Investor-Grade FP&A
A model a Series B partner can defend on the first pass.
Driver-based, three-statement, scenario-aware. Built so a partner at Insight or General Atlantic can read it on the first pass.
A repeatable cadence, not a one-off project.
Every retainer follows this rhythm. The AI does the mechanical work; a senior advisor owns the judgment.
Driver discovery
Identify the 8–12 variables that actually move your business.
Model build
Three statements, fully linked, scenario-toggled, audit-trail.
Stress + narrative
Sensitivity sweeps, base/bull/bear, written commentary.
Investor rehearsal
Mock Q&A. Defend every cell. Iterate before the room.
Machines for speed. Humans for judgment.
AI handles
- Generates sensitivity sweeps in seconds
- Screens public comps and transactions
- Detects formula and logic errors
- Drafts first-pass scenario commentary
Senior advisor owns
- Selects and validates drivers
- Architects the model structure
- Writes the investor narrative
- Defends assumptions in the room
Deliverables, every cycle.
- Three-statement driver-based model
- Scenario tree (base / bull / bear)
- Sensitivity dashboard
- Investor commentary memo
Answers, before you ask.
Will you sit on investor calls?
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Yes, through term sheet and into diligence. We've defended hundreds of models.
Do we own the model?
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Fully. Native Excel/Sheets, no proprietary lock-in, full documentation.
Can you do a 409A alongside?
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Yes, see Valuation & Capital Structure.
Ready to put this to work?
Start with a $400 diagnostic. Two weeks. One senior advisor.