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My startup already has a rough spreadsheet but the data flow and presentation do not meet professional standards. I need the entire workbook rebuilt into a clean, fully linked financial model that investors can navigate with confidence. Please turn the current files into a classic three-statement model—income statement, balance sheet and a clearly laid-out cash-flow statement—with every line flowing from shared assumptions. All of my revenue forecasts, expense projections and capital-requirements figures must sit in a single assumptions tab so they can be edited quickly before a pitch. Charts, ratios and scenario toggles that help tell the growth story to potential investors are highly encouraged as long as they remain lightweight and easy to follow. Please also combine the business model (attached here as a word document) as a separate sheet in the financial model excel file. Deliverables • Excel model (or Google Sheets if you prefer) with income statement, balance sheet, cash-flow statement and linked schedules • Assumptions dashboard holding revenue, expense and funding inputs • Neatly formatted summary page that can be dropped straight into an investor deck Acceptance criteria • No hard-coded numbers in the statements—everything pulls from assumptions or calculations • All sheets protected except the input areas • Clear color coding and consistent styles so an investor understands the flow in minutes I will share the current file and projections as soon as we agree on the approach. Looking forward to seeing the model presented in a way that does justice to the business potential.
Projektin tunnus (ID): 40342945
56 ehdotukset
Etäprojekti
Aktiivinen 10 päivää sitten
Aseta budjettisi ja aikataulu
Saa maksu työstäsi
Kuvaile ehdotustasi
Rekisteröinti ja töihin tarjoaminen on ilmaista

Hello, Experienced Financial Analyst and Financial Modeling expert here. I can perfectly assist you with this. I am an experienced Financial Analyst and Financial Modeling expert from one of the Big 4 Financial Advisory firms. I also hold CFA and ACCA in addition to years of experience in Financial Analysis, Financial Modeling, Financial Forecasting, Cash Flow Projections and Business Valuation.. Lets discuss your project in detail and how I am highly suitable for this. I will be happy to share my portfolio of similar work performed in past.
$50 CAD 1 päivässä
7,9
7,9
56 freelancerit tarjoavat keskimäärin $163 CAD tätä projektia

Hello, I can transform your existing spreadsheet into a clean, investor-ready three-statement financial model that is both intuitive and fully dynamic. Starting with a thorough audit of your current files, I’ll rebuild the structure so the income statement, balance sheet, and cash flow are seamlessly linked ensuring every figure flows logically from a centralized assumptions layer and reflects best practices used in professional financial modeling. The model will feature a dedicated assumptions dashboard for revenue drivers, cost structures, and funding inputs, allowing you to update projections quickly before any pitch. I’ll also integrate your business model document into a structured sheet, and enhance the workbook with clear charts, key ratios, and optional scenario toggles that help communicate your growth story without adding unnecessary complexity. Every sheet will follow consistent formatting, color coding, and protection standards so investors can navigate and trust the model instantly. You’ll receive a polished Excel or Google Sheets file with fully linked statements, supporting schedules, and a presentation-ready summary page that can drop straight into your deck. My focus is on clarity, flexibility, and credibility delivering a model that not only meets your acceptance criteria but elevates how your business potential is presented to investors. Regards, Arwa.
$150 CAD 3 päivässä
7,1
7,1

* PLEASE CHECK OUT MY PORTFOLIO TO SEE PREVIOUS WORK SAMPLES * Hello, I’m a Business & Financial Consultant with an MBA in Strategy & Finance, experienced in building investor-ready financial models for startups across industries. >Expertise in 3-statement financial modeling (P&L, Cash Flow, Balance Sheet) >Strong background in fundraising, budgeting, forecasting & FP&A >Experience across Tech, Healthcare, E-commerce, EdTech, Manufacturing & Sustainability >Advanced Excel & Google Sheets proficiency with dynamic dashboards >Focus on investor-ready outputs with clear charts, ratios, and assumptions I build clean, flexible models that clearly communicate your growth story while enabling easy scenario analysis. My approach ensures accuracy, clarity, and strategic insight to support fundraising and decision-making. Let’s turn your projections into a compelling, investor-ready financial model. Regards, S. Singh
$222 CAD 5 päivässä
7,4
7,4

