Built your own financial model and pitch deck?
Make sure it survives investor questions.
A self-audit system for founders and producers building their own investor materials because a full capital engagement isn't the right fit yet. Review your assumptions, scenarios, use of funds, and deck alignment, then receive direct written feedback within 48 hours.
Check your financial model before it reaches an investor.
This is for you if:
You're building your own financial model or deck.
You can't justify a full advisory engagement yet.
You're preparing for investor conversations.
You're worried your numbers may not hold up under questions.
You want another set of experienced eyes before sending your materials.
What you get inside
You may not need someone to build your model for you. You need to know if what you have actually holds up before someone who matters starts pulling on it.
That's what this is for.
The kit is a self-guided review system you work through at your own pace.
Inside, you get:
Financial Model Audit Checklist
Review the major areas that can make a model look weak, incomplete, or unsupported.
Assumptions Builder
Identify the assumptions behind your numbers and pressure-check whether they are clear, conservative, or too exposed.
Use of Funds Builder
Organize what the money is being used for and whether the ask actually matches the plan.
Scenario Planning Worksheet
Review your conservative, base, and upside cases so your model is not only built around the best outcome.
Investor Question Bank
Prepare for the questions people may ask once they start looking closely at your numbers.
Model-to-Deck Alignment Check
Make sure the spreadsheet, deck, capital ask, and business story are not contradicting each other.
Final Scorecard
See where your materials stand and what may need to be cleaned up before investor conversations.
And when you finish the audit, I review it personally.
Includes direct written feedback on your model within 48 hours. You'll know what holds, where the gaps are, and what should be fixed before you share your materials with investors.
Get it now for only $97
The written review alone would normally cost several times more than the price of this kit.
This is intentionally priced to make experienced feedback accessible to founders who are still building and not ready for a full engagement.
Ready to pressure-test your numbers before someone starts asking questions?
Get the Financial Model Self-Audit Kit, pressure-test your materials, and receive direct written feedback before your next investor conversation.
The kit includes a written expert review. Submit your model when you finish and get direct feedback within 48 hours.
No. This is not a full model rebuild. You go through the audit, submit your materials, and I send you direct written feedback on what holds, where the gaps are, and what may need to be fixed.
You can submit your spreadsheet, draft model, pitch deck, use of funds, assumptions, or any materials you are currently using to explain the numbers.
That’s fine. Don't worry. The whole point is to understand what needs work before the materials go in front of investors. I review messi materials all the time ;)
You’ll receive written feedback within 48 hours after submitting your materials.
No. It’s also useful for producers, project owners, and anyone preparing materials for an investor conversation.
No. This is a communications and materials review. It helps you understand whether your model, assumptions, use of funds, and deck are clear and internally aligned.
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