Financial Modeling & Forecasting

The Numbers. Built to Convince.

Independent modelers can be expensive and inconsistent. BOOJEE builds decision-support 3-statement models, DCF frameworks, and scenario analysis — often paired with M&A Consulting during deal diligence — in 48 hours, source file included.

48-Hour Delivery
Investor-Grade Output
5-Year Forecast
Deliverables

What We Model

Every engagement is customized. These are the six core outputs clients request most — often combined into a single integrated workbook.

3-Statement Model

Income statement, balance sheet, and cash flow statement fully integrated and dynamically linked. Includes historical inputs and 5-year projections.

DCF Valuation

Discounted cash flow with WACC, terminal value (exit multiple + Gordon Growth), sensitivity tables on discount rate and growth. Enterprise and equity value outputs.

Scenario Analysis

Base, bull, and bear cases toggled from a single assumptions dashboard. Stress-test revenue growth, margin compression, churn, and CAC against funding requirements.

Cap Table

Pre- and post-money capitalization table with founder, employee option pool, and investor ownership. Models dilution through multiple funding rounds with pro-rata and anti-dilution provisions.

Revenue Bridge

Waterfall breakdown of revenue drivers: new customers, expansion, churn, pricing changes, and product mix shifts. Visualized as a board-ready chart with written commentary.

Unit Economics

LTV, CAC, payback period, gross margin by cohort, and contribution margin analysis. Cohort-based retention modeling shows exactly when a customer turns profitable.

Process

How It Works

Four steps from kickoff to a model your CFO, board, and investors will trust.

01

Data Intake

You fill out a secure intake form with your historicals, KPIs, and key assumptions. No prep work required — we extract what we need.

02

Model Build

Our team builds the fully integrated model in Excel and Google Sheets within 48 hours. Logic is documented inline so you can follow every calculation.

03

Assumptions Review

We schedule a 30-minute call to walk through the key drivers and refine any assumptions before final delivery. Unlimited revisions on assumptions.

04

Delivery + Walkthrough

Final files delivered with a 60-minute walkthrough session. You leave knowing how to update every input and present the outputs with confidence.

Pricing

Choose Your Package

All packages include source files, 5-year projections, and a live walkthrough session. No subscriptions — one-time project pricing.

Base Model

$798

One-time · Delivered in 48 hrs

  • 3-Statement integrated model
  • 5-year revenue & expense projections
  • Monthly + annual views
  • Excel + Google Sheets
  • Source file included
  • One revision round
  • 30-min walkthrough call
Get Base Model

Investor Ready

$3,498

One-time · Delivered in 72 hrs

  • Everything in Full Model
  • Investor-facing executive summary
  • 10-slide financial narrative deck
  • Board-ready charts & visualizations
  • Fundraising target analysis
  • Use-of-funds schedule
  • Comparable company analysis
  • NDA + data room setup guidance
  • 90-min debrief + Q&A session
Get Investor Ready
Illustrative Estimator

See the Shape of Your Numbers

Adjust the sliders for a simplified, illustrative sketch of how a revenue multiple flows into valuation, equity, and return. This is a rough decision-support toy using a single fixed multiple — not a valuation, appraisal, or investment advice. Real ranges depend on your market, stage, and terms.

Illustrative Valuation

Fixed 5× revenue multiple — illustrative only, not an appraisal

Equity to Give Up

At the valuation above to hit your funding target

Implied Return Multiple

If the business reaches $10M revenue at 5× multiple

A financial model should answer the questions a board or investor is going to ask — before they ask them. That's what we build toward: a clean, dynamic workbook you can drive yourself and defend line by line.

The BOOJEE approach to financial modeling

Excel + Google Sheets Delivered
Integrated 3-Statement Structure
Documented Assumptions
NDA Available on Request
Source Model Included
FAQ

Common Questions

What's the difference between a financial model and a pitch deck?
A financial model is the working engine — it's a spreadsheet with integrated statements, formulas, and assumptions that let you test scenarios and update projections dynamically. A pitch deck is the visual presentation built on top of the model's outputs. We build the model first; the Investor Ready package also includes a 10-slide financial narrative deck that communicates those numbers to investors in story form. The deck is only as strong as the model underneath it.
What data do I need to provide?
We send you a short intake form after purchase. Ideally you have 12–24 months of historical P&L data and a list of your key business assumptions (pricing, customer acquisition targets, headcount plan). If you're pre-revenue, we can work from a business plan or product roadmap. We handle all the financial translation — no finance background required on your end.
Can I update the model myself after delivery?
Yes — that's the whole point. Every model is delivered with an assumptions dashboard where you change one input and the entire model updates automatically. During the walkthrough session we show you exactly how to update pricing, headcount, revenue growth rates, and other key drivers. No formula knowledge required.
Is this suitable for pre-revenue startups?
Absolutely. Pre-revenue models are often more valuable because they force you to think clearly about unit economics and the assumptions that will determine whether you become profitable. We've built models for pre-revenue SaaS, e-commerce, service businesses, and real-asset companies. We'll work from your product roadmap, pricing structure, and acquisition strategy.
How is my data kept confidential?
We sign a mutual NDA before any files are exchanged. All data is transmitted via encrypted channels, stored only for the duration of the engagement, and permanently deleted 30 days after delivery unless you request longer retention. We never share client data with third parties. The Investor Ready package includes guidance on setting up your own secure data room for investor diligence.

Request Your Model

Tell us about your business and goals. We'll confirm your package and kick off within 24 hours.

Disclaimer: BOOJEE is not a CPA firm, registered investment adviser (RIA), broker-dealer, licensed financial adviser, or auditor. Financial models, projections, valuations, and calculators provided here are decision-support tools built from your inputs and stated assumptions. They are illustrative and do not constitute investment, tax, accounting, legal, or audit advice, a certified or guaranteed valuation, or a promise of any fundraising, return, or business outcome. Projections are inherently uncertain and actual results will vary. Consult a licensed professional before making financial, tax, or investment decisions.