Hi there, We are well versed in preparing business plans, feasibility studies & financial models for different purposes including investment, bank loan, immigration, internal use etc. We prepare all our plans as per specific requirements of employer and conduct effective market research by extracting relevant information from govt. websites, survey reports, reliable articles etc. Because of our extensive knowledge in info graphics and designing, we prepare a good quality presentable document ready to present to investors. Our business plans have all required elements such has market analysis, competition analysis, marketing strategy, SWOT, financial forecasts etc. We are happy to share our sample work with you. Kindly contact us and give us a chance to present our services.
$150 CAD 7 päivässä
7,3
7,3

CPA License holder Hi, I am an experienced Associate Member the Certified Cost and Management Accountant (ACMA), a Financial Analyst and a Certified Public Accountant (CPA) with more than 7+ years' experience in finance. I have gone through your project with interest, and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing financial modelling, business analysis, business plans, financial analysis, financial forecasting, Excel, advanced Excel, Visual Basic, payroll, data processing, data entry, finance, accounting, and financial research services and have more than 3+ years with a top-rated audit firm (KPMG), during which I have dealt with a number of clients and provided them extremely satisfactory services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advanced Excel, QuickBooks, Intuit QuickBooks, Xero, Microsoft Dynamics, Enterprise and more. I am a fast learner, problem solver, detail-orientated and highly organised. Looking forward to hearing from you soon! Looking forward to hearing from you Best regards. Zakwan
$99 CAD 1 päivässä
6,4
6,4

With a career spanning nearly a decade, I have been actively involved in helping numerous startups like yours transform their spreadsheets into investor-ready financial models. As a Chartered Accountant and an ACA qualified professional, I possess a deep understanding of accounting and finance which enables me to create neat, fully linked financial statements that investors demand. My skills extend to budgeting, tax planning, auditing, compliance, and financial consulting - all crucial areas for any flourishing business. The project description resonates deeply with me as having coherent, detailed financial projections sitting on a solid foundation is vital when pitching to potential investors. No hard-coded numbers, clear color codes, and protected sheets are my modus operandi. My hands-on experience in creating complex financial models that convey the growth story with clarity speak for themselves. Following this project's completion you will have an excel model complete with neatly formatted summary page that can be dropped straight to your investor deck. In summation choosing me means opting for efficient procedures and attention to detail that comes from years of practice in grooming startups to fulfil their potential. Be assured that I would leave no stone unturned in elevating your existing finances and business models, thereby making them fully ready for investor scrutiny with trust and credibility
$140 CAD 7 päivässä
6,1
6,1

Hello, I am an experienced financial modeler who will rebuild your startup’s rough spreadsheet into a professional, fully linked three‑statement model (income statement, balance sheet, cash‑flow statement) with all revenue, expense, and capital‑requirement assumptions centralized in a single editable tab. I will incorporate your business model from the attached Word document as a separate sheet within the same Excel file, and add lightweight charts, key ratios, and scenario toggles to help tell your growth story to investors. The final workbook will have no hard‑coded numbers in the statements, protected sheets except input areas, clear color coding, and a polished summary page ready for an investor deck. I am ready to start as soon as you share your current files. Regards, Zafar
$100 CAD 1 päivässä
6,2
6,2

