Wolfsted AdvisoryServices · Financial Modeling
04 / Service

Models that a board can defend line-by-line.

Three-statement, ARR, cohort, and capital-raise models for SaaS and tech companies — built for auditability, not spreadsheet gymnastics.

A · What we build

Fit-for-purpose, not fit-for-show.

  • Three-statement
    Integrated P&L, balance sheet, cash flow — with a working-capital engine that ties.
  • ARR & cohort
    Bookings → ARR → revenue waterfalls with retention, expansion, and churn modelled at cohort level.
  • Operating model
    Driver-based plan the exec team actually runs the business on. Monthly, versioned.
  • Capital-raise model
    Sources & uses, dilution, returns, covenant headroom — investor-grade.
  • Deal models
    LBO, bolt-on, carve-out. Sensitivity and scenario built in, not bolted on.
B · How they’re built

Auditable, opinionated, boring.

One tab per purpose. Inputs separated from calculations separated from outputs. Named ranges where it matters, colour-coded conventions, version history. If a reviewer can’t trace a number to a driver in under thirty seconds, we rebuild it.

C · Who it’s for

Founders, CFOs, and their boards.

  • Pre-raise
    The model your lead investor will actually mark up — before they see it.
  • Post-raise
    Turning a fundraise deck into the plan you report against for the next 24 months.
  • Pre-transaction
    Sell-side or refinancing readiness — numbers that hold up under diligence.
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