"We needed a quick turnaround on a model for a fast-moving deal, and ModelPilot absolute delivered. They put together our full model in less than 3 days, and we hardly had to do any iterating before it was ready to be sent to our investment committee & our lender. Extremely pleased overall and highly recommend giving these guys a shot!"
Financial models custom-built for capital raising and M&A
We'll handle the entire financial model buildout for your strategic transaction – whether it's a capital raise or M&A transaction – entirely hands-free for you and all for one fixed price.
How it works
A process designed to maximize simplicity and ease.
Initial meeting and information gathering
Introductory meeting with our team to discuss the company and the specifics of the upcoming transaction. We'll then work with you to gather all the information and data needed for your custom financial model buildout.
We custom-build your financial model
We take all information gathered and build it into your entirely custom, 3-statement financial model. The model will be tailored to illustrate the exact mechanics of your transaction with fully integrated sources & uses.
Delivery of your model and ongoing updates
Even after we deliver the model to you, we'll stand by ready to make any final updates as needed. We understand that deal dynamics can shift and want to make sure our clients are always supported all the way through close.
Why should you work with ModelPilot?
No matter your goals or transaction structure, we're here to support you.
Understand financing requirements
Take a forward-looking approach to understand your company's optimal fundraising timing and strategy.
Execute your transaction with professionalism
Maximize your credibility with investors by sending them a professionally-crafted model.
Leverage our extensive transaction expertise
With over 50 closed M&A and capital raise transactions under our team's belt, you're in good hands.
See what our clients are saying
ModelPilot versus Alternative Solutions
Our Plans
Let's get your model buildout started! Choose the plan that works best for you and we'll get your pain-free onboarding process started.
Capital Raise Model
One-time model buildout for an upcoming capital raise.
$3,995
Flat, one-time fee
Custom-built for your capital raise
Full 3-statement functionality
Professional and investor-friendly
Custom structure and outputs
Quick turnaround times
Access to our full team of experts
Easy credit card payments
Simple signup and onboarding
M&A Deal Model
One-time model buildout for an acquisition or company sale.
$4,995
Flat, one-time fee
Custom-built for your transaction
Full 3-statement functionality
Integrated S&U + B/S adjustments
Custom structure and outputs
Quick turnaround times
Access to our full team of experts
Easy credit card payments
Simple signup and onboarding
Refer a Client
Earn a flat $1,000 bonus for every client you refer to ModelPilot.
$1,000/referral*
Send to referrals@modelpilot.co
No limit on referrals you can make
Easily refer via email introduction
Referral bonuses paid quickly
Stay connected with ModelPilot
* Referral means an introduction to a company or individual ModelPilot did not know before that ultimately becomes a paying client of ModelPilot.
Frequently Asked Questions
What should a capital raise model or M&A-focused financial model look like?
At a high level, this model should be an illustration of the economics of the transaction. It should show how/why the deal makes sense, including an outline for how the deal is going to be financed/capitalized and what the investor's returns are projected to look like in the long-run. Overall, it should be a fully functional 3-statement model (similar to "traditional" operating models), but it also needs to include a handful of other transaction-specific elements that are unique to these types of transactions. In addition to all the detailed data/analysis-focused tabs, we always include summary-level tabs that include key takeaways which can be copied & pasted into presentations and other materials.
Note that overall tabs and structure may vary from company to company, and your specific financial model may include additional tabs not listed above.
What types of information are included in your financial models?
Our models have full 3-statement functionality, including interlinked tabs for your income statement, balance sheet, and cash flow statement. We also generally include a handful of separate tabs/schedules, such as a detailed revenue build, operating expense detail, an equipment/capital expenditures schedule (if relevant), a debt schedule (if relevant), a tax expense schedule (if relevant), and sources & uses of funds (particularly relevant for capital raises and M&A transactions) which are integrated into the broader model's functionality.
In addition to all the detailed data/analysis-focused tabs, we always include summary-level tabs that include key takeaways which can be copied & pasted into presentations and other materials.
Note that overall tabs and structure may vary from company to company, and your specific financial model may include additional tabs not listed above.
What are your typical turnaround times?
We generally target a turnaround time of 3-5 business days for most financial model buildouts, but this can vary from time to time depending on each model's complexity and our internal capacity.
Who's building the financial models? Do you use overseas labor?
All models are built by our in-house team of finance experts based in the United States. Most of our professionals have backgrounds in investment banking, private equity, and/or corporate finance and have extensive experience building financial models from the ground up.
You're in great hands - trust us!
What program do you build your financial models in?
We build all of our financial models in Microsoft Excel. In most cases, they can be seamlessly imported to Google Sheets if you prefer that platform.
Will I be able to get the Excel version of my financial model?
Yes, we always provide clients with the full Excel, as well as any other external files we may have used in our creation of the financial model. We want our service to be as functional and user-friendly as possible!
I already have a financial model but just want you to update it. Will that work?
Absolutely! This isn't uncommon for us and we're more than happy to work under this structure. Under this type of scenario, we're often able to discount our pricing assuming your preexisting financial model is in good shape and doesn't require too much additional modification. Just send us a message and we're happy to talk it through with you!
What are my alternative options if I don't use ModelPilot?
Alternative options include (1) hiring a full-time finance person in-house that's capable of building and maintaining your financial model on an ongoing basis, or (2) hiring an external finance freelancer or consultant that hopefully has the necessary financial modeling skills and know-how. We feel that, for most companies, we're a much better option than each of these alternatives, but we'll let you make the call!
In larger transactions, sometimes the model will be prepared by a sell-side investment banking advisor, but this can vary case-by-case.
What if I need additional financial services in addition to a financial model?
We'd be happy to discuss that! From time to time, we do have clients reach out looking for additional finance support, ranging from outsourced or fractional CFO services, to more in-depth FP&A support, to capital raising and/or M&A advisory. We're equipped to provide those types of services as well, and would be happy to discuss these types of things on a case-by-case basis. Just shoot us an email!
What are the requirements to work with you?
The only requirement is that you're able to provide us with proper financial statements, generally from your accountant, to serve as the starting inputs to our financial model. We need to be starting with sound financial information to ensure the financial model is as valuable and insightful as possible. If a company does not have solid accounting in place, you risk ending up in a "garbage in, garbage out" type of scenario with your financial model.
Other Questions? Shoot us a message below!
Whether you're looking to raise capital, acquire a company, or sell your business, our team of experts has you covered.
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