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Financial Model Review & Forecast Analysis
What’s Included
Review | Recommendations | Investor Alignment
The Financial Model Review & Forecast Analysis is designed for founders who want credible, investor-ready financials and expert feedback on their existing models. This is a hands-on consulting engagement led by Ana Rusk, offering focused analysis, expert opinion, and actionable recommendations—not a full model build.
Step 1: Review & Assessment
You’ll begin by sharing your current financial model and supporting materials. Ana will review your model structure, assumptions, and forecasts, evaluating alignment with your business story and investor expectations.
Step 2: Consultation & Recommendations
After reviewing your materials, Ana will meet with you to discuss findings and suggestions for improvement. This includes identifying gaps, refining key drivers, and aligning your projections with a realistic growth and funding strategy.
Step 3: Targeted Revisions & Walkthrough
Based on the feedback discussion, Ana will make targeted adjustments or recommendations for you to incorporate. You’ll then meet again to review the updates, ensuring your model communicates clarity, credibility, and investor readiness.
What You’ll Gain
This process goes beyond the numbers—it helps founders tell a stronger financial story that reinforces their credibility with investors. You’ll gain:
Clear insight into how investors interpret your financials.
Recommendations to improve model structure, assumptions, and forecasting accuracy.
A refined narrative that ties your business model to your financial performance.
Confidence in your ability to explain and defend your numbers.
How It Works
Purchase the Financial Model Review & Forecast Analysis.
Receive your onboarding instructions and share your existing model and data.
Ana reviews your materials and prepares feedback.
Meet for your consultation to review recommendations and discuss model refinement.
Follow up with your updated model walkthrough.
Each engagement includes 7–10 hours of expert analysis, recommendations, and consultation to ensure your model supports your next round of fundraising with credibility and confidence.
What’s Included
Review | Recommendations | Investor Alignment
The Financial Model Review & Forecast Analysis is designed for founders who want credible, investor-ready financials and expert feedback on their existing models. This is a hands-on consulting engagement led by Ana Rusk, offering focused analysis, expert opinion, and actionable recommendations—not a full model build.
Step 1: Review & Assessment
You’ll begin by sharing your current financial model and supporting materials. Ana will review your model structure, assumptions, and forecasts, evaluating alignment with your business story and investor expectations.
Step 2: Consultation & Recommendations
After reviewing your materials, Ana will meet with you to discuss findings and suggestions for improvement. This includes identifying gaps, refining key drivers, and aligning your projections with a realistic growth and funding strategy.
Step 3: Targeted Revisions & Walkthrough
Based on the feedback discussion, Ana will make targeted adjustments or recommendations for you to incorporate. You’ll then meet again to review the updates, ensuring your model communicates clarity, credibility, and investor readiness.
What You’ll Gain
This process goes beyond the numbers—it helps founders tell a stronger financial story that reinforces their credibility with investors. You’ll gain:
Clear insight into how investors interpret your financials.
Recommendations to improve model structure, assumptions, and forecasting accuracy.
A refined narrative that ties your business model to your financial performance.
Confidence in your ability to explain and defend your numbers.
How It Works
Purchase the Financial Model Review & Forecast Analysis.
Receive your onboarding instructions and share your existing model and data.
Ana reviews your materials and prepares feedback.
Meet for your consultation to review recommendations and discuss model refinement.
Follow up with your updated model walkthrough.
Each engagement includes 7–10 hours of expert analysis, recommendations, and consultation to ensure your model supports your next round of fundraising with credibility and confidence.