Our agency will develop financial models for investor and bank loans

Professional Business Plans that get you Funded
Vetted by Fiverr Pro
LBP Agency was selected by the Fiverr Pro team for their expertise.
Vetted for
Business Plans
Financial Planning & Analysis
About this Gig
Vetted Pro
Investor-ready financial models and SBA/bank loan projectionsbuilt from scratch, never from templates. Were a U.S.-based firm of finance professionals, MBAs and CPAs, serving every industry (SaaS, e-commerce, manufacturing, healthcare, real estate, services, and more). Our models link the 3 statements, include DSCR/covenant tests, repayment schedules, unit economics/KPIs, and scenario & sensitivity analysis that withstand investor and lender diligence.
Why us:
- Custom architecture around your revenue drivers and cost structure
- Transparent assumptions & audit-ready logic for credibility in the room
- U.S.-only teamwe do not outsource outside the United States
- Premium, not cheapwe deliver value that moves deals forward
Deliverables: fully linked Excel/Sheets model, sources/uses & runway, dashboards, assumptions book, and a live walkthrough. Perfect for equity fundraising, SBA 7(a)/504, conventional bank loans, PE/search fund deals, and CFO/operator needs. Get a model you can defend with confidence.
Visualization Tools:
Microsoft Excel
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Other
Industry:
Cyber security
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E-Commerce
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Other
Target country:
Saudi Arabia
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United States
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Worldwide
Clients We’ve worked with
Chick-fil-A
Hotels, Restaurants & Leisure
The company engaged my services to develop a comprehensive market research report intended for presentation to the franchisor, Chick-fil-A. The goal was to provide strategic insights and alignment with Chick-fil-A’s franchising standards.
May 2025-May 2025
Portfolio
FAQ
What’s the difference between financial projections and a financial model?
Financial projections are the forecasted numbers (revenue, expenses, profit, cash flow), while a financial model is the structured spreadsheet that calculates and links those numbers based on key assumptions.
What do your financial projections typically include?
My projections usually include a profit & loss statement, cash flow forecast, balance sheet, key assumptions, and summary metrics like break-even point, margins, and ROI over 3–5 years.
How many years do you project into the future?
Most models cover 3–5 years, which is the standard horizon for lenders and investors, but I can adjust based on your specific needs or industry.
What information do you need from me to build the projections or model?
I’ll ask for details about your pricing, costs, staffing, funding, expected growth, and any existing financial data, which I collect through a simple, structured questionnaire.
Can you build projections for a startup that doesn’t have any past financial history?
Yes, I regularly create projections for pre-revenue startups by using realistic, assumption-based estimates grounded in your business model and industry benchmarks.
Are your financial models suitable for banks, SBA loans, or investors?
Yes, I design models to be clear, professional, and transparent, so they’re suitable for lenders, SBA-related financing, and investors who need to understand your numbers quickly.
Can I easily change the numbers and assumptions in the model later?
Absolutely—your model is built so you can adjust key assumptions (like prices, growth rates, or costs) and instantly see how those changes affect your projections.
Do you explain how the numbers were calculated, or is it just a spreadsheet?
I include clear assumptions and structure the model logically, so you understand where the numbers come from and can confidently discuss them with banks, investors, or partners.
Can you update or fix an existing financial model that I already have?
Yes, I can review your current model, correct errors, improve the structure, and update the assumptions and projections to make it more accurate and user-friendly.
Why should I invest in professional financial projections instead of doing them myself?
Professional projections save you time, reduce errors, and give you credible, well-structured numbers that increase your chances of being taken seriously by lenders and investors.

