Financial Modelling & Valuation
Puneet Gupta
Hi, I’m a finance professional specializing in Financial Modelling & Valuation, helping founders, small businesses, and consultants make confident, data-driven decisions through custom-built financial models and valuations.
Whether you're preparing for a fundraising round, building a strategic plan, or evaluating a new opportunity, I’ll work directly with you to create a clean, easy-to-use financial model tailored to your specific goals.
With years of hands-on experience in finance and working with startups and SMEs, I understand what investors, VCs, and lenders look for, and I build models that meet those standards.
💼 What I Offer:
🔹 Financial Modelling:
- Custom 3-statement models (P&L, Balance Sheet, Cash Flow)
- Revenue, cost, and margin projections aligned to your business model
- Scenario planning (best, base, worst-case)
- Sensitivity analysis to test key assumptions
- KPI dashboards and visual summaries for presentations
- Designed for Excel or Google Sheets, fully editable and user-friendly
🔹 Valuation Services:
- DCF (Discounted Cash Flow) valuation
- Precedent transaction analysis
- Terminal value calculation and clear valuation summary
- Built-in assumptions, logic, and investor-ready presentation
🎯 Who This Is For:
- Startup founders preparing for seed or Series A/B rounds
- Freelancers & consultants supporting clients with financial planning
- Small business owners needing clarity on growth, cash flow, or funding
- Anyone who needs a clear, professional, and reliable financial model or valuation
🛠️ What You’ll Get:
- A fully customized and editable Excel/Google Sheets financial model
- Clean, clear valuation outputs for internal or investor use
- A walkthrough session to explain how to use and maintain the model
- Optional support for pitch decks or financial summaries
🧑💼 Why Work With Me?
I work 1-on-1 with every client to ensure the model reflects your unique business, not a generic template. I keep things professional, clear, and collaborative—no fluff, just solid, actionable finance work. Whether you’re building from scratch or need help refining your existing model, I’m here to help you feel confident in your numbers and your strategy.