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Services

Work built to be used, not filed away.

Engagements are structured as ongoing retainers, scoped to what a given stage of your business actually needs.

Headline service

Financial modeling

Three-statement models, DCF, LBO structures, cap tables, and KPI dashboards — built with the assumptions and sensitivity a real decision requires, not just a polished output.

Headline service

Investment research

Company, sector, and deal research for raises, acquisitions, and diligence — written to be read by people who will act on it.

Headline service

Pitch decks

Investor and board-ready narratives where the story and the numbers are built together, not stitched on afterward.

Supporting

Excel / VBA, SQL, Python

Automation and tooling that sits underneath the modeling work — built when a process is worth systematizing.

Engagement

Retainers, not one-off files.

Every engagement begins with a short discovery conversation to scope the work properly — reach out and we'll take it from there.