Who builds the model?

Jonathan Bontile leads every model. He holds the FMVA® (Financial Modeling & Valuation Analyst) certification from the Corporate Finance Institute.

Can you build a model for a fundraise or a loan application?

Yes. We build three-statement models and forecasts for investors and lenders, from your actual books.

Is this a one-off project or ongoing?

Either. Many clients start with a model and keep a monthly budget vs. actual review afterwards.

How much does a financial model cost?

Our rate is $30 an hour. After the free call you get a written estimate based on the scope.

Financial modeling and forecasting, built from your real books.

We build a forecast from your actual numbers, turn it into a budget, and each month show you where results are running ahead of or behind the plan, and why.

Book a free 30-minute call What’s included

Led by Jonathan Bontile, FMVA® (Financial Modeling & Valuation Analyst). A project or ongoing, at $30 an hour.

What a model from us gives you

Your forecast starts from what your books actually say, not from a template.

Printed bar and pie charts on a desk beside a calculator, glasses and binders

No.What owners deal withWhat you get

01 A raise or loan is coming. Investors and lenders want projections that hold up to questions. A three-statement financial model and a model ready for investors and lenders.

02 You can’t see the next 12 months. Cash runs out faster than the profit and loss suggests. A revenue, expense and cash flow forecast built from your actuals.

03 There’s no budget, or it’s a guess. Spending decisions are made without a plan to measure them against. An annual budget built from your real numbers.

04 Nobody checks the plan. Months pass before anyone notices the business is off track. Monthly budget vs. actual variance analysis, explained in plain language.

05 Big decisions feel risky. A hire, an inventory buy or a new channel could go either way. Scenarios: base, upside and downside, so you can see the range before you commit.

How it works

Free 30-minute callTell us the decision ahead: a raise, a loan, a hire or next year’s budget.
Clean starting pointWe check your historical books are reliable before we forecast from them.
Build the modelWe build the forecast, budget and scenarios, and walk you through every assumption.
Keep it currentIf you like, we compare actuals to the plan every month and update the forecast.

Who does what

We handle

Three-statement financial model
Revenue, expense and cash flow forecast
Annual budget built from your actuals
Monthly budget vs. actual variance analysis
Base, upside and downside scenarios

You or your advisers handle

Your growth plans and key assumptions
Final decisions on targets and spending
Investment, legal and tax advice from licensed advisers

What a client said

“He absolutely crushed it and had it done in less than a week.”

Blu Atwood, CEO & Founder, Textual.com, Inc. (US), on a financial model for a capital raise

Read the full reviews

Straight answers

Who builds the model?: Jonathan Bontile leads every model. He holds the FMVA® (Financial Modeling & Valuation Analyst) certification from the Corporate Finance Institute.
Can you build a model for a fundraise or a loan application?: Yes. We build three-statement models and forecasts for investors and lenders, from your actual books.
Is this a one-off project or ongoing?: Either. Many clients start with a model and keep a monthly budget vs. actual review afterwards.
How much does a financial model cost?: Our rate is $30 an hour. After the free call you get a written estimate based on the scope.

Tell us where your books are at.

Which software you use, how far behind you are, what’s bugging you. The first call is 30 minutes, free, and you’ll leave knowing what we’d fix first.

Book a free 30-minute call