consulting for Startups

After working on thousands of startup pitch decks, and hundreds of startup financial models, we've learned what the pain points are around understanding and running your startup's projections.

We've developed a program that teaches founders the logic behind driver-based financial modeling, while our team helps them build the spreadsheet they'll need to run their business.

Stage 1

Financial Model Map

We'll jump on a call learn about your business, and set the priorities of our sprint.

Deliverables:
A visual workflow of the logic behind your financial model.

Stage 2

Building the Model

Our team will go into a sprint to 'code' functionality for the financial model into the spreadsheet.

Deliverables:
A working financial modeling spreadsheet, including the functionality on the model map.

Stage 3

Adding Projections and KPIs

We'll assist you in running your financial projections and determining if they are investor-proof.

Deliverables:
You will have access to a CFO-level financial analyst to discuss your estimations on revenue, expenses, and fundraising.

Stage 4 →

[Optional] Bringing Historical Expenses

If your business is already revenue-generating, we'll develop functionality to quickly import historical KPIs and performance at the end of the month.

Deliverables:
Historical data tracking functionality, and custom KPI dashboards.

Get started for $499/mo.
Cancel anytime.
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Talk to sales

Client stories

“We needed to have a financial forecast to raise capital. There were errors within the formula, which led to wrong results, but solving them took too much time. Slidebean guided us and told us what made sense and what didn't"

Irene Rosich

Harvie

“For a startup, it's great to have access to these types of tools because it's like getting a fractional accountant to work on a business model for you."

Jeremy Hill

Cloaked Wireless

“Being able to work with Caya and Sandra was exciting. It’s the kind of mentorship that has a commitment to doing it the right way, that will also work in the long term. They help you understand the financial model, but also help you quit early.”

Roy Bailey

USports

Teach a founder to fish

This program is not a Software-as-a-Service that you subscribe to forever: we want you to learn, and then go back to running your business.
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We want to impact as many founders as we can, and we commit to finishing the workshop the moment you are ready.

Driver-based planning

We approach financial models based on measurable drivers, not on vanity assumptions.
Our goal is for you to understand which KPIs will drive your startup's revenue, to make assumptions based on real-world benchmarks and to bring real-world data as soon as you have it.

First rule of startups:
Don't run out of money!

Our financial model templates and document library will help you project your runway, and estimate how fast you can scale and deploy your budget.