Financial Models for Startups Raising Venture Capital

Is your startup raising venture capital?

You have the next big idea, the right team, and now you’re ready to raise venture capital. Formal business plans are generally worthless and out of date, but you do need a custom financial model to communicate growth projections, monetization strategy, and monthly cash burn with clearly defined assumptions.

A financial model will help you determine exactly how much capital you need and what you will do with it – and communicate it clearly to investors.

I’ve built models for hundreds of financings as an entrepreneur, the head of operations and finance for venture-backed startups, on deal teams for VC and private equity funds, and as an investment banking analyst in the tech sector. I know exactly what startups and VCs need in a model.

Special offer for startups only:

$2,500 for a custom built startup financial model

This is a one-time flat fee with no extra hourly charges. I will quickly learn about what drives your business and iterate assumptions with you to get the model you need to efficiently raise your round and get back to business. All models are built in Excel.


For more information, here is my profile on LinkedInTwitter, and my blog. I regularly speak (SXSW, Lean Startup, universities, etc.) and write about startups and raising venture capital. Here are a couple examples of articles I wrote for Forbes and Fast Company to help you with your fundraising process:

financial models for raising venture capitalFast Company: How Startups Can Avoid the Series A Crunch: I discuss my 8 steps to quickly raise a Seed Round and some key decisions and takeaways that helped me close a Seed Round in about 1 month outside of Silicon Valley. (read article)


financial models for startupsForbes: Lean Finance for Startups: If you’re part of a young company, you might be familiar with Lean Startup methodology, which advocates a “build, measure, learn” approach that encourages entrepreneurs to continuously test their assumptions with market data. You should be doing the same exact thing with your financial forecasts. (read article)