Financial Model Help
Do you need a financial model for your fundraiser? Have you made a model and want feedback on your forecasts and metrics? If you’ve bought one of my templates, we can go through it so you can move faster.
Testimonials
Feedback from Founders I’ve Helped
Thousands of founders use my financial model templates, but I’ve also helped hundreds one-on-one with theirs
Davy Lassagne
Clay Nolan
Cormac M. Kelly
Ramesh Gopal
A Letter from Alexander
I’m making myself available so that you can get one-on-one coaching. Overcome the mental blocks that are holding you back from achieving your true potential. Start breaking down your barriers and capitalising on opportunities.
If you’re thinking to yourself, what does he know that I don’t? The answer is nothing. You shouldn’t purchase this session with me. Do it your way. Make the mistakes that I made. Lose that big opportunity. Blow pitches with investors. When you don’t get the results you were hoping for and find yourself running in one place, and going nowhere fast, it might be time to consider a different approach.
I’ve been an entrepreneur my whole life and have been advising founders for 9 years. I’ve built Unicorns including Delivery Hero, Groupon, and Lazada. I’ve also built others you haven’t likely heard of. I’ve helped people raise a small angel round, up to do an $8b IPO. Having worked in top-tier M&A at Lazard, as well as a VC in Asia, I have developed a specialised set of skills that are hard to access taken with my knowledge of startup operations and industry knowledge.
The advice I share comes from real, practical experience. That, combined with coaching thousands of founders, gives me a unique perspective, not only into the mind of an investor but also into what it takes to pivot, overcome objections and succeed.
Call structure
What You Can Expect
Session Preparation
If you have a financial model to discuss, be prepared to email me it so I can dig in if I need to and share my screen.
I ask you to prepare all the questions you have before the call to ensure that you get the maximum value of our time together.
You’ll be able to schedule the call when convenient through a booking link.
Jump On The Call
Your private session will be conducted over the Internet (On Zoom). You’ll have a chance to give context, ask questions, and get the answers that you’re looking for.
If you have broad questions, that’s fine! I’ll take control and figure out what we will focus on.
Post-Session Work
Once the live coaching session is done, your work begins. We will send you a transcript of the call, along with our recommendations and homework.
The summary will come packaged with the call recording, so you can review it whenever you need it.
If I am on retainer then you will have my WhatsApp number so you can ask me questions when you are stuck and need a quick answer.
If I have live-coded in your Excel financial model, I’ll email it back to you so you can continue your work. I will never share your file with anyone.
Why Consult with Alexander?
If you’re looking to jump ahead past the trials and tribulations of building and managing your financial models, have a business problem that you need made in Excel, then a consultation from Alexander is what you might need.
Onboard With One of My Financial Model Templates Quickly
I sell the largest financial model templates in the world, which whilst super useful, can be a lot to take in when you first look at them.
We can do a call and I can teach you how to use it effectively and efficiently.
- Understand the logic and flow of the model
- Comprehend how calculations are done
- Learn the best way to approach filling in the assumptions
- Question anything that doesn’t make sense
- See how you might be able to add functionality to meet your needs
Learn Nerdy Stuff Fast
You know you don’t know, but you don’t have the time to figure out all the complex financial models you need to run your business.
I can help you go from zero to hero (Well not a moron anyway) in just an hour.
- Understand ESOP modelling for employee participation
- Get help with your Cap Table
- Advice on convertible notes and SAFE
- Understand what investors are looking for
- How to approach financial models for your startup
Review Your Model Outputs and Metrics
If you’ve built a model or are using one of mine, you are surely wondering if your assumptions make sense, your metrics are in line, and your growth rates don’t seem bonkers!
I will go through your financial model live in a screen share and critique, ask probing questions, explain logic, and answer any questions you are not sure about.
- Do my metrics such as CAC/LTV make sense?
- What metrics did I forget to add that investors will look for?
- Are my projections unrealistic or too conservative?
- Am I too aggressive with my expenses and headcount forecasts?
- Will investors laugh at my model, or am I good?
Critique Your Financial Model
If you have built a model, or are building a model yourself, it can help a lot to get guidance on how to build with best practices.
I will review what you have, take stock of what you want to build and advise you on what to do next. I’ll even code it up for you if you need to live on screen share.
- What functionality should I add?
- Does the logic of my model make sense, and will investors understand it?
- What output sheets such as KPI and charts you should make
- Help you to build your model
- Teach you logic or how to build complex functions if you need them
Add Functionality to My Financial Model Templates
If you bought one of my models and need help to add functionality I’ll live build out the functionality for you through screen-sharing on Zoom.
Whether you are clear on what you need specifically or aren’t sure and need my advice, we will go through it on the call.
- Add a new marketing sheet
- Add new expenses, such as hardware
- Build out functionality, such as your server costs
- Customise your Profit and Loss or KPI sheets
- Create summary output sheets or a new dashboard
Book
Simply click on the booking link and purchase the block of time
Pick Time
You will immediately be able to select a time option that works for you (24 hours notice).
Prepare
You can prepare a list of questions, or just rock and explain your situation and I’ll tell you what we will focus on.
Call!
We do the call on Zoom. It’s fully confidential!
Book Again
You can book another call after when you are ready with no obligation.
