Review your financial model with an ex-Bain CFA

A financial model is only as good as its assumptions, and when you've built it yourself, you may not be the best-placed to spot where it bends reality. Before that model goes in front of an investor, a board, a lender, or drives a real decision, it's worth having someone experienced work through it with you.

In this session, we'll go through your financial model together, live. Bring any model - a startup fundraise model, project finance, budgeting/forecasting, valuation, unit economics - and we'll work through it the way it would be scrutinised in the real world. As a CFA Charterholder with 13 years in business and financial consulting, including at Bain & Company, I'll help you:

1. Pressure-test assumptions - growth rates, margins, costs, timelines: which are defensible, and which will get challenged
2. Check the logic and structure - whether the model's mechanics actually reflect how your business works
3. Answer your open questions - anything you're unsure about, from revenue build-ups to scenario design
4. Prepare for scrutiny - anticipate the questions an investor, CFO, or board member will ask, and be ready with answers

You'll leave with a clearer, more defensible model and more confidence presenting it.

Useful for founders preparing to raise, finance professionals building models for decisions or clients, and students or analysts wanting expert feedback on their work.