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Financial Modeling ServicesNumbers That Tell the Truth.

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 defensible against any counter-party's diligence team.

20 minutes with Gabriel. No sales rep, no deck, no obligation.

Gabriel I. Simion, financial modeling advisor

Three failure modes that show up in almost every financial model

Why models break

Designed around all three from day one - not after the diligence team finds them.

When the Math Lies

Model integrity

A single broken formula or a hidden assumption can lead to a wrong number that looks right. The challenge is not "doing the math" - it is building a model that survives the stress of reality and the scrutiny of a counter-party.

What You Can't See

Hidden risk

The most dangerous part of a forecast is what is not in it. How does a 5-point drop in retention affect your runway? What happens to ROI if rates climb 200 bps? A real model answers in seconds, not in a follow-up email a week later.

The Bridge to Reality

Objective truth

Founders tend to over-project growth; investors push back hard on margins; buyers under-credit synergies. We bridge those gaps with objective, data-driven modeling that strips away the storytelling and shows the actual value of the opportunity.

Get a free model audit

No strings attached

Send Gabriel your existing model. He'll review the assumptions, structure, and outputs - and reply with the three changes that matter most.

Reply within one business day.
No automated funnel.

What We Build

We build the mathematical core of the decision in front of you - a model you can reopen, adjust, and defend. 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.

The Process: Five Phases, One Defensible Model

A high-touch build, not a black-box delivery. Five phases, every one signed off with you before the next one starts.

1

Data normalization & driver mapping

Foundation

We connect to your historicals, strip one-offs, and pin the model to the operational drivers that actually move it: pipeline, churn, headcount, unit economics, working-capital terms. The output is a clean baseline a diligence team can audit line by line.

2

Linked P&L, balance sheet, and cash flow

Three-statement engine

We build a fully linked three-statement model on Wassily Leontief's Input-Output method. Every formula is traceable, every output reconciles. You can change a single input and watch revenue, EBITDA, working capital, and cash all move together.

3

Base, upside, downside - and the breaking points

Scenarios & sensitivities

We build out Base, Upside, and Downside cases plus two-way sensitivity tables on the variables that matter (growth, margin, WACC, churn, multiple). You walk into the meeting knowing the floor, the ceiling, and exactly which assumption snaps the model.

4

DCF, multiples, LBO, capital structure

Valuation & funding

DCF with WACC built up from your real capital structure. Trading and transaction multiples calibrated to a defensible peer set. LBO returns where relevant. We model the debt/equity mix and show how the funding plan changes IRR, payback, and covenant headroom.

5

Investor pack, board summary, M&A overlays

Decision-ready outputs

A presentation-ready summary deck, the investor IRR / cash-on-cash view, and - for transactions - synergy quantification, accretion/dilution, and post-merger integration overlays. You leave with a model that survives diligence and a narrative your board, lender, or counter-party already trusts.

Free Strategy Call

20 minutes with Gabriel

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.

Reply within one business day.
Real human, real reply.

Client Testimonials

79+ verified reviews

Anonymized reviews from clients across financial modeling, M&A, and strategic advisory engagements. Identities protected by NDA.

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Pricing: Fixed-Fee Models from $1,499

Productized starting tier from $1,499 for early-stage companies and single-purpose models. Larger builds (full transaction modeling, multi-entity rollups, LBO/SPV waterfalls) are quoted as a fixed fee scoped to the work - no hourly billing surprises.

Typical turnaround: 3–10 business days for productized scope, 2–4 weeks for full custom builds.

Starter

$1,499

Three-statement model or fundraising forecast for a single entity. Investor-ready in days.

Custom · Most common

Fixed fee

DCF, LBO, scenario suite, multi-entity rollup, or transaction overlay. Scoped on the call.

M&A engagement

Retainer + Success

For live transactions: a monthly retainer covers the build, fully credited against the success fee at close.

Gabriel I. Simion

You work directly with

Three-statement, DCF and LBO models built on Wassily Leontief's Input-Output method - every formula traceable, every output reconciled. You work directly with the advisor who builds the model, not an analyst translating your business through a template, so the assumptions reflect the operating reality rather than a generic SaaS shell.

  • Big 4 trained - senior advisor + consultant inside two of the Big 4 firms
  • 500+ models delivered: 3-statement, DCF, LBO, M&A, fundraise
  • Direct client work - no analyst hand-off, no 15-minute billing increments
  • Sectors: SaaS, services, manufacturing, energy, crypto

Need a second pair of eyes on your model?

Talk it through, or send the existing model. Either path lands you in front of Gabriel inside a business day.

Free Strategy Call

20 minutes with Gabriel

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.

Free Model Audit

Send your model

Share the current model or board pack. Gabriel reviews the assumptions, structure, and outputs - and replies with the three changes that matter most.