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Financial Modeling

Institutional Models, Every Assumption Sourced

Financial Modeling turns the complexity of valuation work into a guided, structured process. Anchored to company fundamentals, financial summaries, and disclosures, it produces DCF and comparable-multiple models with full scenario and sensitivity analysis. Every output traces back to its source document, so the numbers withstand investment-committee scrutiny.

Start Modeling
2,800+
Valuation models built
6 methods
DCF and multiple frameworks
2 clicks
Export to Excel or PDF

Features

Everything you need, nothing you don't.

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AI Survey (Guided Build)

New to forecasting? A step-by-step AI survey walks founders and management through a feasible revenue model from scratch, then converts it into a full DCF and comparables model — no spreadsheet expertise required.

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DCF Modeling

Build discounted-cash-flow models with explicit assumptions for growth, margins, WACC, and terminal value, structured around the target company fundamentals.

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Scenario and Sensitivity Analysis

Model bull, base, and bear cases side by side and run sensitivity tables across key drivers to see how each assumption moves the valuation.

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Comparable Multiples

Benchmark against peer comparables using EV/EBITDA, P/E, EV/Sales, and other multiples drawn from fundamental data to triangulate a defensible range.

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Deal and Valuation Support

Generate investment-committee-ready valuation summaries with clear charts and commentary, linking every figure back to its source disclosure.

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Method Library

Start from proven modeling frameworks across DCF, public and transaction comparables, and sum-of-the-parts, tailored to sector and situation.

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Export to Excel and PDF

Download the model as a fully functional Excel workbook for deep editing, or export a polished PDF for circulation to the deal team.

From Assumptions to Defensible Projections

A guided process that takes the guesswork out of financial modeling.

1

Select Your Method

Choose from DCF, public comparables, transaction comparables, or a custom framework. Each comes pre-configured with industry-standard assumptions. New to forecasting? Start with the AI Survey to build a revenue model from scratch.

2

Set Your Assumptions

Enter growth, margin, discount-rate, and peer-set inputs. The guided interface ensures you cover every driver the investment committee will probe.

3

Analyze and Export

Review the valuation across scenarios and sensitivities, refine as needed, and export institutional-grade outputs in Excel or PDF format.

Built for Every Deal Workflow

From buy-side screening to advisory mandates, Financial Modeling adapts to how your team builds and defends numbers.

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PE Deal Team Valuation

Build entry and exit models for a target with full scenario and sensitivity analysis. Pressure-test return assumptions before the investment committee meets.

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Equity Research Coverage

Maintain DCF and comparable-multiple models across a coverage universe. Update assumptions against the latest filings and explain valuation shifts with sourced evidence.

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Corp Dev and Advisory

Support M&A and strategic decisions with defensible valuation ranges. Reconcile DCF, comparables, and transaction precedents into a single committee-ready view.

Export Anywhere

Download your model as a fully functional Excel spreadsheet or a polished PDF report.

📊 Excel (.xlsx) 📄 PDF Report 📁 CSV Data

Frequently Asked Questions

Who is Financial Modeling built for? +
It is built for investment professionals: PE and VC deal teams, equity research and strategy analysts, boutique IB and financial advisors, and corp dev teams. The guided interface walks you through each input with explanations and benchmarks, but assumes you are working to institutional standards.
Where does the underlying data come from? +
Models are anchored to an institutional fundamental data base covering company profiles, financial summaries, shareholder structure, disclosures, and segment breakdowns. Every figure that feeds the model is traceable to its source document.
How are the valuations validated? +
The valuation depends on your assumptions. The platform supplies peer benchmarks and sanity checks to help you set defensible inputs, and scenario and sensitivity analysis shows the full range of outcomes rather than a single point estimate.
What export formats are available? +
Models export to fully editable Excel workbooks (.xlsx) and polished PDF reports. The Excel export preserves all formulas so you can continue working in your preferred tool.
Can I share a model with my deal team? +
Yes. You can share a read-only link or export the model for others to review. Collaborative editing with role-based permissions is available on team plans.

Ready to Build Your Financial Model?

Start with proven templates and build sourced, defensible projections in hours, not weeks.

Start Modeling