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$
USD
I will create professional financial models and valuation in excel
Financial Analyst and Financial Modular for Valuation
CFA Level 1 Candidate specializing in Financial Modeling and Equity Research. I help investors make data-driven decisions through robust DCF models, investment memos, and 3-statement analysis. With ex...
About this Gig
Are you a founder needing to raise capital, or an investor looking to verify the numbers? I will build institutional-grade financial models to help you make data-driven decisions.
Why Hire Me? I am a CFA Level 1 Candidate and professional Financial Analyst with experience in Equity Research and Portfolio Management. Unlike generic data entry clerks, I understand the finance behind the formulas. My models are clean, error-free, and formatted for professional presentations.
What I Offer:
- Financial Modeling: Dynamic 3-Statement models (Income Statement, Balance Sheet, Cash Flow).
- Valuation: Discounted Cash Flow (DCF) and Relative Valuation (Comps).
- Startup Planning: Burn rate analysis and runway forecasting for pitch decks.
- Stock Analysis: Technical and fundamental analysis summaries.
My Approach: I build models that are easy to edit. You will receive a fully editable Excel file with a dedicated "Assumptions" tab so you can tweak the numbers yourself later.
Please Message Me Before Ordering! Every business is unique. Let's discuss your specific needs so I can recommend the right package for you.
FAQ
Will I receive the editable Excel file?
Yes! You will receive the fully unlocked, editable Source File (Excel) along with a PDF summary. I organize the model with a dedicated "Assumptions" tab so you can easily update the numbers yourself in the future.
My financial data is confidential. Is it safe with you?
Absolutely. As a finance professional, I adhere to strict ethical standards regarding client confidentiality. I am happy to sign an NDA (Non-Disclosure Agreement) before we begin if you provide one.
What do you need from me to get started?
I need a brief description of your business model and any historical financial data you have. If you are a pre-revenue startup, just share your revenue assumptions (pricing, expected sales volume) and I will build the forecast based on that.