Hello, I'm Faisel Mahmuud. 15 years, 1,600+ clients, and ranked in the top 1% globally. When experience matters, I deliver results that scale. This is exactly what I do—turn messy spreadsheets into investor-ready financial models. Your brief is clear: a three-statement model with fully linked assumptions, clean formatting, and professional presentation. I'll rebuild your workbook from the ground up, ensure every number flows from a single assumptions tab, add sensitivity scenarios and key metrics, then integrate your business model canvas into a polished summary sheet. What you'll get: professional Excel model with income statement, balance sheet, cash flow statement, assumptions dashboard, summary page for investor decks, and full protection on all locked cells. Try me once, and get impressed forever. Can you share the current file and a quick outline of your revenue streams and key expense categories so I can scope timing and pricing accurately?
$30 CAD 1 päivässä
6,1
6,1

Hi, I can rebuild your financial workbook into a clean, investor-ready three-statement model that clearly communicates your growth story and supports decision-making with confidence. My approach: Create fully linked income statement, balance sheet, and cash-flow statements Consolidate all revenue, expense, and funding assumptions into a single editable dashboard Incorporate charts, ratios, and scenario toggles to highlight growth and sensitivities Include your business model document as a dedicated, integrated sheet Ensure neat formatting, color coding, and protected sheets, so inputs are editable while calculations are secure Deliverables: Excel (or Google Sheets) model with linked statements and assumptions dashboard Summary page ready for investor deck presentation Lightweight, intuitive design that an investor can understand in minutes I have extensive experience building startup financial models for investor presentations, ensuring all calculations are dynamic, assumptions are clear, and the workbook is fully navigable. Once you share the current spreadsheet and projections, I can start transforming it into a polished, professional model ready for your pitch. Regards Aqsa.I
$200 CAD 5 päivässä
6,0
6,0

Greetings! I am seasoned professional with over 9 years of experience doing excel automation, creating interactive dashboards, macros, financial modeling in excel, power BI, google sheets and a lot more. About Me : I am CMA qualified and fellow member of international accounting body ICMA. I am working in multiple roles which includes Accountant , Senior accountant , Finance Manager, Financial Analyst, Tax Consultant & Legal Consultant. My areas of expertise are bookkeeping on QuickBooks, Xero, Wave , Myob ,financial reporting, forecasting, budgeting, variance analysis, sensitivity analysis, DCF, investment appraisals , financing related assistance, financial modeling, dynamic dashboards on Excel and Power BI, Google sheets dashboards, virtual assistance. After reading the project details I am very confident that I will produce your desired results with 100% accuracy and in time. I hope to hear from you. Thank you
$140 CAD 7 päivässä
5,7
5,7

Hi there, I understand you need your rough spreadsheet transformed into a professional, investor-ready financial model with clean three-statement architecture, linked assumptions, and a polished summary for your pitch deck. Here's what I'll deliver: • Fully integrated Excel model with income statement, balance sheet, and cash-flow statement—all pulling from a single assumptions dashboard • Revenue, expense, and funding inputs centralized for quick edits before investor meetings • Professional summary page ready for your deck, plus your business model embedded as a separate sheet • Charts, ratios, and scenario toggles to tell your growth story compellingly • All sheets protected except input areas, with consistent formatting and color coding I've built financial models for 15+ startups across tech, SaaS, and consumer sectors. Every model I create follows the no-hardcoding rule—everything traces back to assumptions or calculations so investors see exactly how your numbers work. What specific metrics matter most to your investor conversations—unit economics, runway, CAC payback, or something else entirely?
$30 CAD 1 päivässä
5,2
5,2

Hi, I am excited to submit my proposal to transform your existing spreadsheet into a polished three-statement financial model tailored for investor confidence. With over 7 years of experience in financial modeling, I am well-equipped to rebuild the workbook with a strong attention to detail, ensuring every line item is seamlessly linked to your assumptions. I will provide a clean Excel model (or Google Sheets if preferred) containing an income statement, balance sheet, and cash flow statement, all while following your outlined acceptance criteria to maintain clarity and accuracy. Throughout the project, I will maintain clear communication to ensure we are aligned on expectations and progress, adhering to established processes to facilitate a smooth workflow. I am committed to delivering a neatly formatted summary page that integrates with your investor deck, along with all deliverables by the agreed deadline. By focusing on intuitive navigation and effective presentation, I aim to highlight your business's growth potential in a way that resonates with potential investors. I look forward to collaborating with you on this project and bringing your vision to life.
$140 CAD 7 päivässä
4,9
4,9

