A model your board trusts. A model you can actually drive.
Driver-based three-statement models, scenario trees, and board-ready strategy artifacts, delivered in days.
Machines for speed. Humans for judgment.
AI handles
- Sensitivity sweep
- Scenario tree generation
Senior advisor owns
- Driver selection & validation
- Board narrative
A clear cadence, not a black box.
Every engagement follows this rhythm. You always know what's happening this week and what ships next.
Driver discovery
Senior advisor maps your real revenue and cost drivers, not generic line items.
Model build
Three-statement, driver-linked, fully auditable. Zero broken links.
Scenario sweep
AI runs sensitivity across all material drivers; senior selects what matters.
Board narrative
Strategy memo, board pack pages, and a 90-day operating plan.
Deliverables, every engagement.
- Three-statement driver model (Excel/Sheets)
- Sensitivity & scenario workbook
- Cap table integration (optional)
- Board pack pages, 4–6 slides
- Operator dashboard, monthly refresh
- 30-minute walkthrough with your team
- Founders preparing for a board meeting or fundraise
- Operators replacing a broken legacy model
- Teams without internal FP&A capacity
- Pure budget-vs-actual reporting (use our retainer)
- Personal financial planning
Answers, before you ask.
Excel or Google Sheets?
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Either. We default to Excel for fidelity, Sheets when your team lives in Workspace.
Will we be able to maintain it?
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Yes. Every model ships with a 1-page documentation and a walkthrough recording.
Can you integrate with our accounting system?
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Yes, Xero, QuickBooks, NetSuite. Live refresh available on our retainer.
Get a tailored proposal in 48 hours.
Start here,
Stop guessing. Start knowing.
Book a free 20-minute discovery call, or go straight to a $400 CFO Diagnostic. The Diagnostic delivers a working read of your cash position, runway, and top 3 financial risks within two weeks. Whether you engage further or not, it's the clearest financial picture most founders have ever seen.