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Independent financial advisory

Considered analysis, for the decisions that matter most.

Financial modeling and investment research for founders and growing firms — built by an IB-credentialed analyst, one engagement at a time.

What we do


Three disciplines, one standard.

Financial modeling

Three-statement models, DCF, LBO, and cap tables — built to hold up under real scrutiny.

Investment research

Clear, decision-ready research for raises, deals, and diligence.

Pitch decks

Narratives and numbers that work together, for the rooms where it counts.

An honest note

Sarga Advisory is newly independent. What we bring is not years of firm history, but real, credentialed work behind every engagement — a working modeling portfolio across core valuation and deal disciplines, investment-banking training, and a disciplined process from first call to final model. View the portfolio →

Insights

Notes on finance, written plainly.

Read the notes

Considering an engagement?

Start with a conversation — no obligation, no pressure.