Financial Modeling & Planning

Investor-Grade Financial Models
for Startups & Growth Companies

Turn financial data into strategic advantage. Pelagic Partners builds the financial models, forecasts, and analytical frameworks that help founders make confident decisions, raise capital, and prepare for exit.

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Why Financial Modeling Matters

Turn Financial Data Into
Strategic Advantage

A well-built financial model is more than a spreadsheet — it's a strategic tool that tells your company's story, supports fundraising, guides operational decisions, and prepares you for the scrutiny of investors and acquirers.

Most startup financial models are built reactively — cobbled together for a fundraise or board meeting, then abandoned. Pelagic Partners builds models that become living tools your team actually uses: to track performance, stress-test assumptions, and make faster, better decisions.

With 20+ years of experience building financial models for venture-backed companies and growth-stage businesses, Tim Jackson brings the rigor of institutional finance to your FP&A function.

Also see: Fractional CFO Services
Financial modeling and strategic planning
Financial Modeling Services

Models Built for Decisions,
Not Just Presentations

Every model we build is designed to be used — not just presented. We build for clarity, flexibility, and the specific decisions your business needs to make.

Three-Statement Financial Model

Integrated income statement, balance sheet, and cash flow statement — the foundation of any serious financial analysis. Built for accuracy, flexibility, and board-level clarity.

P&L, balance sheet, cash flow integration
Monthly and annual views
Scenario and sensitivity analysis
Board-ready formatting

Startup Financial Model

Investor-ready financial models for seed through Series C companies. Built to withstand investor scrutiny, support fundraising, and guide operational decision-making.

Revenue model with driver-based assumptions
Headcount and burn planning
Runway analysis
Investor KPI dashboard

SaaS Metrics & Unit Economics

Deep-dive SaaS financial modeling with the metrics that matter to investors: ARR, MRR, churn, LTV, CAC, payback period, and net revenue retention.

ARR/MRR waterfall
Cohort analysis
LTV:CAC modeling
Rule of 40 tracking

Operating Model & FP&A

Comprehensive operating models that connect your financial plan to operational drivers — headcount, sales capacity, marketing spend, and product development.

Departmental budgeting
Headcount planning
Sales capacity modeling
Budget vs. actuals tracking

M&A & Valuation Models

Transaction-grade financial models for M&A processes — including DCF valuations, LBO analysis, accretion/dilution models, and synergy analysis.

DCF & comparable company analysis
LBO modeling
Synergy analysis
Purchase price allocation

Board & Investor Reporting

Board-ready financial packages and investor reporting frameworks that tell your story clearly, highlight key metrics, and build confidence with your stakeholders.

Monthly board package
Investor update templates
KPI dashboard design
Variance analysis & commentary
When You Need This

Signs Your Financial Model
Is Holding You Back

You're preparing for a fundraise and your model isn't investor-ready
Your board asks questions you can't answer quickly from your financial data
You're running the business on gut feel rather than data-driven decisions
You're preparing to sell your business and need buyer-ready financials
Your current model is too complex for anyone else to understand or maintain
You don't have a clear view of your runway, burn rate, or path to profitability
What You Get
Clarity
A clear financial picture of your business — where you are, where you're going, and what it will take to get there.
Credibility
Models built to withstand investor and buyer scrutiny, with assumptions that are defensible and transparent.
Control
Financial tools your team can actually use — to track performance, manage burn, and make faster decisions.
Confidence
Walk into every board meeting, investor call, and M&A conversation knowing your numbers cold.
Related Services

Explore Complementary Advisory Services

Fractional CFO Services

Ongoing CFO-level financial leadership — including FP&A, board reporting, and strategic finance oversight.

Learn About Fractional CFO

Exit Planning Advisory

Maximize enterprise value before you sell. Financial modeling is a core component of exit readiness.

Learn About Exit Planning

M&A Strategy

Transaction-grade financial analysis and deal support for founders looking to buy, sell, or merge.

Learn About M&A Strategy
From the Insights Library

How to Build an Investor-Grade Financial Model for a Series A or B

There is a significant gap between the financial models most founders build and what institutional investors expect to see in a Series A or B data room. This guide walks through the six components of a model that builds investor confidence — and closes rounds faster.

Ready to Build a Financial Model
That Actually Drives Decisions?

Book a free 30-minute strategy call to discuss your financial modeling needs and how Pelagic Partners can help.

Book a Free Strategy Call