Custom financial models
Get your custom financial model.
Built for your industry, your location, and your business.
Never a template.
[01] Who’s it for
Who’s it for?
Different reasons need different models.
[02] What’s in the model
Example: SBA 7(a) Model
Look inside every sheet.
Model Overview · Cover
Lakeline Hand Wash & Detail, LLC
Five-year financial model · Version 1.0 · Active scenario: BASE
Business Description
Business NameLakeline Hand Wash & Detail, LLC
EntityLLC (Single-Member, pass-through)
StagePre-revenue startup
HQEden Prairie, Minnesota
IndustryCar wash · auto detail
OwnerKyle M. Hartman (100%)
Funding Summary
Total Capital Required$1.22M
Owner Equity Injection$200,000
SBA 7(a) Loan$1.10M
Interest Rate10.0%
Loan Term10 years, fully amortized
Annual Debt Service$180,947
5-Year Projections
MetricY1Y2Y3Y4Y5
Revenue$1.72M$2.74M$3.02M$3.23M$3.39M
EBITDA$55k$567k$763k$898k$985k
Ending Cash$390k$781k$1.36M$2.08M$2.88M
Debt Service Coverage Ratio1.34x1.85x2.39x2.83x3.21x
[03] How It Works
Three steps.
HOUR 0
Intake
You fill out a 15-minute questionnaire.
HOUR 1 - 3
Production
30 AI Agents build your custom model
HOUR 4
Delivery
Your editable Excel financial model lands in your inbox.
[04] Pricing
One-time payment.
$99
One payment. Yours forever. Custom-built around your business.
Get your model- Custom-built around your industry, location, and business — never a template
- Three scenarios (Base / Optimistic / Conservative) with one-click switcher
- Source-cited assumptions — every number defensible
- Yours forever. Edit any cell. No subscription, no expiration.
- Delivered in 4 hours, straight to your inbox
Partner Program
Are the businesses you advise asking for financial models?
Get white-labeled financial models
01
Business plan writers
02
Consulting firms
03
Immigration attorneys
04
Grant application writers
05
Business brokers
06
Financial advisors
[05] FAQ
Questions, answered.
How is this different from a generic AI tool or template?+
Our AI Agents research your industry, your location, and your market, then build the model around your goal — a loan, a grant, a visa, an investor pitch, an acquisition, a new venture, or just clarity on your numbers.
Defensible sources on every assumption. Three statements that actually link. Scenarios that hold up. Built around your specific business, not a template.
Will a bank accept this?+
Yes. When the model is for a loan application, we build it around what underwriters expect to open first: Source & Use of funds, full debt amortization schedule, monthly P&L for Years 1-2, indirect-method cash flow, balanced balance sheet every period, and full DSCR by year. Every number traces back to a single Assumptions sheet, so the loan officer can audit any line.
What is actually inside the file?+
One Excel file. Sheets calibrated to your use case.
Most models include these 10 fully linked sheets: Model Overview · Dashboard · Assumptions · Revenue Model · Cost Model · Capex & Funding · Income Statement · Cash Flow · Balance Sheet · Ratio Analysis.
Some use cases get extra sheets — buying a business adds a Valuation tab, grants add a Cost Sharing tab, investor visas add a Job Creation tab. The Assumptions sheet has a one-click switcher for Base / Optimistic / Conservative scenarios.
Do you keep my business information?+
Encrypted in transit and at rest. Never used to train AI.
We retain it for 24 months so you can re-download, then auto-delete. Earlier deletion on request. Security details.
What industries do you cover?+
Every industry. Our AI Agents run original research on your industry, geography, and market. No preset list. No template assumptions.
How fast do I get the file?+
4 hours after you submit the questionnaire. Straight to your mail inbox.