As an Excel virtuoso and business strategist, I've spent years cultivating precisely the skillset needed to turn your scattered data into a coherent, investor-ready financial model. My thorough understanding of financial modeling concepts means I can create a classic three-statement model - income statement, balance sheet, and cash-flow statement - with absolute proficiency. What sets me apart is my dedication to pulling every single number dynamically from shared assumptions - ensuring not a single digit is left hardcoded. To accentuate the value of your startup for potential investors, I'll engage visual aids like charts, ratios, and scenario toggles in a tasteful yet effective manner. As someone well-versed in data visualization, I understand how to present complex concepts clearly and concisely so investors can grasp them quickly. Lastly, my commitment to top-quality service with fast, accurate, and on-time delivery aligns perfectly with your goals. My work isn't just about compiling data; it's about creating a persuasive growth narrative for your business. You can rely on my proficiency in Excel and other Microsoft tools to produce a polished final product that does justice to your business potential. Thanks for considering my application - I look forward to turning your rough concept into an investor-ready masterpiece!
$100 CAD 1 päivässä
4,6
4,6

Hi there, I understand you need your existing spreadsheet rebuilt into a clean, investor-ready three-statement financial model with fully linked income statement, balance sheet, and cash flow, all driven from a centralized assumptions sheet. With strong experience in financial modeling and startup consulting, I can transform your current file into a structured, professional model that clearly communicates your business potential. My approach will be to redesign the workbook with a dedicated assumptions dashboard, ensuring all revenue, expense, and funding inputs flow consistently through the model. I will build fully linked statements, supporting schedules, and a clean summary page with key metrics and charts for investor presentations. The model will follow best practices—no hardcoding, clear color coding, protected sheets, and intuitive navigation. I will also integrate your business model document as a structured reference sheet within the file. Next, I will share a base structure and layout so you can confirm flow and presentation before finalizing the full model. QUESTION: To ensure the model aligns with investor expectations, would you like me to structure it around a standard 3–5 year projection with scenario cases (base/upside/downside), or keep it simpler with a single dynamic forecast? Let’s chat and get started now! Regards, Shehwani.
$75 CAD 1 päivässä
4,3
4,3

Hi, I’ve reviewed your project and can help you get it done quickly and accurately. I’m Sarim Ali Khan, a top-rated freelancer specializing in data automation, analysis, and workflow optimization. My clients hire me because I deliver on time, on budget, and with zero guesswork. I can start right away and share a quick sample if you’d like. Let’s chat about the details and get you results — fast. Best, Sarim
$140 CAD 7 päivässä
4,1
4,1

Hi I have recently completed a few projects related to preparation of full 3 statement financial models with clean assumptions and investor-ready structure. You can review similar work in my profile. I also reviewed your business model and understand your revenue streams and recurring model. Three quick questions 1 Do you want monthly projections for all years or only first year detailed 2 Should maintenance revenue be linked to client growth assumptions dynamically 3 Do you plan to include funding or loan scenarios in the model About me I am a Chartered Accountant and CPA having 8 plus years of experience. I have worked with clients in USA, Singapore, Australia and the UK. I specialise in financial modelling including projections, 3 statement model, sales and expenses forecasting, investor pitch deck reports and linking graphs to Excel. Though my presence is new here but I have served more than 300 clients till date.
$220 CAD 7 päivässä
3,5
3,5

