Should you take the bank loan? Can the business support the acquisition? Is this hire affordable if the largest client delays? These questions have answers — finding them requires a financial model, not instinct and not a spreadsheet that adds up last year's revenue. And the model needs to keep working after the decision — most do not.
A loan. An acquisition. A pricing change. A hire that adds 15% to fixed cost. Each one is a bet — and most are placed on instinct and a spreadsheet that only adds up last year.
Which of these business decisions requires a financial model right now?
30 minutes. We confirm the decision the model must support.
A brief note on the decision and the key drivers involved.
Agreed model type, deliverables, and fee. No minimum term.
Your first deliverable, built and passed through our four-eye review.
Walk-through, documentation, and access to update it anytime.
Real engagements from our modeling team.
A growth-stage SaaS business asked us to review the financial model behind its board reporting and upcoming fundraise. Two costly mistakes surfaced: cloud hosting costs were forecast too low — the model assumed they would rise in a straight line with revenue, when in reality they climb in steps and speed up as usage grows; and the true cost of winning a customer was understated, because sales salaries, advertising, and content spending had been lumped in with general expenses instead of counted as the cost of acquiring customers. Once corrected, the model showed the real profit on each customer — the business repriced two products, slowed sales hiring, and refocused on higher-margin customers.
A FinTech company running high transaction volume had no per-transaction profitability model. Our unit economics build mapped revenue per transaction against every direct cost — payment gateway, processing, chargebacks, support. The finding was stark: revenue per transaction was below the payment gateway charge alone, so every transaction generated a loss before overheads. The product was discontinued and capital redirected.
Not every business needs all five. A founder raising a Series A needs the fundraising model. A business preparing for sale needs the DCF and M&A model. A lender refinancing needs the 3-statement model with covenant tests. We scope to the decision, build to advisory-firm standards, and stay accessible to update the model as the business evolves.
P&L, balance sheet, and cash flow — linked, driver-based, no plug.
An investor-ready model that survives due-diligence scrutiny.
A DCF that holds up — driver-built, with WACC and sensitivities.
The model that closes the deal — accretion, synergies, structure.
One decision, modelled precisely across base, stress, and upside.
The pre-linked 3-statement template our team builds on.
Download Free Template →“Anant is one of the few people I trust to tackle complex financial challenges, because he consistently delivers high-quality results. His expertise in FP&A, financial modeling, and Excel is exceptional.”
“I've personally used EasePro for financial modeling, valuation analysis, and beautifully designed decks. The work is always first class, very detail-oriented and highly professional — and most of all, they're just really great people to work with.”
“It's been a good addition to our firm. My recommendation to anyone is that this is a trusted relationship you can build — and you'll be pleasantly surprised.”
A generic playbook doesn't work across industries. We tailor every engagement to your sector's dynamics.
A real financial modeler needs depth across eight areas:
A modeler strong in two or three of these builds spreadsheets. A modeler covering all eight builds models that survive due diligence. EasePro modeling engagements are led by experienced finance professionals from global advisory firms with deep backgrounds across all eight areas — and every model passes through a four-eye internal review before delivery. More about our team →
Five practical tests that work regardless of who you're evaluating:
Most modelers cannot pass all five. We welcome every one of these tests in our discovery process — and we walk a prospect through a live 12-month projection build in the first call if it is the right fit. Book a free 30-minute call to test us →
A budget is a target — what you intend to spend and earn in a defined period. A forecast is a projection — what you currently expect based on actual trends, updated regularly. A financial model is the underlying engine — a workbook where changeable assumptions flow through to every line.
Budgets and forecasts are outputs. The model is the system that produces them. A business with no model can produce a number; a business with a model can produce a decision. See how the model powers an FP&A engagement →
You need a financial model when a decision touches multiple parts of your business at once. Common triggers and the matching model type:
The right model depends on the decision. EasePro builds all five core types — see the Deliverables section above for details on each.
Most modeling work is project-based, but models age fast. EasePro offers both formats. Project-based covers fundraising rounds, M&A, valuations, and board presentations — deliverable: the model plus full handover documentation. Ongoing retainer maintains the model on an ongoing cadence — updating actuals, refreshing assumptions, adding scenarios.
Model lifecycle note: The model that won a Series A 12 months ago is wrong today because the business has changed. Many engagements start project-based and convert to retainer once the model becomes a daily decision tool.
We also re-engage on models we built earlier when clients need updates — even if the original engagement closed. The fee for an update is materially below the fee for a rebuild from scratch.
Three differences:
Pricing context: Scope-based — typically materially below the $5,000–$15,000 that comparable US modeling firms charge for equivalent depth.
Book a free 30-minute finance clarity call. No pitch. We review the decision the model needs to support, identify which type fits, and tell you the scope you actually need. If we're not the right fit, we point you somewhere better.