White-label pitch decks and financial models for venture firms, accelerators and advisors
You bring the companies. We build the investor materials for each one under your brand, and our name stays off the work.
For venture firms and studios, accelerators, boutique banks, fundraising advisors and accountants with founder clients. About $1,000 per company.
Per company
What you get for each company
The same package every time, so you know what you're sending before we start.
A financial model
A 16-slide pitch deck
A one-page teaser
A short deck after each call
Sample Smart Decks for made-up companies. See the sample samples →
Your brand
Your brand on every file, not ours
Every file goes out with your logo and your name. We speak to your companies only when you ask us to, and then as part of your team.
Venture firms
For venture firms and venture studios
Your portfolio companies raise again every year or two, and each round needs a model and a deck that hold up. We build them for each company under your firm's name, in one format across the portfolio, so your partners read every company the same way. A studio can send a company from day one, before it has much more than a plan, and we fill the gaps with labelled assumptions the founder can check.
Accelerators
For accelerators and their programs
Most cohorts end with a demo day, and every company needs a deck and a model it can defend when an investor asks how it got a number. We build the package for each company in the cohort under your program's brand. Your team keeps the coaching, and we take the build off your hands.
Banks and advisors
For boutique banks and fundraising advisors
You win the mandate and run the process. We build the model, the deck and the one-page teaser for each client, under your brand, so your team spends its time with investors and buyers. For a sale mandate, we also build the teaser, CIM and valuation. If you mostly need modelling capacity, see outsourced financial modeling.
Volume
How it runs at volume
The same terms for every company you send.
10 working days
Up to 15 companies a month
Two revision rounds
3 calls per company
Each company gets the same package:
- A 16-slide pitch deck (PDF and editable PowerPoint)
- A financial model
- A one-page teaser
- A short deck after each call
You have one named lead, Devin Teer (CEO), for every company you send.
The price is about $1,000 per company for a model, deck and teaser. Bigger jobs, like a valuation or a full Smart Deck, are priced on scope. We're financial modellers first, so the model is the part we take most care over. If a company already has a model, we can review it instead of starting again. If your firm needs the models more than the decks, see our page on outsourced financial modeling for banks and advisors.
Start with a pilot. One company at $1,000, no commitment.
Book a call to start a pilot →Onboarding
How onboarding works
- Step 1
A short call
We agree your brand and what goes in each company's package. - Step 2
Send the first company
Share whatever you have for it, like the founder's deck and numbers. The first draft comes back within 10 working days. - Step 3
Review
You see the model and the deck before anything reaches the company or an investor. - Step 4
Repeat
Each new company starts the same way. You send the pack, we send back the package.
Confidentiality
We keep your companies private
We'll sign your NDA before you send anything. We never name our partner firms or their companies, on this site or anywhere else. The samples in our portfolio are made-up companies.
Anything we publish online for a company sits behind a password and is kept out of search.
Top Rated Plus on Upwork, with $600K+ earned across 317 jobs.
Reviews
What clients say
From reviews on Upwork. Names are left out.
- CEO, investment platformFinancial model
"Created a sophisticated financial model ... and then talked me through every element of it to make sure that I could not only use it with investors but be able to adapt it as a business case evolves."
via Upwork - Founder and CEOFinancial consulting
"They seem to be doing what they love, and lucky for me they are very capable and experienced at what they do. I will continue to have them as my financial consultants going forward."
via Upwork
Questions
Questions partner firms ask
Will the companies know you built the materials?
Not from us. Your name and brand are on the work, and ours isn't. We don't list your firm or its companies as our clients, here or anywhere else.
What does it cost per company?
About $1,000 per company for a model, deck and teaser. A model on its own, a valuation or a full Smart Deck is quoted on scope.
What do you need from each company?
Whatever they have. An old deck and some numbers are enough to start. Where numbers are missing, we fill the gaps with assumptions and label each one, so the founder can check it.
Can the work carry our brand?
Yes. Everything goes out under your firm's name and brand. Talk to us about your house style on the first call.
Can we start with one company?
Yes. Start with a pilot: one company at $1,000, no commitment. Book a call and send us the company's pack.
How long does the first draft take?
First draft within 10 working days of receiving a company's pack. We can take up to 15 companies a month.
More
Other ways we work
Ready when you are
Send us your first company.
Start with a short call about your brand and your pipeline.