From my vast experience as a data scientist and analyst over the last eight years, I hold a profound understanding of this project's core requirements including financial modeling, data optimization, and effective storytelling. As a specialist in Excel, I've mastered its advanced features (protecting sheets, color coding, consistent styles) that would be instrumental in providing you with a top-notch investor-ready startup financial model. What truly sets me apart is my capability to transform overwhelming complex data into clear-cut actionable insights. This talent leverages excellently with your need for an easy-to-follow presentation enabling investors not to spend more than a few minutes grasping your firm's potential. Moreover, I will incorporate sophisticated charts, ratios and scenario toggles to powerfully articulate your growth story while ensuring they are lightweight. Although most of my prior experience lies in finance, healthcare, e-commerce and SaaS sectors, my adaptability has always been an indispensable asset. Hence, despite not having worked directly with startups thus far, I can confidently apply my inventive solutions and problem-solving proclivities to your project. Let's collaborate on unlocking the unassailable potential of your startup through a deftly crafted financial model!
$140 CAD 7 päivässä
3,5
3,5

Hi I will rebuild your current spreadsheet into a professional, investor-ready three-statement financial model—integrating the income statement, balance sheet, and cash-flow statement through a centralized assumptions dashboard. My approach ensures a dynamic, fully linked workbook with zero hard-coded figures in the statements, featuring clear color-coding, scenario toggles, and a neatly formatted summary page designed to be dropped directly into your investor deck. Tejal
$100 CAD 7 päivässä
3,7
3,7

Hello, I reviewed the financial and business model documents you shared for Infinity Aquascapes. While I do not yet have direct professional experience in financial modeling, I bring strong technical skills in data processing (Python), visualization (Tableau), and structured reporting (six months of journalism experience). This allows me to rebuild your workbook into a clean, fully linked three-statement model (income statement, balance sheet, cash-flow statement) with all assumptions centralized in a single tab. I will integrate the business model overview directly into the Excel file as a separate sheet, and design a summary page that highlights key metrics such as gross revenue, net profit projections (e.g., $107K in 2026 at 50% capacity, $149K in 2027 at 70% capacity), and investor return scenarios. Charts, ratios, and scenario toggles will be included to help tell the growth story clearly to investors, while keeping the model lightweight and easy to follow. For timeline, I can deliver the initial structured model within 10 days and finalize the investor-ready package with documentation within 14 days. My bid is $200 CAD, reflecting the effort required for structured modeling, visualization, and professional reporting. Best regards, Somee
$200 CAD 14 päivässä
3,0
3,0

Hello, the requirements are mostly clear, but I’d appreciate discussing a few aspects for clarity. Please message me so we can proceed accordingly. Thank you,Kundan:)
$100 CAD 3 päivässä
2,6
2,6

Hi, With a keen interest in business analysis and strategy, accompanied by my proficient Excel skills, I am poised to transform your unpolished spreadsheet into a masterpiece investors will truly appreciate. My ability to craft engaging narratives and my understanding of the financial aspects of a business make me uniquely equipped for this task. I understand that your financial model must be investor-friendly, and I assure you it will be nothing short of professional. My approach to creating your financial model will be both creative and strategic, marrying the power of a classic three-statement model with clear data flow and presentation. I will ensure every line in every statement derives from shared assumptions, providing the necessary flexibility for quick edits before a pitch. Charts, ratios, and scenario toggles, when strategically used, bring enhanced clarity to projections - I would incorporate them accordingly. All sheets will remain tidily protected except the input areas, neatly styled to enable fast comprehension. Your project is about turning ideas into real-world impact through communication and accurate representation; this totally resonates with my ghostwriting and business strategy background! Let us join forces so that when you present your refreshed workbook to investors, they'll not only see the numbers but also feel the magnitude of the potential wrapped around them. Let's chat discuss this in more detail. Regards, Neha.
$250 CAD 7 päivässä
1,9
1,9

Riyadh, Saudi Arabia
Maksutapa vahvistettu
Liittynyt toukok. 7, 2020
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