A finance professional with a long experience in corporate finance, business valuation and investment banking. Currently, running my own business, The ValueTrail Consulting, where we assist small and medium-sized enterprises (SMEs) and startup entrepreneurs with financial modeling, business valuations and financial advisory.
This user-friendly Advanced Financial Model is built on a robust 3-statement financial framework and is fully customizable for any type of business. It offers a detailed first-year sales forecast, along with comprehensive schedules for loans, fixed assets, capital expenditures (CAPEX), and depreciation—covering the entire forecast period.
Launching a SaaS startup is challenging enough—your financial model shouldn’t be. This template is designed to help founders create a professional, investor-ready financial model quickly and with confidence. It has been shaped by real-world feedback from venture investors and founders, and has already supported dozens of startups in securing funding.o my list.