Portfolio
A working portfolio across core valuation, deal, and reporting disciplines — plus the research, decks, and technical tooling that support the modeling work. Every build below is end-to-end, not templated.
What I do
Built the way a banker builds them — formula-driven, fully editable, zero hardcoded outputs.
The analytical groundwork behind an investment decision or a board conversation.
Materials built for the room they're presented in, not just the slide they're on.
Tools built for someone else to actually use after the engagement ends.
Getting from raw data to an answer someone can act on.
Scripts that turn a manual monthly task into something that runs itself.
Live examples
Each pairs an editable Excel workbook with an interactive dashboard — a sample of the modeling discipline above, not the full extent of it.
A fully linked income statement, balance sheet, and cash flow statement — one assumptions tab drives everything, and the balance sheet ties out to the cent.
View live model →Unlevered free cash flow, a Gordon Growth terminal value, and a sensitivity grid across WACC and terminal growth rate.
View live model →Entry sizing, a 100%-cash-sweep debt schedule, and sponsor returns broken into EBITDA growth, multiple expansion, and deleveraging.
View live model →Pro forma EPS impact of a cash-and-stock acquisition — synergies, financing cost, and purchase-accounting D&A all included.
View live model →A 12-month MRR bridge, a net-revenue-retention cohort heatmap, and the unit economics investors ask for first.
View live model →Ownership through three financing rounds, and how exit proceeds actually split across the stack at three different exit values.
View live model →If it's not shown above, it's likely still within scope — reach out and we'll talk through it.