Our team helps you understand your financials, runway, future revenue, and how much you need to raise.
Your job as founder is to lead the company, our job is to give you the knowledge you need to make the right financial decisions for the business.
Stay on top of your startup runway at the end of each month
Understand the growth budget that you need to spend
Learn exactly how much you need to raise from your investors
Budget new team members and other company expenses
Slidebean’s financial modeling helped us pressure-test multiple go-to-market and funding scenarios with clarity and confidence. It’s been invaluable in aligning our team and investors on a clear growth path.
I had to understand the analytics, such as growth rate, the time spent on the app, your CPM, churn, ad, and subscription revenue. So the fact that Slidebean could help me understand these terms, and walk me through them, was the difference between me getting possibly funded or not.
Amazing work from Caya and the entire Slidebean team. They built an exceptionally efficient custom financial model tailored to our complex business. The team was always responsive and reliable, perfectly implementing all our changes. I couldn’t have asked for a better process. Highly knowledgeable in what they do and extremely professional in terms of deliverables and organization/administration throughout the entire process.”
This isn’t a plug-and-play model. From day one, we partner with you to build a living financial roadmap: we map your revenue streams, sync historical data, and construct forecasts—but your insights shape every assumption. Each month, you share results, we update the model together, and we coach you on how to use it. By blending our financial expertise with your business know-how, you get an actionable model that grows with you.
This interactive session with Caya is an introduction to driver-based financial modeling. You’ll learn how to identify the key drivers of your business, and use them to make informed financial decisions.
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.
Our founders refined our financial modeling methodology and software over a decade. They are the definitive tools for monitoring your company’s health and making data-driven decisions to keep your business thriving.
Our service includes building a financial model according to customer specifications and helping the customers navigate that model. The plans also include a monthly consultation with our financial analysts.
The scope of our work is building functionality on the model. It is not possible for us to generate inputs related to staffing, budgets, salaries, and estimated business expenses because you, and only you can forecast what expenses your business will need to make. That being said, our tool onboarding, consultations, and lessons should enable you to run forecasts on your own.
Yes, people you add to your Slidebean team will automatically have access to your financial model. External visitors will require to have a Slidebean account, and be added to your team.
Short answer is yes. Companies, especially startups, need it to forecast potential revenue, test scenarios of their runway, and most importantly, to know how much money they need to raise. It’s vital for every business to keep track of their financial data, there’s no way around it. Investors might not ask for it in smaller rounds, but it will definitely be requested as part of the investor data room required for larger rounds.
This will greatly depend on a number of factors, but mainly: the business model complexity (i.e. revenue lines, customer acquisition channels, etc.) and the work you as our client put into the data needed to populate the model. The plan is meant to teach clients how to use the model as opposed to delivering a “finished product”, so progress depends on mutual collaboration. The onboarding and initial model setup is usually completed after the first month, but that’s only the beginning of the program, and a more mature and useful model takes months to tweak and refine according to your specific needs.
Access to the financial model tool is enabled as long as a Financial Modeling subscription is active. Setting up and onboarding takes anything from a couple of weeks to months, but keeping the model updated with your financial data is an ongoing task that our team helps with as long as the Financial Model subscription remains active.
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