Financial modeling sprint
A fixed-scope modeling project for revenue-generating companies backed by venture or private-equity investors: a driver-based operating model, an agreed set of scenarios, a cash runway view and a management review. Priced at $10,000, delivered in about four weeks from receipt of usable data. No retainer required; most companies use it before a raise, a board cycle or an acquisition decision.
What you receive
| Deliverable | What it is | Decision it supports |
|---|---|---|
| Driver-based operating model | Revenue, cost and headcount drivers tied to the operating plan, 24 to 36 month horizon | Hiring pace, spend, pricing |
| Scenario set | Base, downside and upside cases with the assumptions documented | Runway under each case; when to start a financing process |
| Cash runway view | Monthly cash and runway across scenarios; a 13-week cash forecast where the data supports it | Timing of hires, investment and capital |
| Assumptions register | Every driver, source and owner listed | Board and investor diligence |
| Management review | One working session walking the model, plus handover so the team can maintain it | Adoption of the model in the monthly cadence |
What we need from you
- Trailing 12 to 24 months of financials from the accounting system
- Current budget or plan, if one exists
- Headcount plan
- Revenue drivers by product or channel
- Cap table, if a raise is in view
One point of contact for questions.
What is not included
Accounting cleanup or restatement, bookkeeping, tax, audit preparation, fundraising representation, and ongoing maintenance after handover (available under a retainer). Unusually complex situations (multiple entities, currencies, or an acquisition in flight) are scoped separately before a fee is confirmed.
Price and timing
$10,000, fixed. Four weeks is the standard window and depends on scope and timely data. The fee is confirmed in a written proposal after a 30-minute scoping call.
After the sprint
Most companies either keep the model in-house after handover or continue on a retainer for forecast updates, reporting and capital planning. Ongoing fractional CFO support picks up where the sprint leaves off.
Recent work: Building the financial architecture for a Series A consumer company.
Common questions
Is the sprint required before a retainer?
No. The sprint is a standalone project. Some companies continue on a retainer afterward; most do not have to.
What if our books are not clean?
Accounting cleanup is scoped separately or referred out. The sprint starts when the underlying data is usable.
Who builds the model?
Taha Ahmed builds the model personally, and runs the management review himself.
Can the model be used for a fundraise?
Yes. The model is built to investor-grade standards, with documented assumptions that hold up in diligence.
What software is the model built in?
Excel or Google Sheets, your choice. No proprietary tools, so the team can maintain it after handover.
Schedule a scoping call
Thirty minutes on the plan, the data and the decision the model needs to support.