Financial Modeling
Financial Modeling Services. Answer the Question Before You Spend.
Forecasts and models built around how your business actually works, so you can test decisions before you commit to them.
Quick Answer
What are financial modeling services?
Financial modeling services build forecasts of a company's income statement, balance sheet, and cash flow driven by real operating assumptions. Businesses use them to plan budgets, raise capital, secure loans, evaluate acquisitions, set prices, and test scenarios. A good model separates inputs from calculations, balances, and can be updated by the team that relies on it.
Key Takeaways
- A model exists to support decisions, not to impress.
- Drive assumptions from operations, not from last year plus a percentage.
- Scenario toggles matter more than spreadsheet complexity.
- Build it so your own team can maintain it.
Last reviewed by the Sataurius advisory team.
A Model Is a Decision Tool
The point of a financial model is not the spreadsheet. It is the ability to answer questions before committing money: can we afford this hire, how much should we raise, what happens if our largest customer leaves, what price makes this product profitable.
Models We Build
- Three-statement operating models linked to real operating drivers.
- 13-week cash flow forecasts for liquidity management and lenders.
- Fundraising models that investors can diligence quickly.
- Acquisition models covering returns, financing, and synergies.
- SaaS and unit economics models for ARR, churn, CAC, and payback.
Where Modeling Fits
Modeling is often delivered within our fractional CFO services, for SaaS companies, and in support of business valuations and transactions. Model outputs feed directly into board reporting.
FAQ
Frequently Asked Questions
What are financial modeling services?
Financial modeling services build spreadsheet models that forecast a company's income statement, balance sheet, and cash flow under different assumptions. Models are used for fundraising, budgeting, lending, acquisitions, valuation, pricing decisions, and scenario planning.
What types of financial models do you build?
Three-statement operating models, 13-week cash flow forecasts, annual budgets, investor and fundraising models, acquisition and LBO models, unit economics and pricing models, and SaaS models covering ARR, churn, and customer acquisition cost.
What makes a good financial model?
Clear separation of inputs, calculations, and outputs; assumptions that tie to real operating drivers; a balance sheet that balances; scenario toggles; and a structure that someone other than the author can follow and update.
How long does it take to build a financial model?
A focused cash flow model can take one to two weeks. A full three-statement operating model with scenarios typically takes three to five weeks, depending on data availability and complexity.
Will my team be able to use the model after you build it?
Yes. We build models to be maintained, document the assumptions, and walk your team through updating them. Many clients keep us on to refresh the model monthly as part of a fractional CFO engagement.