4.0Financial Model · The crown jewel
The four models

What it earns — a full, investor-grade model built for you.

You answer questions in plain language. Behind the scenes, a real finance engine turns your answers into a banker-quality workbook. People pay analysts thousands to make what this hands you.

An idea you can describe is worth a meeting. A number you can defend is worth a cheque.

YourCompany — Financial Model.xlsx

Move an input — every number recomputes.

SAR 2.5M
35%
60%
35%
6×
SAR ’MY1Y2Y3
Revenue2.503.384.56
Gross profit1.502.022.73
EBITDA0.630.841.14

Valuation

EBITDA margin 25%

SAR6.83M

Year-3 EBITDA × multiple

Illustrative — your real model is built from your own answers across 26 linked tabs.

4.1What the model shows you

The same charts a banker or investor flips through — drawn from the numbers your model builds. These are the views that turn a spreadsheet into a story you can defend.

Revenue & gross-profit trend

0369Y1Y2Y3Y4Y5
RevenueGross profit

Illustrative — built from your own answers.

Valuation bridge

RevenueGross profit× multipleValuationSAR 33.6M

Revenue → margin → multiple → valuation. Illustrative.

Scenarios — base · bull · bear

04812Y1Y2Y3Y4Y5
BaseBullBear

Three revenue paths side by side. Illustrative.

Margin & unit economics

60%Gross marginLTV / CAC4.2×CAC payback7 mo

Does each sale make money? Illustrative.

Cumulative cash & runway

Cash-positiveStartM18

When the cash turns positive. Illustrative.

4.2Three linked statements

A complete workbook — ~26 tabs

Not one sheet. Every part a serious investor expects to see.

IncomeBalance SheetCash FlowAssumptionsUnit EconomicsScenariosValuation / DCFCash RunwayDebt Health30+ Metrics+ more

The three core statements, fully linked:

  • Income — revenue, costs, profit, year by year.
  • Balance Sheet — what you own, owe, and have left — and it always balances.
  • Cash Flow — real cash in and out, so you see when money actually arrives.

Change one number, and the whole model updates. That's what "real model" means.

One control panel runs it all

An Assumptions tab holds every number that drives the model — each with the reason beside it. Change one input, everything flows from it.

4.3What it answers

Unit economics

Does each sale actually make money?

CAC, LTV, payback period, profit per sale — the difference between "we're growing" and "we're growing and each sale makes money."

Scenarios

Answer "what if?" without guessing.

Careful, Expected, Ambitious — three versions side by side. When an investor asks "what if sales come in slow?" you point at the page.

A real valuation

What your business could be worth.

A full 7-year cash-flow valuation (DCF), a comparison to similar companies, and a "football field" range — not one fake-precise number.

Cash runway & debt

Never get surprised.

How long your cash lasts, when you break even, when you'll need more — before it's an emergency. Plus the ratios a bank checks before they say yes.

4.4It speaks your industry
The quiet superpower

It speaks your industry — not generic finance.

The engine knows five business types and reshapes the whole model to fit yours. A services firm and a factory get genuinely different models — not the same template with the labels swapped.

Your business is…The model tunes to…
Trading / distributioninventory turns, cash-conversion cycle, working-capital traps, margin & FX risk
Professional servicesbillable utilization, revenue per person, billing rates, key-person risk
Project-basedbacklog, win rate, milestone billing, cost-overrun & concentration risk
Subscription / SaaSrecurring revenue (MRR/ARR), churn, retention, LTV/CAC, Rule of 40, burn & runway
Manufacturingcapacity use, cost per unit, scrap/yield, capex cycles, raw-material price risk

You don't get advice. You get architecture — four connected plans that end in a number you can trust and defend.