IRS_08Investor Readiness System™ 2–3 weeks

    Financial Modeling

    An investor-grade financial model that holds up to diligence — bottoms-up, defensible, and scenario-aware.

    Why it matters

    Top-down models get you laughed out of the room. Bottoms-up driver-based models — built on real funnel math, real hiring plans and real unit economics — get re-modelled by analysts and survive diligence.

    Scope covered

    3-year bottoms-up revenue model (driver-based)
    Hiring plan + opex build (function × month × geography)
    Burn & runway scenarios (base / bull / bear)
    Sensitivity & scenario analysis (10+ levers)
    Funnel math integration (CAC × volume × conversion × ARPU)
    Cohort revenue retention modelling
    Three-statement linkage (P&L → BS → CF)
    How we run it

    Our methodology

    A senior-led delivery sequence — not a template dump. Each phase is operated with your team and external counsel, not handed over as a deck.

    1. 1

      Driver interviews

      Week 1

      Interview GTM, product, ops, hiring leads to extract the real driver tree behind revenue, cost and capex.

    2. 2

      Bottoms-up revenue & funnel

      Week 1–2

      Build funnel × cohort × ARPU revenue model with explicit assumption colour-coding and a clean drivers sheet.

    3. 3

      Hiring & opex layer

      Week 2

      Construct headcount × month × function × geography hiring plan and opex build linked to revenue triggers.

    4. 4

      Three-statement linkage

      Week 2–3

      Wire P&L → BS → CF with no broken refs; reconcile cash, debt schedule, working capital and tax.

    5. 5

      Scenario pack & investor walk-through

      Week 3

      Base / bull / bear scenarios with 10+ sensitivity levers; founder-CFO walk-through with the lead investor.

    Deliverables

    • 3-year bottoms-up revenue model
    • Hiring & opex build
    • Three-statement linked model
    • Scenario & sensitivity pack

    KPIs & Targets

    • Model audit pass rateZero #REF!/#DIV/0!
    • Variance vs actuals (Q1)±10%
    • Investor model rebuild needed<5% changes

    Stakeholders

    CFOFP&A LeadFounder/CEOLead Investor

    Timeline

    2–3 weeks