Outsourced financial modeling for firms that raise capital for others
Smart Deck is outsourced financial modeling for boutique investment banks, fundraising advisors, venture firms and accountants. Send us the company. We send back a model built for the committee or lender that has to approve it, with your name on it.
About $1,000 per company for a model, deck and teaser. A model on its own is quoted on scope.
What we model
What we model
The models a raise or a sale needs, built in Excel or Google Sheets.
- Three-statement models: P&L, balance sheet and cash flow, linked
- Driver-based revenue, built from units and prices
- Hiring plans, with salaries and start dates
- Scenarios: base, upside and downside
- Sensitivity tables on the drivers that matter most
- Use of funds and months of runway
- Valuation inputs
- Fund and project models on request. See real estate fund models.
Read our guide to what goes in a startup financial model.
Sample Smart Decks for made-up companies. See the fund samples →
How we build
How we build a model your team can defend
Your analysts should be able to open the file and follow every number.
- One assumptions tab. Every input sits in one place, so you change it once.
- No hard-coded numbers in the calculations. A typed-in value breaks quietly when an input moves.
- Integrity checks. The balance sheet balances and the cash ties out, and a check flags it when it doesn't.
- Labelled assumptions. Where the company has no number, we fill the gap and label it, so the founder can check it.
- Excel or Google Sheets, whichever your team uses.
See our checklist case study for the checks we run on every model.
Who reads it
Built for investment committees, credit committees and lenders
A model for a committee answers a different question from a model for a founder. It has to show what happens when the plan goes wrong.
Investment committees
Credit committees and lenders
Scenario and sensitivity outputs
A written assumptions log
Your firm
Built for your kind of firm
Boutique investment banks
Fundraising advisors
VC firms and venture studios
Accountants with founder clients
Compare
Offshore shop, freelancer or us
Each one suits a different firm. This is how they usually differ.
| Who builds it | Deck from the same numbers | Price model | Best for | |
|---|---|---|---|---|
| Offshore analytics firm | A team of analysts | Sometimes, as a separate job | Hourly or a monthly retainer | Large, steady volumes of research and modelling |
| Freelance modeller | One person | Rarely | Hourly or a fixed fee per job | One-off models |
| In-house analyst | Your own hire | If they can design decks | Salary | Firms with work every week of the year |
| Smart Deck | Financial modellers, with deck writers and designers | Yes, the deck reads its numbers from the model | About $1,000 per company for a model, deck and teaser. A model on its own is quoted on scope | Firms that send a company at a time and want the full package |
The deck
When the model needs a deck
Most models end up in front of an investor next to a deck. We write the deck and the one-page teaser from the model, so the numbers can't drift. The deck ships as a PDF and an editable PowerPoint. For the full package under your brand, with a short deck after each call, see white-label work for partner firms.
Working together
Confidentiality and onboarding
They work the same way as our white-label service. See how we keep your companies private and how onboarding works.
Price
Price
About $1,000 per company for a model, deck and teaser. A model on its own is quoted on scope. So is a review of a model your analyst built, or a full Smart Deck. See the full pricing page.
First draft within 10 working days of receiving a company's pack. Up to 15 companies a month. See how it runs at volume.
Top Rated Plus on Upwork, with $600K+ earned across 317 jobs.
Questions
Questions firms ask
How much does outsourced financial modeling cost per company?
About $1,000 per company for a model, deck and teaser. A model on its own is quoted on scope. The pricing page shows what changes the price.
Who is the model built for?
Whoever has to approve the deal: an investment committee, a credit committee or a lender. Scenario and sensitivity outputs answer the questions they ask, and a written log records every assumption.
What about confidentiality and onboarding?
They work the same way as our white-label service. The white-label page sets out both.
Can you review a model our analyst already built?
Yes. We check the links, the hard-coded numbers, the scenarios and the assumptions, and send back a ranked list of fixes. You can fix it in-house or have us do it.
More
Other ways we work
Ready when you are
Send us your first company.
Start with a short call about the models you need and who reads them.