Three-statement, DCF, and LBO models for fundraising, M&A, and planning. Built from your real cost drivers, dynamic enough to adjust mid-meeting, and tough enough to hold up under a counter-party's diligence.
20 minutes with Gabriel. No sales rep, no deck, no obligation.
“…present it all in a way that would stand up to scrutiny from investors, accountants, and private equity groups.”
“The models were clean, well-structured, and technically sound, with clear assumptions and logical flow.”
Every model I deliver is structured to handle all three from the start - not after a buyer, a board, or a diligence team is the one to flag them. It's faster to prevent these patterns in the architecture than to patch them under pressure later.
Line items that don't connect the way the business actually works. Revenue floats free of its drivers, costs stay flat while volume swings, the three statements refuse to tie.
The output looks fine on the surface. Pull one thread - a board question, a diligence check, a sensitivity test - and the rest comes apart.
Calculations that work in one scenario and break in any other. Drop retention 5 points, push rates up 200bps, move the launch by a quarter - each change forces a manual rebuild.
In a live meeting, that means the answer arrives by email a week later, after the decision has already been made.
Drivers set by feel, and not by evidence. Growth rates pulled from a benchmark, CAC carried over without testing the channel-mix, WACC borrowed from a textbook.
In diligence, the question isn't whether a number is plausible - it's where the number came from. One unsourced driver can take the whole model down.
Send Gabriel your existing model. He'll review the assumptions, structure, and outputs - and reply with the three changes that matter most.
I design the mathematical core of the decision in front of you - a model you can reopen, adjust, and defend. I've done it 500+ times across fundraising, M&A, and planning. Dynamic, transparent, and easy to use, so you can change a variable and see the impact on revenue, cash, and valuation in real time: in a fundraising room, in a board meeting, or sitting across the table from a counter-party.
Five phases, signed off step by step, so you watch the model take shape and never receive a black box at the end. Some phases are pure architecture work and stay on my desk; others depend on close work with you, your team, or a counter-party. When a step needs a skill outside mine - sector benchmarks, tax structuring, debt advisory - I bring in a trusted collaborator rather than improvise.
Your historicals come in, the one-offs come out, and the model gets pinned to the operational drivers that actually move the business: pipeline, churn, headcount, unit economics, working-capital terms. We do this side by side - you know your numbers better than I will in week one, and the baseline has to match the reality you'll be defending. The output is a clean foundation a diligence team can audit line by line.
P&L, balance sheet, and cash flow get wired together on Wassily Leontief's Input-Output method - every formula traceable, every output reconciling. This phase is mostly heads-down architecture work and stays on my desk. The test is simple: change a single input and revenue, EBITDA, working capital, and cash all move together.
Base, Upside, and Downside cases get layered on top, plus two-way sensitivity tables on the variables that matter: growth, margin, WACC, churn, multiple. The cases come from a working session with you - the assumptions the board wants stressed, the numbers a buyer will push on, the line a lender is going to challenge first. You walk into the meeting knowing the floor, the ceiling, and exactly which assumption snaps the model.
DCF with WACC built up from your real capital structure. Trading and transaction multiples calibrated to a defensible peer set. LBO returns where relevant. The debt/equity mix is modeled out so you can see how the funding plan changes IRR, payback, and covenant headroom. Where a debt-structuring partner or a sector specialist for the peer set sharpens the answer, I bring one in - the valuation is mine, but the inputs come from people who do that specific work every day.
A presentation-ready summary deck, the investor IRR / cash-on-cash view, and - for transactions - synergy quantification, accretion/dilution, and post-merger integration overlays. When the buyer's diligence team starts pushing on assumptions or the lender starts asking for backup, I'll sit in on those calls with you - the model is easier to defend when the person who structured it is still in the room. You leave with a model that survives diligence and a narrative your board, lender, or counter-party already trusts.
Bring a deal, a fundraise, or a decision. Walk away with a clearer next step. Real time with Gabriel - no sales rep, no deck, no obligation.
Selected testimonials from the 79+ verified reviews shown on the homepage, covering SaaS, healthcare, energy, crypto, and private-equity work. Identities protected by NDA.
We tasked Gabriel with building a comprehensive 3-way financial model for Clean Ocean, a fast-scaling marketing and technology company built around an ESOP structure, global expansion strategy, and recurring-revenue model. [...] It required someone who could [...] model multiple growth scenarios, integrate operational data, and present it all in a way that would stand up to scrutiny from investors, accountants, and private equity groups. Gabriel absolutely nailed it. [...] The Clean Ocean financial model will now form the foundation of our investor communications, internal planning, and ESOP design.
Gabriel supported me on financial modeling work and delivered exactly what was needed. The models were clean, well-structured, and technically sound, with clear assumptions and logical flow. [...] Reliable, detail-oriented, and easy to work with.
Gabriel displayed an impressive level of expertise and build a robust and accurate financial model that captures the business's potential. Fast and easy communication.
Working with Gabriel on my Financial Modeling and Crypto Token Economics was one of the best decisions I've made. His insight, clarity, and strategic thinking made a huge difference, turning complex ideas into actionable models.
I had a top-notch experience with Gabriel at Simion Advisory Partners while developing an Investment Teaser for my Medical Supplies Company. His financial acumen, deep understanding of my industry, and unwavering commitment to my business were impressive. [...] The Investment Teaser he crafted was meticulously detailed, visually appealing, and showcased a strong understanding of the investment landscape.
I have worked in the renewable energy industry for 15 years and been Director of my own company for 12 years [...]. Gabriel has given me so many gold nuggets that I never knew existed, making projects that I have had on my plate for years just streamlined and easy to do [...].
Gabriel was helpful in choosing a commission plan that suited our private equity fundraising campaign. He was also quick to respond.
Gabriel was great to work with. He quickly understood what I needed and delivered solid financial models with minimal guidance. Professional, responsive, and reliable throughout.
It was an absolute delight to collaborate with Gabriel, whose expertise in financial modeling is nothing short of outstanding. Even at short notice, he demonstrated great adaptability and readiness, making him an exceptionally reliable partner.
Exceptional as always, this is my 5th or 6th project with Gabriel and everyone one has been a smooth and efficient process with no delays. Have already engaged with him for another contract.
Gabriel has a great understanding of creating financial projections, highly recommended and will definitely work with him again.
The $1,499 starter covers early-stage companies and single-purpose models. Larger engagements - full transaction modeling, multi-entity rollups, LBO and SPV waterfalls - are scoped with you on a call. You see the fixed fee before any work begins.
Most starters ship in 3-10 business days. Custom work runs 2-4 weeks.
$1,499
A three-statement model or fundraising forecast for a single entity. Shipped within 10 business days, ready to send to investors.
Fixed fee
DCF, LBO, scenario suite, multi-entity rollup, or transaction overlay. Scoped with you on the call, quoted as one fixed fee.
Retainer + Success
For live transactions: a monthly retainer covers the work, credited in full against the success fee at close.
Three-statement, DCF and LBO models structured on Wassily Leontief's Input-Output method - every formula traceable, every output reconciled. The architecture stays on my desk. The assumptions reflect how your business actually operates, not a generic SaaS shell pulled off a template.
Talk it through, or send the existing model. Either path lands you in front of Gabriel inside a business day.
Bring the question: a fundraise, a transaction, a model you don't fully trust. Walk away with a clearer next step. If the math is not there, Gabriel will tell you. If it is, he'll help you prove it.
Share the current model or board pack. Gabriel reviews the assumptions, structure, and outputs - and replies with the three changes that matter most.